← Axis Mutual Fund

Axis Conservative Hybrid Fund - Direct Plan - Growth Option

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
30
Aug 2026
Equity Holdings
₹39.51 Cr
Equity only, excl. debt & cash
AAUM
₹213.07 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
7.4%
Diversified
Top 10 Weight
11.6%
Diversified
Changes
23
0 new · 2 exits
Top Sector
Banks
5.3% of portfolio
Launch Date
24 May 2010
10+ year track record

AAUM (Average Assets Under Management) of ₹213.07 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Axis Conservative Hybrid Fund exited 2 stocks from its portfolio this month. PI Industries Limited was the biggest exit (Fertilizers & Agrochemicals), which was held at 0.37%. Among existing holdings, Divi's Laboratories Limited saw the biggest increase — now at 0.64% of the portfolio. Bharti Airtel Limited was trimmed the most, now at 0.85%. Reliance Industries Limited remains the top holding with Banks the dominant sector at 5.3%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 5.4% 5.2% -0.1%
IT - Software 2.0% 2.3% +0.3%
Petroleum Products 2.0% 2.0% +0.0%
Pharmaceuticals & Biotechnology 1.8% 2.0% +0.1%
Power 1.0% 1.0% 0.0%
Telecom - Services 0.9% 0.9% +0.1%
Diversified FMCG 0.7% 0.7% 0.0%
Automobiles 0.6% 0.6% +0.1%
Finance 0.6% 0.6% +0.0%
Construction 1.0% 0.6% -0.4%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 5.2% 5.3% +0.1%
IT - Software 2.3% 2.4% +0.0%
Pharmaceuticals & Biotechnology 2.0% 2.0% +0.0%
Petroleum Products 2.0% 2.0% 0.0%
Power 1.0% 0.9% -0.1%
Telecom - Services 0.9% 0.9% -0.1%
Diversified FMCG 0.7% 0.7% -0.1%
Automobiles 0.6% 0.6% 0.0%
Finance 0.6% 0.6% 0.0%
Construction 0.6% 0.6% +0.0%
🔴
Biggest Exit
PI Industries Limited
0.37% was held · Fertilizers & Agrochemicals
Biggest Add
Divi's Laboratories Limited
+0.10% · now 0.64%
Biggest Trim
Bharti Airtel Limited
-0.08% · now 0.85%
👋 Other funds also exited
PI Industries Limited 21 funds
PI Industries Limited
Kotak Nifty Chemicals ETF
Kotak Midcap Fund - Direct Plan - Growth
Kotak MNC Fund-Direct Plan-Growth + more
Sona BLW Precision Forgings Limited 19 funds
Sona BLW Precision Forgings Limited
Kotak Nifty Smallcap 50 Index Fund - Direct Plan - Growth
SBI Resurgent India Opportunities Scheme
Sundaram Mid Cap Fund Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🔴 2 Exits ↑ 10 Increased ↓ 11 Decreased
#StockSectorLast Weight (Jul 2026)
1
PI Industries Limited
₹80.94 L
Fertilizers & Agrochemicals 0.37%
2
Sona BLW Precision Forgings Limited
₹74.89 L
Auto Components 0.34%
#StockSectorJul 2026Aug 2026Change
1
Divi's Laboratories Limited
₹1.40 Cr
Pharmaceuticals & Biotechnology 0.54% 0.64% +0.10%
2
Kotak Mahindra Bank Limited
₹1.96 Cr
Banks 0.83% 0.89% +0.06%
3
ICICI Bank Limited
₹3.79 Cr
Banks 1.70% 1.73% +0.03%
4
State Bank of India
₹2.01 Cr
Banks 0.89% 0.92% +0.03%
5
Titan Company Limited
₹1.14 Cr
Consumer Durables 0.49% 0.52% +0.03%
6
LTIMindtree Limited
₹1.06 Cr
IT - Software 0.46% 0.48% +0.02%
7
Axis Bank Limited
₹53.87 L
Banks 0.23% 0.25% +0.02%
8
Larsen & Toubro Limited
₹1.28 Cr
Construction 0.57% 0.58% +0.01%
9
Tata Consultancy Services Limited
₹56.79 L
IT - Software 0.25% 0.26% +0.01%
10
InterGlobe Aviation Limited
₹32.19 L
Transport Services 0.14% 0.15% +0.01%
#StockSectorJul 2026Aug 2026Change
1
Bharti Airtel Limited
₹1.87 Cr
Telecom - Services 0.93% 0.85% -0.08%
2
HDFC Bank Limited
₹3.28 Cr
Banks 1.57% 1.50% -0.07%
3
NTPC Limited
₹2.01 Cr
Power 0.97% 0.92% -0.05%
4
ITC Limited
₹1.08 Cr
Diversified FMCG 0.54% 0.49% -0.05%
5
Reliance Industries Limited
₹4.12 Cr
Petroleum Products 1.92% 1.88% -0.04%
6
Cipla Limited
₹2.30 Cr
Pharmaceuticals & Biotechnology 1.09% 1.05% -0.04%
7
Sun Pharmaceutical Industries Limited
₹66.47 L
Pharmaceuticals & Biotechnology 0.34% 0.30% -0.04%
8
Mahindra & Mahindra Limited
₹1.31 Cr
Automobiles 0.62% 0.60% -0.02%
9
Britannia Industries Limited
₹1.11 Cr
Food Products 0.52% 0.51% -0.01%
10
Bajaj Finance Limited
₹43.28 L
Finance 0.21% 0.20% -0.01%

What Stocks Does This Fund Hold?

30 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹4.12 Cr
Petroleum Products
1.88%
2
₹3.79 Cr
Banks
1.73%
3
₹3.28 Cr
Banks
1.50%
4
₹2.77 Cr
IT - Software
1.26%
5
₹2.30 Cr
Pharmaceuticals & Biotechnology
1.05%
6
₹2.01 Cr
Power
0.92%
7
₹2.01 Cr
Banks
0.92%
8
₹1.96 Cr
Banks
0.89%
9
₹1.87 Cr
Telecom - Services
0.85%
10
₹1.40 Cr
Pharmaceuticals & Biotechnology
0.64%
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Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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