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Axis ESG Integration Strategy Fund - Direct Plan - Growth Option

Equity Data as of Apr 2026 Comparing Mar 2026 → Apr 2026
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Stocks Held
41
Apr 2026
Equity Holdings
₹924.81 Cr
Equity only, excl. debt & cash
Top 5 Weight
25.2%
Moderate
Top 10 Weight
41.9%
Moderate
Changes
45
10 new · 6 exits
Top Sector
Banks
22.4% of portfolio
📋 What Happened This Month Axis ESG Integration Strategy Fund made 10 new additions and exited 6 stocks this month. The biggest new buy was NTPC Limited (Power) at 2.23% weight. Gland Pharma Limited was the biggest exit (Pharmaceuticals & Biotechnology), which was held at 4.88%. Among existing holdings, Varun Beverages Limited saw the biggest increase — now at 2.52% of the portfolio. ICICI Bank Limited was trimmed the most, now at 3.65%. State Bank of India remains the top holding with Banks the dominant sector at 22.4%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Feb 2026 Mar 2026
Sector Prev Curr Delta
Banks 27.8% 24.6% -3.2%
Pharmaceuticals & Biotechnology 9.0% 10.0% +1.0%
IT - Software 10.2% 8.5% -1.8%
Finance 8.0% 7.8% -0.2%
Consumer Durables 5.2% 5.2% -0.1%
Automobiles 3.3% 3.9% +0.6%
Petroleum Products 3.6% 3.9% +0.3%
Healthcare Services 2.6% 2.7% +0.2%
Agricultural, Commercial & Construction Vehicles 2.7% 2.4% -0.3%
Insurance 2.1% 2.2% +0.1%
Mar 2026 Apr 2026
Sector Prev Curr Delta
Banks 24.6% 22.4% -2.2%
IT - Software 8.5% 7.4% -1.0%
Finance 7.8% 6.6% -1.2%
Pharmaceuticals & Biotechnology 10.0% 6.1% -3.9%
Consumer Durables 5.2% 5.6% +0.4%
Automobiles 3.9% 5.4% +1.5%
Petroleum Products 3.9% 3.9% 0.0%
Capital Markets 1.7% 3.3% +1.6%
Industrial Products 1.9% 3.2% +1.3%
Electrical Equipment 2.0% 3.1% +1.2%
🟢
Biggest New Buy
NTPC Limited
2.23% weight · Power
🔴
Biggest Exit
Gland Pharma Limited
4.88% was held · Pharmaceuticals & Biotechnology
Biggest Add
Varun Beverages Limited
+0.52% · now 2.52%
Biggest Trim
ICICI Bank Limited
-2.46% · now 3.65%
🤝 Other funds also bought this month
Mahindra & Mahindra Limited 70 funds
Mahindra & Mahindra Limited
HDFC Nifty Growth Sectors 15 ETF
HDFC Nifty India Consumption Index Fund [An open ended scheme replicating Nifty India Consumption Index (TRI)]
ICICI Prudential Conglomerate Fund - Direct Plan - Growth + more
Tata Consultancy Services Limited 68 funds
Tata Consultancy Services Limited
Mirae Asset Nifty IT ETF
HDFC Nifty Growth Sectors 15 ETF
HDFC Nifty India Digital Index Fund (An open ended scheme replicating/tracking Nifty India Digital Index (TRI)) + more
Sun Pharmaceutical Industries Limited 57 funds
Sun Pharmaceutical Industries Limited
ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund
Mirae Asset Nifty 500 Healthcare ETF
HDFC Nifty Growth Sectors 15 ETF + more
NTPC Limited 56 funds
NTPC Limited
HDFC Housing Opportunities Fund
Bandhan Nifty 500 Value 50 Index Fund
Mirae Asset Nifty 500 Value 50 ETF + more
Cummins India Limited 40 funds
Cummins India Limited
ICICI Prudential Manufacturing Fund
ICICI Prudential Nifty200 Quality 30 Index Fund - Direct Plan - Growth
Bandhan Nifty200 Momentum 30 Index Fund + more
BSE Limited 38 funds
BSE Limited
Invesco India Midcap Fund - Direct Plan - Growth Option
Bandhan Nifty200 Momentum 30 Index Fund
HDFC NIFTY200 MOMENTUM 30 ETF - Growth Option + more
👋 Other funds also exited
Tech Mahindra Limited 30 funds
Tech Mahindra Limited
ICICI Prudential Nifty IT Index Fund - Direct Plan - Growth
ICICI Prudential Nifty 200 Momentum 30 ETF
ICICI Prudential Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth + more
Oil & Natural Gas Corporation Limited 25 funds
Oil & Natural Gas Corporation Limited
ICICI Prudential Nifty200 Value 30 Index Fund - Direct Plan - Growth
ICICI Prudential Focused Equity Fund - Direct Plan - Growth
Bandhan Multi-Factor Fund - Direct Plan - Growth + more
Shriram Finance Limited 23 funds
Shriram Finance Limited
quant BFSI Fund - Growth Option - Direct Plan
ICICI Prudential Nifty200 Value 30 Index Fund - Direct Plan - Growth
JM Value Fund (Direct) - Growth Option + more
Gland Pharma Limited 13 funds
Gland Pharma Limited
LIC MF Focused Fund-Direct Plan-Growth
Mirae Asset Multicap Fund - Direct Plan - Growth
ICICI Prudential MidCap Fund - Direct Plan - Growth + more
Delhivery Limited 4 funds
Delhivery Limited
Mirae Asset Multicap Fund - Direct Plan - Growth
ICICI Prudential Infrastructure Fund - Direct Plan - Growth
ICICI Prudential Large & Mid Cap Fund - Direct Plan - Growth + more
Go Fashion (India) Limited 3 funds
Go Fashion (India) Limited
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - Growth Option
ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA DIRECT GROWTH
Aditya Birla Sun Life Consumption Fund - Growth - Direct Plan

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 Apr 2026
🟢 10 New Entries 🔴 6 Exits ↑ 17 Increased ↓ 12 Decreased
#StockSectorWeight (Apr 2026)
1
NTPC Limited
₹23.95 Cr
Power 2.23%
2
Tata Consultancy Services Limited
₹20.47 Cr
IT - Software 1.91%
3
Sun Pharmaceutical Industries Limited
₹18.08 Cr
Pharmaceuticals & Biotechnology 1.69%
4
BSE Limited
₹17.66 Cr
Capital Markets 1.65%
5
The Indian Hotels Company Limited
₹15.90 Cr
Leisure Services 1.48%
6
Cummins India Limited
₹15.80 Cr
Industrial Products 1.47%
7
Mahindra & Mahindra Limited
₹15.49 Cr
Automobiles 1.44%
8
TBO Tek Limited
₹12.55 Cr
Leisure Services 1.17%
9
Bharat Heavy Electricals Limited
₹9.03 Cr
Electrical Equipment 0.84%
10
IPCA Laboratories Limited
₹5.76 Cr
Pharmaceuticals & Biotechnology 0.54%
#StockSectorLast Weight (Mar 2026)
1
Gland Pharma Limited
₹49.10 Cr
Pharmaceuticals & Biotechnology 4.88%
2
Tech Mahindra Limited
₹24.31 Cr
IT - Software 2.42%
3
Shriram Finance Limited
₹17.44 Cr
Finance 1.73%
4
Delhivery Limited
₹4.26 Cr
Transport Services 0.42%
5
Oil & Natural Gas Corporation Limited
₹1.92 Cr
Oil 0.19%
6
Go Fashion (India) Limited
₹1.81 Cr
Retailing 0.18%
#StockSectorMar 2026Apr 2026Change
1
Varun Beverages Limited
₹26.98 Cr
Beverages 2.00% 2.52% +0.52%
2
Bajaj Finance Limited
₹43.65 Cr
Finance 3.71% 4.07% +0.36%
3
CG Power and Industrial Solutions Limited
₹24.40 Cr
Electrical Equipment 1.95% 2.28% +0.33%
4
Amber Enterprises India Limited
₹20.06 Cr
Consumer Durables 1.63% 1.87% +0.24%
5
REC Limited
₹27.33 Cr
Finance 2.34% 2.55% +0.21%
6
State Bank of India
₹72.65 Cr
Banks 6.62% 6.78% +0.16%
7
Titan Company Limited
₹35.08 Cr
Consumer Durables 3.14% 3.27% +0.13%
8
Tata Consumer Products Limited
₹24.83 Cr
Agricultural Food & other Products 2.19% 2.32% +0.13%
9
Axis Bank Limited
₹38.05 Cr
Banks 3.46% 3.55% +0.09%
10
Star Health And Allied Insurance Company Limited
₹13.45 Cr
Insurance 1.16% 1.25% +0.09%
#StockSectorMar 2026Apr 2026Change
1
ICICI Bank Limited
₹39.17 Cr
Banks 6.11% 3.65% -2.46%
2
Tata Motors Ltd
₹8.95 Cr
Agricultural, Commercial & Construction Vehicles 2.36% 0.83% -1.53%
3
Onesource Specialty Pharma Limited
₹6.26 Cr
Pharmaceuticals & Biotechnology 1.53% 0.58% -0.95%
4
Infosys Limited
₹43.53 Cr
IT - Software 4.58% 4.06% -0.52%
5
JB Chemicals & Pharmaceuticals Limited
₹35.45 Cr
Pharmaceuticals & Biotechnology 3.56% 3.31% -0.25%
6
JK Cement Limited
₹2.75 Cr
Cement & Cement Products 0.46% 0.26% -0.20%
7
Apollo Hospitals Enterprise Limited
₹28.26 Cr
Healthcare Services 2.73% 2.64% -0.09%
8
Nuvama Wealth Management Limited
₹17.63 Cr
Capital Markets 1.73% 1.64% -0.09%
9
Astral Limited
₹9.18 Cr
Industrial Products 0.95% 0.86% -0.09%
10
Supreme Industries Limited
₹9.06 Cr
Industrial Products 0.93% 0.84% -0.09%

Full Portfolio

41 stocks — Apr 2026

# Stock Sector Cap Weight & Value
1
₹72.65 Cr
Banks
6.78%
2
₹69.10 Cr
Banks
6.44%
3
₹43.65 Cr
Finance
4.07%
4
₹43.53 Cr
IT - Software
4.06%
5
₹41.60 Cr
Petroleum Products
3.88%
6
₹39.17 Cr
Banks
3.65%
7
₹38.05 Cr
Banks
3.55%
8
₹35.45 Cr
Pharmaceuticals & Biotechnology
3.31%
9
₹35.08 Cr
Consumer Durables
3.27%
10
₹30.58 Cr
Automobiles
2.85%
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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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