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Axis Flexi Cap Fund - Direct Plan - Growth

Flexi Cap Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
66
Aug 2026
Equity Holdings
₹12,688.74 Cr
Equity only, excl. debt & cash
AAUM
₹12,545.60 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
24.1%
Diversified
Top 10 Weight
38.3%
Diversified
Changes
66
5 new · 1 exits
Top Sector
Banks
17.9% of portfolio
Launch Date
30 Oct 2017
9 years old

AAUM (Average Assets Under Management) of ₹12,545.60 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 Flexi Cap Fund made 5 new additions and exited 1 stock this month. The biggest new buy was Leap India Limited (Commercial Services & Supplies) at 0.57% weight. Mankind Pharma Limited was the biggest exit (Pharmaceuticals & Biotechnology), which was held at 1.80%. Among existing holdings, One 97 Communications Limited saw the biggest increase — now at 1.77% of the portfolio. UltraTech Cement Limited was trimmed the most, now at 0.72%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 17.9%. ↓ 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 18.4% 18.3% -0.1%
Finance 8.1% 8.4% +0.4%
Electrical Equipment 8.4% 7.0% -1.4%
Retailing 6.6% 6.5% -0.1%
Pharmaceuticals & Biotechnology 5.8% 5.7% -0.1%
Automobiles 4.4% 5.2% +0.8%
Auto Components 4.4% 4.5% +0.1%
Aerospace & Defense 4.7% 4.5% -0.2%
Chemicals & Petrochemicals 4.3% 4.3% +0.1%
Healthcare Services 4.1% 4.0% 0.0%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 18.3% 17.9% -0.4%
Electrical Equipment 7.0% 8.4% +1.4%
Finance 8.4% 7.4% -1.0%
Retailing 6.5% 6.5% 0.0%
Automobiles 5.2% 5.0% -0.3%
Auto Components 4.5% 4.9% +0.4%
Chemicals & Petrochemicals 4.3% 4.8% +0.5%
Aerospace & Defense 4.5% 4.8% +0.4%
Pharmaceuticals & Biotechnology 5.7% 4.4% -1.2%
Financial Technology (Fintech) 2.6% 3.9% +1.3%
🟢
Biggest New Buy
Leap India Limited
0.57% weight · Commercial Services & Supplies
🔴
Biggest Exit
Mankind Pharma Limited
1.80% was held · Pharmaceuticals & Biotechnology
Biggest Add
One 97 Communications Limited
+1.02% · now 1.77%
Biggest Trim
UltraTech Cement Limited
-2.10% · now 0.72%
🤝 Other funds also bought this month
TD Power Systems Limited 89 funds
TD Power Systems Limited
Groww Small Cap Fund-Direct-Growth
Sundaram Business Cycle Fund Direct Plan Growth
Groww Multicap Fund - Direct - Growth + more
Dhoot Transmission Ltd 66 funds
Dhoot Transmission Ltd
SBI Automotive Opportunities Fund - Direct Plan - Growth
Invesco India Manufacturing Fund - Direct Plan - Growth
Invesco India Consumption Fund + more
Leap India Limited 14 funds
Leap India Limited
Motilal Oswal Consumption Fund-Direct-Growth
Motilal Oswal Large Cap Direct Plan Growth
Groww Small Cap Fund-Direct-Growth + more
Rubicon Research Limited 12 funds
Rubicon Research Limited
SBI Multicap Fund- Direct Plan- Growth option
HDFC MNC Fund - Growth Option - Direct Plan
ICICI Prudential Flexicap Fund - Direct Plan - Growth + more
Cyient DLM Ltd 7 funds
Cyient DLM Ltd
Mirae Asset BSE India Defence ETF
ADITYA BIRLA SUN LIFE AGGRESSIVE HYBRID FUND
Axis India Manufacturing Fund - Direct Plan - Growth + more
👋 Other funds also exited
Mankind Pharma Limited 29 funds
Mankind Pharma Limited
ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund
ITI Pharma and Healthcare Fund - Direct Plan - Growth Option
Kotak Healthcare Fund - Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 5 New Entries 🔴 1 Exit ↑ 30 Increased ↓ 30 Decreased
#StockSectorWeight (Aug 2026)
1
Leap India Limited
₹79.15 Cr
Commercial Services & Supplies 0.57%
2
TD Power Systems Limited
₹70.04 Cr
Electrical Equipment 0.50%
3
Rubicon Research Limited
₹46.86 Cr
Pharmaceuticals & Biotechnology 0.34%
4
Cyient DLM Ltd
₹32.89 Cr
Aerospace & Defense 0.24%
5
Dhoot Transmission Ltd
₹15.75 Cr
Automobile and Auto Components 0.11%
#StockSectorLast Weight (Jul 2026)
1
Mankind Pharma Limited
₹242.72 Cr
Pharmaceuticals & Biotechnology 1.80%
#StockSectorJul 2026Aug 2026Change
1
One 97 Communications Limited
₹246.47 Cr
Financial Technology (Fintech) 0.75% 1.77% +1.02%
2
Apar Industries Limited
₹565.52 Cr
Electrical Equipment 3.30% 4.06% +0.76%
3
Welspun Corp Limited
₹167.13 Cr
Industrial Products 0.86% 1.20% +0.34%
4
Sansera Engineering Limited
₹319.91 Cr
Auto Components 1.98% 2.29% +0.31%
5
PB Fintech Limited
₹302.05 Cr
Financial Technology (Fintech) 1.87% 2.17% +0.30%
6
Eternal Limited
₹619.29 Cr
Retailing 4.24% 4.44% +0.20%
7
Navin Fluorine International Limited
₹217.22 Cr
Chemicals & Petrochemicals 1.37% 1.56% +0.19%
8
Kaynes Technology India Limited
₹78.67 Cr
Industrial Manufacturing 0.38% 0.56% +0.18%
9
Gujarat Fluorochemicals Limited
₹62.55 Cr
Chemicals & Petrochemicals 0.27% 0.45% +0.18%
10
FSN E-Commerce Ventures Limited
₹142.37 Cr
Retailing 0.85% 1.02% +0.17%
#StockSectorJul 2026Aug 2026Change
1
UltraTech Cement Limited
₹100.15 Cr
Cement & Cement Products 2.82% 0.72% -2.10%
2
Bajaj Finance Limited
₹594.55 Cr
Finance 4.76% 4.26% -0.50%
3
L&T Finance Limited
₹143.50 Cr
Finance 1.45% 1.03% -0.42%
4
Trent Limited
₹92.57 Cr
Retailing 1.04% 0.66% -0.38%
5
Krishna Institute Of Medical Sciences Limited
₹410.46 Cr
Healthcare Services 3.24% 2.94% -0.30%
6
Bharti Airtel Limited
₹292.87 Cr
Telecom - Services 2.36% 2.10% -0.26%
7
Torrent Power Limited
₹160.34 Cr
Power 1.38% 1.15% -0.23%
8
Oil & Natural Gas Corporation Limited
₹85.89 Cr
Oil 0.85% 0.62% -0.23%
9
HDFC Bank Limited
₹295.57 Cr
Banks 2.31% 2.12% -0.19%
10
Mahindra & Mahindra Limited
₹356.93 Cr
Automobiles 2.74% 2.56% -0.18%

What Stocks Does This Fund Hold?

66 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹1,094.78 Cr
Banks
7.85%
2
₹619.29 Cr
Retailing
4.44%
3
₹594.55 Cr
Finance
4.26%
4
₹565.52 Cr
Electrical Equipment
4.06%
5
₹488.57 Cr
Aerospace & Defense
3.50%
6
₹445.43 Cr
Banks
3.19%
7
₹430.61 Cr
Banks
3.09%
8
₹410.46 Cr
Healthcare Services
2.94%
9
₹356.93 Cr
Automobiles
2.56%
10
₹333.34 Cr
Automobiles
2.39%
🏆 Top stocks held by Flexi Cap funds
See which stocks all active Flexi Cap fund managers are buying — ranked by total value invested
🏦 Axis Mutual Fund — Portfolio & Holdings
See all funds managed by Axis Mutual Fund — conviction stocks, monthly entries & exits

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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