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Axis India Manufacturing Fund - Direct Plan - Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
74
Aug 2026
Equity Holdings
₹5,724.39 Cr
Equity only, excl. debt & cash
AAUM
₹5,203.51 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
18.4%
Diversified
Top 10 Weight
31.4%
Diversified
Changes
74
6 new · 5 exits
Top Sector
Automobiles
15.7% of portfolio
Launch Date
01 Dec 2023
3 years old

AAUM (Average Assets Under Management) of ₹5,203.51 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 India Manufacturing Fund made 6 new additions and exited 5 stocks this month. The biggest new buy was TD Power Systems Limited (Electrical Equipment) at 1.86% weight. TD Power Systems Limited was the biggest exit (Electrical Equipment), which was held at 1.07%. Among existing holdings, Ather Energy Limited saw the biggest increase — now at 2.28% of the portfolio. Torrent Pharmaceuticals Limited was trimmed the most, now at 2.13%. Mahindra & Mahindra Limited remains the top holding with Automobiles the dominant sector at 15.7%. ↓ 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
Automobiles 13.6% 16.2% +2.6%
Pharmaceuticals & Biotechnology 11.6% 14.9% +3.3%
Auto Components 14.8% 14.8% +0.1%
Electrical Equipment 12.6% 12.7% +0.1%
Industrial Products 7.8% 7.3% -0.5%
Consumer Durables 4.4% 5.5% +1.1%
Aerospace & Defense 6.3% 4.9% -1.4%
Ferrous Metals 5.2% 4.6% -0.6%
Petroleum Products 4.9% 4.3% -0.6%
Chemicals & Petrochemicals 3.7% 3.3% -0.4%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Automobiles 16.2% 15.7% -0.5%
Pharmaceuticals & Biotechnology 14.9% 15.0% +0.1%
Auto Components 14.8% 14.5% -0.3%
Electrical Equipment 12.7% 14.1% +1.4%
Industrial Products 7.3% 8.1% +0.8%
Aerospace & Defense 4.9% 5.5% +0.5%
Consumer Durables 5.5% 4.7% -0.7%
Ferrous Metals 4.6% 4.0% -0.6%
Petroleum Products 4.3% 3.9% -0.4%
Chemicals & Petrochemicals 3.3% 3.4% +0.2%
🟢
Biggest New Buy
TD Power Systems Limited
1.86% weight · Electrical Equipment
🔴
Biggest Exit
TD Power Systems Limited
1.07% was held · Electrical Equipment
Biggest Add
Ather Energy Limited
+0.67% · now 2.28%
Biggest Trim
Torrent Pharmaceuticals Limited
-0.57% · now 2.13%
🤝 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
Aditya Infotech Limited 25 funds
Aditya Infotech Limited
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Samco Small Cap Fund
Invesco India Manufacturing Fund - Direct Plan - Growth + more
Ashok Leyland Limited 20 funds
Ashok Leyland Limited
ICICI Prudential Focused Fund
Mirae Asset BSE Midcap 150 Momentum 30 ETF
Mirae Asset BSE India Defence ETF + more
Cyient DLM Ltd 7 funds
Cyient DLM Ltd
Mirae Asset BSE India Defence ETF
ADITYA BIRLA SUN LIFE AGGRESSIVE HYBRID FUND
Axis Aggressive Hybrid Fund - Direct Plan - Growth Option + more
Aether Industries Limited 5 funds
Aether Industries Limited
Union Active Momentum Fund - Direct Plan - Growth Option
Invesco India Manufacturing Fund - Direct Plan - Growth
WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth + more
👋 Other funds also exited
TD Power Systems Limited 79 funds
TD Power Systems Limited
Sundaram Business Cycle Fund Direct Plan Growth
Sundaram Large and Midcap Fund Direct Plan - Growth
Groww Small Cap Fund-Direct-Growth + more
Hero MotoCorp Limited 44 funds
Hero MotoCorp Limited
Kotak Transportation & Logistics Fund-Direct Growth
Kotak Consumption Fund - Direct plan - Growth Option
Kotak Special Opportunities Fund - Direct Plan - Growth Option + more
Tata Motors Passenger Vehicles Limited 35 funds
Tata Motors Passenger Vehicles Limited
Kotak Nifty200 Value 30 Index Fund - Direct - Growth
Kotak Nifty 50 Value 20 ETF - Payout of Income Distribution cum capital withdrawal option
ICICI Prudential Focused Equity Fund - Direct Plan - Growth + more
Coromandel International Limited 24 funds
Coromandel International Limited
Kotak Nifty Chemicals ETF
Sundaram Mid Cap Fund Direct Plan - Growth
Motilal Oswal Contra Fund + more
Doms Industries Limited 10 funds
Doms Industries Limited
THE WEALTH COMPANY ETHICAL FUND
Mirae Asset Small Cap Fund - Direct Plan - Growth
WhiteOak Capital Quality Equity Fund Direct Plan Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 6 New Entries 🔴 5 Exits ↑ 27 Increased ↓ 36 Decreased
#StockSectorWeight (Aug 2026)
1
TD Power Systems Limited
₹107.69 Cr
Electrical Equipment 1.86%
2
Dhoot Transmission Ltd
₹42.19 Cr
Automobile and Auto Components 0.73%
3
Ashok Leyland Limited
₹39.41 Cr
Agricultural, Commercial & Construction Vehicles 0.68%
4
Cyient DLM Ltd
₹26.09 Cr
Aerospace & Defense 0.45%
5
Aether Industries Limited
₹16.80 Cr
Chemicals & Petrochemicals 0.29%
6
Aditya Infotech Limited
₹7.65 Cr
Industrial Manufacturing 0.13%
#StockSectorLast Weight (Jul 2026)
1
TD Power Systems Limited
₹59.06 Cr
Electrical Equipment 1.07%
2
Coromandel International Limited
₹21.37 Cr
Fertilizers & Agrochemicals 0.39%
3
Doms Industries Limited
₹15.66 Cr
Household Products 0.28%
4
Tata Motors Passenger Vehicles Limited
₹6.03 Cr
Automobiles 0.11%
5
Hero MotoCorp Limited
₹4.66 Cr
Automobiles 0.08%
#StockSectorJul 2026Aug 2026Change
1
Ather Energy Limited
₹132.03 Cr
Automobiles 1.61% 2.28% +0.67%
2
Indo-MIM Limited
₹55.87 Cr
Industrial Manufacturing 0.46% 0.96% +0.50%
3
Welspun Corp Limited
₹87.08 Cr
Industrial Products 1.05% 1.50% +0.45%
4
Apar Industries Limited
₹119.00 Cr
Electrical Equipment 1.66% 2.05% +0.39%
5
Happy Forgings Limited
₹77.35 Cr
Industrial Products 0.96% 1.33% +0.37%
6
Divi's Laboratories Limited
₹201.35 Cr
Pharmaceuticals & Biotechnology 3.12% 3.47% +0.35%
7
Gland Pharma Limited
₹48.29 Cr
Pharmaceuticals & Biotechnology 0.49% 0.83% +0.34%
8
KEI Industries Limited
₹45.73 Cr
Industrial Products 0.53% 0.79% +0.26%
9
Sai Life Sciences Limited
₹56.55 Cr
Pharmaceuticals & Biotechnology 0.73% 0.98% +0.25%
10
Sansera Engineering Limited
₹105.99 Cr
Auto Components 1.61% 1.83% +0.22%
#StockSectorJul 2026Aug 2026Change
1
Torrent Pharmaceuticals Limited
₹123.63 Cr
Pharmaceuticals & Biotechnology 2.70% 2.13% -0.57%
2
Mahindra & Mahindra Limited
₹297.11 Cr
Automobiles 5.60% 5.13% -0.47%
3
Asian Paints Limited
₹5.17 Cr
Consumer Durables 0.50% 0.09% -0.41%
4
Tata Steel Limited
₹97.93 Cr
Ferrous Metals 2.05% 1.69% -0.36%
5
Blue Star Limited
₹44.84 Cr
Consumer Durables 1.12% 0.77% -0.35%
6
Reliance Industries Limited
₹167.77 Cr
Petroleum Products 3.23% 2.89% -0.34%
7
Cummins India Limited
₹141.86 Cr
Industrial Products 2.79% 2.45% -0.34%
8
Sun Pharmaceutical Industries Limited
₹218.54 Cr
Pharmaceuticals & Biotechnology 4.09% 3.77% -0.32%
9
Hindalco Industries Limited
₹135.07 Cr
Non - Ferrous Metals 2.65% 2.33% -0.32%
10
Bharat Forge Limited
₹85.33 Cr
Auto Components 1.78% 1.47% -0.31%

What Stocks Does This Fund Hold?

74 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹297.11 Cr
Automobiles
5.13%
2
₹218.54 Cr
Pharmaceuticals & Biotechnology
3.77%
3
₹201.35 Cr
Pharmaceuticals & Biotechnology
3.47%
4
₹174.65 Cr
Aerospace & Defense
3.01%
5
₹174.22 Cr
Auto Components
3.01%
6
₹167.77 Cr
Petroleum Products
2.89%
7
₹164.86 Cr
Automobiles
2.84%
8
₹146.50 Cr
Electrical Equipment
2.53%
9
₹141.86 Cr
Industrial Products
2.45%
10
₹135.07 Cr
Non - Ferrous Metals
2.33%
🏆 Top stocks held by Equity funds
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🏦 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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