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Axis India Manufacturing Fund - Direct Plan - Growth

Equity Data as of Apr 2026 Comparing Mar 2026 → Apr 2026
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Stocks Held
90
Apr 2026
Equity Holdings
₹5,126.33 Cr
Equity only, excl. debt & cash
Top 5 Weight
21.3%
Diversified
Top 10 Weight
34.2%
Diversified
Changes
91
6 new · 6 exits
Top Sector
Automobiles
14.7% of portfolio
📋 What Happened This Month Axis India Manufacturing Fund made 6 new additions and exited 6 stocks this month. The biggest new buy was Amber Enterprises India Limited (Consumer Durables) at 0.85% weight. V-Guard Industries Limited was the biggest exit (Consumer Durables), which was held at 0.50%. Among existing holdings, Sona BLW Precision Forgings Limited saw the biggest increase — now at 2.44% of the portfolio. Vedanta Limited was trimmed the most, now at 0.86%. Mahindra & Mahindra Limited remains the top holding with Automobiles the dominant sector at 14.7%. ↓ 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
Automobiles 16.6% 14.5% -2.1%
Pharmaceuticals & Biotechnology 12.1% 13.0% +0.9%
Auto Components 11.1% 9.6% -1.5%
Electrical Equipment 9.3% 9.6% +0.2%
Industrial Products 7.2% 6.9% -0.3%
Petroleum Products 7.1% 6.9% -0.2%
Aerospace & Defense 5.7% 5.7% -0.1%
Ferrous Metals 5.0% 5.3% +0.3%
Chemicals & Petrochemicals 4.1% 3.8% -0.4%
Consumer Durables 3.0% 2.8% -0.2%
Mar 2026 Apr 2026
Sector Prev Curr Delta
Automobiles 14.5% 14.7% +0.2%
Electrical Equipment 9.6% 12.2% +2.7%
Pharmaceuticals & Biotechnology 13.0% 12.2% -0.8%
Auto Components 9.6% 12.1% +2.5%
Industrial Products 6.9% 7.0% +0.1%
Petroleum Products 6.9% 6.5% -0.4%
Aerospace & Defense 5.7% 5.8% +0.1%
Ferrous Metals 5.3% 5.7% +0.4%
Chemicals & Petrochemicals 3.8% 3.7% 0.0%
Consumer Durables 2.8% 3.3% +0.5%
🟢
Biggest New Buy
Amber Enterprises India Limited
0.85% weight · Consumer Durables
🔴
Biggest Exit
V-Guard Industries Limited
0.50% was held · Consumer Durables
Biggest Add
Sona BLW Precision Forgings Limited
+0.80% · now 2.44%
Biggest Trim
Vedanta Limited
-1.70% · now 0.86%
🤝 Other funds also bought this month
Talwandi Sabo Power Limited 183 funds
Talwandi Sabo Power Limited
Motilal Oswal Nifty MNC ETF
ICICI Prudential Commodities Fund - Direct Plan - Growth Option
SBI MNC FUND - DIRECT PLAN -GROWTH + more
Vedanta Aluminium Metal Limited 183 funds
Vedanta Aluminium Metal Limited
Nippon India ETF Nifty Next 50 Junior BeES
Aditya Birla Sun Life Nifty Next 50 Index Fund-Direct Growth
Aditya Birla Sunlife Nifty Next 50 ETF + more
Vedanta Iron And Steel Limited 183 funds
Vedanta Iron And Steel Limited
Motilal Oswal Nifty MNC ETF
ICICI Prudential Commodities Fund - Direct Plan - Growth Option
SBI MNC FUND - DIRECT PLAN -GROWTH + more
Malco Energy Limited 176 funds
Malco Energy Limited
Motilal Oswal Nifty MNC ETF
ICICI Prudential Commodities Fund - Direct Plan - Growth Option
SBI MNC FUND - DIRECT PLAN -GROWTH + more
Radico Khaitan Limited 30 funds
Radico Khaitan Limited
ICICI Prudential Active Momentum Fund - Direct Plan - Growth
HSBC Aggressive Hybrid Fund
Invesco India Consumption Fund - Direct Plan - Growth + more
Amber Enterprises India Limited 19 funds
Amber Enterprises India Limited
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Invesco India Midcap Fund - Direct Plan - Growth Option
Invesco India Multicap Fund - Direct Plan - Growth Option + more
👋 Other funds also exited
Gland Pharma Limited 13 funds
Gland Pharma Limited
Axis ESG Integration Strategy Fund - Direct Plan - Growth Option
LIC MF Focused Fund-Direct Plan-Growth
Mirae Asset Multicap Fund - Direct Plan - Growth + more
Astral Limited 9 funds
Astral Limited
Navi ELSS Tax Saver Fund- Direct Plan- Growth Option
UTI Nifty Private Bank Index Fund - Direct Plan - Growth Option
TRUSTMF MID CAP FUND -DIRECT -GROWTH + more
Gabriel India Limited 9 funds
Gabriel India Limited
Union ELSS Tax Saver Fund - Direct Plan - Growth Option
Union Large & Midcap Fund - Direct Plan - Growth Option
BAJAJ FINSERV ELSS TAX SAVER FUND - DIRECT - GROWTH + more
PG Electroplast Limited 3 funds
PG Electroplast Limited
Motilal Oswal Multi Cap Fund-Direct Plan Growth
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
HSBC Consumption Fund - Direct Growth
V-Guard Industries Limited 2 funds
V-Guard Industries Limited
ICICI Prudential Nifty Smallcap 250 Index Fund - Direct Plan - Growth
ICICI Prudential Nifty 500 Index Fund - Direct Plan - Growth

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 Apr 2026
🟢 6 New Entries 🔴 6 Exits ↑ 48 Increased ↓ 31 Decreased
#StockSectorWeight (Apr 2026)
1
Amber Enterprises India Limited
₹44.21 Cr
Consumer Durables 0.85%
2
Radico Khaitan Limited
₹27.43 Cr
Beverages 0.53%
3
Talwandi Sabo Power Limited
₹20.01 Cr
Power 0.38%
4
Vedanta Aluminium Metal Limited
₹20.01 Cr
Metals & Minerals Trading 0.38%
5
Malco Energy Limited
₹20.01 Cr
Power 0.38%
6
Vedanta Iron And Steel Limited
₹20.01 Cr
Metals & Minerals Trading 0.38%
#StockSectorLast Weight (Mar 2026)
1
V-Guard Industries Limited
₹23.59 Cr
Consumer Durables 0.50%
2
Gabriel India Limited
₹23.46 Cr
Auto Components 0.50%
3
PG Electroplast Limited
₹18.73 Cr
Consumer Durables 0.40%
4
Astral Limited
₹16.53 Cr
Industrial Products 0.35%
5
Gland Pharma Limited
₹12.10 Cr
Pharmaceuticals & Biotechnology 0.26%
6
Jubilant Ingrevia Limited
₹8.22 Cr
Chemicals & Petrochemicals 0.18%
#StockSectorMar 2026Apr 2026Change
1
Sona BLW Precision Forgings Limited
₹127.04 Cr
Auto Components 1.64% 2.44% +0.80%
2
Bharat Heavy Electricals Limited
₹104.83 Cr
Electrical Equipment 1.21% 2.01% +0.80%
3
Kaynes Technology India Limited
₹60.91 Cr
Industrial Manufacturing 0.41% 1.17% +0.76%
4
Bharat Forge Limited
₹74.35 Cr
Auto Components 0.68% 1.43% +0.75%
5
Apar Industries Limited
₹69.38 Cr
Electrical Equipment 0.60% 1.33% +0.73%
6
Hindalco Industries Limited
₹168.79 Cr
Non - Ferrous Metals 2.65% 3.24% +0.59%
7
Samvardhana Motherson International Limited
₹72.47 Cr
Auto Components 0.92% 1.39% +0.47%
8
Blue Star Limited
₹59.35 Cr
Consumer Durables 0.68% 1.14% +0.46%
9
Bosch Limited
₹43.02 Cr
Auto Components 0.46% 0.83% +0.37%
10
Craftsman Automation Limited
₹83.76 Cr
Auto Components 1.25% 1.61% +0.36%
#StockSectorMar 2026Apr 2026Change
1
Vedanta Limited
₹44.89 Cr
Diversified Metals 2.56% 0.86% -1.70%
2
Reliance Industries Limited
₹239.94 Cr
Petroleum Products 5.04% 4.61% -0.43%
3
Britannia Industries Limited
₹26.63 Cr
Food Products 0.82% 0.51% -0.31%
4
Sun Pharmaceutical Industries Limited
₹193.51 Cr
Pharmaceuticals & Biotechnology 4.02% 3.72% -0.30%
5
Bharat Electronics Limited
₹230.51 Cr
Aerospace & Defense 4.67% 4.43% -0.24%
6
Mahindra & Mahindra Limited
₹275.10 Cr
Automobiles 5.51% 5.28% -0.23%
7
JB Chemicals & Pharmaceuticals Limited
₹62.18 Cr
Pharmaceuticals & Biotechnology 1.41% 1.19% -0.22%
8
Jyoti CNC Automation Ltd
₹5.09 Cr
Industrial Manufacturing 0.32% 0.10% -0.22%
9
Voltas Limited
₹22.57 Cr
Consumer Durables 0.62% 0.43% -0.19%
10
Torrent Pharmaceuticals Limited
₹60.90 Cr
Pharmaceuticals & Biotechnology 1.33% 1.17% -0.16%

Full Portfolio

90 stocks — Apr 2026

# Stock Sector Cap Weight & Value
1
₹275.10 Cr
Automobiles
5.28%
2
₹239.94 Cr
Petroleum Products
4.61%
3
₹230.51 Cr
Aerospace & Defense
4.43%
4
₹193.51 Cr
Pharmaceuticals & Biotechnology
3.72%
5
₹168.79 Cr
Non - Ferrous Metals
3.24%
6
₹148.49 Cr
Ferrous Metals
2.85%
7
₹138.30 Cr
Pharmaceuticals & Biotechnology
2.66%
8
₹131.41 Cr
Automobiles
2.52%
9
₹127.30 Cr
Industrial Products
2.45%
10
₹127.04 Cr
Auto Components
2.44%
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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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