← Axis Mutual Fund

Axis India Manufacturing Fund - Direct Plan - Growth

Equity Data as of May 2026 Comparing Apr 2026 → May 2026
Share: WhatsApp X
Stocks Held
84
May 2026
Equity Holdings
₹5,218.86 Cr
Equity only, excl. debt & cash
Top 5 Weight
20.2%
Diversified
Top 10 Weight
34.0%
Diversified
Changes
88
4 new · 10 exits
Top Sector
Auto Components
14.1% of portfolio
📋 What Happened This Month Axis India Manufacturing Fund made 4 new additions and exited 10 stocks this month. The biggest new buy was TD Power Systems Limited (Electrical Equipment) at 0.53% weight. Kaynes Technology India Limited was the biggest exit (Industrial Manufacturing), which was held at 1.17%. Among existing holdings, Samvardhana Motherson International Limited saw the biggest increase — now at 2.20% of the portfolio. Reliance Industries Limited was trimmed the most, now at 3.77%. Mahindra & Mahindra Limited remains the top holding with Auto Components the dominant sector at 14.1%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
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%
Apr 2026 May 2026
Sector Prev Curr Delta
Auto Components 12.1% 14.1% +1.9%
Automobiles 14.7% 14.0% -0.7%
Electrical Equipment 12.2% 12.7% +0.5%
Pharmaceuticals & Biotechnology 12.2% 11.2% -1.0%
Industrial Products 7.0% 7.8% +0.9%
Ferrous Metals 5.7% 6.1% +0.4%
Aerospace & Defense 5.8% 6.0% +0.3%
Petroleum Products 6.5% 5.0% -1.5%
Chemicals & Petrochemicals 3.7% 4.0% +0.2%
Consumer Durables 3.3% 3.8% +0.5%
🟢
Biggest New Buy
TD Power Systems Limited
0.53% weight · Electrical Equipment
🔴
Biggest Exit
Kaynes Technology India Limited
1.17% was held · Industrial Manufacturing
Biggest Add
Samvardhana Motherson International Limited
+0.81% · now 2.20%
Biggest Trim
Reliance Industries Limited
-0.84% · now 3.77%
🤝 Other funds also bought this month
Asian Paints Limited 37 funds
Asian Paints Limited
ICICI Prudential Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth
Motilal Oswal Nifty 200 Momentum 30 Index Fund
HDFC NIFTY200 MOMENTUM 30 INDEX FUND + more
MTAR Technologies Limited 16 funds
MTAR Technologies Limited
HDFC Defence Fund - Growth Option - Direct Plan
Bajaj Finserv Flexi Cap Fund-Direct Plan-Growth
Motilal Oswal Active Momentum Fund- Direct-Growth + more
TD Power Systems Limited 15 funds
TD Power Systems Limited
BAJAJ FINSERV ELSS TAX SAVER FUND - DIRECT - GROWTH
BAJAJ FINSERV SMALL CAP FUND - DIRECT - GROWTH
Axis ESG Integration Strategy Fund - Direct Plan - Growth Option + more
Kirloskar Oil Engines Limited 14 funds
Kirloskar Oil Engines Limited
Mirae Asset Infrastructure Fund - Direct Plan - Growth
TRUSTMF MID CAP FUND -DIRECT -GROWTH
TRUSTMF MULTI CAP FUND -DIRECT PLAN-GROWTH + more
👋 Other funds also exited
Lupin Limited 25 funds
Lupin Limited
Motilal Oswal Active Momentum Fund- Direct-Growth
WhiteOak Capital Pharma and Heathcare Fund Direct Plan Growth
Tata Business Cycle Fund-Direct Plan-Growth + more
Britannia Industries Limited 18 funds
Britannia Industries Limited
BAJAJ FINSERV LARGE CAP FUND - DIRECT PLAN - GROWTH
Bajaj Finserv Multi Asset Allocation Fund - Direct Growth
BAJAJ FINSERV CONSUMPTION FUND - DIRECT - GROWTH + more
Kaynes Technology India Limited 12 funds
Kaynes Technology India Limited
Kotak Manufacture in India Fund - Direct Plan Growth
HSBC Flexi Cap Fund - Direct Growth
Kotak ELSS Tax Saver Fund-Growth - Direct + more
Hindustan Petroleum Corporation Limited 11 funds
Hindustan Petroleum Corporation Limited
360 ONE QUANT FUND DIRECT GROWTH
Bandhan Nifty 500 Value 50 Index Fund
Taurus Elss Tax Saver Fund + more
Jyoti CNC Automation Ltd 7 funds
Jyoti CNC Automation Ltd
Union Small Cap Fund - Direct Plan - Growth Option
UNION RETIREMENT FUND
Union Flexi Cap Fund - Direct Plan - Growth Option + more
JK Cement Limited 6 funds
JK Cement Limited
UNION RETIREMENT FUND
Edelweiss Business Cycle Fund - Direct Plan - Growth
Bandhan Nifty Midcap 150 Index Fund-Direct Plan-Growth + more

What Changed in the Portfolio This Month?

Comparing Apr 2026 → May 2026

Apr 2026 May 2026
🟢 4 New Entries 🔴 10 Exits ↑ 40 Increased ↓ 34 Decreased
#StockSectorWeight (May 2026)
1
TD Power Systems Limited
₹28.38 Cr
Electrical Equipment 0.53%
2
Asian Paints Limited
₹26.89 Cr
Consumer Durables 0.50%
3
MTAR Technologies Limited
₹11.55 Cr
Aerospace & Defense 0.22%
4
Kirloskar Oil Engines Limited
₹7.38 Cr
Industrial Products 0.14%
#StockSectorLast Weight (Apr 2026)
1
Kaynes Technology India Limited
₹60.91 Cr
Industrial Manufacturing 1.17%
2
Voltamp Transformers Limited
₹42.90 Cr
Electrical Equipment 0.82%
3
Lupin Limited
₹30.32 Cr
Pharmaceuticals & Biotechnology 0.58%
4
Britannia Industries Limited
₹26.63 Cr
Food Products 0.51%
5
Siemens Limited
₹22.01 Cr
Electrical Equipment 0.42%
6
JK Cement Limited
₹21.89 Cr
Cement & Cement Products 0.42%
7
Hindustan Petroleum Corporation Limited
₹16.16 Cr
Petroleum Products 0.31%
8
Mrs. Bectors Food Specialities Limited
₹9.36 Cr
Food Products 0.18%
9
Jyoti CNC Automation Ltd
₹5.09 Cr
Industrial Manufacturing 0.10%
10
Aequs Limited
₹4.77 Cr
Aerospace & Defense 0.09%
#StockSectorApr 2026May 2026Change
1
Samvardhana Motherson International Limited
₹117.41 Cr
Auto Components 1.39% 2.20% +0.81%
2
Cummins India Limited
₹163.43 Cr
Industrial Products 2.45% 3.06% +0.61%
3
Bharat Heavy Electricals Limited
₹135.32 Cr
Electrical Equipment 2.01% 2.53% +0.52%
4
Hindustan Aeronautics Limited
₹91.54 Cr
Aerospace & Defense 1.24% 1.71% +0.47%
5
Hindalco Industries Limited
₹194.28 Cr
Non - Ferrous Metals 3.24% 3.64% +0.40%
6
Triveni Turbine Limited
₹38.42 Cr
Electrical Equipment 0.32% 0.72% +0.40%
7
Apar Industries Limited
₹90.61 Cr
Electrical Equipment 1.33% 1.70% +0.37%
8
Ather Energy Limited
₹62.96 Cr
Automobiles 0.85% 1.18% +0.33%
9
Syrma SGS Technology Limited
₹42.26 Cr
Industrial Manufacturing 0.47% 0.79% +0.32%
10
GE Vernova T&D India Limited
₹138.20 Cr
Electrical Equipment 2.30% 2.59% +0.29%
#StockSectorApr 2026May 2026Change
1
Reliance Industries Limited
₹201.56 Cr
Petroleum Products 4.61% 3.77% -0.84%
2
Premier Energies Limited
₹80.46 Cr
Electrical Equipment 2.28% 1.51% -0.77%
3
TVS Motor Company Limited
₹88.68 Cr
Automobiles 2.31% 1.66% -0.65%
4
Tata Motors Ltd
₹11.82 Cr
Agricultural, Commercial & Construction Vehicles 0.66% 0.22% -0.44%
5
Bharat Petroleum Corporation Limited
₹65.79 Cr
Petroleum Products 1.59% 1.23% -0.36%
6
Bharat Electronics Limited
₹219.53 Cr
Aerospace & Defense 4.43% 4.11% -0.32%
7
Mahindra & Mahindra Limited
₹270.49 Cr
Automobiles 5.28% 5.06% -0.22%
8
Linde India Limited
₹14.64 Cr
Chemicals & Petrochemicals 0.47% 0.27% -0.20%
9
Coromandel International Limited
₹18.07 Cr
Fertilizers & Agrochemicals 0.50% 0.34% -0.16%
10
Timken India Limited
₹19.86 Cr
Industrial Products 0.50% 0.37% -0.13%

What Stocks Does This Fund Hold?

84 stocks — May 2026

# Stock Sector Cap Weight & Value
1
₹270.49 Cr
Automobiles
5.06%
2
₹219.53 Cr
Aerospace & Defense
4.11%
3
₹201.56 Cr
Petroleum Products
3.77%
4
₹194.28 Cr
Non - Ferrous Metals
3.64%
5
₹192.54 Cr
Pharmaceuticals & Biotechnology
3.60%
6
₹163.43 Cr
Industrial Products
3.06%
7
₹160.95 Cr
Ferrous Metals
3.01%
8
₹141.80 Cr
Pharmaceuticals & Biotechnology
2.65%
9
₹138.20 Cr
Electrical Equipment
2.59%
10
₹136.47 Cr
Auto Components
2.55%
🏆 Top stocks held by Equity funds
See which stocks all active Equity 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.

Found a discrepancy or have feedback? Contact Us — we read every message personally.