What stocks does Axis India Manufacturing Fund hold?

Axis India Manufacturing Fund holds a portfolio of Indian equity stocks disclosed monthly by Axis Mutual Fund to AMFI. The complete current holdings with weights and month-over-month changes are available on this page. Data is sourced from official AMFI portfolio disclosures.

Which AMC manages Axis India Manufacturing Fund?

Axis India Manufacturing Fund is managed by Axis Mutual Fund, a SEBI-registered Asset Management Company in India.

What category is Axis India Manufacturing Fund?

Axis India Manufacturing Fund is classified as a Equity mutual fund under SEBI's mutual fund categorisation framework.

How often is Axis India Manufacturing Fund portfolio data updated?

Portfolio holdings for Axis India Manufacturing Fund are updated monthly. SEBI mandates all AMCs to disclose their complete portfolio within 10 days of each month end. RightAdvise sources this data directly from official AMFI portfolio disclosures.

← Axis Mutual Fund

Axis India Manufacturing Fund - Direct Plan - Growth

Equity Data as of Jun 2026 Comparing May 2026 → Jun 2026

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Stocks Held

Jun 2026

Equity Holdings

₹5,150.24 Cr

Equity only, excl. debt & cash

Top 5 Weight

19.7%

Diversified

Top 10 Weight

32.8%

Diversified

Changes

2 new · 8 exits

Top Sector

Auto Components

14.8% of portfolio

📋 What Happened This Month Axis India Manufacturing Fund made 2 new additions and exited 8 stocks this month. The biggest new buy was Voltamp Transformers Limited (Electrical Equipment) at 0.25% weight. Eicher Motors Limited was the biggest exit (Automobiles), which was held at 0.93%. Among existing holdings, Vedanta Aluminium Metal Limited saw the biggest increase — now at 1.47% of the portfolio. Vedanta Limited was trimmed the most, now at 0.08%. Mahindra & Mahindra Limited remains the top holding with Auto Components the dominant sector at 14.8%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.

How Has the NAV Performed?

1 year history · Axis India Manufacturing Fund - Direct Plan - Growth

+1.02%

+6.40%

+11.04%

+11.43%

Latest NAV

₹15.79

14 Jul 2026

52W High

₹15.94

-1% from High

52W Low

₹11.69

+35% from Low

Calendar Year Returns

Jan 1 to Dec 31 each year. Simple point-to-point — not CAGR.

2025

+5.1%

2024

+35.6%

Rolling Returns

Performance across every possible investment start date.

1Y Rolling Avg

8.8%

+ve in 82% windows

39.1% / -5.3%

Crisis Period Behaviour

"Pre-inception" = fund didn't exist during that period.

2024–25 Tariff

-23.0%

Rec: Apr 2026 (1yr 8mo)

COVID-19 Crash

Pre-inception

Rec: N/A

2022 Rate Hike

Pre-inception

Rec: N/A

2018 IL&FS

Pre-inception

Rec: N/A

NAV Chart ₹15.79 14 Jul 2026

Simple Moving Avg: Click to draw · click again to remove

Axis India Manufacturing Fund - Direct Plan - Growth

Chart shows indexed performance (base = 100). Actual NAV: ₹15.79

Sector Shift Industry allocation month-over-month

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%

May 2026 → Jun 2026

Sector	Prev	Curr ▼	Delta
Auto Components	14.1%	14.8%	▲ +0.7%
Automobiles	14.0%	13.6%	▼ -0.4%
Electrical Equipment	12.7%	12.6%	▼ -0.1%
Pharmaceuticals & Biotechnology	11.2%	11.6%	▲ +0.4%
Industrial Products	7.8%	7.8%	● 0.0%
Aerospace & Defense	6.0%	6.3%	▲ +0.2%
Ferrous Metals	6.1%	5.2%	▼ -0.9%
Petroleum Products	5.0%	4.9%	● -0.1%
Consumer Durables	3.8%	4.4%	▲ +0.6%
Chemicals & Petrochemicals	4.0%	3.7%	▼ -0.3%

🟢

Biggest New Buy

Voltamp Transformers Limited

0.25% weight · Electrical Equipment

🔴

Biggest Exit

Eicher Motors Limited

0.93% was held · Automobiles

↑

Biggest Add

Vedanta Aluminium Metal Limited

+1.10% · now 1.47%

↓

Biggest Trim

Vedanta Limited

-1.01% · now 0.08%

🤝 Other funds also bought this month

IPCA Laboratories Limited 8 funds

Voltamp Transformers Limited 3 funds

👋 Other funds also exited

Malco Energy Limited 167 funds

Vedanta Iron And Steel Limited 166 funds

Talwandi Sabo Power Limited 145 funds

Eicher Motors Limited 39 funds

Tata Motors Ltd 17 funds

RHI Magnesita India Limited 6 funds

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 → Jun 2026

🟢 2 New Entries 🔴 8 Exits ↑ 39 Increased ↓ 29 Decreased

#	Stock	Sector	Weight (Jun 2026)
1	Voltamp Transformers Limited ₹13.28 Cr	Electrical Equipment	0.25%
2	IPCA Laboratories Limited ₹1.92 Cr	Pharmaceuticals & Biotechnology	0.04%

#	Stock	Sector	Last Weight (May 2026)
1	Eicher Motors Limited ₹49.61 Cr	Automobiles	0.93%
2	Vedanta Iron And Steel Limited ₹20.01 Cr	Metals & Minerals Trading	0.37%
3	Talwandi Sabo Power Limited ₹20.01 Cr	Power	0.37%
4	Malco Energy Limited ₹20.01 Cr	Power	0.37%
5	Linde India Limited ₹14.64 Cr	Chemicals & Petrochemicals	0.27%
6	Tata Motors Ltd ₹11.82 Cr	Agricultural, Commercial & Construction Vehicles	0.22%
7	RHI Magnesita India Limited ₹5.74 Cr	Industrial Products	0.11%
8	Rolex Rings Limited ₹3.80 Cr	Auto Components	0.07%

#	Stock	Sector	May 2026	Jun 2026	Change
1	Vedanta Aluminium Metal Limited ₹79.29 Cr	Metals & Minerals Trading	0.37%	1.47%	+1.10%
2	Voltas Limited ₹52.39 Cr	Consumer Durables	0.47%	0.97%	+0.50%
3	TD Power Systems Limited ₹51.09 Cr	Electrical Equipment	0.53%	0.95%	+0.42%
4	Sun Pharmaceutical Industries Limited ₹210.33 Cr	Pharmaceuticals & Biotechnology	3.60%	3.91%	+0.31%
5	Kirloskar Oil Engines Limited ₹22.21 Cr	Industrial Products	0.14%	0.41%	+0.27%
6	TVS Motor Company Limited ₹102.12 Cr	Automobiles	1.66%	1.90%	+0.24%
7	Hindustan Aeronautics Limited ₹103.91 Cr	Aerospace & Defense	1.71%	1.93%	+0.22%
8	Ather Energy Limited ₹74.49 Cr	Automobiles	1.18%	1.39%	+0.21%
9	Maruti Suzuki India Limited ₹139.32 Cr	Automobiles	2.42%	2.59%	+0.17%
10	Sansera Engineering Limited ₹88.90 Cr	Auto Components	1.49%	1.65%	+0.16%
11	Torrent Pharmaceuticals Limited ₹72.92 Cr	Pharmaceuticals & Biotechnology	1.20%	1.36%	+0.16%
12	Apar Industries Limited ₹99.65 Cr	Electrical Equipment	1.70%	1.85%	+0.15%
13	Minda Corporation Limited ₹78.35 Cr	Auto Components	1.31%	1.46%	+0.15%
14	Bharat Forge Limited ₹95.44 Cr	Auto Components	1.63%	1.77%	+0.14%
15	Carborundum Universal Limited ₹44.56 Cr	Industrial Products	0.70%	0.83%	+0.13%
16	Samvardhana Motherson International Limited ₹124.67 Cr	Auto Components	2.20%	2.32%	+0.12%
17	Happy Forgings Limited ₹49.32 Cr	Industrial Products	0.81%	0.92%	+0.11%
18	Syrma SGS Technology Limited ₹48.41 Cr	Industrial Manufacturing	0.79%	0.90%	+0.11%
19	Welspun Corp Limited ₹53.21 Cr	Industrial Products	0.90%	0.99%	+0.09%
20	Craftsman Automation Limited ₹105.27 Cr	Auto Components	1.89%	1.96%	+0.07%
21	JB Chemicals & Pharmaceuticals Limited ₹69.86 Cr	Pharmaceuticals & Biotechnology	1.23%	1.30%	+0.07%
22	Pidilite Industries Limited ₹68.02 Cr	Chemicals & Petrochemicals	1.19%	1.26%	+0.07%
23	Amber Enterprises India Limited ₹50.83 Cr	Consumer Durables	0.88%	0.95%	+0.07%
24	Bosch Limited ₹47.69 Cr	Auto Components	0.82%	0.89%	+0.07%
25	Radico Khaitan Limited ₹31.61 Cr	Beverages	0.53%	0.59%	+0.06%
26	Sona BLW Precision Forgings Limited ₹139.27 Cr	Auto Components	2.55%	2.59%	+0.04%
27	CG Power and Industrial Solutions Limited ₹70.37 Cr	Electrical Equipment	1.27%	1.31%	+0.04%
28	Coromandel International Limited ₹20.66 Cr	Fertilizers & Agrochemicals	0.34%	0.38%	+0.04%
29	MTAR Technologies Limited ₹13.97 Cr	Aerospace & Defense	0.22%	0.26%	+0.04%
30	Doms Industries Limited ₹32.08 Cr	Household Products	0.57%	0.60%	+0.03%
31	Bharat Petroleum Corporation Limited ₹67.00 Cr	Petroleum Products	1.23%	1.25%	+0.02%
32	Blue Star Limited ₹59.34 Cr	Consumer Durables	1.08%	1.10%	+0.02%
33	Sai Life Sciences Limited ₹17.22 Cr	Pharmaceuticals & Biotechnology	0.30%	0.32%	+0.02%
34	Mahindra & Mahindra Limited ₹272.55 Cr	Automobiles	5.06%	5.07%	+0.01%
35	Schaeffler India Limited ₹63.63 Cr	Auto Components	1.17%	1.18%	+0.01%
36	KEI Industries Limited ₹31.78 Cr	Industrial Products	0.58%	0.59%	+0.01%
37	LG Electronics India Ltd ₹25.61 Cr	Consumer Durables	0.47%	0.48%	+0.01%
38	Dixon Technologies (India) Limited ₹19.66 Cr	Consumer Durables	0.36%	0.37%	+0.01%
39	Anthem Biosciences Limited ₹13.73 Cr	Pharmaceuticals & Biotechnology	0.25%	0.26%	+0.01%

#	Stock	Sector	May 2026	Jun 2026	Change
1	Vedanta Limited ₹4.43 Cr	Diversified Metals	1.09%	0.08%	-1.01%
2	Hindalco Industries Limited ₹153.98 Cr	Non - Ferrous Metals	3.64%	2.86%	-0.78%
3	Hitachi Energy India Limited ₹11.69 Cr	Electrical Equipment	0.89%	0.22%	-0.67%
4	Tata Steel Limited ₹135.42 Cr	Ferrous Metals	3.01%	2.52%	-0.49%
5	JSW Steel Limited ₹86.40 Cr	Ferrous Metals	1.89%	1.61%	-0.28%
6	Supreme Industries Limited ₹22.92 Cr	Industrial Products	0.70%	0.43%	-0.27%
7	GE Vernova T&D India Limited ₹127.54 Cr	Electrical Equipment	2.59%	2.37%	-0.22%
8	Jindal Steel Limited ₹56.10 Cr	Ferrous Metals	1.20%	1.04%	-0.16%
9	Cummins India Limited ₹157.27 Cr	Industrial Products	3.06%	2.92%	-0.14%
10	Reliance Industries Limited ₹197.40 Cr	Petroleum Products	3.77%	3.67%	-0.10%
11	Bajaj Auto Limited ₹69.66 Cr	Automobiles	1.40%	1.30%	-0.10%
12	Glenmark Pharmaceuticals Limited ₹53.86 Cr	Pharmaceuticals & Biotechnology	1.10%	1.00%	-0.10%
13	Laurus Labs Limited ₹42.34 Cr	Pharmaceuticals & Biotechnology	0.88%	0.79%	-0.09%
14	Grindwell Norton Limited ₹19.88 Cr	Industrial Products	0.45%	0.37%	-0.08%
15	Solar Industries India Limited ₹98.72 Cr	Chemicals & Petrochemicals	1.91%	1.84%	-0.07%
16	Varun Beverages Limited ₹61.41 Cr	Beverages	1.20%	1.14%	-0.06%
17	Divi's Laboratories Limited ₹139.93 Cr	Pharmaceuticals & Biotechnology	2.65%	2.60%	-0.05%
18	UltraTech Cement Limited ₹78.18 Cr	Cement & Cement Products	1.49%	1.45%	-0.04%
19	PI Industries Limited ₹20.45 Cr	Fertilizers & Agrochemicals	0.42%	0.38%	-0.04%
20	Bharat Heavy Electricals Limited ₹134.46 Cr	Electrical Equipment	2.53%	2.50%	-0.03%
21	Premier Energies Limited ₹79.70 Cr	Electrical Equipment	1.51%	1.48%	-0.03%
22	Timken India Limited ₹18.11 Cr	Industrial Products	0.37%	0.34%	-0.03%
23	Bharat Electronics Limited ₹220.09 Cr	Aerospace & Defense	4.11%	4.09%	-0.02%
24	Avalon Technologies Limited ₹26.26 Cr	Electrical Equipment	0.51%	0.49%	-0.02%
25	Hyundai Motor India Ltd ₹61.19 Cr	Automobiles	1.15%	1.14%	-0.01%
26	Triveni Turbine Limited ₹38.34 Cr	Electrical Equipment	0.72%	0.71%	-0.01%
27	Asian Paints Limited ₹26.53 Cr	Consumer Durables	0.50%	0.49%	-0.01%
28	ABB India Limited ₹22.90 Cr	Electrical Equipment	0.44%	0.43%	-0.01%
29	Tata Motors Passenger Vehicles Limited ₹6.25 Cr	Automobiles	0.13%	0.12%	-0.01%

What Stocks Does This Fund Hold?

78 stocks — Jun 2026

#	Stock	Sector	Weight & Value
1	Mahindra & Mahindra Limited ₹272.55 Cr	Automobiles	5.07%
2	Bharat Electronics Limited ₹220.09 Cr	Aerospace & Defense	4.09%
3	Sun Pharmaceutical Industries Limited ₹210.33 Cr	Pharmaceuticals & Biotechnology	3.91%
4	Reliance Industries Limited ₹197.40 Cr	Petroleum Products	3.67%
5	Cummins India Limited ₹157.27 Cr	Industrial Products	2.92%
6	Hindalco Industries Limited ₹153.98 Cr	Non - Ferrous Metals	2.86%
7	Divi's Laboratories Limited ₹139.93 Cr	Pharmaceuticals & Biotechnology	2.60%
8	Maruti Suzuki India Limited ₹139.32 Cr	Automobiles	2.59%
9	Sona BLW Precision Forgings Limited ₹139.27 Cr	Auto Components	2.59%
10	Tata Steel Limited ₹135.42 Cr	Ferrous Metals	2.52%
11	Bharat Heavy Electricals Limited ₹134.46 Cr	Electrical Equipment	2.50%
12	GE Vernova T&D India Limited ₹127.54 Cr	Electrical Equipment	2.37%
13	Samvardhana Motherson International Limited ₹124.67 Cr	Auto Components	2.32%
14	Craftsman Automation Limited ₹105.27 Cr	Auto Components	1.96%
15	Hindustan Aeronautics Limited ₹103.91 Cr	Aerospace & Defense	1.93%
16	TVS Motor Company Limited ₹102.12 Cr	Automobiles	1.90%
17	Apar Industries Limited ₹99.65 Cr	Electrical Equipment	1.85%
18	Solar Industries India Limited ₹98.72 Cr	Chemicals & Petrochemicals	1.84%
19	Bharat Forge Limited ₹95.44 Cr	Auto Components	1.77%
20	Sansera Engineering Limited ₹88.90 Cr	Auto Components	1.65%
21	JSW Steel Limited ₹86.40 Cr	Ferrous Metals	1.61%
22	Premier Energies Limited ₹79.70 Cr	Electrical Equipment	1.48%
23	Vedanta Aluminium Metal Limited ₹79.29 Cr	Metals & Minerals Trading	1.47%
24	Minda Corporation Limited ₹78.35 Cr	Auto Components	1.46%
25	UltraTech Cement Limited ₹78.18 Cr	Cement & Cement Products	1.45%
26	Ather Energy Limited ₹74.49 Cr	Automobiles	1.39%
27	Torrent Pharmaceuticals Limited ₹72.92 Cr	Pharmaceuticals & Biotechnology	1.36%
28	CG Power and Industrial Solutions Limited ₹70.37 Cr	Electrical Equipment	1.31%
29	JB Chemicals & Pharmaceuticals Limited ₹69.86 Cr	Pharmaceuticals & Biotechnology	1.30%
30	Bajaj Auto Limited ₹69.66 Cr	Automobiles	1.30%
31	Pidilite Industries Limited ₹68.02 Cr	Chemicals & Petrochemicals	1.26%
32	Bharat Petroleum Corporation Limited ₹67.00 Cr	Petroleum Products	1.25%
33	Schaeffler India Limited ₹63.63 Cr	Auto Components	1.18%
34	Varun Beverages Limited ₹61.41 Cr	Beverages	1.14%
35	Hyundai Motor India Ltd ₹61.19 Cr	Automobiles	1.14%
36	Blue Star Limited ₹59.34 Cr	Consumer Durables	1.10%
37	Jindal Steel Limited ₹56.10 Cr	Ferrous Metals	1.04%
38	Glenmark Pharmaceuticals Limited ₹53.86 Cr	Pharmaceuticals & Biotechnology	1.00%
39	Welspun Corp Limited ₹53.21 Cr	Industrial Products	0.99%
40	Voltas Limited ₹52.39 Cr	Consumer Durables	0.97%
41	Amber Enterprises India Limited ₹50.83 Cr	Consumer Durables	0.95%
42	TD Power Systems Limited ₹51.09 Cr	Electrical Equipment	0.95%
43	Happy Forgings Limited ₹49.32 Cr	Industrial Products	0.92%
44	Syrma SGS Technology Limited ₹48.41 Cr	Industrial Manufacturing	0.90%
45	Bosch Limited ₹47.69 Cr	Auto Components	0.89%
46	Tenneco Clean Air India Limited ₹47.64 Cr	Auto Components	0.89%
47	Carborundum Universal Limited ₹44.56 Cr	Industrial Products	0.83%
48	Laurus Labs Limited ₹42.34 Cr	Pharmaceuticals & Biotechnology	0.79%
49	Triveni Turbine Limited ₹38.34 Cr	Electrical Equipment	0.71%
50	Larsen & Toubro Limited ₹37.85 Cr	Construction	0.70%
51	Doms Industries Limited ₹32.08 Cr	Household Products	0.60%
52	KEI Industries Limited ₹31.78 Cr	Industrial Products	0.59%
53	SRF Limited ₹31.68 Cr	Chemicals & Petrochemicals	0.59%
54	Radico Khaitan Limited ₹31.61 Cr	Beverages	0.59%
55	Asian Paints Limited ₹26.53 Cr	Consumer Durables	0.49%
56	Avalon Technologies Limited ₹26.26 Cr	Electrical Equipment	0.49%
57	K.P.R. Mill Limited ₹25.95 Cr	Textiles & Apparels	0.48%
58	LG Electronics India Ltd ₹25.61 Cr	Consumer Durables	0.48%
59	ABB India Limited ₹22.90 Cr	Electrical Equipment	0.43%
60	Supreme Industries Limited ₹22.92 Cr	Industrial Products	0.43%
61	Kirloskar Oil Engines Limited ₹22.21 Cr	Industrial Products	0.41%
62	Coromandel International Limited ₹20.66 Cr	Fertilizers & Agrochemicals	0.38%
63	PI Industries Limited ₹20.45 Cr	Fertilizers & Agrochemicals	0.38%
64	Grindwell Norton Limited ₹19.88 Cr	Industrial Products	0.37%
65	Dixon Technologies (India) Limited ₹19.66 Cr	Consumer Durables	0.37%
66	Timken India Limited ₹18.11 Cr	Industrial Products	0.34%
67	Sai Life Sciences Limited ₹17.22 Cr	Pharmaceuticals & Biotechnology	0.32%
68	Anthem Biosciences Limited ₹13.73 Cr	Pharmaceuticals & Biotechnology	0.26%
69	MTAR Technologies Limited ₹13.97 Cr	Aerospace & Defense	0.26%
70	Voltamp Transformers Limited ₹13.28 Cr	Electrical Equipment	0.25%
71	Hitachi Energy India Limited ₹11.69 Cr	Electrical Equipment	0.22%
72	Tata Motors Passenger Vehicles Limited ₹6.25 Cr	Automobiles	0.12%
73	Vedanta Limited ₹4.43 Cr	Diversified Metals	0.08%
74	Hero MotoCorp Limited ₹4.15 Cr	Automobiles	0.08%
75	Exide Industries Limited ₹2.61 Cr	Auto Components	0.05%
76	Whirlpool of India Limited ₹2.11 Cr	Consumer Durables	0.04%
77	IPCA Laboratories Limited ₹1.92 Cr	Pharmaceuticals & Biotechnology	0.04%
78	Onesource Specialty Pharma Limited ₹88.73 L	Pharmaceuticals & Biotechnology	0.02%