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Axis Innovation Fund - Direct Plan - Growth Option

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
46
Jul 2026
Equity Holdings
₹1,031.43 Cr
Equity only, excl. debt & cash
AAUM
₹1,152.66 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
19.0%
Diversified
Top 10 Weight
31.7%
Diversified
Changes
48
3 new · 3 exits
Top Sector
Retailing
18.9% of portfolio
Launch Date
04 Dec 2020
6 years old

AAUM (Average Assets Under Management) of ₹1,152.66 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 Innovation Fund made 3 new additions and exited 3 stocks this month. The biggest new buy was Indo-MIM Limited (Industrial Manufacturing) at 1.41% weight. Go Digit General Insurance Limited was the biggest exit (Insurance), which was held at 1.01%. Among existing holdings, PI Industries Limited saw the biggest increase — now at 1.64% of the portfolio. Eternal Limited was trimmed the most, now at 5.61%. Eternal Limited remains the top holding with Retailing the dominant sector at 18.9%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Retailing 18.8% 19.3% +0.5%
Chemicals & Petrochemicals 8.0% 8.7% +0.6%
Financial Technology (Fintech) 7.0% 7.3% +0.3%
Electrical Equipment 6.0% 5.2% -0.8%
Automobiles 4.0% 4.3% +0.3%
Capital Markets 3.9% 4.1% +0.2%
Transport Services 4.0% 4.1% +0.1%
Auto Components 4.0% 4.0% +0.0%
Pharmaceuticals & Biotechnology 3.6% 3.6% 0.0%
IT - Services 3.7% 3.5% -0.2%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Retailing 19.3% 18.9% -0.4%
Chemicals & Petrochemicals 8.7% 7.9% -0.8%
Financial Technology (Fintech) 7.3% 6.9% -0.4%
Electrical Equipment 5.2% 4.8% -0.4%
Automobiles 4.3% 4.6% +0.3%
Pharmaceuticals & Biotechnology 3.6% 4.6% +1.0%
Auto Components 4.0% 4.2% +0.2%
Capital Markets 4.1% 3.8% -0.3%
Transport Services 4.1% 3.7% -0.4%
IT - Services 3.5% 3.7% +0.2%
🟢
Biggest New Buy
Indo-MIM Limited
1.41% weight · Industrial Manufacturing
🔴
Biggest Exit
Go Digit General Insurance Limited
1.01% was held · Insurance
Biggest Add
PI Industries Limited
+1.38% · now 1.64%
Biggest Trim
Eternal Limited
-0.92% · now 5.61%
🤝 Other funds also bought this month
Indo-MIM Limited 89 funds
Indo-MIM Limited
LIC MF Value Fund-Direct Plan-Growth
Kotak Transportation & Logistics Fund-Direct Growth
LIC MF Infrastructure Fund-Direct Plan-Growth + more
Kusumgar Limited 28 funds
Kusumgar Limited
Mirae Asset Infrastructure Fund - Direct Plan - Growth
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Direct Plan - Growth Option
SBI Long Term Advantage Fund - Series IV - Direct Plan - Growth + more
Anthem Biosciences Limited 13 funds
Anthem Biosciences Limited
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
WhiteOak Capital Pharma and Healthcare Fund
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND + more
👋 Other funds also exited
Go Digit General Insurance Limited 12 funds
Go Digit General Insurance Limited
Groww Nifty Smallcap250 ETF
Invesco India Multicap Fund - Direct Plan - Growth Option
Mirae Asset Multicap Fund - Direct Plan - Growth + more
Wework India Management Limited 5 funds
Wework India Management Limited
Invesco India Consumption Fund - Direct Plan - Growth
Axis Multicap Fund - Direct Growth
Invesco India Midcap Fund - Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 3 New Entries 🔴 3 Exits ↑ 17 Increased ↓ 25 Decreased
#StockSectorWeight (Jul 2026)
1
Indo-MIM Limited
₹17.72 Cr
Industrial Manufacturing 1.41%
2
Kusumgar Limited
₹15.59 Cr
Textiles & Apparels 1.24%
3
Anthem Biosciences Limited
₹7.83 Cr
Pharmaceuticals & Biotechnology 0.62%
#StockSectorLast Weight (Jun 2026)
1
Go Digit General Insurance Limited
₹12.08 Cr
Insurance 1.01%
2
Wework India Management Limited
₹9.10 Cr
Commercial Services & Supplies 0.76%
3
Ideaforge Technology Limited
₹1.64 Cr
Aerospace & Defense 0.14%
#StockSectorJun 2026Jul 2026Change
1
PI Industries Limited
₹20.62 Cr
Fertilizers & Agrochemicals 0.26% 1.64% +1.38%
2
Siemens Limited
₹26.34 Cr
Electrical Equipment 1.60% 2.10% +0.50%
3
Info Edge (India) Limited
₹33.05 Cr
Retailing 2.20% 2.63% +0.43%
4
Wakefit Innovations Limited
₹19.62 Cr
Consumer Durables 1.14% 1.56% +0.42%
5
Sona BLW Precision Forgings Limited
₹29.24 Cr
Auto Components 1.96% 2.33% +0.37%
6
Divi's Laboratories Limited
₹25.87 Cr
Pharmaceuticals & Biotechnology 1.76% 2.06% +0.30%
7
Swiggy Limited
₹20.35 Cr
Retailing 1.43% 1.62% +0.19%
8
Ather Energy Limited
₹37.82 Cr
Automobiles 2.85% 3.01% +0.16%
9
Bajaj Finserv Limited
₹25.18 Cr
Finance 1.84% 2.00% +0.16%
10
Affle 3i Limited
₹27.76 Cr
IT - Services 2.07% 2.21% +0.14%
#StockSectorJun 2026Jul 2026Change
1
Eternal Limited
₹70.52 Cr
Retailing 6.53% 5.61% -0.92%
2
GE Vernova T&D India Limited
₹19.08 Cr
Electrical Equipment 2.18% 1.52% -0.66%
3
Delhivery Limited
₹20.62 Cr
Transport Services 2.00% 1.64% -0.36%
4
Dixon Technologies (India) Limited
₹10.27 Cr
Consumer Durables 1.18% 0.82% -0.36%
5
Billionbrains Garage Ventures Ltd
₹47.18 Cr
Capital Markets 4.09% 3.75% -0.34%
6
Aether Industries Limited
₹34.13 Cr
Chemicals & Petrochemicals 3.02% 2.71% -0.31%
7
Meesho Ltd
₹25.87 Cr
Retailing 2.28% 2.06% -0.22%
8
Linde India Limited
₹19.66 Cr
Chemicals & Petrochemicals 1.78% 1.56% -0.22%
9
Siemens Energy India Limited
₹14.52 Cr
Electrical Equipment 1.38% 1.16% -0.22%
10
Pine Labs Limited
₹14.28 Cr
Financial Technology (Fintech) 1.34% 1.14% -0.20%

What Stocks Does This Fund Hold?

46 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹70.52 Cr
Retailing
5.61%
2
₹47.18 Cr
Capital Markets
3.75%
3
₹43.97 Cr
Financial Technology (Fintech)
3.50%
4
₹39.64 Cr
Retailing
3.15%
5
₹37.82 Cr
Automobiles
3.01%
6
₹34.13 Cr
Chemicals & Petrochemicals
2.71%
7
₹33.82 Cr
Retailing
2.69%
8
₹33.05 Cr
Retailing
2.63%
9
₹29.24 Cr
Auto Components
2.33%
10
₹28.76 Cr
Financial Technology (Fintech)
2.29%
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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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