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Axis Innovation Fund - Direct Plan - Growth Option

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
48
Aug 2026
Equity Holdings
₹1,139.27 Cr
Equity only, excl. debt & cash
AAUM
₹1,152.66 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
19.7%
Diversified
Top 10 Weight
32.6%
Diversified
Changes
46
2 new · 0 exits
Top Sector
Retailing
19.2% 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 added 2 new stocks to its portfolio this month. The biggest new buy was Rubicon Research Limited (Pharmaceuticals & Biotechnology) at 0.70% weight. Among existing holdings, Ather Energy Limited saw the biggest increase — now at 3.78% of the portfolio. Jain Resource Recycling Limited was trimmed the most, now at 1.43%. Eternal Limited remains the top holding with Retailing the dominant sector at 19.2%. ↓ 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
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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Retailing 18.9% 19.2% +0.3%
Financial Technology (Fintech) 6.9% 7.8% +0.9%
Chemicals & Petrochemicals 7.9% 7.6% -0.2%
Pharmaceuticals & Biotechnology 4.6% 5.5% +0.9%
Automobiles 4.6% 5.0% +0.4%
Electrical Equipment 4.8% 4.6% -0.2%
Auto Components 4.2% 3.9% -0.3%
Transport Services 3.7% 3.5% -0.1%
IT - Services 3.7% 3.5% -0.2%
Industrial Manufacturing 3.6% 3.5% -0.1%
🟢
Biggest New Buy
Rubicon Research Limited
0.70% weight · Pharmaceuticals & Biotechnology
Biggest Add
Ather Energy Limited
+0.77% · now 3.78%
Biggest Trim
Jain Resource Recycling Limited
-0.52% · now 1.43%
🤝 Other funds also bought this month
Dhoot Transmission Ltd 67 funds
Dhoot Transmission Ltd
SBI Automotive Opportunities Fund - Direct Plan - Growth
Invesco India Manufacturing Fund - Direct Plan - Growth
Invesco India Consumption Fund + more
Rubicon Research Limited 14 funds
Rubicon Research Limited
SBI Multicap Fund- Direct Plan- Growth option
Kotak ELSS Tax Saver Fund-Growth - Direct
HDFC MNC Fund - Growth Option - Direct Plan + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 2 New Entries ↑ 19 Increased ↓ 25 Decreased
#StockSectorWeight (Aug 2026)
1
Rubicon Research Limited
₹9.55 Cr
Pharmaceuticals & Biotechnology 0.70%
2
Dhoot Transmission Ltd
₹9.06 Cr
Automobile and Auto Components 0.66%
#StockSectorJul 2026Aug 2026Change
1
Ather Energy Limited
₹51.55 Cr
Automobiles 3.01% 3.78% +0.77%
2
One 97 Communications Limited
₹56.22 Cr
Financial Technology (Fintech) 3.50% 4.13% +0.63%
3
Urban Company Ltd.
₹22.87 Cr
Retailing 1.15% 1.68% +0.53%
4
PTC Industries Limited
₹29.87 Cr
Industrial Products 1.91% 2.19% +0.28%
5
Lenskart Solutions Limited
₹39.90 Cr
Retailing 2.69% 2.93% +0.24%
6
PB Fintech Limited
₹33.67 Cr
Financial Technology (Fintech) 2.29% 2.47% +0.18%
7
Divi's Laboratories Limited
₹30.40 Cr
Pharmaceuticals & Biotechnology 2.06% 2.23% +0.17%
8
Capillary Technologies India Limited
₹20.68 Cr
IT - Software 1.38% 1.52% +0.14%
9
Wakefit Innovations Limited
₹23.01 Cr
Consumer Durables 1.56% 1.69% +0.13%
10
Bosch Limited
₹13.64 Cr
Auto Components 0.89% 1.00% +0.11%
#StockSectorJul 2026Aug 2026Change
1
Jain Resource Recycling Limited
₹19.48 Cr
Diversified Metals 1.95% 1.43% -0.52%
2
Mahindra & Mahindra Limited
₹16.65 Cr
Automobiles 1.57% 1.22% -0.35%
3
Eternal Limited
₹71.95 Cr
Retailing 5.61% 5.28% -0.33%
4
Billionbrains Garage Ventures Ltd
₹46.62 Cr
Capital Markets 3.75% 3.42% -0.33%
5
Tenneco Clean Air India Limited
₹9.59 Cr
Auto Components 0.99% 0.70% -0.29%
6
Linde India Limited
₹18.61 Cr
Chemicals & Petrochemicals 1.56% 1.37% -0.19%
7
Affle 3i Limited
₹27.96 Cr
IT - Services 2.21% 2.05% -0.16%
8
Bajaj Finserv Limited
₹25.08 Cr
Finance 2.00% 1.84% -0.16%
9
Swiggy Limited
₹20.13 Cr
Retailing 1.62% 1.48% -0.14%
10
Honeywell Automation India Limited
₹11.68 Cr
Industrial Manufacturing 1.00% 0.86% -0.14%

What Stocks Does This Fund Hold?

48 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹71.95 Cr
Retailing
5.28%
2
₹56.22 Cr
Financial Technology (Fintech)
4.13%
3
₹51.55 Cr
Automobiles
3.78%
4
₹46.62 Cr
Capital Markets
3.42%
5
₹41.56 Cr
Retailing
3.05%
6
₹39.90 Cr
Retailing
2.93%
7
₹36.41 Cr
Chemicals & Petrochemicals
2.67%
8
₹35.38 Cr
Retailing
2.60%
9
₹33.67 Cr
Financial Technology (Fintech)
2.47%
10
₹30.40 Cr
Pharmaceuticals & Biotechnology
2.23%
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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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