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Axis Nifty India Defence Index Fund

Index/ETF Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
19
Aug 2026
Equity Holdings
₹346.80 Cr
Equity only, excl. debt & cash
AAUM
₹176.87 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
71.9%
High concentration
Top 10 Weight
88.6%
High concentration
Changes
18
0 new · 0 exits
Top Sector
Aerospace & Defense
63.3% of portfolio
Launch Date
10 Apr 2026
0 years old

AAUM (Average Assets Under Management) of ₹176.87 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 Among existing holdings, Solar Industries India Limited saw the biggest increase — now at 12.20% of the portfolio. Bharat Forge Limited was trimmed the most, now at 13.91%. Hindustan Aeronautics Limited remains the top holding with Aerospace & Defense the dominant sector at 63.3%. ↓ 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
Aerospace & Defense 63.3% 62.8% -0.6%
Auto Components 14.5% 15.2% +0.7%
Chemicals & Petrochemicals 11.6% 11.6% +0.0%
Industrial Manufacturing 9.1% 8.8% -0.2%
Agricultural, Commercial & Construction Vehicles 1.7% 1.7% +0.0%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Aerospace & Defense 62.8% 63.3% +0.6%
Auto Components 15.2% 13.9% -1.3%
Chemicals & Petrochemicals 11.6% 12.2% +0.6%
Industrial Manufacturing 8.8% 9.0% +0.2%
Agricultural, Commercial & Construction Vehicles 1.7% 1.8% +0.1%
Biggest Add
Solar Industries India Limited
+0.62% · now 12.20%
Biggest Trim
Bharat Forge Limited
-1.25% · now 13.91%

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
↑ 12 Increased ↓ 6 Decreased
#StockSectorJul 2026Aug 2026Change
1
Solar Industries India Limited
₹42.16 Cr
Chemicals & Petrochemicals 11.58% 12.20% +0.62%
2
MTAR Technologies Limited
₹13.01 Cr
Aerospace & Defense 3.17% 3.76% +0.59%
3
Bharat Electronics Limited
₹67.70 Cr
Aerospace & Defense 19.03% 19.58% +0.55%
4
Paras Defence & Space Technologies Ltd
₹4.38 Cr
Aerospace & Defense 1.15% 1.27% +0.12%
5
Dynamatic Technologies Ltd
₹4.04 Cr
Industrial Manufacturing 1.05% 1.17% +0.12%
6
BEML Limited
₹6.37 Cr
Agricultural, Commercial & Construction Vehicles 1.73% 1.84% +0.11%
7
Zen Technologies Limited
₹7.06 Cr
Aerospace & Defense 1.94% 2.04% +0.10%
8
Cochin Shipyard Limited
₹11.00 Cr
Industrial Manufacturing 3.11% 3.18% +0.07%
9
Data Patterns (India) Limited
₹11.73 Cr
Aerospace & Defense 3.34% 3.39% +0.05%
10
Axiscades Technologies Ltd.
₹2.57 Cr
Aerospace & Defense 0.72% 0.74% +0.02%
#StockSectorJul 2026Aug 2026Change
1
Bharat Forge Limited
₹48.07 Cr
Auto Components 15.16% 13.91% -1.25%
2
Astra Microwave Products Limited
₹12.14 Cr
Aerospace & Defense 4.07% 3.51% -0.56%
3
Garden Reach Shipbuilders & Engineers Limited
₹6.47 Cr
Aerospace & Defense 1.97% 1.87% -0.10%
4
Hindustan Aeronautics Limited
₹74.24 Cr
Aerospace & Defense 21.57% 21.48% -0.09%
5
Apollo Micro Systems Limited
₹5.37 Cr
Aerospace & Defense 1.63% 1.55% -0.08%
6
Bharat Dynamics Limited
₹10.11 Cr
Aerospace & Defense 2.99% 2.93% -0.06%

What Stocks Does This Fund Hold?

19 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹74.24 Cr
Aerospace & Defense
21.48%
2
₹67.70 Cr
Aerospace & Defense
19.58%
3
₹48.07 Cr
Auto Components
13.91%
4
₹42.16 Cr
Chemicals & Petrochemicals
12.20%
5
₹16.22 Cr
Industrial Manufacturing
4.69%
6
₹13.01 Cr
Aerospace & Defense
3.76%
7
₹12.14 Cr
Aerospace & Defense
3.51%
8
₹11.73 Cr
Aerospace & Defense
3.39%
9
₹11.00 Cr
Industrial Manufacturing
3.18%
10
₹10.11 Cr
Aerospace & Defense
2.93%
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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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