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Axis Nifty500 Value 50 Index Fund - Direct Plan - Growth Option

Index/ETF Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
50
Aug 2026
Equity Holdings
₹234.66 Cr
Equity only, excl. debt & cash
AAUM
₹198.92 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
26.0%
Moderate
Top 10 Weight
48.8%
Moderate
Changes
47
0 new · 0 exits
Top Sector
Banks
19.1% of portfolio
Launch Date
04 Oct 2024
2 years old

AAUM (Average Assets Under Management) of ₹198.92 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, Grasim Industries Limited saw the biggest increase — now at 5.50% of the portfolio. Power Finance Corporation Limited was trimmed the most, now at 2.43%. Grasim Industries Limited remains the top holding with Banks the dominant sector at 19.1%. ↓ 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
Banks 18.5% 18.6% +0.1%
Power 12.6% 12.1% -0.4%
Petroleum Products 10.5% 10.7% +0.2%
Non - Ferrous Metals 6.5% 6.7% +0.2%
Finance 6.6% 6.5% 0.0%
Oil 5.8% 6.0% +0.3%
Cement & Cement Products 5.0% 5.0% 0.0%
Automobiles 5.1% 4.9% -0.2%
Consumable Fuels 5.0% 4.8% -0.3%
Diversified Metals 5.0% 4.8% -0.3%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 18.6% 19.1% +0.5%
Power 12.1% 11.4% -0.8%
Petroleum Products 10.7% 10.6% -0.1%
Non - Ferrous Metals 6.7% 7.1% +0.4%
Oil 6.0% 5.9% -0.1%
Finance 6.5% 5.6% -0.9%
Cement & Cement Products 5.0% 5.5% +0.5%
Diversified Metals 4.8% 5.0% +0.3%
Consumable Fuels 4.8% 4.6% -0.1%
Automobiles 4.9% 4.5% -0.4%
Biggest Add
Grasim Industries Limited
+0.47% · now 5.50%
Biggest Trim
Power Finance Corporation Limited
-0.62% · now 2.43%

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
↑ 24 Increased ↓ 23 Decreased
#StockSectorJul 2026Aug 2026Change
1
Grasim Industries Limited
₹12.96 Cr
Cement & Cement Products 5.03% 5.50% +0.47%
2
Vedanta Limited
₹11.84 Cr
Diversified Metals 4.75% 5.03% +0.28%
3
Redington Limited
₹6.37 Cr
Commercial Services & Supplies 2.42% 2.70% +0.28%
4
Steel Authority of India Limited
₹4.13 Cr
Ferrous Metals 1.51% 1.76% +0.25%
5
Hindalco Industries Limited
₹12.50 Cr
Non - Ferrous Metals 5.07% 5.31% +0.24%
6
Cyient Limited
₹1.80 Cr
IT - Services 0.55% 0.77% +0.22%
7
State Bank of India
₹12.32 Cr
Banks 5.04% 5.23% +0.19%
8
National Aluminium Company Limited
₹4.10 Cr
Non - Ferrous Metals 1.59% 1.74% +0.15%
9
Union Bank of India
₹3.36 Cr
Banks 1.29% 1.43% +0.14%
10
Bharat Petroleum Corporation Limited
₹10.17 Cr
Petroleum Products 4.24% 4.32% +0.08%
#StockSectorJul 2026Aug 2026Change
1
Power Finance Corporation Limited
₹5.72 Cr
Finance 3.05% 2.43% -0.62%
2
Tata Motors Passenger Vehicles Limited
₹10.62 Cr
Automobiles 4.93% 4.51% -0.42%
3
Power Grid Corporation of India Limited
₹10.90 Cr
Power 4.96% 4.63% -0.33%
4
REC Limited
₹4.58 Cr
Finance 2.23% 1.94% -0.29%
5
NTPC Limited
₹11.03 Cr
Power 4.94% 4.68% -0.26%
6
Oil & Natural Gas Corporation Limited
₹11.62 Cr
Oil 5.13% 4.93% -0.20%
7
Aster DM Healthcare Limited
₹5.73 Cr
Healthcare Services 2.63% 2.43% -0.20%
8
Zee Entertainment Enterprises Limited
₹1.96 Cr
Entertainment 1.01% 0.83% -0.18%
9
Hindustan Petroleum Corporation Limited
₹5.77 Cr
Petroleum Products 2.59% 2.45% -0.14%
10
UPL Limited
₹4.22 Cr
Fertilizers & Agrochemicals 1.92% 1.79% -0.13%

What Stocks Does This Fund Hold?

50 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹12.96 Cr
Cement & Cement Products
5.50%
2
₹12.50 Cr
Non - Ferrous Metals
5.31%
3
₹12.32 Cr
Banks
5.23%
4
₹11.84 Cr
Diversified Metals
5.03%
5
₹11.62 Cr
Oil
4.93%
6
₹11.03 Cr
Power
4.68%
7
₹10.94 Cr
Consumable Fuels
4.64%
8
₹10.90 Cr
Power
4.63%
9
₹10.62 Cr
Automobiles
4.51%
10
₹10.17 Cr
Petroleum Products
4.32%
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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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