Axis India Manufacturing Fund holds 81 instruments (95.8% equity), led by Mahindra & Mahindra Limited (5.07%), Bharat Electronics Limited (4.09%) and Sun Pharmaceutical Industries Limited (3.91%), as of its 30 June 2026 SEBI-mandated monthly disclosure.
This page shows the complete disclosed portfolio of Axis India Manufacturing Fund, managed by Axis Mutual Fund, based on its monthly portfolio disclosure dated 30 June 2026. The fund holds 81 instruments with an equity allocation of 95.8%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.
Axis India Manufacturing Fund's top 10 holdings account for 32.82% of its portfolio, more diversified than the Thematic category average of 50.4%. Consumer Discretionary is its largest sector exposure at 33.23% of net assets, spread across 7 sectors in total. Since its 31 May 2026 disclosure, the fund added 2 new positions and exited 8 positions, with Vedanta Aluminium Metal Limited seeing the largest move (+1.1pp to 1.47%).
Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.
| Stock | Weight | Change |
|---|---|---|
| Vedanta Aluminium Metal Limited | 0.37% → 1.47% | ▲ +1.1 |
| Voltas Limited | 0.47% → 0.97% | ▲ +0.5 |
| TD Power Systems Limited | 0.53% → 0.95% | ▲ +0.42 |
| Sun Pharmaceutical Industries Limited | 3.6% → 3.91% | ▲ +0.31 |
| Kirloskar Oil Engines Limited | 0.14% → 0.41% | ▲ +0.27 |
| TVS Motor Company Limited | 1.66% → 1.9% | ▲ +0.24 |
| Hindustan Aeronautics Limited | 1.71% → 1.93% | ▲ +0.22 |
| Ather Energy Limited | 1.18% → 1.39% | ▲ +0.21 |
| Maruti Suzuki India Limited | 2.42% → 2.59% | ▲ +0.17 |
| Sansera Engineering Limited | 1.49% → 1.65% | ▲ +0.16 |
| Stock | Weight | Change |
|---|---|---|
| Vedanta Limited | 1.09% → 0.08% | ▼ -1.01 |
| Hindalco Industries Limited | 3.64% → 2.86% | ▼ -0.78 |
| Hitachi Energy India Limited | 0.89% → 0.22% | ▼ -0.67 |
| Tata Steel Limited | 3.01% → 2.52% | ▼ -0.49 |
| JSW Steel Limited | 1.89% → 1.61% | ▼ -0.28 |
| Supreme Industries Limited | 0.7% → 0.43% | ▼ -0.27 |
| GE Vernova T&D India Limited | 2.59% → 2.37% | ▼ -0.22 |
| JINDAL STEEL LIMITED | 1.2% → 1.04% | ▼ -0.16 |
| Cummins India Limited | 3.06% → 2.92% | ▼ -0.14 |
| Reliance Industries Limited | 3.77% → 3.67% | ▼ -0.1 |
% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Jan – Jun 2026).
New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.
Source: Axis Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 30 June 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.