Axis India Manufacturing Fund holds 75 instruments (96.93% equity), led by Mahindra & Mahindra Limited (4.82%), Sun Pharmaceutical Industries Limited (3.61%) and Divi's Laboratories Limited (3.57%), as of its 30 September 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 September 2026. The fund holds 75 instruments with an equity allocation of 96.93%. 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 30.91% of its portfolio, more diversified than the Thematic category average of 49.2%. Consumer Discretionary is its largest sector exposure at 34.48% of net assets, spread across 7 sectors in total. Since its 31 August 2026 disclosure, the fund added 1 new position and exited 2 positions, with Glenmark Pharmaceuticals Limited seeing the largest move (-0.62pp to 0.5%).
Equity holdings grouped by sector, % to NAV. "Other" covers debt, cash and other non-equity instruments, plus any equity holding without a classified sector.
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 |
|---|---|---|
| INDO-MIM LTD | 0.96% → 1.49% | ▲ +0.53 |
| Aditya Infotech Limited | 0.13% → 0.64% | ▲ +0.51 |
| Gland Pharma Limited | 0.83% → 1.21% | ▲ +0.38 |
| Solar Industries India Limited | 1.46% → 1.78% | ▲ +0.32 |
| Welspun Corp Limited | 1.5% → 1.79% | ▲ +0.29 |
| TD POWER SYSTEMS LTD | 1.86% → 2.12% | ▲ +0.26 |
| Sansera Engineering Limited | 1.83% → 2.05% | ▲ +0.22 |
| Sona BLW Precision Forgings Limited | 3.01% → 3.21% | ▲ +0.2 |
| Carborundum Universal Limited | 0.83% → 0.99% | ▲ +0.16 |
| Cyient DLM Limited | 0.45% → 0.59% | ▲ +0.14 |
| Stock | Weight | Change |
|---|---|---|
| Glenmark Pharmaceuticals Limited | 1.12% → 0.5% | ▼ -0.62 |
| KEI Industries Limited | 0.79% → 0.2% | ▼ -0.59 |
| Maruti Suzuki India Limited | 2.12% → 1.76% | ▼ -0.36 |
| Mahindra & Mahindra Limited | 5.13% → 4.82% | ▼ -0.31 |
| Voltas Limited | 0.85% → 0.55% | ▼ -0.3 |
| Ather Energy Limited | 2.28% → 1.98% | ▼ -0.3 |
| Pidilite Industries Limited | 1.14% → 0.85% | ▼ -0.29 |
| Tenneco Clean Air India Limited | 0.73% → 0.49% | ▼ -0.24 |
| Tata Steel Limited | 1.69% → 1.46% | ▼ -0.23 |
| JSW Steel Limited | 1.27% → 1.08% | ▼ -0.19 |
% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Apr – Sept 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 September 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.