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Sectoral / Thematic · Axis Mutual Fund · AMFI code 152202Axis India Manufacturing Fund
Disclosed for 7 months, Jan 2026 to Sep 2026.
Portfolio value
₹4,910 Cr
Jan 2026
- Stocks held
- 90
- Top 10 weight
- 33.5%
- of the portfolio in its ten largest
- Cash & debt
- 7.5%
- cash, money market and debt
- Moves this month
- —
- no earlier month
Axis India Manufacturing Fund is an active equity fund in the Sectoral / Thematic category from Axis Mutual Fund. In January 2026 it disclosed 90 stocks worth ₹4,910 Cr. Its largest positions were Mahindra & Mahindra Limited (6.0%), Bharat Electronics Limited (5.4%), Reliance Industries Limited (4.1%); the ten largest together made up 33.5% of the portfolio, and Automobiles was the biggest sector at 18.1% of its equity. Cash and debt stood at 7.5%.
Against 226 other Sectoral / Thematic funds
Concentration
13%
Top-10 weight is higher than 13% of peers
Breadth
99%
Holds more stocks than 99% of peers
Cash
88%
Holds more cash than 88% of peers
Holdings in January 2026
Download CSVEvery line the fund disclosed, with the change against the previous month. Click a column to sort; click a company to see every fund that owns it.
- Cash, TREPS & receivables
- Weight
- 7.46%
- Δ weight
- —
- Value
- ₹366 Cr
- Δ value
- —
- Status
- Weight
- 6.00%
- Δ weight
- —
- Value
- ₹295 Cr
- Δ value
- —
- Status
- Weight
- 5.44%
- Δ weight
- —
- Value
- ₹267 Cr
- Δ value
- —
- Status
- Weight
- 4.10%
- Δ weight
- —
- Value
- ₹202 Cr
- Δ value
- —
- Status
- Weight
- 2.93%
- Δ weight
- —
- Value
- ₹144 Cr
- Δ value
- —
- Status
- Weight
- 2.73%
- Δ weight
- —
- Value
- ₹134 Cr
- Δ value
- —
- Status
- Weight
- 2.71%
- Δ weight
- —
- Value
- ₹133 Cr
- Δ value
- —
- Status
- Weight
- 2.55%
- Δ weight
- —
- Value
- ₹125 Cr
- Δ value
- —
- Status
- Weight
- 2.48%
- Δ weight
- —
- Value
- ₹122 Cr
- Δ value
- —
- Status
- Weight
- 2.30%
- Δ weight
- —
- Value
- ₹113 Cr
- Δ value
- —
- Status
- Weight
- 2.21%
- Δ weight
- —
- Value
- ₹108 Cr
- Δ value
- —
- Status
- Weight
- 2.12%
- Δ weight
- —
- Value
- ₹104 Cr
- Δ value
- —
- Status
- Weight
- 1.97%
- Δ weight
- —
- Value
- ₹96.8 Cr
- Δ value
- —
- Status
- Weight
- 1.82%
- Δ weight
- —
- Value
- ₹89.3 Cr
- Δ value
- —
- Status
- Weight
- 1.80%
- Δ weight
- —
- Value
- ₹88.2 Cr
- Δ value
- —
- Status
- Weight
- 1.75%
- Δ weight
- —
- Value
- ₹85.8 Cr
- Δ value
- —
- Status
- Weight
- 1.71%
- Δ weight
- —
- Value
- ₹83.9 Cr
- Δ value
- —
- Status
- Weight
- 1.41%
- Δ weight
- —
- Value
- ₹69.2 Cr
- Δ value
- —
- Status
- Weight
- 1.40%
- Δ weight
- —
- Value
- ₹68.9 Cr
- Δ value
- —
- Status
- Weight
- 1.39%
- Δ weight
- —
- Value
- ₹68.3 Cr
- Δ value
- —
- Status
- Weight
- 1.38%
- Δ weight
- —
- Value
- ₹67.8 Cr
- Δ value
- —
- Status
- Weight
- 1.35%
- Δ weight
- —
- Value
- ₹66.2 Cr
- Δ value
- —
- Status
- Weight
- 1.32%
- Δ weight
- —
- Value
- ₹64.9 Cr
- Δ value
- —
- Status
- Weight
- 1.25%
- Δ weight
- —
- Value
- ₹61.2 Cr
- Δ value
- —
- Status
- Weight
- 1.24%
- Δ weight
- —
- Value
- ₹61.1 Cr
- Δ value
- —
- Status
- Weight
- 1.24%
- Δ weight
- —
- Value
- ₹60.8 Cr
- Δ value
- —
- Status
- Weight
- 1.22%
- Δ weight
- —
- Value
- ₹59.9 Cr
- Δ value
- —
- Status
- Weight
- 1.21%
- Δ weight
- —
- Value
- ₹59.6 Cr
- Δ value
- —
- Status
- Weight
- 1.19%
- Δ weight
- —
- Value
- ₹58.4 Cr
- Δ value
- —
- Status
- Weight
- 1.16%
- Δ weight
- —
- Value
- ₹57.1 Cr
- Δ value
- —
- Status
- Weight
- 1.13%
- Δ weight
- —
- Value
- ₹55.4 Cr
- Δ value
- —
- Status
- Weight
- 1.12%
- Δ weight
- —
- Value
- ₹54.8 Cr
- Δ value
- —
- Status
- Weight
- 1.09%
- Δ weight
- —
- Value
- ₹53.7 Cr
- Δ value
- —
- Status
- Weight
- 1.08%
- Δ weight
- —
- Value
- ₹53 Cr
- Δ value
- —
- Status
- Weight
- 1.07%
- Δ weight
- —
- Value
- ₹52.4 Cr
- Δ value
- —
- Status
- Weight
- 1.06%
- Δ weight
- —
- Value
- ₹51.8 Cr
- Δ value
- —
- Status
- Weight
- 1.05%
- Δ weight
- —
- Value
- ₹51.4 Cr
- Δ value
- —
- Status
- Weight
- 0.92%
- Δ weight
- —
- Value
- ₹45.3 Cr
- Δ value
- —
- Status
- Weight
- 0.91%
- Δ weight
- —
- Value
- ₹44.7 Cr
- Δ value
- —
- Status
- Weight
- 0.90%
- Δ weight
- —
- Value
- ₹44.2 Cr
- Δ value
- —
- Status
- Weight
- 0.88%
- Δ weight
- —
- Value
- ₹43.1 Cr
- Δ value
- —
- Status
- Weight
- 0.82%
- Δ weight
- —
- Value
- ₹40.2 Cr
- Δ value
- —
- Status
- Weight
- 0.79%
- Δ weight
- —
- Value
- ₹38.9 Cr
- Δ value
- —
- Status
- Weight
- 0.76%
- Δ weight
- —
- Value
- ₹37.1 Cr
- Δ value
- —
- Status
- Weight
- 0.69%
- Δ weight
- —
- Value
- ₹33.8 Cr
- Δ value
- —
- Status
- Weight
- 0.67%
- Δ weight
- —
- Value
- ₹33.1 Cr
- Δ value
- —
- Status
- Weight
- 0.66%
- Δ weight
- —
- Value
- ₹32.3 Cr
- Δ value
- —
- Status
- Weight
- 0.64%
- Δ weight
- —
- Value
- ₹31.4 Cr
- Δ value
- —
- Status
- Weight
- 0.63%
- Δ weight
- —
- Value
- ₹31.1 Cr
- Δ value
- —
- Status
- Weight
- 0.62%
- Δ weight
- —
- Value
- ₹30.4 Cr
- Δ value
- —
- Status
- Weight
- 0.61%
- Δ weight
- —
- Value
- ₹30 Cr
- Δ value
- —
- Status
- Weight
- 0.58%
- Δ weight
- —
- Value
- ₹28.5 Cr
- Δ value
- —
- Status
- Weight
- 0.58%
- Δ weight
- —
- Value
- ₹28.4 Cr
- Δ value
- —
- Status
- Weight
- 0.58%
- Δ weight
- —
- Value
- ₹28.3 Cr
- Δ value
- —
- Status
- Weight
- 0.56%
- Δ weight
- —
- Value
- ₹27.4 Cr
- Δ value
- —
- Status
- Weight
- 0.54%
- Δ weight
- —
- Value
- ₹26.5 Cr
- Δ value
- —
- Status
- Weight
- 0.54%
- Δ weight
- —
- Value
- ₹26.4 Cr
- Δ value
- —
- Status
- Weight
- 0.54%
- Δ weight
- —
- Value
- ₹26.4 Cr
- Δ value
- —
- Status
- Weight
- 0.53%
- Δ weight
- —
- Value
- ₹26.2 Cr
- Δ value
- —
- Status
- Weight
- 0.53%
- Δ weight
- —
- Value
- ₹25.9 Cr
- Δ value
- —
- Status
- Weight
- 0.53%
- Δ weight
- —
- Value
- ₹25.9 Cr
- Δ value
- —
- Status
- Weight
- 0.51%
- Δ weight
- —
- Value
- ₹25 Cr
- Δ value
- —
- Status
- Weight
- 0.47%
- Δ weight
- —
- Value
- ₹22.9 Cr
- Δ value
- —
- Status
- Weight
- 0.47%
- Δ weight
- —
- Value
- ₹22.9 Cr
- Δ value
- —
- Status
- Weight
- 0.44%
- Δ weight
- —
- Value
- ₹21.7 Cr
- Δ value
- —
- Status
- Weight
- 0.44%
- Δ weight
- —
- Value
- ₹21.4 Cr
- Δ value
- —
- Status
- Weight
- 0.41%
- Δ weight
- —
- Value
- ₹20.2 Cr
- Δ value
- —
- Status
- Weight
- 0.40%
- Δ weight
- —
- Value
- ₹19.9 Cr
- Δ value
- —
- Status
- Weight
- 0.40%
- Δ weight
- —
- Value
- ₹19.5 Cr
- Δ value
- —
- Status
- Weight
- 0.39%
- Δ weight
- —
- Value
- ₹19.2 Cr
- Δ value
- —
- Status
- Weight
- 0.37%
- Δ weight
- —
- Value
- ₹17.9 Cr
- Δ value
- —
- Status
- Weight
- 0.34%
- Δ weight
- —
- Value
- ₹16.9 Cr
- Δ value
- —
- Status
- Weight
- 0.33%
- Δ weight
- —
- Value
- ₹16.1 Cr
- Δ value
- —
- Status
- Weight
- 0.32%
- Δ weight
- —
- Value
- ₹15.5 Cr
- Δ value
- —
- Status
- Weight
- 0.31%
- Δ weight
- —
- Value
- ₹15 Cr
- Δ value
- —
- Status
- Weight
- 0.22%
- Δ weight
- —
- Value
- ₹10.6 Cr
- Δ value
- —
- Status
- Weight
- 0.20%
- Δ weight
- —
- Value
- ₹9.9 Cr
- Δ value
- —
- Status
- Weight
- 0.20%
- Δ weight
- —
- Value
- ₹9.9 Cr
- Δ value
- —
- Status
- Weight
- 0.20%
- Δ weight
- —
- Value
- ₹9.6 Cr
- Δ value
- —
- Status
- Weight
- 0.19%
- Δ weight
- —
- Value
- ₹9.4 Cr
- Δ value
- —
- Status
- Weight
- 0.17%
- Δ weight
- —
- Value
- ₹8.3 Cr
- Δ value
- —
- Status
- Weight
- 0.13%
- Δ weight
- —
- Value
- ₹6.3 Cr
- Δ value
- —
- Status
- Weight
- 0.13%
- Δ weight
- —
- Value
- ₹6.2 Cr
- Δ value
- —
- Status
- Weight
- 0.11%
- Δ weight
- —
- Value
- ₹5.4 Cr
- Δ value
- —
- Status
- Weight
- 0.10%
- Δ weight
- —
- Value
- ₹4.7 Cr
- Δ value
- —
- Status
- Weight
- 0.09%
- Δ weight
- —
- Value
- ₹4.6 Cr
- Δ value
- —
- Status
- Rolex Rings LimitedRolex Rings Ltd. · history in this fund
- Weight
- 0.07%
- Δ weight
- —
- Value
- ₹3.3 Cr
- Δ value
- —
- Status
- Weight
- 0.06%
- Δ weight
- —
- Value
- ₹3 Cr
- Δ value
- —
- Status
- Weight
- 0.04%
- Δ weight
- —
- Value
- ₹2.2 Cr
- Δ value
- —
- Status
- Weight
- 0.04%
- Δ weight
- —
- Value
- ₹2 Cr
- Δ value
- —
- Status
- TVS Motor Company Ltd.Other
- Weight
- 0.03%
- Δ weight
- —
- Value
- ₹1.6 Cr
- Δ value
- —
- Status
- Weight
- 0.01%
- Δ weight
- —
- Value
- ₹64 L
- Δ value
- —
- Status
What changed
This is the earliest month on record for the fund.
Sectors
Which sectors the fund is moving towards and away from, and where its money sits now. Shares are of the fund’s classified equity holdings, so they add up to 100%.
Where the weight moved
No earlier month with a sector split to compare against.
Allocation in Jan 2026
- Automobiles (9)18.1%
- Pharmaceuticals & Biotechnology (10)12.1%
- Auto Components (12)9.9%
- Electrical Equipment (11)9.6%
Cash and debt
The share of the portfolio not in shares: cash and net receivables, money-market instruments and bonds, as disclosed each month. Cash can dip below zero when payables, often on derivative positions, exceed it. A change here describes what the fund did; it is not a signal.
Cash & debt, Jan 2026
7.5%
- Cash alone
- 7.5%
- cash and net receivables
- A year earlier
- —
- no disclosure
- Last 12 months
- —
- lowest to highest · record 7.5% in Jan 2026
Not enough months to draw.
History
Disclosed portfolio value by month, with the stocks the fund entered and exited against its previous disclosure. Every month is a link to that portfolio.