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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
₹4,681 Cr
down ₹494 Cr vs Feb 2026
- Stocks held
- 90
- down 1 vs Feb 2026
- Top 10 weight
- 34.4%
- of the portfolio in its ten largest
- Cash & debt
- 8.6%
- cash, money market and debt
- Moves this month
- 1 in · 2 out
- added to 10, trimmed 76
Axis India Manufacturing Fund is an active equity fund in the Sectoral / Thematic category from Axis Mutual Fund. In March 2026 it disclosed 90 stocks worth ₹4,681 Cr, down ₹494 Cr from Feb 2026. Its largest positions were Mahindra & Mahindra Limited (5.5%), Reliance Industries Limited (5.0%), Bharat Electronics Limited (4.7%); the ten largest together made up 34.4% of the portfolio, and Automobiles was the biggest sector at 15.8% of its equity. Cash and debt stood at 8.6%. Compared with Feb 2026 the fund entered 1 new stock and exited 2.
Against 226 other Sectoral / Thematic funds
Concentration
16%
Top-10 weight is higher than 16% of peers
Breadth
99%
Holds more stocks than 99% of peers
Cash
90%
Holds more cash than 90% of peers
Holdings in March 2026
Download CSVEvery line the fund disclosed, with the change against Feb 2026. Click a column to sort; click a company to see every fund that owns it.
- Cash, TREPS & receivables
- Weight
- 8.61%
- Δ weight
- up 5.08 pts
- Value
- ₹403 Cr
- Δ value
- up ₹221 Cr
- Status
- Added
- Weight
- 5.51%
- Δ weight
- down 0.22 pts
- Value
- ₹258 Cr
- Δ value
- down ₹38.6 Cr
- Status
- Trimmed
- Weight
- 5.04%
- Δ weight
- up 0.83 pts
- Value
- ₹236 Cr
- Δ value
- up ₹18 Cr
- Status
- Added
- Weight
- 4.67%
- Δ weight
- down 0.02 pts
- Value
- ₹219 Cr
- Δ value
- down ₹24.1 Cr
- Status
- Trimmed
- Weight
- 4.02%
- Δ weight
- up 0.69 pts
- Value
- ₹188 Cr
- Δ value
- up ₹16.1 Cr
- Status
- Added
- Weight
- 2.68%
- Δ weight
- up 0.20 pts
- Value
- ₹125 Cr
- Δ value
- down ₹2.8 Cr
- Status
- Trimmed
- Weight
- 2.65%
- Δ weight
- up 0.43 pts
- Value
- ₹124 Cr
- Δ value
- up ₹9 Cr
- Status
- Added
- Weight
- 2.60%
- Δ weight
- up 0.07 pts
- Value
- ₹122 Cr
- Δ value
- down ₹9.4 Cr
- Status
- Trimmed
- Weight
- 2.56%
- Δ weight
- up 0.55 pts
- Value
- ₹120 Cr
- Δ value
- up ₹15.8 Cr
- Status
- Added
- Weight
- 2.37%
- Δ weight
- down 0.22 pts
- Value
- ₹111 Cr
- Δ value
- down ₹23 Cr
- Status
- Trimmed
- Weight
- 2.33%
- Δ weight
- down 0.59 pts
- Value
- ₹109 Cr
- Δ value
- down ₹42.2 Cr
- Status
- Trimmed
- Weight
- 2.32%
- Δ weight
- up 0.04 pts
- Value
- ₹109 Cr
- Δ value
- down ₹9.6 Cr
- Status
- Trimmed
- Weight
- 2.22%
- Δ weight
- up 0.57 pts
- Value
- ₹104 Cr
- Δ value
- up ₹18.7 Cr
- Status
- Added
- Weight
- 2.03%
- Δ weight
- down 0.27 pts
- Value
- ₹94.8 Cr
- Δ value
- down ₹23.8 Cr
- Status
- Trimmed
- Weight
- 1.64%
- Δ weight
- up 0.19 pts
- Value
- ₹76.6 Cr
- Δ value
- up ₹1.8 Cr
- Status
- Added
- Weight
- 1.60%
- Δ weight
- up 0.07 pts
- Value
- ₹75.1 Cr
- Δ value
- down ₹4.2 Cr
- Status
- Trimmed
- Weight
- 1.59%
- Δ weight
- down 0.11 pts
- Value
- ₹74.7 Cr
- Δ value
- down ₹13.4 Cr
- Status
- Trimmed
- Weight
- 1.54%
- Δ weight
- down 0.25 pts
- Value
- ₹72.2 Cr
- Δ value
- down ₹20.6 Cr
- Status
- Trimmed
- Weight
- 1.46%
- Δ weight
- down 0.52 pts
- Value
- ₹68.3 Cr
- Δ value
- down ₹34 Cr
- Status
- Trimmed
- Weight
- 1.44%
- Δ weight
- down 0.41 pts
- Value
- ₹67.4 Cr
- Δ value
- down ₹28.5 Cr
- Status
- Trimmed
- Weight
- 1.41%
- Δ weight
- up 0.14 pts
- Value
- ₹66.1 Cr
- Δ value
- up ₹35 L
- Status
- Added
- Weight
- 1.33%
- Δ weight
- up 0.09 pts
- Value
- ₹62.3 Cr
- Δ value
- down ₹1.7 Cr
- Status
- Trimmed
- Weight
- 1.25%
- Δ weight
- down 0.03 pts
- Value
- ₹58.4 Cr
- Δ value
- down ₹7.8 Cr
- Status
- Trimmed
- Weight
- 1.25%
- Δ weight
- up 0.03 pts
- Value
- ₹58.4 Cr
- Δ value
- down ₹4.6 Cr
- Status
- Trimmed
- Weight
- 1.21%
- Δ weight
- down 0.10 pts
- Value
- ₹56.9 Cr
- Δ value
- down ₹11.2 Cr
- Status
- Trimmed
- Weight
- 1.21%
- Δ weight
- down 0.09 pts
- Value
- ₹56.9 Cr
- Δ value
- down ₹10.5 Cr
- Status
- Trimmed
- Weight
- 1.21%
- Δ weight
- down 0.12 pts
- Value
- ₹56.8 Cr
- Δ value
- down ₹12.4 Cr
- Status
- Trimmed
- Weight
- 1.21%
- Δ weight
- up 0.17 pts
- Value
- ₹56.5 Cr
- Δ value
- up ₹3 Cr
- Status
- Added
- Weight
- 1.17%
- Δ weight
- down 0.06 pts
- Value
- ₹54.9 Cr
- Δ value
- down ₹8.8 Cr
- Status
- Trimmed
- Weight
- 1.17%
- Δ weight
- down 0.07 pts
- Value
- ₹54.9 Cr
- Δ value
- down ₹9.6 Cr
- Status
- Trimmed
- Weight
- 1.12%
- Δ weight
- down 0.28 pts
- Value
- ₹52.4 Cr
- Δ value
- down ₹20 Cr
- Status
- Trimmed
- Weight
- 1.06%
- Δ weight
- up 0.04 pts
- Value
- ₹49.5 Cr
- Δ value
- down ₹3.2 Cr
- Status
- Trimmed
- Weight
- 0.99%
- Δ weight
- up 0.12 pts
- Value
- ₹46.3 Cr
- Δ value
- up ₹1.5 Cr
- Status
- Added
- Weight
- 0.97%
- Δ weight
- up 0.05 pts
- Value
- ₹45.2 Cr
- Δ value
- down ₹2.2 Cr
- Status
- Trimmed
- Weight
- 0.95%
- Δ weight
- down 0.01 pts
- Value
- ₹44.3 Cr
- Δ value
- down ₹5.4 Cr
- Status
- Trimmed
- Weight
- 0.92%
- Δ weight
- down 0.61 pts
- Value
- ₹43 Cr
- Δ value
- down ₹36.3 Cr
- Status
- Trimmed
- Weight
- 0.90%
- Δ weight
- down 0.06 pts
- Value
- ₹42.3 Cr
- Δ value
- down ₹7.4 Cr
- Status
- Trimmed
- Weight
- 0.84%
- Δ weight
- up 0.03 pts
- Value
- ₹39.4 Cr
- Δ value
- down ₹2.4 Cr
- Status
- Trimmed
- Weight
- 0.82%
- Δ weight
- down <0.01 pts
- Value
- ₹38.3 Cr
- Δ value
- down ₹4.1 Cr
- Status
- Trimmed
- Weight
- 0.77%
- Δ weight
- down 0.05 pts
- Value
- ₹35.9 Cr
- Δ value
- down ₹6.5 Cr
- Status
- Trimmed
- Weight
- 0.72%
- Δ weight
- down 0.48 pts
- Value
- ₹33.9 Cr
- Δ value
- down ₹28.4 Cr
- Status
- Trimmed
- Weight
- 0.68%
- Δ weight
- down 0.06 pts
- Value
- ₹31.9 Cr
- Δ value
- down ₹6.6 Cr
- Status
- Trimmed
- Weight
- 0.68%
- Δ weight
- up 0.06 pts
- Value
- ₹31.9 Cr
- Δ value
- down ₹47 L
- Status
- Trimmed
- Weight
- 0.68%
- Δ weight
- down 0.26 pts
- Value
- ₹31.6 Cr
- Δ value
- down ₹16.9 Cr
- Status
- Trimmed
- Weight
- 0.65%
- Δ weight
- up 0.07 pts
- Value
- ₹30.4 Cr
- Δ value
- up ₹16 L
- Status
- Added
- Weight
- 0.62%
- Δ weight
- down 0.07 pts
- Value
- ₹29.1 Cr
- Δ value
- down ₹6.6 Cr
- Status
- Trimmed
- Weight
- 0.60%
- Δ weight
- down 0.35 pts
- Value
- ₹28 Cr
- Δ value
- down ₹21.2 Cr
- Status
- Trimmed
- Weight
- 0.60%
- Δ weight
- down 0.07 pts
- Value
- ₹27.9 Cr
- Δ value
- down ₹6.5 Cr
- Status
- Trimmed
- Weight
- 0.57%
- Δ weight
- down 0.11 pts
- Value
- ₹26.9 Cr
- Δ value
- down ₹8.8 Cr
- Status
- Trimmed
- Weight
- 0.54%
- Δ weight
- down 0.03 pts
- Value
- ₹25.1 Cr
- Δ value
- down ₹4.1 Cr
- Status
- Trimmed
- Weight
- 0.53%
- Δ weight
- up 0.02 pts
- Value
- ₹24.6 Cr
- Δ value
- down ₹1.5 Cr
- Status
- Trimmed
- Weight
- 0.52%
- Δ weight
- up 0.01 pts
- Value
- ₹24.6 Cr
- Δ value
- down ₹1.9 Cr
- Status
- Trimmed
- Weight
- 0.52%
- Δ weight
- down 0.02 pts
- Value
- ₹24.3 Cr
- Δ value
- down ₹3.6 Cr
- Status
- Trimmed
- Weight
- 0.51%
- Δ weight
- up 0.04 pts
- Value
- ₹23.9 Cr
- Δ value
- down ₹37 L
- Status
- Trimmed
- Weight
- 0.51%
- Δ weight
- up <0.01 pts
- Value
- ₹23.8 Cr
- Δ value
- down ₹2.4 Cr
- Status
- Trimmed
- Weight
- 0.50%
- Δ weight
- up 0.05 pts
- Value
- ₹23.6 Cr
- Δ value
- up ₹14 L
- Status
- Added
- Weight
- 0.50%
- Δ weight
- down 0.27 pts
- Value
- ₹23.5 Cr
- Δ value
- down ₹16.3 Cr
- Status
- Trimmed
- Weight
- 0.49%
- Δ weight
- up 0.02 pts
- Value
- ₹22.7 Cr
- Δ value
- down ₹1.2 Cr
- Status
- Trimmed
- Weight
- 0.48%
- Δ weight
- up 0.05 pts
- Value
- ₹22.6 Cr
- Δ value
- up ₹38 L
- Status
- Added
- Weight
- 0.48%
- Δ weight
- down 0.01 pts
- Value
- ₹22.3 Cr
- Δ value
- down ₹2.9 Cr
- Status
- Trimmed
- Weight
- 0.47%
- Δ weight
- up 0.01 pts
- Value
- ₹21.8 Cr
- Δ value
- down ₹1.8 Cr
- Status
- Trimmed
- Weight
- 0.46%
- Δ weight
- down 0.05 pts
- Value
- ₹21.8 Cr
- Δ value
- down ₹5 Cr
- Status
- Trimmed
- Weight
- 0.46%
- Δ weight
- down 0.07 pts
- Value
- ₹21.6 Cr
- Δ value
- down ₹5.8 Cr
- Status
- Trimmed
- Weight
- 0.45%
- Δ weight
- down <0.01 pts
- Value
- ₹21 Cr
- Δ value
- down ₹2.4 Cr
- Status
- Trimmed
- Weight
- 0.45%
- Δ weight
- down 0.10 pts
- Value
- ₹20.9 Cr
- Δ value
- down ₹7.3 Cr
- Status
- Trimmed
- Weight
- 0.44%
- Δ weight
- up 0.02 pts
- Value
- ₹20.6 Cr
- Δ value
- down ₹1.1 Cr
- Status
- Trimmed
- Weight
- 0.42%
- Δ weight
- down 0.80 pts
- Value
- ₹19.6 Cr
- Δ value
- down ₹43.3 Cr
- Status
- Trimmed
- Weight
- 0.41%
- Δ weight
- down 0.47 pts
- Value
- ₹19.3 Cr
- Δ value
- down ₹26.6 Cr
- Status
- Trimmed
- Weight
- 0.41%
- Δ weight
- down 0.01 pts
- Value
- ₹19.3 Cr
- Δ value
- down ₹2.4 Cr
- Status
- Trimmed
- Weight
- 0.40%
- Δ weight
- down 0.08 pts
- Value
- ₹18.7 Cr
- Δ value
- down ₹6.3 Cr
- Status
- Trimmed
- Weight
- 0.38%
- Δ weight
- down 0.04 pts
- Value
- ₹17.7 Cr
- Δ value
- down ₹4 Cr
- Status
- Trimmed
- Weight
- 0.36%
- Δ weight
- down 0.02 pts
- Value
- ₹17 Cr
- Δ value
- down ₹2.8 Cr
- Status
- Trimmed
- Weight
- 0.35%
- Δ weight
- up 0.02 pts
- Value
- ₹16.5 Cr
- Δ value
- down ₹71 L
- Status
- Trimmed
- Weight
- 0.34%
- Δ weight
- up 0.01 pts
- Value
- ₹15.8 Cr
- Δ value
- down ₹1 Cr
- Status
- Trimmed
- Weight
- 0.32%
- Δ weight
- down 0.50 pts
- Value
- ₹15.1 Cr
- Δ value
- down ₹27.3 Cr
- Status
- Trimmed
- Weight
- 0.26%
- Δ weight
- down 0.24 pts
- Value
- ₹12.1 Cr
- Δ value
- down ₹13.5 Cr
- Status
- Trimmed
- Weight
- 0.23%
- Δ weight
- down 0.14 pts
- Value
- ₹10.9 Cr
- Δ value
- down ₹8.3 Cr
- Status
- Trimmed
- Weight
- 0.18%
- Δ weight
- down 0.01 pts
- Value
- ₹8.5 Cr
- Δ value
- down ₹1.4 Cr
- Status
- Trimmed
- Weight
- 0.18%
- Δ weight
- up <0.01 pts
- Value
- ₹8.2 Cr
- Δ value
- down ₹63 L
- Status
- Trimmed
- Weight
- 0.17%
- Δ weight
- down <0.01 pts
- Value
- ₹8.2 Cr
- Δ value
- down ₹92 L
- Status
- Trimmed
- Weight
- 0.12%
- Δ weight
- up 0.01 pts
- Value
- ₹5.7 Cr
- Δ value
- down ₹13 L
- Status
- Trimmed
- Weight
- 0.11%
- Δ weight
- down 0.02 pts
- Value
- ₹5.3 Cr
- Δ value
- down ₹1.5 Cr
- Status
- Trimmed
- Weight
- 0.10%
- Δ weight
- down 0.02 pts
- Value
- ₹4.8 Cr
- Δ value
- down ₹1.4 Cr
- Status
- Trimmed
- Weight
- 0.10%
- Δ weight
- up 0.10 pts
- Value
- ₹4.7 Cr
- Δ value
- up ₹4.7 Cr
- Status
- New
- Weight
- 0.09%
- Δ weight
- down 0.10 pts
- Value
- ₹4.4 Cr
- Δ value
- down ₹5.9 Cr
- Status
- Trimmed
- Weight
- 0.07%
- Δ weight
- down 0.03 pts
- Value
- ₹3.1 Cr
- Δ value
- down ₹1.8 Cr
- Status
- Trimmed
- Rolex Rings LimitedRolex Rings Ltd. · history in this fund
- Weight
- 0.06%
- Δ weight
- down 0.01 pts
- Value
- ₹3 Cr
- Δ value
- down ₹64 L
- Status
- Trimmed
- Weight
- 0.06%
- Δ weight
- up <0.01 pts
- Value
- ₹2.8 Cr
- Δ value
- down ₹24 L
- Status
- Trimmed
- Weight
- 0.04%
- Δ weight
- down <0.01 pts
- Value
- ₹2 Cr
- Δ value
- down ₹34 L
- Status
- Trimmed
- Weight
- 0.04%
- Δ weight
- down <0.01 pts
- Value
- ₹1.9 Cr
- Δ value
- down ₹31 L
- Status
- Trimmed
- TVS Motor Company Ltd.Other
- Weight
- 0.03%
- Δ weight
- up <0.01 pts
- Value
- ₹1.6 Cr
- Δ value
- down ₹0 L
- Status
- Held
- Weight
- 0.02%
- Δ weight
- up <0.01 pts
- Value
- ₹79 L
- Δ value
- up ₹7 L
- Status
- Added
What changed, Feb 2026 to Mar 2026
New New positions (1)
- Anthem Biosciences Limited0.1% · ₹4.7 Cr
Exited Exited (2)
- Ashok Leyland Limitedwas 1.3% · ₹67 Cr
- UNO Minda Limitedwas 0.1% · ₹4.8 Cr
Added Biggest additions
- Premier Energies Limitedup ₹18.7 Cr (+0.57% pts)
- Reliance Industries Limitedup ₹18 Cr (+0.83% pts)
- Sun Pharmaceutical Industries Limited ₹16.1 Cr (+0.69% pts)
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
Compared with
Since Feb 2026, the weight rose most in Pharmaceuticals & Biotechnology (+1.7 pts) and Electrical Equipment (+0.8 pts), and fell most in Agricultural, Commercial & Construction Vehicles (−2.1 pts) and Automobiles (−1.4 pts).
- Pharmaceuticals & Biotechnology12.5% → 14.2%+1.7 pts
- Electrical Equipment9.7% → 10.5%+0.8 pts
- Diversified Metals2.1% → 2.8%+0.7 pts
- Ferrous Metals5.2% → 5.8%+0.6 pts
- Non - Ferrous Metals2.3% → 2.9%+0.6 pts
- Aerospace & Defense6.0% → 6.2%+0.3 pts
- Agricultural, Commercial & Construction Vehicles2.6% → 0.5%−2.1 pts
- Automobiles17.2% → 15.8%−1.4 pts
- Auto Components10.5% → 9.8%−0.8 pts
- Industrial Manufacturing1.6% → 1.2%−0.4 pts
- Chemicals & Petrochemicals4.3% → 4.1%−0.2 pts
- Industrial Products8.5% → 8.3%−0.1 pts
A sector’s weight changes when the fund buys or sells, and also when its shares rise or fall in price, so a change is not by itself a sign of buying or selling.
Main sectors’ weights over time
| Sector | Feb 2026 | Mar 2026 |
|---|---|---|
| Automobiles | 17.2% | 15.8% |
| Pharmaceuticals & Biotechnology | 12.5% | 14.2% |
| Electrical Equipment | 9.7% | 10.5% |
| Auto Components | 10.5% | 9.8% |
| Industrial Products | 8.5% | 8.3% |
| Petroleum Products | 7.3% | 7.6% |
| Aerospace & Defense | 6.0% | 6.2% |
| Ferrous Metals | 5.2% | 5.8% |
| Chemicals & Petrochemicals | 4.3% | 4.1% |
| Consumer Durables | 3.1% | 3.1% |
Allocation in Mar 2026change vs Feb 2026
- Automobiles (9)15.8%▼ 1.4 pts
- Pharmaceuticals & Biotechnology (11)14.2%▲ 1.7 pts
- Electrical Equipment (11)10.5%▲ 0.8 pts
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, Mar 2026
8.6%
▲ 5.1 pts vs Feb 2026
- Cash alone
- 8.6%
- cash and net receivables
- A year earlier
- —
- no disclosure
- Last 12 months
- 3.5% – 8.6%
- lowest to highest · record 8.6% in Mar 2026
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.