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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
₹5,796 Cr
up ₹301 Cr vs Jul 2026
- Stocks held
- 74
- up 1 vs Jul 2026
- Top 10 weight
- 31.4%
- of the portfolio in its ten largest
- Cash & debt
- 1.2%
- cash, money market and debt
- Moves this month
- 5 in · 4 out
- added to 10, trimmed 26
Axis India Manufacturing Fund is an active equity fund in the Sectoral / Thematic category from Axis Mutual Fund. In August 2026 it disclosed 74 stocks worth ₹5,796 Cr, up ₹301 Cr from Jul 2026. Its largest positions were Mahindra & Mahindra Limited (5.1%), Sun Pharmaceutical Industries Limited (3.8%), Divi's Laboratories Limited (3.5%); the ten largest together made up 31.4% of the portfolio, and Automobiles was the biggest sector at 15.9% of its equity. Cash and debt stood at 1.2%. Compared with Jul 2026 the fund entered 5 new stocks and exited 4.
Against 226 other Sectoral / Thematic funds
Concentration
11%
Top-10 weight is higher than 11% of peers
Breadth
93%
Holds more stocks than 93% of peers
Cash
15%
Holds more cash than 15% of peers
Holdings in August 2026
Download CSVEvery line the fund disclosed, with the change against Jul 2026. Click a column to sort; click a company to see every fund that owns it.
- Weight
- 5.13%
- Δ weight
- down 0.47 pts
- Value
- ₹297 Cr
- Δ value
- down ₹10.5 Cr
- Status
- Trimmed
- Weight
- 3.77%
- Δ weight
- down 0.32 pts
- Value
- ₹219 Cr
- Δ value
- down ₹6.2 Cr
- Status
- Trimmed
- Weight
- 3.47%
- Δ weight
- up 0.36 pts
- Value
- ₹201 Cr
- Δ value
- up ₹30 Cr
- Status
- Added
- Weight
- 3.01%
- Δ weight
- up 0.04 pts
- Value
- ₹175 Cr
- Δ value
- up ₹11.2 Cr
- Status
- Added
- Weight
- 3.01%
- Δ weight
- down 0.14 pts
- Value
- ₹174 Cr
- Δ value
- up ₹1.4 Cr
- Status
- Added
- Weight
- 2.89%
- Δ weight
- down 0.34 pts
- Value
- ₹168 Cr
- Δ value
- down ₹9.8 Cr
- Status
- Trimmed
- Weight
- 2.84%
- Δ weight
- down 0.24 pts
- Value
- ₹165 Cr
- Δ value
- down ₹4.8 Cr
- Status
- Trimmed
- Weight
- 2.53%
- Δ weight
- up 0.08 pts
- Value
- ₹146 Cr
- Δ value
- up ₹11.8 Cr
- Status
- Added
- Weight
- 2.45%
- Δ weight
- down 0.34 pts
- Value
- ₹142 Cr
- Δ value
- down ₹11.5 Cr
- Status
- Trimmed
- Weight
- 2.33%
- Δ weight
- down 0.32 pts
- Value
- ₹135 Cr
- Δ value
- down ₹10.7 Cr
- Status
- Trimmed
- Weight
- 2.28%
- Δ weight
- up 0.67 pts
- Value
- ₹132 Cr
- Δ value
- up ₹43.8 Cr
- Status
- Added
- Weight
- 2.26%
- Δ weight
- up 0.15 pts
- Value
- ₹131 Cr
- Δ value
- up ₹15.3 Cr
- Status
- Added
- Weight
- 2.17%
- Δ weight
- up 0.15 pts
- Value
- ₹126 Cr
- Δ value
- up ₹14.9 Cr
- Status
- Added
- Weight
- 2.13%
- Δ weight
- down 0.57 pts
- Value
- ₹124 Cr
- Δ value
- down ₹24.9 Cr
- Status
- Trimmed
- Weight
- 2.13%
- Δ weight
- up 0.10 pts
- Value
- ₹123 Cr
- Δ value
- up ₹11.9 Cr
- Status
- Added
- Weight
- 2.12%
- Δ weight
- down 0.23 pts
- Value
- ₹123 Cr
- Δ value
- down ₹6.2 Cr
- Status
- Trimmed
- Weight
- 2.05%
- Δ weight
- up 0.40 pts
- Value
- ₹119 Cr
- Δ value
- up ₹28 Cr
- Status
- Added
- Weight
- 1.86%
- Δ weight
- up 0.78 pts
- Value
- ₹108 Cr
- Δ value
- up ₹48.6 Cr
- Status
- Added
- Weight
- 1.83%
- Δ weight
- up 0.22 pts
- Value
- ₹106 Cr
- Δ value
- up ₹17.7 Cr
- Status
- Added
- Weight
- 1.69%
- Δ weight
- down 0.36 pts
- Value
- ₹97.9 Cr
- Δ value
- down ₹14.6 Cr
- Status
- Trimmed
- Weight
- 1.67%
- Δ weight
- down 0.03 pts
- Value
- ₹96.9 Cr
- Δ value
- up ₹3.1 Cr
- Status
- Added
- Weight
- 1.67%
- Δ weight
- down <0.01 pts
- Value
- ₹96.7 Cr
- Δ value
- up ₹4.9 Cr
- Status
- Added
- Weight
- 1.65%
- Δ weight
- down 0.04 pts
- Value
- ₹95.8 Cr
- Δ value
- up ₹2.7 Cr
- Status
- Added
- Weight
- 1.50%
- Δ weight
- up 0.45 pts
- Value
- ₹87.1 Cr
- Δ value
- up ₹29.4 Cr
- Status
- Added
- Weight
- 1.47%
- Δ weight
- down 0.31 pts
- Value
- ₹85.3 Cr
- Δ value
- down ₹12.6 Cr
- Status
- Trimmed
- Weight
- 1.46%
- Δ weight
- up <0.01 pts
- Value
- ₹84.4 Cr
- Δ value
- up ₹4.6 Cr
- Status
- Added
- Weight
- 1.38%
- Δ weight
- down 0.05 pts
- Value
- ₹80.1 Cr
- Δ value
- up ₹1.3 Cr
- Status
- Added
- Weight
- 1.37%
- Δ weight
- down 0.13 pts
- Value
- ₹79.5 Cr
- Δ value
- down ₹3.1 Cr
- Status
- Trimmed
- Weight
- 1.36%
- Δ weight
- down 0.05 pts
- Value
- ₹78.6 Cr
- Δ value
- up ₹1.1 Cr
- Status
- Added
- Weight
- 1.35%
- Δ weight
- up <0.01 pts
- Value
- ₹78.2 Cr
- Δ value
- up ₹4.2 Cr
- Status
- Added
- Weight
- 1.33%
- Δ weight
- up 0.37 pts
- Value
- ₹77.4 Cr
- Δ value
- up ₹24.4 Cr
- Status
- Added
- Weight
- 1.33%
- Δ weight
- down 0.13 pts
- Value
- ₹76.9 Cr
- Δ value
- down ₹3.4 Cr
- Status
- Trimmed
- Weight
- 1.27%
- Δ weight
- down 0.25 pts
- Value
- ₹73.8 Cr
- Δ value
- down ₹10.1 Cr
- Status
- Trimmed
- Weight
- 1.25%
- Δ weight
- up 0.06 pts
- Value
- ₹72.7 Cr
- Δ value
- up ₹7 Cr
- Status
- Added
- Cash, TREPS & receivables
- Weight
- 1.20%
- Δ weight
- down 1.18 pts
- Value
- ₹69.5 Cr
- Δ value
- down ₹61 Cr
- Status
- Trimmed
- Weight
- 1.18%
- Δ weight
- up 0.22 pts
- Value
- ₹68.4 Cr
- Δ value
- up ₹15.6 Cr
- Status
- Added
- Weight
- 1.14%
- Δ weight
- down 0.11 pts
- Value
- ₹66.2 Cr
- Δ value
- down ₹2.6 Cr
- Status
- Trimmed
- Weight
- 1.12%
- Δ weight
- down 0.04 pts
- Value
- ₹64.8 Cr
- Δ value
- up ₹1.2 Cr
- Status
- Added
- Weight
- 1.06%
- Δ weight
- up 0.03 pts
- Value
- ₹61.3 Cr
- Δ value
- up ₹4.7 Cr
- Status
- Added
- Weight
- 1.05%
- Δ weight
- down 0.08 pts
- Value
- ₹61 Cr
- Δ value
- down ₹98 L
- Status
- Trimmed
- Weight
- 1.04%
- Δ weight
- down 0.04 pts
- Value
- ₹60.3 Cr
- Δ value
- up ₹80 L
- Status
- Added
- Weight
- 0.98%
- Δ weight
- up 0.07 pts
- Value
- ₹56.8 Cr
- Δ value
- up ₹6.5 Cr
- Status
- Added
- Weight
- 0.98%
- Δ weight
- up 0.24 pts
- Value
- ₹56.6 Cr
- Δ value
- up ₹16.2 Cr
- Status
- Added
- Weight
- 0.96%
- Δ weight
- up 0.50 pts
- Value
- ₹55.9 Cr
- Δ value
- up ₹30.4 Cr
- Status
- Added
- Weight
- 0.96%
- Δ weight
- down 0.01 pts
- Value
- ₹55.4 Cr
- Δ value
- up ₹2.6 Cr
- Status
- Added
- Weight
- 0.92%
- Δ weight
- down <0.01 pts
- Value
- ₹53.4 Cr
- Δ value
- up ₹2.8 Cr
- Status
- Added
- Weight
- 0.85%
- Δ weight
- down 0.01 pts
- Value
- ₹49.4 Cr
- Δ value
- up ₹2 Cr
- Status
- Added
- Weight
- 0.85%
- Δ weight
- down 0.15 pts
- Value
- ₹49 Cr
- Δ value
- down ₹5.5 Cr
- Status
- Trimmed
- Weight
- 0.83%
- Δ weight
- up 0.35 pts
- Value
- ₹48.3 Cr
- Δ value
- up ₹21.5 Cr
- Status
- Added
- Weight
- 0.83%
- Δ weight
- up 0.10 pts
- Value
- ₹48.3 Cr
- Δ value
- up ₹8 Cr
- Status
- Added
- Weight
- 0.79%
- Δ weight
- up 0.26 pts
- Value
- ₹45.7 Cr
- Δ value
- up ₹16.5 Cr
- Status
- Added
- Weight
- 0.77%
- Δ weight
- down 0.34 pts
- Value
- ₹44.8 Cr
- Δ value
- down ₹16.4 Cr
- Status
- Trimmed
- Weight
- 0.73%
- Δ weight
- down 0.05 pts
- Value
- ₹42.6 Cr
- Δ value
- down ₹69 L
- Status
- Trimmed
- Weight
- 0.73%
- Δ weight
- up 0.73 pts
- Value
- ₹42.2 Cr
- Δ value
- up ₹42.2 Cr
- Status
- New
- Weight
- 0.70%
- Δ weight
- up 0.11 pts
- Value
- ₹40.8 Cr
- Δ value
- up ₹8.1 Cr
- Status
- Added
- Weight
- 0.68%
- Δ weight
- up 0.68 pts
- Value
- ₹39.4 Cr
- Δ value
- up ₹39.4 Cr
- Status
- New
- Weight
- 0.64%
- Δ weight
- down 0.16 pts
- Value
- ₹37.2 Cr
- Δ value
- down ₹6.7 Cr
- Status
- Trimmed
- Weight
- 0.62%
- Δ weight
- down 0.01 pts
- Value
- ₹35.9 Cr
- Δ value
- up ₹1.2 Cr
- Status
- Added
- Weight
- 0.55%
- Δ weight
- down 0.05 pts
- Value
- ₹32.1 Cr
- Δ value
- down ₹1.3 Cr
- Status
- Trimmed
- Weight
- 0.54%
- Δ weight
- up 0.02 pts
- Value
- ₹31.4 Cr
- Δ value
- up ₹2.8 Cr
- Status
- Added
- Weight
- 0.51%
- Δ weight
- down 0.04 pts
- Value
- ₹29.6 Cr
- Δ value
- down ₹72 L
- Status
- Trimmed
- Weight
- 0.48%
- Δ weight
- down 0.05 pts
- Value
- ₹27.9 Cr
- Δ value
- down ₹1.6 Cr
- Status
- Trimmed
- Weight
- 0.46%
- Δ weight
- down <0.01 pts
- Value
- ₹26.4 Cr
- Δ value
- up ₹1.1 Cr
- Status
- Added
- Weight
- 0.45%
- Δ weight
- up 0.45 pts
- Value
- ₹26.1 Cr
- Δ value
- up ₹26.1 Cr
- Status
- New
- Weight
- 0.45%
- Δ weight
- up 0.03 pts
- Value
- ₹26 Cr
- Δ value
- up ₹2.8 Cr
- Status
- Added
- Weight
- 0.45%
- Δ weight
- down 0.01 pts
- Value
- ₹25.8 Cr
- Δ value
- up ₹68 L
- Status
- Added
- Weight
- 0.43%
- Δ weight
- down 0.05 pts
- Value
- ₹24.8 Cr
- Δ value
- down ₹1.6 Cr
- Status
- Trimmed
- Weight
- 0.33%
- Δ weight
- up 0.09 pts
- Value
- ₹19.2 Cr
- Δ value
- up ₹5.8 Cr
- Status
- Added
- Weight
- 0.33%
- Δ weight
- down 0.07 pts
- Value
- ₹19 Cr
- Δ value
- down ₹3.1 Cr
- Status
- Trimmed
- Weight
- 0.32%
- Δ weight
- down 0.03 pts
- Value
- ₹18.6 Cr
- Δ value
- down ₹89 L
- Status
- Trimmed
- Weight
- 0.29%
- Δ weight
- up 0.29 pts
- Value
- ₹16.8 Cr
- Δ value
- up ₹16.8 Cr
- Status
- New
- Weight
- 0.27%
- Δ weight
- up 0.01 pts
- Value
- ₹15.9 Cr
- Δ value
- up ₹1.5 Cr
- Status
- Added
- Weight
- 0.24%
- Δ weight
- up 0.01 pts
- Value
- ₹14 Cr
- Δ value
- up ₹1.3 Cr
- Status
- Added
- Weight
- 0.13%
- Δ weight
- up 0.13 pts
- Value
- ₹7.6 Cr
- Δ value
- up ₹7.6 Cr
- Status
- New
- Weight
- 0.09%
- Δ weight
- down 0.41 pts
- Value
- ₹5.2 Cr
- Δ value
- down ₹22.5 Cr
- Status
- Trimmed
- TVS Motor Company Ltd.Other
- Weight
- 0.03%
- Δ weight
- down <0.01 pts
- Value
- ₹1.6 Cr
- Δ value
- up ₹2 L
- Status
- Added
What changed, Jul 2026 to Aug 2026
New New positions (5)
- Dhoot Transmission Ltd0.7% · ₹42.2 Cr
- Ashok Leyland Limited0.7% · ₹39.4 Cr
- Cyient Dlm Ltd0.5% · ₹26.1 Cr
- Aether Industries Ltd.0.3% · ₹16.8 Cr
- Aditya Infotech Limited0.1% · ₹7.6 Cr
Exited Exited (4)
- Coromandel International Limitedwas 0.4% · ₹21.4 Cr
- Doms Industries Limitedwas 0.3% · ₹15.7 Cr
- Tata Motors Limitedwas 0.1% · ₹6 Cr
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 Jul 2026, the weight rose most in Electrical Equipment (+1.2 pts) and Agricultural, Commercial & Construction Vehicles (+0.7 pts), and fell most in Consumer Durables (−0.8 pts) and Automobiles (−0.7 pts).
- Electrical Equipment13.0% → 14.2%+1.2 pts
- Agricultural, Commercial & Construction Vehicles0.0% → 0.7%new+0.7 pts
- Auto Components13.3% → 14.0%+0.6 pts
- Industrial Manufacturing1.4% → 2.0%+0.6 pts
- Aerospace & Defense5.0% → 5.5%+0.5 pts
- Industrial Products9.4% → 9.7%+0.4 pts
- Consumer Durables5.6% → 4.8%−0.8 pts
- Automobiles16.6% → 15.9%−0.7 pts
- Ferrous Metals4.7% → 4.1%−0.6 pts
- Non - Ferrous Metals4.2% → 3.7%−0.5 pts
- Fertilizers & Agrochemicals0.8% → 0.3%−0.5 pts
- Petroleum Products4.4% → 4.0%−0.4 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 | May 2026 | Jul 2026 | Aug 2026 |
|---|---|---|---|---|
| Automobiles | 17.2% | 14.4% | 16.6% | 15.9% |
| Pharmaceuticals & Biotechnology | 12.5% | 11.5% | 15.3% | 15.2% |
| Electrical Equipment | 9.7% | 13.0% | 13.0% | 14.2% |
| Auto Components | 10.5% | 12.7% | 13.3% | 14.0% |
| Industrial Products | 8.5% | 9.7% | 9.4% | 9.7% |
| Aerospace & Defense | 6.0% | 6.2% | 5.0% | 5.5% |
| Consumer Durables | 3.1% | 3.9% | 5.6% | 4.8% |
| Ferrous Metals | 5.2% | 6.6% | 4.7% | 4.1% |
| Petroleum Products | 7.3% | 5.1% | 4.4% | 4.0% |
| Non - Ferrous Metals | 2.3% | 4.1% | 4.2% | 3.7% |
Allocation in Aug 2026change vs Jul 2026
- Automobiles (6)15.9%▼ 0.7 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, Aug 2026
1.2%
▼ 1.2 pts vs Jul 2026
- Cash alone
- 1.2%
- cash and net receivables
- A year earlier
- —
- no disclosure
- Last 12 months
- 1.2% – 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.