Sectoral / ThematicAxis Mutual Fund

Axis India Manufacturing Fund

Portfolio as on — · 90 equity positions

Equity positions

Equity value

₹5,126 Cr

Top holding

—

Mahindra & Mahindra Limited

Top holdings

#
1	Mahindra & Mahindra LimitedAutomobiles	—	₹275.10 Cr	8.88 L
2	Reliance Industries LimitedPetroleum Products	—	₹239.94 Cr	16.77 L
3	Bharat Electronics LimitedAerospace & Defense	—	₹230.51 Cr	53.45 L
4	Sun Pharmaceutical Industries LimitedPharmaceuticals & Biotechnology	—	₹193.51 Cr	10.70 L
5	Hindalco Industries LimitedNon - Ferrous Metals	—	₹168.79 Cr	16.26 L
6	Tata Steel LtdFerrous Metals	—	₹148.49 Cr	70.26 L
7	Divi's Laboratories LimitedPharmaceuticals & Biotechnology	—	₹138.30 Cr	2.13 L
8	Maruti Suzuki India LimitedAutomobiles	—	₹131.41 Cr	98.7K
9	Cummins India LtdIndustrial Products	—	₹127.30 Cr	2.42 L
10	Sona BLW Precision Forgings LimitedAuto Components	—	₹127.04 Cr	20.92 L
11	TVS Motor Company LtdAutomobiles	—	₹120.06 Cr	3.44 L
12	GE Vernova T&D India LimitedElectrical Equipment	—	₹119.88 Cr	2.68 L
13	Premier Energies LimitedElectrical Equipment	—	₹118.63 Cr	11.65 L
14	Bharat Heavy Electricals LimitedElectrical Equipment	—	₹104.83 Cr	29.75 L
15	JSW Steel LtdFerrous Metals	—	₹89.92 Cr	7.11 L
16	Solar Industries India LimitedChemicals & Petrochemicals	—	₹86.17 Cr	55.8K
17	Craftsman Automation LtdAuto Components	—	₹83.76 Cr	1.09 L
18	Bharat Petroleum Corporation LimitedPetroleum Products	—	₹82.99 Cr	27.62 L
19	Ultratech Cement LtdCement & Cement Products	—	₹80.49 Cr	69.5K
20	Bajaj Auto LtdAutomobiles	—	₹76.77 Cr	76.8K
21	Bharat Forge LimitedAuto Components	—	₹74.35 Cr	3.95 L
22	Samvardhana Motherson International LimitedAuto Components	—	₹72.47 Cr	59.79 L
23	CG Power and Industrial Solutions LimitedElectrical Equipment	—	₹70.60 Cr	8.68 L
24	Apar Industries LimitedElectrical Equipment	—	₹69.38 Cr	56.3K
25	Hindustan Aeronautics LimitedAerospace & Defense	—	₹64.71 Cr	1.49 L
26	Schaeffler India LtdAuto Components	—	₹62.65 Cr	1.52 L
27	Sansera Engineering LtdAuto Components	—	₹62.30 Cr	2.48 L
28	JB Chemicals & Pharmaceuticals LimitedPharmaceuticals & Biotechnology	—	₹62.18 Cr	3.04 L
29	Varun Beverages LimitedBeverages	—	₹62.16 Cr	12.10 L
30	Glenmark Pharmaceuticals LtdPharmaceuticals & Biotechnology	—	₹61.94 Cr	2.57 L
31	Kaynes Technology India LimitedIndustrial Manufacturing	—	₹60.91 Cr	1.51 L
32	Torrent Pharmaceuticals LimitedPharmaceuticals & Biotechnology	—	₹60.90 Cr	1.46 L
33	Jindal Steel & Power LimitedFerrous Metals	—	₹59.53 Cr	4.87 L
34	Blue Star LtdConsumer Durables	—	₹59.35 Cr	3.33 L
35	Pidilite Industries LtdChemicals & Petrochemicals	—	₹58.76 Cr	4.27 L
36	Minda Corporation LimitedAuto Components	—	₹58.48 Cr	11.24 L
37	Hyundai Motor India LtdAutomobiles	—	₹58.10 Cr	3.20 L
38	Laurus Labs LimitedPharmaceuticals & Biotechnology	—	₹51.33 Cr	4.66 L
39	Eicher Motors LtdAutomobiles	—	₹49.14 Cr	69.1K
40	Vedanta LimitedDiversified Metals	—	₹44.89 Cr	16.53 L
41	Ather Energy LtdAutomobiles	—	₹44.47 Cr	4.76 L
42	Welspun Corp LimitedIndustrial Products	—	₹44.29 Cr	3.50 L
43	Amber Enterprises India LimitedConsumer Durables	—	₹44.21 Cr	55.1K
44	Bosch LimitedAuto Components	—	₹43.02 Cr	12.0K
45	Voltamp Transformers LimitedElectrical Equipment	—	₹42.90 Cr	36.5K
46	Happy Forgings LtdIndustrial Products	—	₹41.91 Cr	3.11 L
47	Tenneco Clean Air India LimitedAuto Components	—	₹40.53 Cr	6.52 L
48	Supreme Industries LimitedIndustrial Products	—	₹38.14 Cr	1.05 L
49	Hitachi Energy India LimitedElectrical Equipment	—	₹37.69 Cr	11.2K
50	Larsen & Toubro LimitedConstruction	—	₹36.67 Cr	91.4K
51	Tata Motors LtdAgricultural, Commercial & Construction Vehicles	—	₹34.26 Cr	8.36 L
52	Doms Industries LimitedHousehold Products	—	₹31.82 Cr	1.39 L
53	Lupin LtdPharmaceuticals & Biotechnology	—	₹30.32 Cr	1.32 L
54	Carborundum Universal LtdIndustrial Products	—	₹30.20 Cr	3.17 L
55	KEI Industries LtdIndustrial Products	—	₹28.45 Cr	58.6K
56	Radico Khaitan LimitedBeverages	—	₹27.43 Cr	80.1K
57	PI Industries LtdFertilizers & Agrochemicals	—	₹27.26 Cr	89.2K
58	Britannia Industries LtdFood Products	—	₹26.63 Cr	46.5K
59	LG Electronics IncConsumer Durables	—	₹26.29 Cr	1.65 L
60	Timken India LtdIndustrial Products	—	₹26.11 Cr	76.2K
61	Coromandel International LimitedFertilizers & Agrochemicals	—	₹26.06 Cr	1.32 L
62	K.P.R. Mill LimitedTextiles & Apparels	—	₹24.65 Cr	2.63 L
63	Syrma SGS Technology LimitedIndustrial Manufacturing	—	₹24.51 Cr	2.56 L
64	Linde India LimitedChemicals & Petrochemicals	—	₹24.21 Cr	33.1K
65	SRF LimitedChemicals & Petrochemicals	—	₹24.21 Cr	96.1K
66	Voltas LtdConsumer Durables	—	₹22.57 Cr	1.58 L
67	Siemens LtdElectrical Equipment	—	₹22.01 Cr	57.8K
68	JK Cement LimitedCement & Cement Products	—	₹21.89 Cr	41.4K
69	ABB India LtdElectrical Equipment	—	₹21.82 Cr	30.2K
70	Sai Life Sciences LimitedPharmaceuticals & Biotechnology	—	₹20.59 Cr	1.93 L
71	Grindwell Norton LtdIndustrial Products	—	₹20.58 Cr	1.31 L
72	Talwandi Sabo Power LtdPower	—	₹20.01 Cr	16.53 L
73	Vedanta Aluminium Metal LtdNon - Ferrous Metals	—	₹20.01 Cr	16.53 L
74	Malco Energy LtdOil	—	₹20.01 Cr	16.53 L
75	Vedanta Iron And Steel LtdFerrous Metals	—	₹20.01 Cr	16.53 L
76	Dixon Technologies (India) LimitedConsumer Durables	—	₹18.42 Cr	16.5K
77	Triveni Turbine LtdElectrical Equipment	—	₹16.81 Cr	2.93 L
78	Hindustan Petroleum Corporation LimitedPetroleum Products	—	₹16.16 Cr	4.31 L
79	Anthem Biosciences LtdPharmaceuticals & Biotechnology	—	₹13.54 Cr	1.78 L
80	Avalon Technologies LimitedElectrical Equipment	—	₹12.38 Cr	1.17 L
81	Mrs Bectors Food Specialities LimitedFood Products	—	₹9.36 Cr	4.77 L
82	Tata Motors Passenger Vehicles LtdAutomobiles	—	₹6.06 Cr	1.78 L
83	Orient Refractories LtdIndustrial Products	—	₹5.70 Cr	1.41 L
84	Jyoti CNC Automation LtdIndustrial Manufacturing	—	₹5.09 Cr	67.9K
85	Aequs LimitedAerospace & Defense	—	₹4.77 Cr	2.54 L
86	Hero MotoCorp LimitedAutomobiles	—	₹4.41 Cr	8.7K
87	Rolex Rings LtdAuto Components	—	₹3.94 Cr	2.70 L
88	Whirlpool of India LimitedConsumer Durables	—	₹2.56 Cr	26.0K
89	Exide Industries LimitedAuto Components	—	₹2.43 Cr	67.5K
90	Onesource Specialty Pharma LimitedPharmaceuticals & Biotechnology	—	₹93.60 L	5.4K

Equity holdings only, ISIN-verified, from Axis Mutual Fund's public monthly portfolio disclosure (—). Not investment advice.