Portfolio Holdings
As of 31 Mar 2026
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Axis India Manufacturing Fund Direct · Growth

Sector Allocation

Aggregate portfolio weight by industry sector, sorted by exposure.

Automobiles
14.45%
Pharmaceuticals & Biotechnology
12.91%
Auto Components
9.61%
Industrial Products
6.92%
Petroleum Products
6.91%
Electrical Equipment
6.90%
Aerospace & Defense
5.69%
Ferrous Metals
5.34%
Chemicals & Petrochemicals
3.58%
Consumer Durables
2.81%
Non - Ferrous Metals
2.65%
Diversified Metals
2.56%
Cement & Cement Products
2.04%
Others
6.05%

All Holdings

Complete list of 86 stocks, grouped by sector. Filter by industry to focus.

86 holdings34.4% top 10 weight21 sectors
#Stock% of NAVValue (₹Cr)
Automobiles 9 stocks14.45%
1Mahindra & Mahindra Limited5.51%257.83
9Maruti Suzuki India Limited2.37%111.01
10TVS Motor Company Limited2.33%108.93
16Bajaj Auto Limited1.54%72.18
26Hyundai Motor India Ltd1.21%56.83
39Eicher Motors Limited0.72%33.89
47Ather Energy Limited0.57%26.85
78Tata Motors Passenger Vehicles Limited0.11%5.26
80Hero MotoCorp Limited0.09%4.38
Pharmaceuticals & Biotechnology 10 stocks12.91%
4Sun Pharmaceutical Industries Limited4.02%188.05
7Divi's Laboratories Limited2.60%121.68
19JB Chemicals & Pharmaceuticals Limited1.41%66.13
20Torrent Pharmaceuticals Limited1.33%62.26
27Glenmark Pharmaceuticals Limited1.17%54.87
31Laurus Labs Limited0.99%46.28
43Lupin Limited0.65%30.44
61Sai Life Sciences Limited0.46%21.76
73Gland Pharma Limited0.26%12.10
86Onesource Specialty Pharma Limited0.02%0.79
Auto Components 12 stocks9.61%
13Sona BLW Precision Forgings Limited1.64%76.59
21Schaeffler India Limited1.25%58.40
22Craftsman Automation Limited1.25%58.36
25Minda Corporation Limited1.21%56.86
29Sansera Engineering Limited1.12%52.41
34Samvardhana Motherson International Limited0.92%42.98
42Bharat Forge Limited0.68%31.61
55Gabriel India Limited0.50%23.46
57Tenneco Clean Air India Limited0.48%22.26
60Bosch Limited0.46%21.59
82Rolex Rings Limited0.06%3.00
84Exide Industries Limited0.04%1.94
Industrial Products 10 stocks6.92%
11Cummins India Limited2.32%108.77
36Supreme Industries Limited0.84%39.43
38Happy Forgings Limited0.77%35.94
45KEI Industries Limited0.60%27.96
49Carborundum Universal Limited0.53%24.61
51Timken India Limited0.52%24.56
52Welspun Corp Limited0.51%23.87
68Grindwell Norton Limited0.38%17.67
70Astral Limited0.35%16.53
79RHI Magnesita India Limited0.10%4.77
Petroleum Products 3 stocks6.91%
2Reliance Industries Limited5.04%235.77
17Bharat Petroleum Corporation Limited1.46%68.28
65Hindustan Petroleum Corporation Limited0.41%19.30
Electrical Equipment 9 stocks6.90%
12GE Vernova T&D India Limited2.03%94.83
23Bharat Heavy Electricals Limited1.21%56.45
24CG Power and Industrial Solutions Limited1.21%56.86
32Voltamp Transformers Limited0.97%45.18
46Apar Industries Limited0.60%27.91
69Siemens Limited0.36%16.97
74Avalon Technologies Limited0.23%10.87
76Triveni Turbine Limited0.17%8.19
77ABB India Limited0.12%5.71
Aerospace & Defense 3 stocks5.69%
3Bharat Electronics Limited4.67%218.76
33Hindustan Aeronautics Limited0.95%44.34
81Aequs Limited0.07%3.07
Ferrous Metals 3 stocks5.34%
5Tata Steel Limited2.68%125.46
14JSW Steel Limited1.60%75.13
30Jindal Steel Limited1.06%49.52
Chemicals & Petrochemicals 4 stocks3.58%
18Solar Industries India Limited1.44%67.40
28Pidilite Industries Limited1.17%54.88
56SRF Limited0.49%22.71
58Linde India Limited0.48%22.64
Consumer Durables 7 stocks2.81%
40Blue Star Limited0.68%31.94
44Voltas Limited0.62%29.11
53LG Electronics India Ltd0.51%23.78
54V-Guard Industries Limited0.50%23.59
67PG Electroplast Limited0.40%18.73
83Dixon Technologies (India) Limited0.06%2.75
85Whirlpool of India Limited0.04%2.05
Non - Ferrous Metals 1 stocks2.65%
6Hindalco Industries Limited2.65%124.08
Diversified Metals 1 stocks2.56%
8Vedanta Limited2.56%119.67
Cement & Cement Products 2 stocks2.04%
15UltraTech Cement Limited1.59%74.65
63JK Cement Limited0.45%21.03
Industrial Manufacturing 3 stocks1.07%
66Kaynes Technology India Limited0.41%19.26
71Syrma SGS Technology Limited0.34%15.75
72Jyoti CNC Automation Ltd0.32%15.15
Fertilizers & Agrochemicals 2 stocks1.06%
48Coromandel International Limited0.54%25.12
50PI Industries Limited0.52%24.26
Food Products 2 stocks1.00%
37Britannia Industries Limited0.82%38.29
75Mrs. Bectors Food Specialities Limited0.18%8.54
Beverages 1 stocks0.90%
35Varun Beverages Limited0.90%42.25
Household Products 1 stocks0.68%
41Doms Industries Limited0.68%31.92
Textiles & Apparels 1 stocks0.47%
59K.P.R. Mill Limited0.47%21.83
Construction 1 stocks0.45%
62Larsen & Toubro Limited0.45%20.86
Agricultural, Commercial & Construction Vehicles 1 stocks0.42%
64Tata Motors Ltd0.42%19.64