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

Sector Allocation

Aggregate portfolio weight by industry sector, sorted by exposure.

Auto Components
14.07%
Automobiles
14.01%
Pharmaceuticals & Biotechnology
10.98%
Electrical Equipment
10.51%
Industrial Products
7.82%
Ferrous Metals
6.47%
Aerospace & Defense
5.82%
Petroleum Products
5.00%
Non - Ferrous Metals
4.01%
Chemicals & Petrochemicals
3.96%
Consumer Durables
3.80%
Others
8.57%

All Holdings

Complete list of 81 stocks, grouped by sector. Filter by industry to focus.

81 holdings34.0% top 10 weight22 sectors
#Stock% of NAVValue (₹Cr)
Auto Components 11 stocks14.07%
10Sona BLW Precision Forgings Limited2.55%136.47
13Samvardhana Motherson International Limited2.20%117.41
15Craftsman Automation Limited1.89%100.97
20Bharat Forge Limited1.63%87.12
22Sansera Engineering Limited1.49%79.57
24Minda Corporation Limited1.31%70.21
33Schaeffler India Limited1.17%62.71
40Tenneco Clean Air India Limited0.89%47.31
43Bosch Limited0.82%43.77
78Rolex Rings Limited0.07%3.80
79Exide Industries Limited0.05%2.61
Automobiles 9 stocks14.01%
1Mahindra & Mahindra Limited5.06%270.49
12Maruti Suzuki India Limited2.42%129.57
19TVS Motor Company Limited1.66%88.68
23Bajaj Auto Limited1.40%75.00
32Ather Energy Limited1.18%62.96
34Hyundai Motor India Ltd1.15%61.50
38Eicher Motors Limited0.93%49.61
75Tata Motors Passenger Vehicles Limited0.13%6.99
77Hero MotoCorp Limited0.08%4.24
Pharmaceuticals & Biotechnology 8 stocks10.98%
5Sun Pharmaceutical Industries Limited3.60%192.54
8Divi's Laboratories Limited2.65%141.80
26JB Chemicals & Pharmaceuticals Limited1.23%65.95
28Torrent Pharmaceuticals Limited1.20%64.18
35Glenmark Pharmaceuticals Limited1.10%58.56
41Laurus Labs Limited0.88%47.23
70Sai Life Sciences Limited0.30%16.18
81Onesource Specialty Pharma Limited0.02%0.98
Electrical Equipment 9 stocks10.51%
9GE Vernova T&D India Limited2.59%138.20
11Bharat Heavy Electricals Limited2.53%135.32
18Apar Industries Limited1.70%90.61
25CG Power and Industrial Solutions Limited1.27%67.80
46Triveni Turbine Limited0.72%38.42
53TD Power Systems Limited0.53%28.38
55Avalon Technologies Limited0.51%27.19
61ABB India Limited0.44%23.62
72MTAR Technologies Limited0.22%11.55
Industrial Products 10 stocks7.82%
6Cummins India Limited3.06%163.43
39Welspun Corp Limited0.90%48.14
44Happy Forgings Limited0.81%43.13
48Carborundum Universal Limited0.70%37.60
49Supreme Industries Limited0.70%37.36
51KEI Industries Limited0.58%30.85
60Grindwell Norton Limited0.45%24.02
63Timken India Limited0.37%19.86
74Kirloskar Oil Engines Limited0.14%7.38
76RHI Magnesita India Limited0.11%5.74
Ferrous Metals 4 stocks6.47%
7Tata Steel Limited3.01%160.95
16JSW Steel Limited1.89%101.26
29Jindal Steel Limited1.20%63.89
67Vedanta Iron And Steel Limited0.37%20.01
Aerospace & Defense 2 stocks5.82%
2Bharat Electronics Limited4.11%219.53
17Hindustan Aeronautics Limited1.71%91.54
Petroleum Products 2 stocks5.00%
3Reliance Industries Limited3.77%201.56
27Bharat Petroleum Corporation Limited1.23%65.79
Non - Ferrous Metals 2 stocks4.01%
4Hindalco Industries Limited3.64%194.28
64Vedanta Aluminium Metal Limited0.37%20.01
Chemicals & Petrochemicals 4 stocks3.96%
14Solar Industries India Limited1.91%101.84
31Pidilite Industries Limited1.19%63.33
50SRF Limited0.59%31.42
71Linde India Limited0.27%14.64
Consumer Durables 7 stocks3.80%
37Blue Star Limited1.08%57.91
42Amber Enterprises India Limited0.88%46.83
56Asian Paints Limited0.50%26.89
58Voltas Limited0.47%24.89
59LG Electronics India Ltd0.47%25.15
68Dixon Technologies (India) Limited0.36%19.01
80Whirlpool of India Limited0.04%2.13
Beverages 2 stocks1.73%
30Varun Beverages Limited1.20%63.89
54Radico Khaitan Limited0.53%28.19
Cement & Cement Products 1 stocks1.49%
21UltraTech Cement Limited1.49%79.77
Diversified Metals 1 stocks1.09%
36Vedanta Limited1.09%58.29
Industrial Manufacturing 1 stocks0.79%
45Syrma SGS Technology Limited0.79%42.26
Fertilizers & Agrochemicals 2 stocks0.76%
62PI Industries Limited0.42%22.21
69Coromandel International Limited0.34%18.07
Construction 1 stocks0.70%
47Larsen & Toubro Limited0.70%37.24
Household Products 1 stocks0.57%
52Doms Industries Limited0.57%30.35
Textiles & Apparels 1 stocks0.48%
57K.P.R. Mill Limited0.48%25.43
Oil 1 stocks0.37%
65Malco Energy Limited0.37%20.01
Power 1 stocks0.37%
66Talwandi Sabo Power Limited0.37%20.01
Agricultural, Commercial & Construction Vehicles 1 stocks0.22%
73Tata Motors Ltd0.22%11.82