
Axis Growth Opportunities Fund
Portfolio as of Mar 2025
Large & Mid-Cap
Stocks added for the first time:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) |
---|---|---|---|---|
Hindustan Aeronautics | Aerospace & Defense | 0.024 | Mar 2025 | 0.510 |
Coromandel International | Fertilizers | 0.092 | Mar 2025 | 0.400 |
Stocks exited in Mar 2025:
No available stocks
Stocks where the stakes increased:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) | MoM Change (%) |
---|---|---|---|---|---|
Hindalco Industries | Aluminium | 0.031 | May 2024 | 0.360 | 600 |
Solar Industries India | Explosives | 0.136 | Jan 2025 | 1.040 | 132.89 |
Blue Star | Household Appliances | 0.254 | Feb 2025 | 0.840 | 128.98 |
Varun Beverages Ltd | Other Beverages | 0.057 | Feb 2024 | 0.780 | 45.57 |
Berger Paints India | Paints | 0.100 | Sep 2024 | 0.440 | 45.48 |
Reliance Industries | Refineries & Marketing | 0.022 | Jan 2024 | 2.790 | 44.7 |
Jubilant FoodWorks | Restaurants | 0.325 | Jun 2024 | 1.070 | 27.79 |
Premier Energies Ltd | Other Electrical Equipment | 0.305 | Aug 2024 | 0.970 | 18.39 |
Pidilite Industries | Specialty Chemicals | 0.087 | Nov 2018 | 0.950 | 16.3 |
BSE | Pesticides & Agrochemicals | 0.168 | Jan 2025 | 0.940 | 12.91 |
ICICI Bank | Private Sector Bank | 0.067 | Dec 2023 | 4.790 | 11.8 |
HDFC Bank | Private Sector Bank | 0.058 | Apr 2022 | 6.100 | 9.89 |
Fortis Healthcare | Hospital | 0.342 | Jan 2024 | 1.350 | 8.4 |
CG Power & Industrial Solutions | Heavy Electrical Equipment | 0.225 | Mar 2021 | 1.650 | 3 |
Federal Bank | Private Sector Bank | 0.380 | May 2024 | 1.350 | 2.19 |
Stocks where the stakes decreased:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) | MoM Change (%) |
---|---|---|---|---|---|
Zomato | E-Retail/ E-Commerce | 0.056 | Sep 2022 | 0.810 | -38.51 |
Multi Commodity Exchange of India | Exchange and Data Platform | 0.247 | Apr 2024 | 0.500 | -37.26 |
KEI Industries | Cables - Electricals | 0.227 | Dec 2023 | 0.470 | -34.64 |
Info Edge (India) | Internet & Catalogue Retail | 0.077 | Nov 2018 | 0.540 | -33.38 |
Coforge | Computers - Software & Consulting | 0.269 | Dec 2020 | 1.090 | -28.45 |
Suzlon Energy | Heavy Electrical Equipment | 0.139 | May 2024 | 0.810 | -26.96 |
Persistent Systems | Computers - Software & Consulting | 0.230 | Jan 2021 | 1.490 | -22.85 |
Infosys | Computers - Software & Consulting | 0.036 | Jun 2024 | 1.740 | -20.74 |
Stocks where stakes remained the same:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) |
---|---|---|---|---|
Torrent Power | Integrated Power Utilities | 0.683 | Feb 2019 | 3.840 |
Bharti Airtel | Telecom - Cellular & Fixed line services | 0.029 | Sep 2023 | 2.170 |
Bajaj Finance | Non Banking Financial Company (NBFC) | 0.046 | Nov 2018 | 1.910 |
Indian Hotels Company | Hotels & Resorts | 0.216 | Aug 2020 | 1.820 |
Larsen & Toubro | Civil Construction | 0.044 | Sep 2023 | 1.580 |
State Bank of India | Public Sector Bank | 0.030 | Feb 2024 | 1.540 |
Divi's Laboratories | Pharmaceuticals | 0.129 | Dec 2021 | 1.480 |
Interglobe Aviation | Airline | 0.085 | Aug 2023 | 1.270 |
Dixon Technologies (India) | Consumer Electronics | 0.212 | Oct 2023 | 1.260 |
GE T & D India | Heavy Electrical Equipment | 0.411 | Sep 2024 | 1.230 |
Cholamandalam Investment & Finance Company | Non Banking Financial Company (NBFC) | 0.122 | Aug 2019 | 1.170 |
Bharat Electronics | Aerospace & Defense | 0.069 | Dec 2023 | 1.130 |
Sun Pharmaceutical Industries | Pharmaceuticals | 0.035 | Nov 2023 | 1.080 |
ITC | Diversified FMCG | 0.027 | Jul 2024 | 1.040 |
Phoenix Mills | Residential- Commercial Projects | 0.235 | Feb 2022 | 1.040 |
PI Industries | Pesticides & Agrochemicals | 0.260 | Feb 2019 | 1.020 |
Lupin | Pharmaceuticals | 0.139 | Aug 2024 | 0.970 |
PolicyBazaar - PB Fintech Ltd. | Financial Technology (Fintech) | 0.174 | May 2024 | 0.950 |
Sundaram Finance | Non Banking Financial Company (NBFC) | 0.248 | Nov 2018 | 0.950 |
Mankind Pharma | Pharmaceuticals | 0.119 | Apr 2023 | 0.900 |
Linde India | Industrial Gases | 0.222 | Feb 2022 | 0.890 |
Mahindra & Mahindra | Passenger Cars & Utility Vehicles | 0.034 | Apr 2024 | 0.840 |
Cipla | Pharmaceuticals | 0.093 | Jan 2024 | 0.810 |
UltraTech Cement | Cement & Cement Products | 0.031 | Dec 2024 | 0.780 |
HDFC Asset Management Company | Asset Management Company | 0.115 | Oct 2024 | 0.740 |
Schaeffler India | Auto Components & Equipments | 0.182 | Feb 2023 | 0.720 |
Indian Bank | Public Sector Bank | 0.131 | Jan 2024 | 0.720 |
Vijaya Diagnostic Centre | Healthcare Service Provider | 0.923 | Sep 2021 | 0.720 |
Tech Mahindra | Computers - Software & Consulting | 0.063 | Jan 2024 | 0.660 |
Minda Corporation | Auto Components & Equipments | 0.677 | Sep 2023 | 0.660 |
Sona BLW Precision Forgings | Auto Components & Equipments | 0.290 | Jun 2021 | 0.620 |
United Spirits | Breweries & Distilleries | 0.075 | Sep 2023 | 0.570 |
Torrent Pharmaceuticals | Pharmaceuticals | 0.067 | Dec 2023 | 0.550 |
Prestige Estates Projects | Residential- Commercial Projects | 0.143 | Jan 2024 | 0.550 |
Minda Industries | Auto Components & Equipments | 0.143 | Nov 2023 | 0.540 |
Mphasis | Computers - Software & Consulting | 0.150 | Aug 2023 | 0.530 |
Voltas | Household Appliances | 0.146 | May 2024 | 0.530 |
REC Limited | Financial Institution | 0.063 | May 2024 | 0.530 |
HDFC Life Insurance Company | Life Insurance | 0.046 | Aug 2024 | 0.510 |
Hitachi Energy India | Heavy Electrical Equipment | 0.120 | Jan 2025 | 0.510 |
Titan Company | Gems- Jewellery And Watches | 0.024 | Dec 2024 | 0.500 |
Apollo Hospitals Enterprise | Hospital | 0.069 | Mar 2024 | 0.490 |
Max Healthcare Institute | Hospital | 0.061 | Jan 2025 | 0.490 |
Granules India | Pharmaceuticals | 0.489 | Jun 2024 | 0.430 |
TVS Motor Company | 2/3 Wheelers | 0.048 | Jan 2023 | 0.410 |
Godrej Properties | Residential- Commercial Projects | 0.081 | Jun 2024 | 0.390 |
Sumitomo Chemical India | Pesticides & Agrochemicals | 0.184 | Jan 2020 | 0.390 |
JB Chemicals & Pharmaceuticals | Pharmaceuticals | 0.204 | Aug 2023 | 0.390 |
Anant Raj | Residential- Commercial Projects | 0.304 | Jun 2024 | 0.380 |
Jyoti CNC Automation | Industrial Products | 0.204 | Jul 2024 | 0.370 |
CreditAccess Grameen | Microfinance Institutions | 0.311 | Oct 2023 | 0.350 |