
Axis Growth Opportunities Fund
Portfolio as of Oct 2025
Large & Mid-Cap
Stocks added for the first time:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) |
|---|---|---|---|---|
| AU Small Finance Bank | Other Bank | 0.145 | Oct 2025 | 0.620 |
| RBL Bank | Private Sector Bank | 0.290 | Oct 2025 | 0.380 |
| SBI Cards & Payment Services | Non Banking Financial Company (NBFC) | 0.059 | Oct 2025 | 0.320 |
Stocks exited in Oct 2025:
No available stocks
Stocks where the stakes increased:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) | MoM Change (%) |
|---|---|---|---|---|---|
| Kotak Mahindra Bank | Private Sector Bank | 0.050 | Apr 2025 | 1.340 | 43.79 |
| Nykaa - FSN E-Commerce Ventures Ltd. | E-Retail/ E-Commerce | 0.109 | Aug 2025 | 0.500 | 32.31 |
| Multi Commodity Exchange of India | Exchange and Data Platform | 0.492 | Apr 2024 | 1.500 | 28.05 |
| Zomato | E-Retail/ E-Commerce | 0.105 | Sep 2022 | 2.080 | 7.95 |
| Divi's Laboratories | Pharmaceuticals | 0.119 | Dec 2021 | 1.380 | 6.73 |
| Federal Bank | Private Sector Bank | 0.474 | May 2024 | 1.790 | 6.38 |
| Sona BLW Precision Forgings | Auto Components & Equipments | 0.274 | Jun 2021 | 0.520 | 5.58 |
| ICICI Bank | Private Sector Bank | 0.070 | Dec 2023 | 4.350 | 5.26 |
| Reliance Industries | Refineries & Marketing | 0.028 | Jan 2024 | 3.600 | 3.45 |
Stocks where the stakes decreased:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) | MoM Change (%) |
|---|---|---|---|---|---|
| Kaynes Technology India | Industrial Products | 0.207 | Jun 2025 | 0.600 | -35.17 |
| Avenue Supermarts | Diversified Retail | 0.039 | Mar 2025 | 0.680 | -14.29 |
| Indian Bank | Public Sector Bank | 0.147 | Jan 2024 | 1.100 | -10.71 |
| Infosys | Computers - Software & Consulting | 0.041 | Jun 2024 | 1.610 | -10.62 |
| Torrent Power | Integrated Power Utilities | 0.489 | Feb 2019 | 2.100 | -9.94 |
| KEI Industries | Cables - Electricals | 0.206 | Dec 2023 | 0.510 | -9.22 |
| Bharti Airtel | Telecom - Cellular & Fixed line services | 0.031 | Sep 2023 | 2.380 | -7.72 |
| Minda Industries | Auto Components & Equipments | 0.204 | Nov 2023 | 0.940 | -4.83 |
Stocks where stakes remained the same:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) |
|---|---|---|---|---|
| HDFC Bank | Private Sector Bank | 0.065 | Apr 2022 | 6.370 |
| GE T & D India | Heavy Electrical Equipment | 0.464 | Sep 2024 | 2.330 |
| Fortis Healthcare | Hospital | 0.454 | Jan 2024 | 2.270 |
| State Bank of India | Public Sector Bank | 0.031 | Feb 2024 | 1.740 |
| Larsen & Toubro | Civil Construction | 0.047 | Sep 2023 | 1.700 |
| Mahindra & Mahindra | Passenger Cars & Utility Vehicles | 0.058 | Apr 2024 | 1.640 |
| CG Power & Industrial Solutions | Heavy Electrical Equipment | 0.213 | Mar 2021 | 1.600 |
| Dixon Technologies (India) | Consumer Electronics | 0.211 | Oct 2023 | 1.280 |
| Cummins India | Compressors- Pumps & Diesel Engines | 0.162 | Jul 2025 | 1.260 |
| Indian Hotels Company | Hotels & Resorts | 0.179 | Aug 2020 | 1.230 |
| Premier Energies Ltd | Other Electrical Equipment | 0.361 | Aug 2024 | 1.150 |
| Bharat Electronics | Aerospace & Defense | 0.055 | Dec 2023 | 1.110 |
| HDFC Asset Management Company | Asset Management Company | 0.147 | Oct 2024 | 1.100 |
| Mphasis | Computers - Software & Consulting | 0.310 | Aug 2023 | 1.050 |
| Mankind Pharma | Pharmaceuticals | 0.165 | Apr 2023 | 1.050 |
| Interglobe Aviation | Airline | 0.071 | Aug 2023 | 1.000 |
| Blue Star | Household Appliances | 0.387 | Feb 2025 | 0.990 |
| Schaeffler India | Auto Components & Equipments | 0.237 | Feb 2023 | 0.960 |
| Persistent Systems | Computers - Software & Consulting | 0.161 | Jan 2021 | 0.960 |
| Solar Industries India | Explosives | 0.117 | Jan 2025 | 0.950 |
| TVS Motor Company | 2/3 Wheelers | 0.087 | Jan 2023 | 0.940 |
| Pidilite Industries | Specialty Chemicals | 0.097 | Nov 2018 | 0.920 |
| PolicyBazaar - PB Fintech Ltd. | Financial Technology (Fintech) | 0.174 | May 2024 | 0.920 |
| Hyundai Motor India Ltd | Passenger Cars & Utility Vehicles | 0.065 | Aug 2025 | 0.840 |
| Jubilant FoodWorks | Restaurants | 0.322 | Jun 2024 | 0.830 |
| Phoenix Mills | Residential- Commercial Projects | 0.209 | Feb 2022 | 0.820 |
| Sundaram Finance | Non Banking Financial Company (NBFC) | 0.248 | Nov 2018 | 0.820 |
| Apar Industries | Other Electrical Equipment | 0.363 | May 2024 | 0.820 |
| UltraTech Cement | Cement & Cement Products | 0.033 | Dec 2024 | 0.760 |
| Torrent Pharmaceuticals | Pharmaceuticals | 0.092 | Dec 2023 | 0.720 |
| Prestige Estates Projects | Residential- Commercial Projects | 0.148 | Jan 2024 | 0.720 |
| ITC | Diversified FMCG | 0.021 | Jul 2024 | 0.710 |
| PI Industries | Pesticides & Agrochemicals | 0.201 | Feb 2019 | 0.710 |
| Maruti Suzuki India | Passenger Cars & Utility Vehicles | 0.019 | Aug 2025 | 0.640 |
| Cholamandalam Investment & Finance Company | Non Banking Financial Company (NBFC) | 0.068 | Aug 2019 | 0.630 |
| Lupin | Pharmaceuticals | 0.106 | Aug 2024 | 0.620 |
| Cipla | Pharmaceuticals | 0.078 | Jan 2024 | 0.610 |
| Apollo Hospitals Enterprise | Hospital | 0.085 | Mar 2024 | 0.610 |
| Linde India | Industrial Gases | 0.184 | Feb 2022 | 0.610 |
| Tech Mahindra | Computers - Software & Consulting | 0.067 | Jan 2024 | 0.600 |
| Vijaya Diagnostic Centre | Healthcare Service Provider | 0.913 | Sep 2021 | 0.600 |
| Berger Paints India | Paints | 0.145 | Sep 2024 | 0.590 |
| Minda Corporation | Auto Components & Equipments | 0.677 | Sep 2023 | 0.590 |
| Titan Company | Gems- Jewellery And Watches | 0.027 | Dec 2024 | 0.580 |
| L&T Finance Holdings | Non Banking Financial Company (NBFC) | 0.125 | Aug 2025 | 0.550 |
| Bharat Heavy Electricals | Heavy Electrical Equipment | 0.092 | May 2025 | 0.550 |
| Sun Pharmaceutical Industries | Pharmaceuticals | 0.021 | Nov 2023 | 0.540 |
| Coromandel International | Fertilizers | 0.133 | Mar 2025 | 0.540 |
| Trent | Speciality Retail | 0.049 | Jan 2024 | 0.530 |
| Varun Beverages Ltd | Other Beverages | 0.049 | Feb 2024 | 0.500 |
| HDFC Life Insurance Company | Life Insurance | 0.047 | Aug 2024 | 0.470 |
| Hitachi Energy India | Heavy Electrical Equipment | 0.086 | Jan 2025 | 0.440 |
| Hindalco Industries | Aluminium | 0.031 | May 2024 | 0.380 |
| Tata Steel | Iron & Steel | 0.024 | Sep 2025 | 0.350 |
| Colgate-Palmolive (India) | Personal Care | 0.084 | Mar 2024 | 0.330 |
| CreditAccess Grameen | Microfinance Institutions | 0.221 | Oct 2023 | 0.330 |
| Gland Pharma | Pharmaceuticals | 0.154 | Jul 2025 | 0.320 |
| Supreme Industries | Plastic Products - Industrial | 0.103 | Feb 2019 | 0.320 |
| Jyoti CNC Automation | Industrial Products | 0.254 | Jul 2024 | 0.320 |