
Axis Growth Opportunities Fund
Portfolio as of Jun 2025
Large & Mid-Cap
Stocks added for the first time:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) |
---|---|---|---|---|
Kaynes Technology India | Industrial Products | 0.309 | Jun 2025 | 0.800 |
Stocks exited in Jun 2025:
No available stocks
Stocks where the stakes increased:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) | MoM Change (%) |
---|---|---|---|---|---|
Mphasis | Computers - Software & Consulting | 0.241 | Aug 2023 | 0.880 | 63.38 |
Trent | Speciality Retail | 0.037 | Jan 2024 | 0.550 | 51.3 |
Apar Industries | Other Electrical Equipment | 0.266 | May 2024 | 0.630 | 30.6 |
Multi Commodity Exchange of India | Exchange and Data Platform | 0.314 | Apr 2024 | 0.980 | 30.37 |
HDFC Asset Management Company | Asset Management Company | 0.147 | Oct 2024 | 1.090 | 27.74 |
Supreme Industries | Plastic Products - Industrial | 0.105 | Feb 2019 | 0.390 | 23.5 |
Minda Industries | Auto Components & Equipments | 0.171 | Nov 2023 | 0.720 | 19.45 |
Jyoti CNC Automation | Industrial Products | 0.256 | Jul 2024 | 0.410 | 18.95 |
Mahindra & Mahindra | Passenger Cars & Utility Vehicles | 0.040 | Apr 2024 | 1.060 | 17.8 |
Zomato | E-Retail/ E-Commerce | 0.076 | Sep 2022 | 1.310 | 12.14 |
Blue Star | Household Appliances | 0.227 | Feb 2025 | 0.520 | 11.87 |
Indian Bank | Public Sector Bank | 0.161 | Jan 2024 | 0.960 | 8.44 |
Persistent Systems | Computers - Software & Consulting | 0.213 | Jan 2021 | 1.350 | 8.07 |
Premier Energies Ltd | Other Electrical Equipment | 0.324 | Aug 2024 | 1.050 | 7.27 |
Infosys | Computers - Software & Consulting | 0.039 | Jun 2024 | 1.790 | 5.81 |
Dixon Technologies (India) | Consumer Electronics | 0.153 | Oct 2023 | 0.930 | 5.69 |
Prestige Estates Projects | Residential- Commercial Projects | 0.146 | Jan 2024 | 0.710 | 3.85 |
Stocks where the stakes decreased:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) | MoM Change (%) |
---|---|---|---|---|---|
BSE | Pesticides & Agrochemicals | 0.063 | Jan 2025 | 0.490 | -76.96 |
United Spirits | Breweries & Distilleries | 0.040 | Sep 2023 | 0.280 | -50.21 |
Torrent Power | Integrated Power Utilities | 0.607 | Feb 2019 | 3.070 | -8.29 |
Sona BLW Precision Forgings | Auto Components & Equipments | 0.233 | Jun 2021 | 0.490 | -6.19 |
Berger Paints India | Paints | 0.141 | Sep 2024 | 0.670 | -4.66 |
Godrej Consumer Products | Personal Care | 0.086 | Aug 2023 | 0.700 | -4.36 |
Granules India | Pharmaceuticals | 0.432 | Jun 2024 | 0.350 | -3.68 |
Kotak Mahindra Bank | Private Sector Bank | 0.033 | Apr 2025 | 0.960 | -3.65 |
Solar Industries India | Explosives | 0.131 | Jan 2025 | 1.420 | -2.93 |
HDFC Bank | Private Sector Bank | 0.070 | Apr 2022 | 7.260 | -2.07 |
ICICI Bank | Private Sector Bank | 0.066 | Dec 2023 | 4.590 | -1.83 |
GE T & D India | Heavy Electrical Equipment | 0.448 | Sep 2024 | 1.880 | -0.98 |
Stocks where stakes remained the same:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) |
---|---|---|---|---|
Reliance Industries | Refineries & Marketing | 0.027 | Jan 2024 | 3.730 |
Bharti Airtel | Telecom - Cellular & Fixed line services | 0.038 | Sep 2023 | 2.880 |
CG Power & Industrial Solutions | Heavy Electrical Equipment | 0.219 | Mar 2021 | 1.570 |
Federal Bank | Private Sector Bank | 0.437 | May 2024 | 1.560 |
State Bank of India | Public Sector Bank | 0.030 | Feb 2024 | 1.490 |
Larsen & Toubro | Civil Construction | 0.043 | Sep 2023 | 1.480 |
Divi's Laboratories | Pharmaceuticals | 0.121 | Dec 2021 | 1.460 |
Fortis Healthcare | Hospital | 0.365 | Jan 2024 | 1.460 |
Indian Hotels Company | Hotels & Resorts | 0.191 | Aug 2020 | 1.400 |
Interglobe Aviation | Airline | 0.085 | Aug 2023 | 1.320 |
Bharat Electronics | Aerospace & Defense | 0.060 | Dec 2023 | 1.240 |
PI Industries | Pesticides & Agrochemicals | 0.259 | Feb 2019 | 1.080 |
Cholamandalam Investment & Finance Company | Non Banking Financial Company (NBFC) | 0.111 | Aug 2019 | 1.050 |
Pidilite Industries | Specialty Chemicals | 0.096 | Nov 2018 | 1.010 |
Jubilant FoodWorks | Restaurants | 0.321 | Jun 2024 | 1.010 |
PolicyBazaar - PB Fintech Ltd. | Financial Technology (Fintech) | 0.173 | May 2024 | 0.980 |
Tech Mahindra | Computers - Software & Consulting | 0.086 | Jan 2024 | 0.970 |
Sundaram Finance | Non Banking Financial Company (NBFC) | 0.243 | Nov 2018 | 0.960 |
ITC | Diversified FMCG | 0.026 | Jul 2024 | 0.920 |
Coromandel International | Fertilizers | 0.184 | Mar 2025 | 0.900 |
Suzlon Energy | Heavy Electrical Equipment | 0.135 | May 2024 | 0.860 |
Linde India | Industrial Gases | 0.218 | Feb 2022 | 0.840 |
Lupin | Pharmaceuticals | 0.140 | Aug 2024 | 0.820 |
Schaeffler India | Auto Components & Equipments | 0.185 | Feb 2023 | 0.810 |
UltraTech Cement | Cement & Cement Products | 0.033 | Dec 2024 | 0.800 |
Phoenix Mills | Residential- Commercial Projects | 0.223 | Feb 2022 | 0.790 |
Mankind Pharma | Pharmaceuticals | 0.120 | Apr 2023 | 0.760 |
Varun Beverages Ltd | Other Beverages | 0.068 | Feb 2024 | 0.720 |
Hitachi Energy India | Heavy Electrical Equipment | 0.117 | Jan 2025 | 0.710 |
Hindustan Aeronautics | Aerospace & Defense | 0.032 | Mar 2025 | 0.710 |
Cipla | Pharmaceuticals | 0.080 | Jan 2024 | 0.630 |
Vijaya Diagnostic Centre | Healthcare Service Provider | 0.872 | Sep 2021 | 0.620 |
Avenue Supermarts | Diversified Retail | 0.031 | Mar 2025 | 0.590 |
Titan Company | Gems- Jewellery And Watches | 0.027 | Dec 2024 | 0.590 |
Sun Pharmaceutical Industries | Pharmaceuticals | 0.021 | Nov 2023 | 0.560 |
Minda Corporation | Auto Components & Equipments | 0.673 | Sep 2023 | 0.560 |
KEI Industries | Cables - Electricals | 0.226 | Dec 2023 | 0.550 |
HDFC Life Insurance Company | Life Insurance | 0.046 | Aug 2024 | 0.540 |
Torrent Pharmaceuticals | Pharmaceuticals | 0.069 | Dec 2023 | 0.520 |
Max Healthcare Institute | Hospital | 0.062 | Jan 2025 | 0.510 |
Apollo Hospitals Enterprise | Hospital | 0.070 | Mar 2024 | 0.480 |
TVS Motor Company | 2/3 Wheelers | 0.048 | Jan 2023 | 0.440 |
Bharat Heavy Electricals | Heavy Electrical Equipment | 0.066 | May 2025 | 0.430 |
REC Limited | Financial Institution | 0.059 | May 2024 | 0.420 |
Anant Raj | Residential- Commercial Projects | 0.309 | Jun 2024 | 0.390 |
Hindalco Industries | Aluminium | 0.031 | May 2024 | 0.320 |
CreditAccess Grameen | Microfinance Institutions | 0.212 | Oct 2023 | 0.290 |