
Axis Growth Opportunities Fund
Portfolio as of May 2025
Large & Mid-Cap
Stocks added for the first time:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) |
---|---|---|---|---|
Bharat Heavy Electricals | Heavy Electrical Equipment | 0.069 | May 2025 | 0.440 |
Stocks exited in May 2025:
No available stocks
Stocks where the stakes increased:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) | MoM Change (%) |
---|---|---|---|---|---|
Apar Industries | Other Electrical Equipment | 0.207 | May 2024 | 0.470 | 105.65 |
Hindustan Aeronautics | Aerospace & Defense | 0.033 | Mar 2025 | 0.760 | 33.68 |
Zomato | E-Retail/ E-Commerce | 0.068 | Sep 2022 | 1.090 | 22.75 |
Bharat Electronics | Aerospace & Defense | 0.060 | Dec 2023 | 1.180 | 15.74 |
GE T & D India | Heavy Electrical Equipment | 0.468 | Sep 2024 | 1.870 | 14.02 |
Tech Mahindra | Computers - Software & Consulting | 0.088 | Jan 2024 | 0.940 | 13.17 |
Persistent Systems | Computers - Software & Consulting | 0.199 | Jan 2021 | 1.220 | 12.74 |
Fortis Healthcare | Hospital | 0.365 | Jan 2024 | 1.360 | 6.88 |
Infosys | Computers - Software & Consulting | 0.038 | Jun 2024 | 1.720 | 6.78 |
Sona BLW Precision Forgings | Auto Components & Equipments | 0.260 | Jun 2021 | 0.610 | 4.68 |
Stocks where the stakes decreased:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) | MoM Change (%) |
---|---|---|---|---|---|
Sun Pharmaceutical Industries | Pharmaceuticals | 0.021 | Nov 2023 | 0.580 | -28.65 |
CreditAccess Grameen | Microfinance Institutions | 0.221 | Oct 2023 | 0.280 | -24.1 |
Sumitomo Chemical India | Pesticides & Agrochemicals | 0.142 | Jan 2020 | 0.250 | -15.99 |
Indian Hotels Company | Hotels & Resorts | 0.193 | Aug 2020 | 1.480 | -10.55 |
Dixon Technologies (India) | Consumer Electronics | 0.146 | Oct 2023 | 0.900 | -9.95 |
Divi's Laboratories | Pharmaceuticals | 0.121 | Dec 2021 | 1.480 | -5.86 |
State Bank of India | Public Sector Bank | 0.030 | Feb 2024 | 1.540 | -5.23 |
Bajaj Finance | Non Banking Financial Company (NBFC) | 0.052 | Nov 2018 | 2.080 | -4.6 |
ICICI Bank | Private Sector Bank | 0.068 | Dec 2023 | 4.870 | -3.94 |
HDFC Bank | Private Sector Bank | 0.072 | Apr 2022 | 7.510 | -2.54 |
ITC | Diversified FMCG | 0.026 | Jul 2024 | 0.960 | -1.78 |
Stocks where stakes remained the same:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) |
---|---|---|---|---|
Reliance Industries | Refineries & Marketing | 0.027 | Jan 2024 | 3.680 |
Torrent Power | Integrated Power Utilities | 0.677 | Feb 2019 | 3.270 |
Bharti Airtel | Telecom - Cellular & Fixed line services | 0.038 | Sep 2023 | 2.770 |
BSE | Pesticides & Agrochemicals | 0.282 | Jan 2025 | 2.140 |
CG Power & Industrial Solutions | Heavy Electrical Equipment | 0.225 | Mar 2021 | 1.640 |
Larsen & Toubro | Civil Construction | 0.044 | Sep 2023 | 1.540 |
Federal Bank | Private Sector Bank | 0.446 | May 2024 | 1.540 |
Solar Industries India | Explosives | 0.137 | Jan 2025 | 1.390 |
Interglobe Aviation | Airline | 0.085 | Aug 2023 | 1.230 |
Pidilite Industries | Specialty Chemicals | 0.097 | Nov 2018 | 1.070 |
Cholamandalam Investment & Finance Company | Non Banking Financial Company (NBFC) | 0.114 | Aug 2019 | 1.070 |
PI Industries | Pesticides & Agrochemicals | 0.260 | Feb 2019 | 1.050 |
Premier Energies Ltd | Other Electrical Equipment | 0.305 | Aug 2024 | 1.020 |
Kotak Mahindra Bank | Private Sector Bank | 0.034 | Apr 2025 | 0.990 |
Linde India | Industrial Gases | 0.222 | Feb 2022 | 0.990 |
Sundaram Finance | Non Banking Financial Company (NBFC) | 0.248 | Nov 2018 | 0.990 |
Jubilant FoodWorks | Restaurants | 0.325 | Jun 2024 | 0.980 |
PolicyBazaar - PB Fintech Ltd. | Financial Technology (Fintech) | 0.174 | May 2024 | 0.980 |
Suzlon Energy | Heavy Electrical Equipment | 0.139 | May 2024 | 0.940 |
Indian Bank | Public Sector Bank | 0.152 | Jan 2024 | 0.880 |
Mahindra & Mahindra | Passenger Cars & Utility Vehicles | 0.034 | Apr 2024 | 0.870 |
Schaeffler India | Auto Components & Equipments | 0.191 | Feb 2023 | 0.870 |
Lupin | Pharmaceuticals | 0.139 | Aug 2024 | 0.870 |
Coromandel International | Fertilizers | 0.183 | Mar 2025 | 0.860 |
Mankind Pharma | Pharmaceuticals | 0.119 | Apr 2023 | 0.850 |
HDFC Asset Management Company | Asset Management Company | 0.115 | Oct 2024 | 0.820 |
Phoenix Mills | Residential- Commercial Projects | 0.212 | Feb 2022 | 0.810 |
Godrej Consumer Products | Personal Care | 0.090 | Aug 2023 | 0.790 |
Varun Beverages Ltd | Other Beverages | 0.069 | Feb 2024 | 0.780 |
UltraTech Cement | Cement & Cement Products | 0.033 | Dec 2024 | 0.770 |
Hitachi Energy India | Heavy Electrical Equipment | 0.120 | Jan 2025 | 0.720 |
Berger Paints India | Paints | 0.153 | Sep 2024 | 0.700 |
Cipla | Pharmaceuticals | 0.078 | Jan 2024 | 0.640 |
United Spirits | Breweries & Distilleries | 0.082 | Sep 2023 | 0.630 |
Prestige Estates Projects | Residential- Commercial Projects | 0.143 | Jan 2024 | 0.630 |
Vijaya Diagnostic Centre | Healthcare Service Provider | 0.914 | Sep 2021 | 0.620 |
Titan Company | Gems- Jewellery And Watches | 0.027 | Dec 2024 | 0.590 |
Minda Corporation | Auto Components & Equipments | 0.677 | Sep 2023 | 0.590 |
Multi Commodity Exchange of India | Exchange and Data Platform | 0.247 | Apr 2024 | 0.580 |
Minda Industries | Auto Components & Equipments | 0.143 | Nov 2023 | 0.570 |
Avenue Supermarts | Diversified Retail | 0.031 | Mar 2025 | 0.560 |
KEI Industries | Cables - Electricals | 0.227 | Dec 2023 | 0.550 |
HDFC Life Insurance Company | Life Insurance | 0.046 | Aug 2024 | 0.540 |
Mphasis | Computers - Software & Consulting | 0.150 | Aug 2023 | 0.510 |
Torrent Pharmaceuticals | Pharmaceuticals | 0.067 | Dec 2023 | 0.500 |
Apollo Hospitals Enterprise | Hospital | 0.069 | Mar 2024 | 0.470 |
Max Healthcare Institute | Hospital | 0.061 | Jan 2025 | 0.460 |
Blue Star | Household Appliances | 0.205 | Feb 2025 | 0.450 |
TVS Motor Company | 2/3 Wheelers | 0.048 | Jan 2023 | 0.440 |
REC Limited | Financial Institution | 0.060 | May 2024 | 0.440 |
Jyoti CNC Automation | Industrial Products | 0.213 | Jul 2024 | 0.440 |
Granules India | Pharmaceuticals | 0.456 | Jun 2024 | 0.410 |
Anant Raj | Residential- Commercial Projects | 0.304 | Jun 2024 | 0.410 |
Trent | Speciality Retail | 0.025 | Jan 2024 | 0.350 |
Hindalco Industries | Aluminium | 0.031 | May 2024 | 0.310 |
Supreme Industries | Plastic Products - Industrial | 0.084 | Feb 2019 | 0.310 |