Axis Group Portfolio: Investments in New Stocks and Stake Changes in Q4

Synopsis: Axis Group’s portfolio reflected a strategic reshuffle with new additions like BHEL, Ipca Laboratories, increased exposure to Sudeep Pharma, Balrampur Chini, and selective profit booking in stocks such as Fortis Healthcare, Brigade Enterprises, and others.

Axis Group reported a 10.1% rise in portfolio net worth to Rs 97,029.25 crore, driven by active rebalancing across sectors such as power equipment, pharmaceuticals, construction materials, and financial services. The fund added new exposure to industrial engineering, healthcare, and building materials while strengthening positions in select consumer, financial, and technology-driven businesses.

At the same time, the portfolio saw increased allocation towards sectors like specialty chemicals, sugar & ethanol, NBFCs, and SaaS-based technology platforms. However, the fund trimmed exposure to areas including power transmission, healthcare services, real estate, infrastructure, and flexible workspace providers as part of selective profit booking and risk management.

New Additions

Bharat Heavy Electricals Ltd

Bharat Heavy Electricals Ltd is a leading public sector engineering and manufacturing company in India, primarily focused on power generation equipment. It supplies turbines, boilers, and electrical systems for thermal, hydro, and nuclear power projects.

With a market capitalisaiton of Rs. 3,33,033 cr, the shares of Bharat Electronics Ltd closed at Rs. 455.60 per share, up from its previous close of Rs. 447.50 per share.  The fund has added this stock with a 1.1% allocation. 

Ipca Laboratories Ltd

Ipca Laboratories is a pharmaceutical company engaged in the production of APIs (active pharmaceutical ingredients) and formulations. It has a strong presence in domestic and export markets, particularly in anti-malarial, pain management, and cardiovascular drug segments.

With a market capitalisation of Rs. 37,072 cr, the shares of Ipca Laboratories Ltd closed at Rs. 1461.50 per share, down from its previous close of Rs. 1471.55 per share. The fund has added this stock with a 1.8% allocation.

Supreme Industries Ltd

Supreme Industries is India’s largest plastic products manufacturing company, known for piping systems, industrial plastics, packaging products, and furniture. It benefits from demand in construction, agriculture, and infrastructure development.

With a market capitalisation of Rs. 46,518 cr, the shares of Supreme Industries Ltd closed at Rs. 3662.10 per share, down from its previous close of Rs. 3829.60 per share. The fund has added this stock with a 1.4% allocation.

Stake Increase

Sudeep Pharma Ltd

Sudeep Pharma manufactures pharmaceutical excipients and minerals used in drug formulation. It plays a supporting but crucial role in the pharma value chain, supplying ingredients like calcium salts and mineral-based compounds.

With a market capitalisation of Rs. 7,195 cr, the shares of Sudeep Pharma Ltd closed at Rs. 637.05 per share, up from its previous close of Rs. 628.70 per share. The fund has raised its stake in this company from 1.2% to 1.8%, an increase of 0.6%.

Balrampur Chini Mills Ltd

Balrampur Chini is one of India’s largest sugar manufacturers, also involved in ethanol production. The company benefits from government ethanol blending policies and cyclical improvements in the sugar industry.

With a market capitalisation of Rs. 9,733 cr, the shares of Balrampur Chini Mills Ltd closed at Rs. 481.95 per share, down from its previous close of Rs. 485.05 per share. The fund has raised its stake in this company from 1.3% to 1.5%, an increase of 0.2%.

Cholamandalam Financial Holdings Ltd 

Cholamandalam Investment and Finance Company is a diversified NBFC offering vehicle finance, home loans, SME loans, and wealth management services. It is part of the Murugappa Group and has strong retail lending growth.

With a market capitalisation of Rs. 29,844 cr, the shares of Cholamandalam Financial Holdings Ltd closed at Rs. 1589.35 per share, up from its previous close of Rs. 1563.35 per share. The fund has raised its stake in this company from 2.2% to 2.4%, an increase of 0.2%.

Capillary Technologies India Ltd

Capillary Technologies is a SaaS-based customer loyalty and engagement platform company. It helps enterprises manage customer data, personalization, and digital marketing using AI-driven analytics solutions.

With a market capitalisation of Rs. 4,455 cr, the shares of Capillary Technologies India Ltd closed at Rs. 561.10 per share, down from its previous close of Rs. 565.40 per share. The fund has raised its stake in this company from 1.3% to 1.5%, an increase of 0.2%.

Stake Decrease

Voltamp Transformers Ltd

Voltamp Transformers manufactures power and distribution transformers used in electricity transmission and industrial applications. Demand is linked to power infrastructure expansion and utilities capex cycles.

With a market capitalisation of Rs. 10,036 cr, the shares of Voltamp Transformers Ltd closed at Rs. 9920 per share, up from its previous close of Rs. 9525.50 per share. The fund has decreased its stake in this company from 3.2% to 3.1%, a decrease of 0.1%.

Vijaya Diagnostic Centre Ltd

Vijaya Diagnostic Centre Ltd is one of India’s leading diagnostic service providers, offering a wide range of pathology and radiology testing services. The company operates an extensive network of diagnostic centers and collection points across multiple states. 

With a market capitalisation of Rs. 10,477 cr, the shares of Vijaya Diagnostic Centre Ltd closed at Rs. 1020 per share, up from its previous close of Rs. 1012.65 per share. The fund has decreased its stake in this company from 3.75% to 3.61%, a decrease of 0.1%.

Apar Industries Ltd

Apar Industries Ltd is an Indian diversified industrial company with a strong presence in conductors, transformer oils, lubricants, and specialty oils. It is a key global player in power transmission conductors, supplying products used in electrical infrastructure and energy networks 

With a market capitalisation of Rs. 45,189 cr, the shares of Apar Industries Ltd closed at Rs. 11250 per share, up from its previous close of Rs. 11211.20 per share. The fund has decreased its stake in this company from 4.58% to 4.34%, a decrease of 0.24%.

Eternal Ltd

Eternal is a digital-first consumer company focused on building lifestyle and commerce-led platforms (varies by group classification depending on market listing context). It operates in evolving digital consumer and brand-driven segments.

With a market capitalisation of Rs. 2,43,912 cr, the shares of Eternal Ltd closed at Rs. 252.75 per share, up from its previous close of Rs. 246.50 per share. The fund has decreased its stake in this company from 1.73% to 1.57%, a decrease of 0.16%.

Fortis Healthcare Ltd

Fortis Healthcare Ltd is one of India’s leading hospital chains, providing multi-specialty tertiary care services across a wide network of hospitals. The company offers advanced medical treatments in areas such as cardiology, oncology, neurology, orthopedics, and critical care. 

With a market capitalisation of Rs. 65,983 cr, the shares of Fortis Healthcare Ltd closed at Rs. 874 per share, down from its previous close of Rs. 877.70 per share. The fund has decreased its stake in this company from 4.3% to 4%, a decrease of 0.3%.

Awfis Space Solutions Ltd

Awfis Space Solutions Ltd is one of India’s largest flexible workspace providers, offering coworking spaces, managed offices, and enterprise workspace solutions. The company caters to startups, SMEs, and large corporations by providing scalable office infrastructure with amenities like meeting rooms, high-speed internet, and collaborative work environments. 

With a market capitalisation of Rs. 2,639 cr, the shares of Awfis Space Solutions Ltd closed at Rs. 369 per share, up from its previous close of Rs. 361.70 per share. The fund has decreased its stake in this company from 2.7% to 2.2%, a decrease of 0.4%.

Brigade Enterprises Ltd

Brigade Enterprises Ltd is a prominent Indian real estate development company based in Bengaluru. It develops residential, commercial, retail, and hospitality projects across South India and other key markets. The company is known for its large integrated townships, premium housing projects, and landmark commercial spaces, along with a growing presence in hotels and office leasing. 

With a market capitalisation of Rs. 17,987 cr, the shares of Brigade Enterprises Ltd closed at Rs. 735.40 per share, down from its previous close of Rs. 739.05 per share. The fund has decreased its stake in this company from 3.59% to 2.94%, a decrease of 0.65%.

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