AXIS MUTUAL FUND TRUSTEE LIMITED A/C AXIS MUTUAL FUND A/C AXIS LONG TERM EQUITY FUND

Institution · data to Sep 2023

Disclosed value

₹8,747 Cr

Sep 2023 closes

At current prices

…

Current holdings

Tracked since

Sep 2016

Portfolio value over time

Sum of disclosed holdings across all combined entities, valued at each quarter's closing price.

Current holdings (Sep 2023)

Torrent Power Ltd8.05%

-0.61pp₹2,856 Cr

Astral Ltd3.45%

-0.45pp₹1,773 Cr

Pidilite Industries Ltd2.58%

-0.24pp₹1,599 Cr

Eternal Ltd1.33%

NEW₹1,163 Cr

Info Edge (India) Ltd5.94%

-0.70pp₹639 Cr

Clean Science & Technology Ltd2.41%

-0.14pp₹361 Cr

Nestle India Ltd1.51%

-0.12pp₹163 Cr

MAS Financial Services Ltd4.89%

0.00pp₹80 Cr

Symphony Ltd1.28%

-3.24pp₹78 Cr

TTK Healthcare Ltd2.02%

-0.03pp₹33 Cr

Company	Holding	QoQ	Value
Torrent Power Ltd	8.05%	0.61	₹2,856 Cr
Astral Ltd	3.45%	0.45	₹1,773 Cr
Pidilite Industries Ltd	2.58%	0.24	₹1,599 Cr
Eternal Ltd	1.33%	NEW	₹1,163 Cr
Info Edge (India) Ltd	5.94%	0.70	₹639 Cr
Clean Science & Technology Ltd	2.41%	0.14	₹361 Cr
Nestle India Ltd	1.51%	0.12	₹163 Cr
MAS Financial Services Ltd	4.89%	flat	₹80 Cr
Symphony Ltd	1.28%	3.24	₹78 Cr
TTK Healthcare Ltd	2.02%	0.03	₹33 Cr

Portfolio Summary

Sep 2023

As of Sep 2023, AXIS MUTUAL FUND TRUSTEE LIMITED A/C AXIS MUTUAL FUND A/C AXIS LONG TERM EQUITY FUND — an institution tracked through public shareholding filings — disclosed 10 holdings in Indian listed companies worth ₹8,747 crore. The same holdings-at-filing-value basis put it at ₹7,931 crore in Jun 2023 (+10.3%). Solomo carries these filings back to Sep 2016.

Largest disclosed positions in Sep 2023: Torrent Power Ltd (TORNTPOWER — 8.05% of the company, ₹2,856 crore); Astral Ltd (ASTRAL — 3.45% of the company, ₹1,773 crore); Pidilite Industries Ltd (PIDILITIND — 2.58% of the company, ₹1,599 crore); Eternal Ltd (ETERNAL — 1.33% of the company, ₹1,163 crore); Info Edge (India) Ltd (NAUKRI — 5.94% of the company, ₹639 crore). Those 5 account for 92% of the disclosed value.

Changes in the Sep 2023 filings: newly disclosed — Eternal Ltd. Stake reduced in Info Edge (India) Ltd (−0.70 pp), Torrent Power Ltd (−0.61 pp), Astral Ltd (−0.45 pp).

Combined disclosed portfolio value by filed quarter, valued at each quarter's closing prices.
Quarter	Disclosed value	Change
Sep 2023	₹8,747 Cr	+10.3%
Jun 2023	₹7,931 Cr	+20.7%
Mar 2023	₹6,569 Cr	−11.5%
Dec 2022	₹7,427 Cr	−13.4%
Sep 2022	₹8,572 Cr	−31.7%
Jun 2022	₹12,558 Cr	+4.1%
Mar 2022	₹12,060 Cr	−4.5%
Dec 2021	₹12,627 Cr	+18.9%

All star portfolios 27 further positions appear in earlier filings but not in Sep 2023.Quarterly shareholding filings (BSE/NSE); only stakes above the 1% disclosure threshold are public. Not investment advice.