AXIS MUTUAL FUND TRUSTEE LIMITED A/C AXIS MUTUAL FUND A/C AXIS SMALL CAP FUND

As of Jun 2026, AXIS MUTUAL FUND TRUSTEE LIMITED A/C AXIS MUTUAL FUND A/C AXIS SMALL CAP FUND — an institution tracked through public shareholding filings — disclosed 34 holdings in Indian listed companies worth ₹13,742 crore. The same holdings-at-filing-value basis put it at ₹11,181 crore in Mar 2026 (+22.9%). Solomo carries these filings back to Sep 2016.

Largest disclosed positions in Jun 2026: Krishna Institute of Medical Sciences Ltd (KIMS — 4.50% of the company, ₹1,608 crore); Craftsman Automation Ltd (CRAFTSMAN — 4.19% of the company, ₹1,000 crore); Sansera Engineering Ltd (SANSERA — 4.90% of the company, ₹995 crore); Blue Star Ltd (BLUESTARCO — 2.86% of the company, ₹931 crore); CCL Products (India) Ltd (CCL — 5.39% of the company, ₹844 crore). Those 5 account for 39% of the disclosed value.

Changes in the Jun 2026 filings: newly disclosed — RBL Bank Ltd, Delhivery Ltd. Stake raised in Craftsman Automation Ltd (+1.30 pp), PNB Housing Finance Ltd (+0.75 pp), Welspun Corp Ltd (+0.67 pp). Stake reduced in Neogen Chemicals Ltd (−1.98 pp), Blue Star Ltd (−0.70 pp), Team Lease Services Ltd (−0.46 pp). No longer disclosed after the previous quarter: J B Chemicals & Pharmaceuticals Ltd, Tenneco Clean Air India Ltd, Mahindra Lifespace Developers Ltd, Aditya Vision Ltd — which can mean a sale, a stake falling below the 1% disclosure line, or that name not filing this quarter.