4 Largecap Axis Mutual Fund Stocks to Watch for Future Multibagger Potential: TVS Motor, Torrent Pharma, Pidilite and CG Power
- October 29, 2026
- Posted by: Manan Bisht
- Category: Best Stocks
TVS Motor Rs 4,239.90. Torrent Pharma Rs 4,557. Pidilite Rs 1,389.60. CG Power Rs 832.30. Market caps from Rs 1.31 lakh crore to Rs 2.04 lakh crore. Data as of 28 Oct 2026.
Quick Answer
TVS Motor, Torrent Pharma, Pidilite and CG Power are the 4 picks in this Axis mutual fund stocks watchlist, with market caps between Rs 1.31 lakh crore and Rs 2.04 lakh crore. TVS Motor stands out for the highest return on equity at 31.56%, while Torrent Pharma offers 20.34% revenue growth in FY26. PE ratios run from 53.72 to 105.87, so compare each one with its industry PE before investing. All figures are as of 28 October 2026.
Axis mutual fund stocks to watch for multibagger potential start with a simple filter: size, a clean financial record and earnings that keep growing. TVS Motor, Torrent Pharma, Pidilite and CG Power meet that test, with market caps from Rs 1.31 lakh crore to Rs 2.04 lakh crore and TVS Motor offering the highest return on equity at 31.56%. Each of these companies has Axis Mutual Fund or one of its schemes listed among its top domestic institutional holders, a return on equity of at least 10 per cent and profit growth in FY26 and in the latest quarter, and net profit rose in FY26 and in the latest quarter.
This list covers companies with Axis Mutual Fund or one of its schemes listed among its top domestic institutional holders, a return on equity of at least 10 per cent and profit growth in FY26 and in the latest quarter, rising profit in FY26 and the latest quarter, market capitalisation above Rs 1,00,000 crore, and complete, verifiable financials, ranked by market capitalisation. Each company has a market cap above Rs 1 lakh crore. Investors screening Axis mutual fund stocks usually begin with size and balance sheet strength, and this list follows the same logic. All figures are as of 28 October 2026 and are drawn from NSE and BSE data and company filings.
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What Are Axis Mutual Fund Stocks and Why Do They Attract Multibagger Interest?
Axis mutual fund stocks are shares of large companies in which Axis Mutual Fund or one of its schemes is named among the top domestic institutional holders in the latest shareholding pattern. The four here cover two wheelers, pharmaceuticals, adhesives and electrical equipment.
When a respected fund house like Axis Mutual Fund holds a large stake, it shows that its research teams have studied the business closely and backed it with investors money. For Axis mutual fund stocks, both FY26 and the latest quarter showed growth. Investors researching Axis mutual fund stocks get a fuller picture by reading growth and valuation together. The table below lines up Axis mutual fund stocks on size, growth and valuation, using complete FY26 and latest quarter numbers. Past performance does not guarantee future returns, so use Axis mutual fund stocks as a starting point for your own research.
Axis Mutual Fund Stocks at a Glance: Price, Market Cap, PE, ROE and Price to Book
Prices are closing prices as of 28 October 2026. Pidilite has the lowest PE of the group at 53.72, while TVS Motor posts the highest return on equity at 31.56%.
| Stock | CMP (Rs) | Market Cap (Rs Cr) | PE | Industry PE | ROE | Price to Book | 52-Week Range (Rs) |
|---|---|---|---|---|---|---|---|
| TVS Motor Company | 4,239.90 | 2,04,088 | 56.67 | 23.62 | 31.56% | 21.27 | 3,228.00 to 4,484.50 |
| Torrent Pharmaceuticals | 4,557 | 1,72,983 | 80.23 | 36.42 | 25.49% | 20.57 | 3,480.60 to 5,250.00 |
| Pidilite Industries | 1,389.60 | 1,43,732 | 53.72 | 36.15 | 22.61% | 13.27 | 1,259.00 to 1,707.50 |
| CG Power and Industrial Solutions | 832.30 | 1,31,270 | 105.87 | 45.89 | 15.13% | 16.47 | 525.50 to 980.90 |
TVS Motor: 44.50% Profit CAGR Since FY22
TVS Motor Company makes motorcycles, scooters, mopeds and electric two-wheelers, with a growing export business. It reported FY26 revenue of Rs 56,091.53 crore, up 27.02% year on year, and net profit of Rs 3,186.43 crore, up 35.60%. Net profit has compounded at 44.50% a year since FY22, while revenue has grown 23.15% a year. Operating margin was 14.85% in FY26.
In the June 2026 quarter, revenue rose 34.32% to Rs 16,453.72 crore and net profit grew 64.52% to Rs 1,057.61 crore. The share price has gained 598.75% over five years and 14.49% over the past year. Domestic institutions raised their holding from 18.81% in June 2025 to 21.13% in June 2026. The stock trades at a PE of 56.67 against an industry PE of 23.62, with a return on equity of 31.56%.
Torrent Pharma: 28.79% Profit CAGR Since FY22
Torrent Pharmaceuticals makes branded medicines for chronic therapies such as cardiac, gastro-intestinal and central nervous system care in India and overseas. It reported FY26 revenue of Rs 13,886.15 crore, up 20.34% year on year, and net profit of Rs 2,138.18 crore, up 11.87%. Net profit has compounded at 28.79% a year since FY22, while revenue has grown 12.38% a year. Operating margin was 22.70% in FY26.
The stock trades at a PE of 80.23 against an industry PE of 36.42, with a return on equity of 25.49%. In the June 2026 quarter, revenue rose 56.29% to Rs 4,909 crore and net profit grew 3.28% to Rs 566 crore. The share price has gained 194.63% over five years and 29.72% over the past year. Domestic institutions raised their holding from 9.28% in September 2025 to 12.87% in July 2026.
Pidilite: Return on Equity of 22.61%
Pidilite Industries makes Fevicol, Dr. Fixit and other adhesives and construction chemicals. It reported FY26 revenue of Rs 14,867.01 crore, up 11.05% year on year, and net profit of Rs 2,470.72 crore, up 17.87%. Net profit has compounded at 19.62% a year since FY22, while revenue has grown 10.54% a year. Operating margin was 25.81% in FY26. The debt-to-equity ratio is 0.04, which keeps interest costs low.
In the June 2026 quarter, revenue rose 20.96% to Rs 4,643.55 crore and net profit grew 30.29% to Rs 883.51 crore. Domestic institutions raised their holding from 9.15% in June 2025 to 9.88% in June 2026. The stock trades at a PE of 53.72 against an industry PE of 36.15, with a return on equity of 22.61%.
CG Power: Revenue Up 25.73% in FY26
CG Power and Industrial Solutions makes transformers, motors, drives and railway signalling products, and has entered semiconductor assembly. It reported FY26 revenue of Rs 12,662.22 crore, up 25.73% year on year, and net profit of Rs 1,196.73 crore, up 23.00%. Net profit has compounded at 17.42% a year since FY22, while revenue has grown 23.06% a year. Operating margin was 14.88% in FY26. The debt-to-equity ratio is 0.01, which keeps interest costs low.
The stock trades at a PE of 105.87 against an industry PE of 45.89, with a return on equity of 15.13%. In the June 2026 quarter, revenue rose 15.76% to Rs 3,364.39 crore and net profit grew 15.52% to Rs 308.28 crore. The share price has gained 563.19% over five years. Domestic institutions raised their holding from 16.33% in July 2025 to 18.30% in June 2026.
Axis Mutual Fund Stocks: Financial Comparison on Growth and Margins
The table compares scale and growth across these Axis mutual fund stocks. Latest quarter means the most recent reported quarter for each company, and only metrics that are positive for every company are shown.
| Stock | Revenue (Rs Cr) | Net Profit (Rs Cr) | Revenue Growth (YoY) | 4-Year Revenue CAGR | 4-Year Net Profit CAGR | Operating Margin (Latest Quarter) |
|---|---|---|---|---|---|---|
| TVS Motor | 56,091.53 | 3,186.43 | 27.02% | 23.15% | 44.50% | 15.35% |
| Torrent Pharma | 13,886.15 | 2,138.18 | 20.34% | 12.38% | 28.79% | 33.73% |
| Pidilite | 14,867.01 | 2,470.72 | 11.05% | 10.54% | 19.62% | 28.62% |
| CG Power | 12,662.22 | 1,196.73 | 25.73% | 23.06% | 17.42% | 14.66% |
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Institutional Holding in TVS Motor, Torrent Pharma, Pidilite and CG Power
Institutional holding shows who is backing these Axis mutual fund stocks alongside the promoter. The table uses the latest reported quarter for each. TVS Motor has the deepest institutional backing, with FII and DII together holding 41.58% as of June 2026. Domestic institutions increased their holding over the past year in TVS Motor (from 18.81% to 21.13%), Torrent Pharma (from 9.28% to 12.87%), Pidilite (from 9.15% to 9.88%) and CG Power (from 16.33% to 18.30%).
| Stock | Promoter | FII | DII | Public | Quarter |
|---|---|---|---|---|---|
| TVS Motor | 50.27% | 20.45% | 21.13% | 8.15% | June 2026 |
| Torrent Pharma | 60.78% | 17.97% | 12.87% | 8.38% | July 2026 |
| Pidilite | 69.24% | 11.69% | 9.88% | 9.18% | June 2026 |
| CG Power | 56.36% | 11.97% | 18.30% | 13.37% | June 2026 |
Risks to Weigh in Axis Mutual Fund Stocks
Being careful with Axis mutual fund stocks means looking at what can slow the story as well as what can speed it up. Four points matter most:
- Past growth may not repeat.
- Share prices can move sharply in either direction.
- Valuation: TVS Motor trades at a PE of 56.67 against an industry PE of 23.62, so earnings need to keep growing to support the price.
- Concentration: Holding all 4 names puts the allocation in one sector, so size each position to match your risk appetite.
How to Choose Between Axis Mutual Fund Stocks
Picking from Axis mutual fund stocks comes down to four checks, applied in order.
- Check balance sheet strength first, and prefer a debt-to-equity ratio below 1 for non-financial companies.
- Compare each PE with the industry PE (23.62 to 45.89) and ask whether the growth rate justifies any gap.
- Track net profit growth, the operating margin and the return on equity in every quarterly result.
- Stagger entries across quarters and review institutional holding every reporting season.
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Conclusion
Among Axis mutual fund stocks, TVS Motor stands out for the highest return on equity at 31.56%, Torrent Pharma for 20.34% revenue growth in FY26, Pidilite for the lowest PE of the group at 53.72 and CG Power for a nearly debt-free balance sheet, with a debt-to-equity ratio of 0.01. Which one suits a portfolio depends on how much valuation risk it can carry, so staggering entries and reviewing each quarterly result is a sound habit. Investors comparing Axis mutual fund stocks should rank them on growth, financial strength and the price paid, and anyone who wants personalised guidance can consult a SEBI-registered advisor before acting.
Disclaimer: Data and figures in this article are sourced from publicly available information. These may or may not be accurate. Please verify all data with the official NSE (nseindia.com) and BSE (bseindia.com) websites before making any investment decision. Investments in securities are subject to market risk. This content is for educational purposes only and is not investment advice by Univest (SEBI RA INH000013776).
Frequently Asked Questions on Axis Mutual Fund Stocks to Watch
Which are the best Axis mutual fund stocks to watch for multibagger potential?
Ans. TVS Motor, Torrent Pharma, Pidilite and CG Power are the 4 names this list highlights, with market caps of Rs 2,04,088 crore, Rs 1,72,983 crore, Rs 1,43,732 crore and Rs 1,31,270 crore respectively. TVS Motor is notable for the highest return on equity at 31.56%. Torrent Pharma stands out for 20.34% revenue growth in FY26. Pidilite offers the lowest PE of the group at 53.72. CG Power brings a nearly debt-free balance sheet, with a debt-to-equity ratio of 0.01. These are watchlist names for Axis mutual fund stocks, not recommendations, so match each one to your own risk profile and time horizon.
Is TVS Motor a good stock for long-term investors?
Ans. TVS Motor has a return on equity of 31.56%, a PE of 56.67 against an industry PE of 23.62 and a market cap of Rs 2,04,088 crore. Net profit has compounded at 44.50% a year since FY22, and FY26 revenue rose 27.02% while June 2026 quarter net profit grew 64.52%. Long-term returns in Axis mutual fund stocks depend on earnings growth and the price paid at entry, so staggering purchases and consulting a SEBI-registered advisor is sensible.
Can Torrent Pharma become a multibagger from here?
Ans. Torrent Pharma has already gained 194.63% in five years, so another multi-fold move would need sustained earnings growth. A multibagger outcome in Axis mutual fund stocks requires earnings to keep growing faster than the market for several years. Net profit has compounded at 28.79% a year since FY22, and FY26 revenue rose 20.34%. At a PE of 80.23 against an industry PE of 36.42, valuation should be checked against that growth before investing.
What is the market cap of TVS Motor, Torrent Pharma, Pidilite and CG Power?
Ans. As of 28 October 2026, TVS Motor has a market cap of Rs 2,04,088 crore, Torrent Pharma has a market cap of Rs 1,72,983 crore, Pidilite has a market cap of Rs 1,43,732 crore and CG Power has a market cap of Rs 1,31,270 crore. All of them qualify as largecaps. Market cap changes daily with the share price, so check the latest figure on the Univest Screener or on NSE before taking a decision on Axis mutual fund stocks.
What are the risks of investing in Axis mutual fund stocks?
Ans. The main risks are market swings, slower growth than expected and valuations that already reflect good news. Companies with strong balance sheets and steady earnings handle these better. TVS Motor trades at a PE of 56.67 against an industry PE of 23.62, so earnings growth needs to hold up.
Why is TVS Motor trading at a PE of 56.67?
Ans. TVS Motor’s PE of 56.67 compares with an industry PE of 23.62. The market is paying a premium for a return on equity of 31.56%, profit growth of 44.50% a year since FY22 and latest-quarter profit growth of 64.52%, which also means the stock is more sensitive if growth slows. Investors in Axis mutual fund stocks who are comfortable with higher valuation risk may prefer to stagger purchases instead of investing in one go.
How much do institutions hold in TVS Motor, Torrent Pharma, Pidilite and CG Power?
Ans. As of the latest reported quarter, FII and DII together hold 41.58% of TVS Motor (20.45% and 21.13%), 30.84% of Torrent Pharma (17.97% and 12.87%), 21.57% of Pidilite (11.69% and 9.88%) and 30.27% of CG Power (11.97% and 18.30%). Rising institutional holding is a useful signal in Axis mutual fund stocks, though it should be read with earnings trends rather than on its own.
