← Aditya Birla Sun Life Mutual Fund

ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA DIRECT GROWTH

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
67
Jul 2026
Equity Holdings
₹1,209.40 Cr
Equity only, excl. debt & cash
AAUM
₹1,172.28 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
18.4%
Diversified
Top 10 Weight
29.1%
Diversified
Changes
67
1 new · 4 exits
Top Sector
Banks
18.3% of portfolio
Launch Date
22 Jan 2019
7 years old

AAUM (Average Assets Under Management) of ₹1,172.28 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA DIRECT GROWTH made 1 new addition and exited 4 stocks this month. The biggest new buy was Torrent Pharmaceuticals Limited (Pharmaceuticals & Biotechnology) at 1.61% weight. JB Chemicals & Pharmaceuticals Limited was the biggest exit (Pharmaceuticals & Biotechnology), which was held at 1.45%. Among existing holdings, Vedanta Aluminium Metal Limited saw the biggest increase — now at 1.29% of the portfolio. Welspun Corp Limited was trimmed the most, now at 1.99%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 18.3%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 17.9% 19.0% +1.1%
Retailing 5.5% 6.6% +1.2%
IT - Software 7.5% 6.5% -1.0%
Consumer Durables 5.9% 5.1% -0.9%
Healthcare Services 4.4% 4.5% +0.1%
Finance 4.0% 4.3% +0.2%
Petroleum Products 3.7% 3.6% -0.1%
Pharmaceuticals & Biotechnology 3.5% 3.5% -0.1%
Industrial Products 3.3% 3.3% +0.0%
Auto Components 2.6% 2.7% +0.1%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 19.0% 18.3% -0.7%
IT - Software 6.5% 7.2% +0.6%
Retailing 6.6% 6.4% -0.2%
Consumer Durables 5.1% 4.7% -0.3%
Finance 4.3% 4.6% +0.3%
Healthcare Services 4.5% 4.1% -0.4%
Pharmaceuticals & Biotechnology 3.5% 3.5% +0.0%
Petroleum Products 3.6% 3.5% -0.1%
Industrial Products 3.3% 3.1% -0.2%
Auto Components 2.7% 2.7% -0.1%
🟢
Biggest New Buy
Torrent Pharmaceuticals Limited
1.61% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
JB Chemicals & Pharmaceuticals Limited
1.45% was held · Pharmaceuticals & Biotechnology
Biggest Add
Vedanta Aluminium Metal Limited
+0.53% · now 1.29%
Biggest Trim
Welspun Corp Limited
-0.40% · now 1.99%
🤝 Other funds also bought this month
Torrent Pharmaceuticals Limited 78 funds
Torrent Pharmaceuticals Limited
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
WhiteOak Capital Pharma and Healthcare Fund
Kotak Healthcare Fund - Direct Plan - Growth Option + more
👋 Other funds also exited
JB Chemicals & Pharmaceuticals Limited 160 funds
JB Chemicals & Pharmaceuticals Limited
Groww Nifty Smallcap250 ETF
WhiteOak Capital Pharma and Heathcare Fund Direct Plan Growth
Mirae Asset Healthcare Fund Direct Growth + more
CESC Limited 16 funds
CESC Limited
Groww Nifty Smallcap250 ETF
Samco Special Opportunities Fund
Mirae Asset BSE 500 Dividend Leaders 50 ETF + more
Dr. Lal Path Labs Limited 14 funds
Dr. Lal Path Labs Limited
Groww Nifty Smallcap250 ETF
WhiteOak Capital Pharma and Heathcare Fund Direct Plan Growth
Samco Small Cap Fund + more
Cello World Ltd 2 funds
Cello World Ltd
Aditya Birla Sun Life Consumption Fund - Growth - Direct Plan
Mirae Asset Nifty Total Market Index Fund

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 1 New Entry 🔴 4 Exits ↑ 31 Increased ↓ 31 Decreased
#StockSectorWeight (Jul 2026)
1
Torrent Pharmaceuticals Limited
₹19.99 Cr
Pharmaceuticals & Biotechnology 1.61%
#StockSectorLast Weight (Jun 2026)
1
JB Chemicals & Pharmaceuticals Limited
₹17.56 Cr
Pharmaceuticals & Biotechnology 1.45%
2
CESC Limited
₹14.52 Cr
Power 1.20%
3
Dr. Lal Path Labs Limited
₹6.64 Cr
Healthcare Services 0.55%
4
Cello World Ltd
₹6.12 Cr
Consumer Durables 0.51%
#StockSectorJun 2026Jul 2026Change
1
Vedanta Aluminium Metal Limited
₹16.06 Cr
Metals & Minerals Trading 0.76% 1.29% +0.53%
2
Container Corporation of India Limited
₹12.07 Cr
Transport Services 0.51% 0.97% +0.46%
3
Mas Financial Services Limited
₹16.22 Cr
Finance 1.04% 1.31% +0.27%
4
Tech Mahindra Limited
₹23.12 Cr
IT - Software 1.63% 1.86% +0.23%
5
Timken India Limited
₹14.15 Cr
Industrial Products 0.91% 1.14% +0.23%
6
Jindal Steel Limited
₹13.78 Cr
Ferrous Metals 0.88% 1.11% +0.23%
7
Infosys Limited
₹31.22 Cr
IT - Software 2.29% 2.51% +0.22%
8
Sumitomo Chemical India Limited
₹16.90 Cr
Fertilizers & Agrochemicals 1.15% 1.36% +0.21%
9
Eternal Limited
₹23.44 Cr
Retailing 1.70% 1.89% +0.19%
10
Dixon Technologies (India) Limited
₹16.66 Cr
Consumer Durables 1.17% 1.34% +0.17%
#StockSectorJun 2026Jul 2026Change
1
Welspun Corp Limited
₹24.76 Cr
Industrial Products 2.39% 1.99% -0.40%
2
HDFC Bank Limited
₹44.98 Cr
Banks 3.97% 3.62% -0.35%
3
Axis Bank Limited
₹33.31 Cr
Banks 3.02% 2.68% -0.34%
4
Varun Beverages Limited
₹16.81 Cr
Beverages 1.60% 1.35% -0.25%
5
Trent Limited
₹21.69 Cr
Retailing 1.96% 1.75% -0.21%
6
Meesho Ltd
₹24.78 Cr
Retailing 2.17% 1.99% -0.18%
7
Arvind Limited
₹12.79 Cr
Textiles & Apparels 1.21% 1.03% -0.18%
8
KPIT Technologies Limited
₹11.97 Cr
IT - Software 1.11% 0.96% -0.15%
9
Larsen & Toubro Limited
₹19.72 Cr
Construction 1.72% 1.59% -0.13%
10
Cyient Limited
₹6.77 Cr
IT - Services 0.66% 0.54% -0.12%

What Stocks Does This Fund Hold?

67 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹74.62 Cr
Banks
6.00%
2
₹44.98 Cr
Banks
3.62%
3
₹43.30 Cr
Petroleum Products
3.48%
4
₹33.31 Cr
Banks
2.68%
5
₹32.99 Cr
Telecom - Services
2.65%
6
₹31.22 Cr
IT - Software
2.51%
7
₹26.46 Cr
Banks
2.13%
8
₹25.34 Cr
Non - Ferrous Metals
2.04%
9
₹25.12 Cr
Finance
2.02%
10
₹24.78 Cr
Retailing
1.99%
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🏦 Aditya Birla Sun Life Mutual Fund — Portfolio & Holdings
See all funds managed by Aditya Birla Sun Life Mutual Fund — conviction stocks, monthly entries & exits

Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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