← Aditya Birla Sun Life Mutual Fund

ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA DIRECT GROWTH

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
63
Aug 2026
Equity Holdings
₹1,189.11 Cr
Equity only, excl. debt & cash
AAUM
₹1,172.28 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
17.9%
Diversified
Top 10 Weight
28.9%
Diversified
Changes
66
1 new · 5 exits
Top Sector
Banks
16.5% 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 5 stocks this month. The biggest new buy was Shriram Pistons & Rings Limited (Auto Components) at 0.66% weight. AU Small Finance Bank Limited was the biggest exit (Banks), which was held at 1.75%. Among existing holdings, BIKAJI FOODS INTERNATIONAL LIMITED saw the biggest increase — now at 1.84% of the portfolio. Bharti Airtel Limited was trimmed the most, now at 2.39%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 16.5%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 18.3% 16.5% -1.9%
IT - Software 7.2% 7.0% -0.1%
Retailing 6.4% 6.7% +0.3%
Finance 4.6% 4.5% -0.1%
Consumer Durables 4.7% 3.6% -1.2%
Auto Components 2.7% 3.5% +0.9%
Petroleum Products 3.5% 3.3% -0.1%
Pharmaceuticals & Biotechnology 3.5% 3.3% -0.2%
Industrial Products 3.1% 3.2% +0.1%
Healthcare Services 4.1% 3.0% -1.0%
🟢
Biggest New Buy
Shriram Pistons & Rings Limited
0.66% weight · Auto Components
🔴
Biggest Exit
AU Small Finance Bank Limited
1.75% was held · Banks
Biggest Add
BIKAJI FOODS INTERNATIONAL LIMITED
+0.95% · now 1.84%
Biggest Trim
Bharti Airtel Limited
-0.26% · now 2.39%
🤝 Other funds also bought this month
Shriram Pistons & Rings Limited 25 funds
Shriram Pistons & Rings Limited
ICICI Prudential Active Momentum Fund - Direct Plan - Growth
Edelweiss Business Cycle Fund - Direct Plan - Growth
SBI Automotive Opportunities Fund - Direct Plan - Growth + more
👋 Other funds also exited
AU Small Finance Bank Limited 29 funds
AU Small Finance Bank Limited
Kotak Nifty Bank ETF
SAMCO ELSS TAX SAVER FUND
Kotak Nifty Midcap 150 Momentum 50 Index Fund-Direct Plan-Growth + more
Aster DM Healthcare Limited 25 funds
Aster DM Healthcare Limited
quant Healthcare Fund - Growth Option - Direct Plan
Kotak-Small Cap Fund - Growth - Direct
Kotak Business Cycle - Direct Plan - Growth + more
Century Plyboards (India) Limited 11 funds
Century Plyboards (India) Limited
Kotak-Small Cap Fund - Growth - Direct
Kotak Business Cycle - Direct Plan - Growth
Mirae Asset Great Consumer Fund + more
Bharat Bijlee Ltd. 5 funds
Bharat Bijlee Ltd.
WhiteOak Capital ELSS Tax Saver Fund Direct Plan Growth
Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth
WhiteOak Capital Flexi Cap Fund Direct Plan-Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 1 New Entry 🔴 5 Exits ↑ 30 Increased ↓ 30 Decreased
#StockSectorWeight (Aug 2026)
1
Shriram Pistons & Rings Limited
₹8.38 Cr
Auto Components 0.66%
#StockSectorLast Weight (Jul 2026)
1
AU Small Finance Bank Limited
₹21.77 Cr
Banks 1.75%
2
Century Plyboards (India) Limited
₹15.99 Cr
Consumer Durables 1.29%
3
SAMHI Hotels Ltd
₹14.25 Cr
Leisure Services 1.15%
4
Aster DM Healthcare Limited
₹12.33 Cr
Healthcare Services 0.99%
5
Bharat Bijlee Ltd.
₹5.12 Cr
Electrical Equipment 0.41%
#StockSectorJul 2026Aug 2026Change
1
BIKAJI FOODS INTERNATIONAL LIMITED
₹23.24 Cr
Food Products 0.89% 1.84% +0.95%
2
Arvind Limited
₹18.80 Cr
Textiles & Apparels 1.03% 1.48% +0.45%
3
Container Corporation of India Limited
₹16.88 Cr
Transport Services 0.97% 1.33% +0.36%
4
One 97 Communications Limited
₹18.03 Cr
Financial Technology (Fintech) 1.13% 1.42% +0.29%
5
Meesho Ltd
₹27.93 Cr
Retailing 1.99% 2.21% +0.22%
6
Cyient Limited
₹9.39 Cr
IT - Services 0.54% 0.74% +0.20%
7
Samvardhana Motherson International Limited
₹23.26 Cr
Auto Components 1.65% 1.84% +0.19%
8
Grasim Industries Limited
₹17.99 Cr
Cement & Cement Products 1.25% 1.42% +0.17%
9
PB Fintech Limited
₹16.88 Cr
Financial Technology (Fintech) 1.16% 1.33% +0.17%
10
Eternal Limited
₹25.43 Cr
Retailing 1.89% 2.01% +0.12%
#StockSectorJul 2026Aug 2026Change
1
Bharti Airtel Limited
₹30.31 Cr
Telecom - Services 2.65% 2.39% -0.26%
2
HDFC Bank Limited
₹42.63 Cr
Banks 3.62% 3.37% -0.25%
3
Godrej Consumer Products Limited
₹11.27 Cr
Personal Products 1.08% 0.89% -0.19%
4
Rainbow Childrens Medicare Limited
₹20.45 Cr
Healthcare Services 1.77% 1.61% -0.16%
5
Dabur India Limited
₹15.24 Cr
Personal Products 1.36% 1.20% -0.16%
6
Varun Beverages Limited
₹15.22 Cr
Beverages 1.35% 1.20% -0.15%
7
Reliance Industries Limited
₹42.28 Cr
Petroleum Products 3.48% 3.34% -0.14%
8
Inventurus Knowledge Solutions Limited
₹20.38 Cr
IT - Services 1.75% 1.61% -0.14%
9
Trent Limited
₹20.78 Cr
Retailing 1.75% 1.64% -0.11%
10
UPL Limited
₹15.06 Cr
Fertilizers & Agrochemicals 1.30% 1.19% -0.11%

What Stocks Does This Fund Hold?

63 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹75.59 Cr
Banks
5.97%
2
₹42.63 Cr
Banks
3.37%
3
₹42.28 Cr
Petroleum Products
3.34%
4
₹35.22 Cr
Banks
2.78%
5
₹31.32 Cr
IT - Software
2.47%
6
₹30.31 Cr
Telecom - Services
2.39%
7
₹27.93 Cr
Retailing
2.21%
8
₹27.30 Cr
Banks
2.16%
9
₹26.64 Cr
Finance
2.10%
10
₹26.40 Cr
Non - Ferrous Metals
2.08%
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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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