← Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Balanced Advantage Fund - Direct Plan - Growth Option

Balanced Advantage Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
109
Jul 2026
Equity Holdings
₹7,243.19 Cr
Equity only, excl. debt & cash
AAUM
₹8,971.25 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
14.1%
Diversified
Top 10 Weight
22.3%
Diversified
Changes
111
7 new · 21 exits
Top Sector
Banks
16.0% of portfolio
Launch Date
15 Mar 2000
10+ year track record

AAUM (Average Assets Under Management) of ₹8,971.25 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 Balanced Advantage Fund made 7 new additions and exited 21 stocks this month. The biggest new buy was Adani Energy Solutions Limited (Power) at 0.73% weight. Bajaj Finance Limited was the biggest exit (Finance), which was held at 0.65%. Among existing holdings, Bajaj Finserv Limited saw the biggest increase — now at 1.43% of the portfolio. CG Power and Industrial Solutions Limited was trimmed the most, now at 0.00%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 16.0%. ↓ 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 16.0% 16.9% +0.9%
IT - Software 6.2% 5.6% -0.6%
Auto Components 4.4% 4.1% -0.3%
Retailing 3.8% 3.8% 0.0%
Pharmaceuticals & Biotechnology 3.0% 3.4% +0.4%
Insurance 3.2% 3.2% -0.1%
Consumer Durables 3.0% 3.0% 0.0%
Finance 2.5% 2.6% +0.1%
Petroleum Products 2.4% 2.4% 0.0%
Telecom - Services 2.2% 2.2% +0.0%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 16.9% 16.0% -0.8%
IT - Software 5.6% 6.4% +0.8%
Auto Components 4.1% 4.2% +0.1%
Retailing 3.8% 3.7% -0.1%
Pharmaceuticals & Biotechnology 3.4% 3.3% -0.1%
Consumer Durables 3.0% 3.1% +0.1%
Finance 2.6% 3.1% +0.5%
Insurance 3.2% 2.8% -0.3%
Petroleum Products 2.4% 2.3% -0.1%
Telecom - Services 2.2% 2.0% -0.2%
🟢
Biggest New Buy
Adani Energy Solutions Limited
0.73% weight · Power
🔴
Biggest Exit
Bajaj Finance Limited
0.65% was held · Finance
Biggest Add
Bajaj Finserv Limited
+0.76% · now 1.43%
Biggest Trim
CG Power and Industrial Solutions Limited
-0.40% · now 0.00%
🤝 Other funds also bought this month
Indo-MIM Limited 89 funds
Indo-MIM Limited
LIC MF Value Fund-Direct Plan-Growth
Kotak Transportation & Logistics Fund-Direct Growth
LIC MF Infrastructure Fund-Direct Plan-Growth + more
Biocon Limited 40 funds
Biocon Limited
Motilal Oswal Asset Management Company Limited
ICICI Prudential Focused Equity Fund - Direct Plan - Growth
Axis ESG Integration Strategy Fund - Direct Plan - Growth Option + more
Adani Energy Solutions Limited 22 funds
Adani Energy Solutions Limited
ADITYA BIRLA SUN LIFE DIVIDEND YIELD FUND
ADITYA BIRLA SUN LIFE NIFTY NEXT 50 ETF
Mahindra Manulife Value Fund - Direct Plan - Growth + more
eClerx Services Limited 11 funds
eClerx Services Limited
Motilal Oswal Innovation Opportunities Fund - Direct Plan- Growth
Motilal Oswal Contra Fund
Invesco India Technology Fund + more
UPL Limited 10 funds
UPL Limited
Edelweiss BSE LargeMid 60 40 Stable Dividend 50 ETF
quant Mid Cap Fund - Growth Option - Direct Plan
SBI Nifty Midcap150 ETF + more
Home First Finance Company India Limited 6 funds
Home First Finance Company India Limited
ADITYA BIRLA SUN LIFE DIVIDEND YIELD FUND
Navi Nifty SmallCap250 Momentum Qlty 100
Taurus Banking & Financial Services Fund + more
👋 Other funds also exited
Oil & Natural Gas Corporation Limited 46 funds
Oil & Natural Gas Corporation Limited
Groww Nifty 50 ETF
Mirae Asset Nifty Energy ETF
quant PSU Fund - Growth Option - Direct Plan + more
Hindustan Petroleum Corporation Limited 42 funds
Hindustan Petroleum Corporation Limited
DSP Natural Resources and New Energy Fund - Direct Plan - Growth
Invesco India PSU Equity Fund
Groww Nifty PSE ETF FOF + more
Power Grid Corporation of India Limited 39 funds
Power Grid Corporation of India Limited
Groww BSE Power ETF FOF
Groww Nifty PSE ETF FOF
Bandhan Nifty 500 Value 50 Index Fund + more
Bajaj Finance Limited 38 funds
Bajaj Finance Limited
Mirae Asset Nifty Financial Services ETF
Sundaram Arbitrage Fund
Baroda BNP Paribas Banking and Financial Services Fund - Direct - Growth Option + more
Dixon Technologies (India) Limited 36 funds
Dixon Technologies (India) Limited
DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth
Invesco India - Invesco Pan European Equity Fund of Fund - Direct Plan - Growth Option
BANK OF INDIA Manufacturing & Infrastructure Fund-Direct Plan-Growth + more
Britannia Industries Limited 34 funds
Britannia Industries Limited
Nippon India Medium to Long Duration Fund - Direct Plan Growth Plan - Growth Option
Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan Growth
Mirae Asset Nifty 100 Low Volatility 30 ETF + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 7 New Entries 🔴 21 Exits ↑ 28 Increased ↓ 55 Decreased
#StockSectorWeight (Jul 2026)
1
Adani Energy Solutions Limited
₹71.65 Cr
Power 0.73%
2
UPL Limited
₹52.16 Cr
Fertilizers & Agrochemicals 0.53%
3
Home First Finance Company India Limited
₹46.86 Cr
Finance 0.48%
4
eClerx Services Limited
₹28.72 Cr
Commercial Services & Supplies 0.29%
5
PARADEEP PHOSPHATES LIMITED
₹21.74 Cr
Fertilizers & Agrochemicals 0.22%
6
Biocon Limited
₹10.32 Cr
Pharmaceuticals & Biotechnology 0.11%
7
Indo-MIM Limited
₹1.14 Cr
Industrial Manufacturing 0.01%
#StockSectorLast Weight (Jun 2026)
1
Bajaj Finance Limited
₹62.01 Cr
Finance 0.65%
2
HDFC Asset Management Company Limited
₹5.33 Cr
Capital Markets 0.06%
3
Yes Bank Limited
₹5.26 Cr
Banks 0.06%
4
Mankind Pharma Limited
₹3.50 Cr
Pharmaceuticals & Biotechnology 0.04%
5
Cipla Limited
₹2.43 Cr
Pharmaceuticals & Biotechnology 0.03%
6
Oil & Natural Gas Corporation Limited
₹2.01 Cr
Oil 0.02%
7
Dixon Technologies (India) Limited
₹1.61 Cr
Consumer Durables 0.02%
8
Glenmark Pharmaceuticals Limited
₹1.49 Cr
Pharmaceuticals & Biotechnology 0.02%
9
Torrent Pharmaceuticals Limited
₹1.44 Cr
Pharmaceuticals & Biotechnology 0.02%
10
Britannia Industries Limited
₹1.35 Cr
Food Products 0.01%
#StockSectorJun 2026Jul 2026Change
1
Bajaj Finserv Limited
₹140.10 Cr
Finance 0.67% 1.43% +0.76%
2
360 One WAM Limited
₹57.62 Cr
Capital Markets 0.27% 0.59% +0.32%
3
Tech Mahindra Limited
₹172.34 Cr
IT - Software 1.54% 1.76% +0.22%
4
HCL Technologies Limited
₹109.81 Cr
IT - Software 0.92% 1.12% +0.20%
5
Persistent Systems Limited
₹101.81 Cr
IT - Software 0.84% 1.04% +0.20%
6
Sona BLW Precision Forgings Limited
₹148.01 Cr
Auto Components 1.33% 1.51% +0.18%
7
Infosys Limited
₹166.23 Cr
IT - Software 1.55% 1.70% +0.15%
8
Bluestone Jewellery And Lifestyle Ltd
₹48.97 Cr
Consumer Durables 0.39% 0.50% +0.11%
9
Sumitomo Chemical India Limited
₹55.80 Cr
Fertilizers & Agrochemicals 0.48% 0.57% +0.09%
10
The Federal Bank Limited
₹140.73 Cr
Banks 1.36% 1.44% +0.08%
#StockSectorJun 2026Jul 2026Change
1
CG Power and Industrial Solutions Limited
₹4.32 L
Electrical Equipment 0.40% 0.00% -0.40%
2
HDFC Bank Limited
₹277.46 Cr
Banks 3.12% 2.83% -0.29%
3
Axis Bank Limited
₹165.98 Cr
Banks 1.94% 1.69% -0.25%
4
Go Digit General Insurance Limited
₹71.70 Cr
Insurance 0.96% 0.73% -0.23%
5
Mahindra & Mahindra Limited
₹71.01 Cr
Automobiles 0.95% 0.72% -0.23%
6
ICICI Bank Limited
₹407.58 Cr
Banks 4.33% 4.16% -0.17%
7
Apollo Hospitals Enterprise Limited
₹54.12 Cr
Healthcare Services 0.71% 0.55% -0.16%
8
Patanjali Foods Limited
₹49.36 Cr
Agricultural Food & other Products 0.66% 0.50% -0.16%
9
Physicswallah Ltd
₹21.23 Cr
Other Consumer Services 0.36% 0.22% -0.14%
10
Adani Ports and Special Economic Zone Limited
₹75.56 Cr
Transport Infrastructure 0.90% 0.77% -0.13%

What Stocks Does This Fund Hold?

109 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹407.58 Cr
Banks
4.16%
2
₹277.46 Cr
Banks
2.83%
3
₹272.53 Cr
Banks
2.78%
4
₹217.18 Cr
Petroleum Products
2.22%
5
₹204.26 Cr
Banks
2.08%
6
₹172.34 Cr
IT - Software
1.76%
7
₹166.23 Cr
IT - Software
1.70%
8
₹165.98 Cr
Banks
1.69%
9
₹150.74 Cr
Metals & Minerals Trading
1.54%
10
₹148.01 Cr
Auto Components
1.51%
🏆 Top stocks held by Balanced Advantage funds
See which stocks all active Balanced Advantage fund managers are buying — ranked by total value invested
🏦 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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