← Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
39
Aug 2026
Equity Holdings
₹3,585.14 Cr
Equity only, excl. debt & cash
AAUM
₹3,457.43 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
43.9%
High concentration
Top 10 Weight
61.1%
High concentration
Changes
38
2 new · 1 exits
Top Sector
Banks
53.7% of portfolio
Launch Date
25 Nov 2013
10+ year track record

AAUM (Average Assets Under Management) of ₹3,457.43 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 Banking and Financial Services Fund made 2 new additions and exited 1 stock this month. The biggest new buy was Piramal Finance Ltd (Finance) at 0.93% weight. SBFC Finance Limited was the biggest exit (Finance), which was held at 0.86%. Among existing holdings, Union Bank of India saw the biggest increase — now at 1.67% of the portfolio. HDFC Bank Limited was trimmed the most, now at 9.78%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 53.7%. ↓ 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 53.9% 53.1% -0.8%
Finance 26.8% 25.9% -0.9%
Capital Markets 7.6% 8.3% +0.7%
Insurance 7.8% 7.6% -0.2%
Financial Technology (Fintech) 2.5% 2.5% 0.0%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 53.1% 53.7% +0.6%
Finance 25.9% 25.7% -0.2%
Capital Markets 8.3% 7.9% -0.4%
Insurance 7.6% 7.2% -0.4%
Financial Technology (Fintech) 2.5% 3.3% +0.8%
🟢
Biggest New Buy
Piramal Finance Ltd
0.93% weight · Finance
🔴
Biggest Exit
SBFC Finance Limited
0.86% was held · Finance
Biggest Add
Union Bank of India
+0.66% · now 1.67%
Biggest Trim
HDFC Bank Limited
-0.59% · now 9.78%
🤝 Other funds also bought this month
One 97 Communications Limited 56 funds
One 97 Communications Limited
Mirae Asset BSE Select IPO ETF
Mirae Asset BSE Midcap 150 Momentum 30 ETF
JM Aggressive Hybrid Fund + more
Piramal Finance Ltd 41 funds
Piramal Finance Ltd
quant Quantamental Fund
Motilal Oswal Special Opportunities Fund - Direct - Growth
Motilal Oswal Multi Cap Fund-Direct Plan Growth + more
👋 Other funds also exited
SBFC Finance Limited 6 funds
SBFC Finance Limited
Aditya Birla Sun Life MNC Fund - Growth - Direct Plan
IB52-Groww Nifty Smallcap 250 ETF
Kotak Nifty SmallCap 250 Index Fund- Direct - Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 2 New Entries 🔴 1 Exit ↑ 14 Increased ↓ 21 Decreased
#StockSectorWeight (Aug 2026)
1
Piramal Finance Ltd
₹34.01 Cr
Finance 0.93%
2
One 97 Communications Limited
₹13.74 Cr
Financial Technology (Fintech) 0.37%
#StockSectorLast Weight (Jul 2026)
1
SBFC Finance Limited
₹31.46 Cr
Finance 0.86%
#StockSectorJul 2026Aug 2026Change
1
Union Bank of India
₹61.27 Cr
Banks 1.01% 1.67% +0.66%
2
PB Fintech Limited
₹105.54 Cr
Financial Technology (Fintech) 2.47% 2.88% +0.41%
3
Shriram Finance Limited
₹209.40 Cr
Finance 5.41% 5.71% +0.30%
4
PNB Housing Finance Limited
₹105.55 Cr
Finance 2.65% 2.88% +0.23%
5
Kotak Mahindra Bank Limited
₹124.00 Cr
Banks 3.16% 3.38% +0.22%
6
City Union Bank Limited
₹86.74 Cr
Banks 2.14% 2.36% +0.22%
7
Axis Bank Limited
₹290.82 Cr
Banks 7.76% 7.93% +0.17%
8
State Bank of India
₹190.13 Cr
Banks 5.05% 5.18% +0.13%
9
Prudent Corporate Advisory Services Limited
₹37.16 Cr
Capital Markets 0.91% 1.01% +0.10%
10
Bank of Maharashtra
₹100.10 Cr
Banks 2.65% 2.73% +0.08%
#StockSectorJul 2026Aug 2026Change
1
HDFC Bank Limited
₹358.65 Cr
Banks 10.37% 9.78% -0.59%
2
Bajaj Finance Limited
₹231.19 Cr
Finance 6.84% 6.30% -0.54%
3
SBI Life Insurance Company Limited
₹92.84 Cr
Insurance 2.75% 2.53% -0.22%
4
ICICI Prudential Asset Management Company Limited
₹51.73 Cr
Capital Markets 1.63% 1.41% -0.22%
5
Canara Robeco Asset Management Co Ltd/India
₹10.37 Cr
Capital Markets 0.46% 0.28% -0.18%
6
ICICI Bank Limited
₹519.32 Cr
Banks 14.31% 14.16% -0.15%
7
AU Small Finance Bank Limited
₹106.65 Cr
Banks 3.01% 2.91% -0.10%
8
Aptus Value Housing Finance India Limited
₹65.60 Cr
Finance 1.89% 1.79% -0.10%
9
ICICI Lombard General Insurance Company Limited
₹63.10 Cr
Insurance 1.79% 1.72% -0.07%
10
Ujjivan Small Finance Bank Limited
₹57.38 Cr
Banks 1.63% 1.56% -0.07%

What Stocks Does This Fund Hold?

39 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹519.32 Cr
Banks
14.16%
2
₹358.65 Cr
Banks
9.78%
3
₹290.82 Cr
Banks
7.93%
4
₹231.19 Cr
Finance
6.30%
5
₹209.40 Cr
Finance
5.71%
6
₹190.13 Cr
Banks
5.18%
7
₹124.00 Cr
Banks
3.38%
8
₹106.65 Cr
Banks
2.91%
9
₹105.54 Cr
Financial Technology (Fintech)
2.88%
10
₹105.55 Cr
Finance
2.88%
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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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