← Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Business Cycle Fund-Direct Growth

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
58
Jul 2026
Equity Holdings
₹1,736.00 Cr
Equity only, excl. debt & cash
AAUM
₹1,679.61 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
16.0%
Diversified
Top 10 Weight
28.5%
Diversified
Changes
59
5 new · 6 exits
Top Sector
Banks
14.7% of portfolio
Launch Date
15 Nov 2021
5 years old

AAUM (Average Assets Under Management) of ₹1,679.61 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 Business Cycle Fund made 5 new additions and exited 6 stocks this month. The biggest new buy was Birlasoft Limited (IT - Software) at 2.82% weight. JB Chemicals & Pharmaceuticals Limited was the biggest exit (Pharmaceuticals & Biotechnology), which was held at 2.07%. Among existing holdings, TVS Motor Company Limited saw the biggest increase — now at 2.41% of the portfolio. AIA Engineering Limited was trimmed the most, now at 0.04%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 14.7%. ↓ 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 17.6% 14.6% -3.0%
Industrial Products 8.5% 9.9% +1.4%
Auto Components 7.0% 9.6% +2.6%
Healthcare Services 7.1% 7.6% +0.5%
Pharmaceuticals & Biotechnology 5.6% 7.3% +1.7%
Retailing 6.7% 6.8% +0.1%
Finance 6.4% 5.9% -0.5%
Ferrous Metals 2.3% 3.8% +1.5%
Cement & Cement Products 3.8% 3.6% -0.1%
Automobiles 4.3% 3.6% -0.7%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 14.6% 14.7% +0.1%
IT - Software 1.2% 9.2% +8.0%
Industrial Products 9.9% 8.4% -1.6%
Pharmaceuticals & Biotechnology 7.3% 7.6% +0.3%
Healthcare Services 7.6% 7.0% -0.6%
Finance 5.9% 5.9% +0.0%
Auto Components 9.6% 5.9% -3.8%
Automobiles 3.6% 5.7% +2.0%
Retailing 6.8% 5.3% -1.5%
Ferrous Metals 3.8% 3.8% +0.0%
🟢
Biggest New Buy
Birlasoft Limited
2.82% weight · IT - Software
🔴
Biggest Exit
JB Chemicals & Pharmaceuticals Limited
2.07% was held · Pharmaceuticals & Biotechnology
Biggest Add
TVS Motor Company Limited
+0.42% · now 2.41%
Biggest Trim
AIA Engineering Limited
-1.69% · now 0.04%
🤝 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
Eicher Motors Limited 25 funds
Eicher Motors Limited
HDFC Nifty Auto Index Fund
Edelweiss Nifty 100 Quality 30 Index Fnd
SBI Quant Fund- Direct Plan- Growth + more
Zensar Technologies Limited 4 funds
Zensar Technologies Limited
Baroda BNP Paribas ESG Best-in-Class Strategy Fund
Motilal Oswal Small Cap Fund - Direct - Growth
Navi Nifty SmallCap250 Momentum Qlty 100 + more
Birlasoft Limited 2 funds
Birlasoft Limited
Navi Nifty SmallCap250 Momentum Qlty 100
Navi Nifty 500 Multicap 50:25:25 Index
👋 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
Vishal Mega Mart Limited 29 funds
Vishal Mega Mart Limited
Invesco India Consumption Fund - Direct Plan - Growth
Bank of India Mid Cap Fund - Direct Plan Growth
LIC MF Mid Cap Fund-Direct Plan-Growth + more
Schaeffler India Limited 27 funds
Schaeffler India Limited
Groww Nifty EV & New Age Automotive ETF FOF
Motilal Oswal Special Opportunities Fund - Direct - Growth
Nippon India Medium to Long Duration Fund - Direct Plan Growth Plan - Growth Option + more
Adani Power Limited 20 funds
Adani Power Limited
Groww BSE Power ETF FOF
Groww Nifty 500 Momentum 50 ETF FOF
Mirae Asset Nifty Next 50 ETF + more
Sona BLW Precision Forgings Limited 18 funds
Sona BLW Precision Forgings Limited
Groww Nifty EV & New Age Automotive ETF FOF
Navi Nifty Smallcap 250 Momentum quality index fund- Direct Plan
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF + more
Pine Labs Limited 15 funds
Pine Labs Limited
Groww Nifty Smallcap250 ETF
Tata Banking And Financial Services Fund-Direct Plan-Growth
SBI MIDCAP FUND - DIRECT PLAN - GROWTH + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 5 New Entries 🔴 6 Exits ↑ 21 Increased ↓ 27 Decreased
#StockSectorWeight (Jul 2026)
1
Birlasoft Limited
₹50.59 Cr
IT - Software 2.82%
2
Zensar Technologies Limited
₹48.00 Cr
IT - Software 2.68%
3
Torrent Pharmaceuticals Limited
₹41.11 Cr
Pharmaceuticals & Biotechnology 2.29%
4
Mastek Limited
₹40.10 Cr
IT - Software 2.24%
5
Eicher Motors Limited
₹26.63 Cr
Automobiles 1.49%
#StockSectorLast Weight (Jun 2026)
1
JB Chemicals & Pharmaceuticals Limited
₹36.13 Cr
Pharmaceuticals & Biotechnology 2.07%
2
Sona BLW Precision Forgings Limited
₹29.45 Cr
Auto Components 1.69%
3
Adani Power Limited
₹25.11 Cr
Power 1.44%
4
Schaeffler India Limited
₹18.85 Cr
Auto Components 1.08%
5
Vishal Mega Mart Limited
₹16.51 Cr
Retailing 0.95%
6
Pine Labs Limited
₹14.11 Cr
Financial Technology (Fintech) 0.81%
#StockSectorJun 2026Jul 2026Change
1
TVS Motor Company Limited
₹43.24 Cr
Automobiles 1.99% 2.41% +0.42%
2
Persistent Systems Limited
₹26.36 Cr
IT - Software 1.18% 1.47% +0.29%
3
Karur Vysya Bank Limited
₹45.32 Cr
Banks 2.25% 2.53% +0.28%
4
Vedanta Aluminium Metal Limited
₹37.80 Cr
Metals & Minerals Trading 1.88% 2.11% +0.23%
5
The Federal Bank Limited
₹64.05 Cr
Banks 3.38% 3.57% +0.19%
6
R R Kabel Limited
₹49.23 Cr
Industrial Products 2.60% 2.75% +0.15%
7
Ather Energy Limited
₹31.51 Cr
Automobiles 1.63% 1.76% +0.13%
8
S.J.S. Enterprises Limited
₹45.71 Cr
Auto Components 2.43% 2.55% +0.12%
9
Eternal Limited
₹22.25 Cr
Retailing 1.12% 1.24% +0.12%
10
FSN E-Commerce Ventures Limited
₹36.67 Cr
Retailing 1.96% 2.05% +0.09%
#StockSectorJun 2026Jul 2026Change
1
AIA Engineering Limited
₹63.54 L
Industrial Products 1.73% 0.04% -1.69%
2
Bharat Forge Limited
₹17.60 Cr
Auto Components 2.15% 0.98% -1.17%
3
Lenskart Solutions Limited
₹19.65 Cr
Retailing 1.77% 1.10% -0.67%
4
Marico Limited
₹18.28 Cr
Agricultural Food & other Products 1.68% 1.02% -0.66%
5
Apollo Hospitals Enterprise Limited
₹16.12 Cr
Healthcare Services 1.49% 0.90% -0.59%
6
Bank of Maharashtra
₹28.46 Cr
Banks 1.88% 1.59% -0.29%
7
CG Power and Industrial Solutions Limited
₹31.51 Cr
Electrical Equipment 1.99% 1.76% -0.23%
8
HDFC Bank Limited
₹24.84 Cr
Banks 1.52% 1.39% -0.13%
9
Bharat Electronics Limited
₹22.11 Cr
Aerospace & Defense 1.34% 1.23% -0.11%
10
GMR Airports Limited
₹21.05 Cr
Transport Infrastructure 1.28% 1.17% -0.11%

What Stocks Does This Fund Hold?

58 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹75.71 Cr
Banks
4.22%
2
₹64.05 Cr
Banks
3.57%
3
₹50.59 Cr
IT - Software
2.82%
4
₹49.23 Cr
Industrial Products
2.75%
5
₹48.00 Cr
IT - Software
2.68%
6
₹45.71 Cr
Auto Components
2.55%
7
₹45.32 Cr
Banks
2.53%
8
₹44.76 Cr
Finance
2.50%
9
₹44.59 Cr
Industrial Products
2.49%
10
₹43.24 Cr
Automobiles
2.41%
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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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