← Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Business Cycle Fund-Direct Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
57
Aug 2026
Equity Holdings
₹1,798.53 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
28.6%
Diversified
Changes
59
3 new · 4 exits
Top Sector
Banks
13.2% 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 3 new additions and exited 4 stocks this month. The biggest new buy was Pricol Limited (Auto Components) at 1.07% weight. HDFC Bank Limited was the biggest exit (Banks), which was held at 1.39%. Among existing holdings, Shivalik Bimetal Controls Ltd saw the biggest increase — now at 2.73% of the portfolio. Zensar Technologies Limited was trimmed the most, now at 2.36%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 13.2%. ↓ 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 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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 14.7% 13.2% -1.5%
Industrial Products 8.4% 9.6% +1.3%
IT - Software 9.2% 8.5% -0.7%
Finance 5.9% 7.7% +1.8%
Pharmaceuticals & Biotechnology 7.6% 7.5% -0.1%
Auto Components 5.9% 6.2% +0.4%
Automobiles 5.7% 6.2% +0.5%
Healthcare Services 7.0% 5.8% -1.2%
Retailing 5.3% 5.7% +0.4%
Ferrous Metals 3.8% 3.9% +0.1%
🟢
Biggest New Buy
Pricol Limited
1.07% weight · Auto Components
🔴
Biggest Exit
HDFC Bank Limited
1.39% was held · Banks
Biggest Add
Shivalik Bimetal Controls Ltd
+0.76% · now 2.73%
Biggest Trim
Zensar Technologies Limited
-0.32% · now 2.36%
🤝 Other funds also bought this month
Bajaj Finance Limited 37 funds
Bajaj Finance Limited
Invesco India ESG Integration Strategy Fund (An open ended equity scheme investing in companies following Environmental, Social and Governance (ESG) theme following integration strategy)
SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth
Groww Large Cap Fund + more
L&T Finance Limited 13 funds
L&T Finance Limited
Invesco India Midcap Fund - Direct Plan - Growth Option
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Mirae Asset BSE Midcap 150 Momentum 30 ETF + more
Pricol Limited 7 funds
Pricol Limited
THE WEALTH COMPANY FLEXI CAP FUND
The Wealth Company Large & Mid Cap Fund
THE WEALTH COMPANY ETHICAL FUND + more
👋 Other funds also exited
HDFC Bank Limited 70 funds
HDFC Bank Limited
Kotak Nifty Private Bank ETF
Kotak Nifty Bank ETF
Mirae Asset Banking and Financial Services Fund + more
Apollo Hospitals Enterprise Limited 42 funds
Apollo Hospitals Enterprise Limited
ITI Pharma and Healthcare Fund - Direct Plan - Growth Option
Mirae Asset Healthcare Fund Direct Growth
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Direct Plan - Growth Option + more
Bharat Forge Limited 41 funds
Bharat Forge Limited
Kotak Nifty Midcap 150 Momentum 50 Index Fund-Direct Plan-Growth
Kotak Nifty 200 Momentum 30 ETF
Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option + more
AIA Engineering Limited 17 funds
AIA Engineering Limited
ITI Focused Equity Fund
Kotak Quant Fund - Direct Plan - Growth Option
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 3 New Entries 🔴 4 Exits ↑ 27 Increased ↓ 25 Decreased
#StockSectorWeight (Aug 2026)
1
Pricol Limited
₹19.72 Cr
Auto Components 1.07%
2
L&T Finance Limited
₹19.26 Cr
Finance 1.04%
3
Bajaj Finance Limited
₹17.97 Cr
Finance 0.97%
#StockSectorLast Weight (Jul 2026)
1
HDFC Bank Limited
₹24.84 Cr
Banks 1.39%
2
Bharat Forge Limited
₹17.60 Cr
Auto Components 0.98%
3
Apollo Hospitals Enterprise Limited
₹16.12 Cr
Healthcare Services 0.90%
4
AIA Engineering Limited
₹63.54 L
Industrial Products 0.04%
#StockSectorJul 2026Aug 2026Change
1
Shivalik Bimetal Controls Ltd
₹50.38 Cr
Industrial Products 1.97% 2.73% +0.76%
2
Ather Energy Limited
₹42.94 Cr
Automobiles 1.76% 2.33% +0.57%
3
R R Kabel Limited
₹55.39 Cr
Industrial Products 2.75% 3.00% +0.25%
4
Craftsman Automation Limited
₹47.18 Cr
Auto Components 2.32% 2.56% +0.24%
5
Vedanta Aluminium Metal Limited
₹42.74 Cr
Metals & Minerals Trading 2.11% 2.32% +0.21%
6
APL Apollo Tubes Limited
₹23.78 Cr
Industrial Products 1.09% 1.29% +0.20%
7
Sai Life Sciences Limited
₹42.41 Cr
Pharmaceuticals & Biotechnology 2.13% 2.30% +0.17%
8
Lenskart Solutions Limited
₹23.18 Cr
Retailing 1.10% 1.26% +0.16%
9
Chalet Hotels Limited
₹28.03 Cr
Leisure Services 1.40% 1.52% +0.12%
10
Shaily Engineering Plastics Ltd
₹47.66 Cr
Industrial Products 2.49% 2.59% +0.10%
#StockSectorJul 2026Aug 2026Change
1
Zensar Technologies Limited
₹43.50 Cr
IT - Software 2.68% 2.36% -0.32%
2
Mastek Limited
₹37.40 Cr
IT - Software 2.24% 2.03% -0.21%
3
Birlasoft Limited
₹48.72 Cr
IT - Software 2.82% 2.64% -0.18%
4
Muthoot Finance Limited
₹42.73 Cr
Finance 2.50% 2.32% -0.18%
5
Narayana Hrudayalaya Limited
₹34.10 Cr
Healthcare Services 2.02% 1.85% -0.17%
6
Procter & Gamble Health Limited
₹16.37 Cr
Pharmaceuticals & Biotechnology 1.05% 0.89% -0.16%
7
GMR Airports Limited
₹18.73 Cr
Transport Infrastructure 1.17% 1.02% -0.15%
8
The Federal Bank Limited
₹63.67 Cr
Banks 3.57% 3.45% -0.12%
9
Fortis Healthcare Limited
₹30.79 Cr
Healthcare Services 1.79% 1.67% -0.12%
10
JK Cement Limited
₹25.75 Cr
Cement & Cement Products 1.52% 1.40% -0.12%

What Stocks Does This Fund Hold?

57 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹76.69 Cr
Banks
4.16%
2
₹63.67 Cr
Banks
3.45%
3
₹55.39 Cr
Industrial Products
3.00%
4
₹50.38 Cr
Industrial Products
2.73%
5
₹48.72 Cr
IT - Software
2.64%
6
₹47.66 Cr
Industrial Products
2.59%
7
₹47.56 Cr
Auto Components
2.58%
8
₹47.18 Cr
Auto Components
2.56%
9
₹46.00 Cr
Banks
2.50%
10
₹43.52 Cr
Automobiles
2.36%
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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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