← Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Conglomerate Fund-Direct Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
47
Aug 2026
Equity Holdings
₹1,595.60 Cr
Equity only, excl. debt & cash
AAUM
₹1,598.91 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
28.7%
Moderate
Top 10 Weight
45.5%
Moderate
Changes
49
2 new · 2 exits
Top Sector
Petroleum Products
10.9% of portfolio
Launch Date
05 Dec 2024
2 years old

AAUM (Average Assets Under Management) of ₹1,598.91 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 Conglomerate Fund made 2 new additions and exited 2 stocks this month. The biggest new buy was Kirloskar Pneumatic Company Limited (Industrial Products) at 0.93% weight. Kirloskar Pneumatic Co Ltd was the biggest exit (Industrial Products), which was held at 0.95%. Among existing holdings, Bajaj Finance Limited saw the biggest increase — now at 3.94% of the portfolio. Trent Limited was trimmed the most, now at 1.99%. Reliance Industries Limited remains the top holding with Petroleum Products the dominant sector at 10.9%. ↓ 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
Petroleum Products 11.5% 10.9% -0.6%
Finance 9.9% 8.2% -1.6%
IT - Software 6.1% 7.8% +1.7%
Auto Components 6.6% 6.8% +0.2%
Industrial Products 5.0% 6.3% +1.2%
Cement & Cement Products 6.0% 6.1% +0.2%
Metals & Minerals Trading 5.1% 5.9% +0.7%
Power 5.0% 5.8% +0.8%
Automobiles 4.1% 5.5% +1.4%
Ferrous Metals 4.9% 5.4% +0.5%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Petroleum Products 10.9% 10.9% 0.0%
Finance 8.2% 9.3% +1.1%
IT - Software 7.8% 7.6% -0.2%
Auto Components 6.8% 6.9% +0.1%
Industrial Products 6.3% 6.6% +0.3%
Cement & Cement Products 6.1% 6.4% +0.3%
Ferrous Metals 5.4% 6.2% +0.8%
Automobiles 5.5% 5.4% -0.1%
Power 5.8% 5.2% -0.6%
Metals & Minerals Trading 5.9% 5.1% -0.7%
🟢
Biggest New Buy
Kirloskar Pneumatic Company Limited
0.93% weight · Industrial Products
🔴
Biggest Exit
Kirloskar Pneumatic Co Ltd
0.95% was held · Industrial Products
Biggest Add
Bajaj Finance Limited
+0.66% · now 3.94%
Biggest Trim
Trent Limited
-1.13% · now 1.99%
🤝 Other funds also bought this month
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
Kirloskar Pneumatic Company Limited 26 funds
Kirloskar Pneumatic Company Limited
Tata Small Cap Fund-Direct Plan-Growth
Sundaram Business Cycle Fund Direct Plan Growth
Franklin Build India Fund - Direct - Growth + more
👋 Other funds also exited
Kirloskar Pneumatic Co Ltd 27 funds
Kirloskar Pneumatic Co Ltd
Tata Small Cap Fund-Direct Plan-Growth
Sundaram Business Cycle Fund Direct Plan Growth
ITI ELSS Tax Saver Fund - Direct Plan - Growth Option + more
Mahindra & Mahindra Financial Services Limited 13 funds
Mahindra & Mahindra Financial Services Limited
Sundaram Mid Cap Fund Direct Plan - Growth
Kotak Active Momentum Fund - Direct Plan - Growth option
JM Large and Midcap Fund + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 2 New Entries 🔴 2 Exits ↑ 23 Increased ↓ 22 Decreased
#StockSectorWeight (Aug 2026)
1
Kirloskar Pneumatic Company Limited
₹15.01 Cr
Industrial Products 0.93%
2
Piramal Finance Ltd
₹12.15 Cr
Finance 0.75%
#StockSectorLast Weight (Jul 2026)
1
Kirloskar Pneumatic Co Ltd
₹15.57 Cr
Industrial Products 0.95%
2
Mahindra & Mahindra Financial Services Limited
₹4.07 Cr
Finance 0.25%
#StockSectorJul 2026Aug 2026Change
1
Bajaj Finance Limited
₹63.43 Cr
Finance 3.28% 3.94% +0.66%
2
Tata Steel Limited
₹32.09 Cr
Ferrous Metals 1.50% 1.99% +0.49%
3
Grasim Industries Limited
₹67.10 Cr
Cement & Cement Products 3.75% 4.17% +0.42%
4
Welspun Corp Limited
₹51.13 Cr
Industrial Products 2.93% 3.18% +0.25%
5
Arvind Limited
₹40.06 Cr
Textiles & Apparels 2.25% 2.49% +0.24%
6
Jindal Steel Limited
₹27.46 Cr
Ferrous Metals 1.54% 1.71% +0.17%
7
Jubilant Foodworks Limited
₹18.91 Cr
Leisure Services 1.01% 1.17% +0.16%
8
CG Power and Industrial Solutions Limited
₹32.42 Cr
Electrical Equipment 1.86% 2.01% +0.15%
9
Akzo Nobel India Limited
₹24.01 Cr
Consumer Durables 1.35% 1.49% +0.14%
10
JSW Steel Limited
₹39.92 Cr
Ferrous Metals 2.35% 2.48% +0.13%
#StockSectorJul 2026Aug 2026Change
1
Trent Limited
₹32.03 Cr
Retailing 3.12% 1.99% -1.13%
2
Adani Enterprises Limited
₹67.86 Cr
Metals & Minerals Trading 4.92% 4.21% -0.71%
3
Godrej Properties Limited
₹24.40 Cr
Realty 2.01% 1.52% -0.49%
4
Adani Energy Solutions Limited
₹54.72 Cr
Power 3.86% 3.40% -0.46%
5
Tech Mahindra Limited
₹48.22 Cr
IT - Software 3.27% 2.99% -0.28%
6
Firstsource Solutions Limited
₹30.30 Cr
Commercial Services & Supplies 2.08% 1.88% -0.20%
7
TVS HOLDINGS LIMTED
₹33.36 Cr
Finance 2.25% 2.07% -0.18%
8
GMR Airports Limited
₹28.19 Cr
Transport Infrastructure 1.92% 1.75% -0.17%
9
Ambuja Cements Limited
₹36.04 Cr
Cement & Cement Products 2.36% 2.24% -0.12%
10
Sonata Software Limited
₹19.94 Cr
IT - Software 1.34% 1.24% -0.10%

What Stocks Does This Fund Hold?

47 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹174.72 Cr
Petroleum Products
10.85%
2
₹81.20 Cr
Construction
5.04%
3
₹71.56 Cr
Automobiles
4.44%
4
₹67.86 Cr
Metals & Minerals Trading
4.21%
5
₹67.10 Cr
Cement & Cement Products
4.17%
6
₹63.43 Cr
Finance
3.94%
7
₹54.72 Cr
Power
3.40%
8
₹53.03 Cr
Auto Components
3.29%
9
₹51.13 Cr
Industrial Products
3.18%
10
₹48.22 Cr
IT - Software
2.99%
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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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