← Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Large & Mid Cap Fund - Growth - Direct Plan

Mid Cap Data as of Jun 2026 Comparing May 2026 → Jun 2026
Share: WhatsApp X
Stocks Held
73
Jun 2026
Equity Holdings
₹5,662.07 Cr
Equity only, excl. debt & cash
Top 5 Weight
16.2%
Diversified
Top 10 Weight
28.0%
Diversified
Changes
72
4 new · 6 exits
Top Sector
Banks
13.8% of portfolio
📋 What Happened This Month Aditya Birla Sun Life Large & Mid Cap Fund made 4 new additions and exited 6 stocks this month. The biggest new buy was Amber Enterprises India Limited (Consumer Durables) at 1.16% weight. PI Industries Limited was the biggest exit (Fertilizers & Agrochemicals), which was held at 0.91%. Among existing holdings, KFin Technologies Limited saw the biggest increase — now at 0.64% of the portfolio. ICICI Lombard General Insurance Company Limited was trimmed the most, now at 0.49%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 13.8%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Apr 2026 May 2026
Sector Prev Curr Delta
Banks 14.6% 14.0% -0.5%
Auto Components 6.6% 7.0% +0.5%
Industrial Products 6.9% 7.0% +0.1%
Finance 6.9% 5.6% -1.3%
Pharmaceuticals & Biotechnology 4.5% 5.2% +0.6%
Retailing 4.9% 5.0% +0.2%
IT - Software 4.3% 4.5% +0.2%
Healthcare Services 3.9% 4.1% +0.2%
Insurance 3.8% 3.9% +0.2%
Aerospace & Defense 3.6% 3.4% -0.1%
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 14.0% 13.8% -0.2%
Industrial Products 7.0% 7.2% +0.1%
Auto Components 7.0% 7.0% -0.1%
Finance 5.6% 5.7% +0.1%
Pharmaceuticals & Biotechnology 5.2% 5.6% +0.5%
Retailing 5.0% 5.0% 0.0%
Healthcare Services 4.1% 4.3% +0.2%
IT - Software 4.5% 4.2% -0.3%
Consumer Durables 2.3% 3.6% +1.3%
Aerospace & Defense 3.4% 3.4% 0.0%
🟢
Biggest New Buy
Amber Enterprises India Limited
1.16% weight · Consumer Durables
🔴
Biggest Exit
PI Industries Limited
0.91% was held · Fertilizers & Agrochemicals
Biggest Add
KFin Technologies Limited
+0.57% · now 0.64%
Biggest Trim
ICICI Lombard General Insurance Company Limited
-0.86% · now 0.49%
🤝 Other funds also bought this month
Adani Energy Solutions Limited 44 funds
Adani Energy Solutions Limited
Tata Nifty200 Alpha 30 Index Fund - Direct -Growth
Mirae Asset Nifty 200 Alpha 30 ETF
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Direct Growth + more
Amber Enterprises India Limited 11 funds
Amber Enterprises India Limited
Invesco India Consumption Fund
Motilal Oswal Consumption Fund-Direct-Growth
IB71-Groww Nifty Smallcap 250 Momentum Quality 100 Index Fund + more
Syrma SGS Technology Limited 10 funds
Syrma SGS Technology Limited
TATA DIVIDEND YIELD FUND
Axis Momentum Fund - Direct Plan - Growth Option
Aditya Birla Sun Life Business Cycle Fund-Direct Growth + more
Inox India Limited 7 funds
Inox India Limited
Tata Resources & Energy Fund-Direct Plan-Growth
Groww Banking & Financial Services Fund - Direct Plan - Growth
ITI Flexi Cap Fund- Direct Plan- Growth + more
👋 Other funds also exited
Malco Energy Limited 167 funds
Malco Energy Limited
Motilal Oswal Nifty MNC ETF
ICICI Prudential Commodities Fund - Direct Plan - Growth Option
Samco Large Cap Fund + more
Vedanta Iron And Steel Limited 166 funds
Vedanta Iron And Steel Limited
Motilal Oswal Nifty MNC ETF
Samco Large Cap Fund
SBI MNC FUND - DIRECT PLAN -GROWTH + more
Reliance Industries Limited 38 funds
Reliance Industries Limited
Mirae Asset Nifty 100 ESG Sector Leaders ETF
quant ELSS Tax Saver Fund - Growth Option - Direct Plan
quant Dynamic Asset Allocation Fund + more
Tata Motors Ltd 17 funds
Tata Motors Ltd
Mirae Asset BSE Select IPO ETF
Choice Nifty Next 50 Index Fund
GROWW NIFTY EV & NEW AGE AUTOMOTIVE ETF + more
PI Industries Limited 9 funds
PI Industries Limited
LIC MF ELSS Tax Saver-Direct Plan-Growth
Aditya Birla Sun Life Business Cycle Fund-Direct Growth
ICICI Prudential Balanced Advantage Fund - Direct Plan - Growth + more
Lenskart Solutions Limited 7 funds
Lenskart Solutions Limited
WhiteOak Capital Consumption Opportunities Fund Direct Plan Growth
Mirae Asset BSE Select IPO ETF
WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth + more

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
🟢 4 New Entries 🔴 6 Exits ↑ 33 Increased ↓ 29 Decreased
#StockSectorWeight (Jun 2026)
1
Amber Enterprises India Limited
₹66.87 Cr
Consumer Durables 1.16%
2
Syrma SGS Technology Limited
₹50.47 Cr
Industrial Manufacturing 0.87%
3
Adani Energy Solutions Limited
₹48.05 Cr
Power 0.83%
4
Inox India Limited
₹32.29 Cr
Industrial Products 0.56%
#StockSectorLast Weight (May 2026)
1
PI Industries Limited
₹51.59 Cr
Fertilizers & Agrochemicals 0.91%
2
Reliance Industries Limited
₹41.37 Cr
Petroleum Products 0.73%
3
Lenskart Solutions Limited
₹10.98 Cr
Retailing 0.19%
4
Malco Energy Limited
₹5.09 Cr
Power 0.09%
5
Tata Motors Ltd
₹3.80 Cr
Agricultural, Commercial & Construction Vehicles 0.07%
6
Vedanta Iron And Steel Limited
₹1.48 Cr
Metals & Minerals Trading 0.03%
#StockSectorMay 2026Jun 2026Change
1
KFin Technologies Limited
₹36.78 Cr
Capital Markets 0.07% 0.64% +0.57%
2
Persistent Systems Limited
₹28.07 Cr
IT - Software 0.18% 0.49% +0.31%
3
Talwandi Sabo Power Limited
₹18.82 Cr
Power 0.05% 0.33% +0.28%
4
Ajanta Pharma Limited
₹120.41 Cr
Pharmaceuticals & Biotechnology 1.82% 2.08% +0.26%
5
Gokaldas Exports Limited
₹74.20 Cr
Textiles & Apparels 1.04% 1.28% +0.24%
6
GMR Airports Limited
₹132.51 Cr
Transport Infrastructure 2.09% 2.29% +0.20%
7
Trent Limited
₹91.64 Cr
Retailing 1.39% 1.58% +0.19%
8
InterGlobe Aviation Limited
₹60.69 Cr
Transport Services 0.88% 1.05% +0.17%
9
Bajaj Finance Limited
₹112.10 Cr
Finance 1.79% 1.94% +0.15%
10
Max Healthcare Institute Limited
₹66.51 Cr
Healthcare Services 1.00% 1.15% +0.15%
#StockSectorMay 2026Jun 2026Change
1
ICICI Lombard General Insurance Company Limited
₹28.32 Cr
Insurance 1.35% 0.49% -0.86%
2
The Phoenix Mills Limited
₹59.28 Cr
Realty 1.63% 1.02% -0.61%
3
ICICI Bank Limited
₹225.45 Cr
Banks 4.37% 3.90% -0.47%
4
Tech Mahindra Limited
₹47.15 Cr
IT - Software 1.29% 0.82% -0.47%
5
Hindalco Industries Limited
₹114.92 Cr
Non - Ferrous Metals 2.39% 1.99% -0.40%
6
Bharti Airtel Limited
₹45.42 Cr
Telecom - Services 1.18% 0.79% -0.39%
7
Astral Limited
₹101.22 Cr
Industrial Products 2.11% 1.75% -0.36%
8
Jindal Steel Limited
₹112.34 Cr
Ferrous Metals 2.26% 1.94% -0.32%
9
JSW Energy Limited
₹44.89 Cr
Power 1.02% 0.78% -0.24%
10
Max Financial Services Limited
₹138.43 Cr
Insurance 2.58% 2.39% -0.19%

What Stocks Does This Fund Hold?

73 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹225.45 Cr
Banks
3.90%
2
₹201.32 Cr
Banks
3.48%
3
₹198.39 Cr
Banks
3.43%
4
₹166.44 Cr
Cement & Cement Products
2.88%
5
₹143.84 Cr
Industrial Products
2.49%
6
₹141.06 Cr
Chemicals & Petrochemicals
2.44%
7
₹138.43 Cr
Insurance
2.39%
8
₹136.82 Cr
Industrial Products
2.37%
9
₹134.53 Cr
Auto Components
2.33%
10
₹132.51 Cr
Transport Infrastructure
2.29%
🏆 Top stocks held by Mid Cap funds
See which stocks all active Mid Cap 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.

Found a discrepancy or have feedback? Contact Us — we read every message personally.