← Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life MNC Fund - Growth - Direct Plan

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
66
Aug 2026
Equity Holdings
₹3,243.55 Cr
Equity only, excl. debt & cash
AAUM
₹2,771.81 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
19.7%
Diversified
Top 10 Weight
34.7%
Diversified
Changes
62
4 new · 3 exits
Top Sector
Pharmaceuticals & Biotechnology
11.0% of portfolio
Launch Date
16 Nov 1998
10+ year track record

AAUM (Average Assets Under Management) of ₹2,771.81 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 MNC Fund made 4 new additions and exited 3 stocks this month. The biggest new buy was Samvardhana Motherson International Limited (Auto Components) at 1.18% weight. SBFC Finance Limited was the biggest exit (Finance), which was held at 1.26%. Among existing holdings, Bosch Limited saw the biggest increase — now at 3.31% of the portfolio. Maruti Suzuki India Limited was trimmed the most, now at 4.94%. Maruti Suzuki India Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 11.0%. ↓ 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
Pharmaceuticals & Biotechnology 11.4% 11.3% -0.1%
Auto Components 9.8% 9.6% -0.2%
Food Products 7.0% 7.5% +0.5%
Industrial Products 7.6% 7.1% -0.6%
Automobiles 6.8% 7.0% +0.1%
Beverages 5.9% 6.4% +0.5%
Finance 5.0% 5.3% +0.3%
IT - Software 4.6% 5.2% +0.6%
Diversified FMCG 4.0% 3.9% -0.1%
Consumer Durables 3.6% 3.5% -0.1%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 11.3% 11.0% -0.3%
Auto Components 9.6% 10.9% +1.3%
Food Products 7.5% 7.4% -0.1%
Automobiles 7.0% 6.9% -0.1%
Industrial Products 7.1% 6.8% -0.3%
Beverages 6.4% 6.2% -0.2%
Electrical Equipment 3.4% 5.2% +1.7%
IT - Software 5.2% 4.9% -0.3%
Finance 5.3% 4.2% -1.1%
Consumer Durables 3.5% 3.8% +0.3%
🟢
Biggest New Buy
Samvardhana Motherson International Limited
1.18% weight · Auto Components
🔴
Biggest Exit
SBFC Finance Limited
1.26% was held · Finance
Biggest Add
Bosch Limited
+0.66% · now 3.31%
Biggest Trim
Maruti Suzuki India Limited
-0.46% · now 4.94%
🤝 Other funds also bought this month
Apar Industries Limited 30 funds
Apar Industries Limited
Bandhan Mid Cap Fund
Motilal Oswal Active Momentum Fund- Direct-Growth
HSBC Focused Fund - Direct Growth + more
GE Vernova T&D India Limited 30 funds
GE Vernova T&D India Limited
WCMC-The Wealth Company Mid cap fund
Taurus Mid Cap Fund
Mirae Asset BSE Midcap 150 Momentum 30 ETF + more
Samvardhana Motherson International Limited 22 funds
Samvardhana Motherson International Limited
Mirae Asset Nifty Next 50 ETF
Groww Large Cap Fund
CANARA ROBECO AGGRESSIVE HYBRID FUND + more
Arvind Limited 15 funds
Arvind Limited
SBI Long Term Advantage Fund - Series V - Direct Plan - Growth
Axis ESG Integration Strategy Fund - Direct Plan - Growth Option
LIC MF Value Fund-Direct Plan-Growth + more
👋 Other funds also exited
Linde India Limited 8 funds
Linde India Limited
ITI Multi Cap Fund - Direct Plan - Growth Option
ITI Flexi Cap Fund- Direct Plan- Growth
ITI Pharma and Healthcare Fund - Direct Plan - Growth Option + more
SBFC Finance Limited 5 funds
SBFC Finance Limited
Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - Growth
IB52-Groww Nifty Smallcap 250 ETF
Bandhan Business Cycle Fund - Direct Plan - Growth + more
SKF INDIA INDUSTRIAL LTD 4 funds
SKF INDIA INDUSTRIAL LTD
HDFC Hybrid Equity Fund
Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth
Mirae Asset Large & Midcap Fund - Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 4 New Entries 🔴 3 Exits ↑ 23 Increased ↓ 32 Decreased
#StockSectorWeight (Aug 2026)
1
Samvardhana Motherson International Limited
₹38.82 Cr
Auto Components 1.18%
2
GE Vernova T&D India Limited
₹37.84 Cr
Electrical Equipment 1.15%
3
Arvind Limited
₹32.87 Cr
Textiles & Apparels 1.00%
4
Apar Industries Limited
₹12.39 Cr
Electrical Equipment 0.38%
#StockSectorLast Weight (Jul 2026)
1
SBFC Finance Limited
₹41.38 Cr
Finance 1.26%
2
Linde India Limited
₹8.28 Cr
Chemicals & Petrochemicals 0.25%
3
SKF INDIA INDUSTRIAL LTD
₹4.55 Cr
Industrial Products 0.14%
#StockSectorJul 2026Aug 2026Change
1
Bosch Limited
₹109.05 Cr
Auto Components 2.65% 3.31% +0.66%
2
LG Electronics India Ltd
₹40.75 Cr
Consumer Durables 0.86% 1.24% +0.38%
3
Hyundai Motor India Ltd
₹63.17 Cr
Automobiles 1.57% 1.92% +0.35%
4
Sapphire Foods India Limited
₹37.60 Cr
Leisure Services 0.90% 1.14% +0.24%
5
GlaxoSmithKline Pharmaceuticals Limited
₹57.77 Cr
Pharmaceuticals & Biotechnology 1.53% 1.75% +0.22%
6
CRISIL Limited
₹69.91 Cr
Finance 1.92% 2.12% +0.20%
7
Meesho Ltd
₹43.17 Cr
Retailing 1.16% 1.31% +0.15%
8
Asahi India Glass Limited
₹55.60 Cr
Auto Components 1.55% 1.69% +0.14%
9
Ambuja Cements Limited
₹52.15 Cr
Cement & Cement Products 1.44% 1.58% +0.14%
10
Siemens Limited
₹53.83 Cr
Electrical Equipment 1.52% 1.63% +0.11%
#StockSectorJul 2026Aug 2026Change
1
Maruti Suzuki India Limited
₹162.56 Cr
Automobiles 5.40% 4.94% -0.46%
2
Schaeffler India Limited
₹96.36 Cr
Auto Components 3.33% 2.93% -0.40%
3
Mphasis Limited
₹48.55 Cr
IT - Software 1.86% 1.47% -0.39%
4
Hindustan Unilever Limited
₹121.24 Cr
Diversified FMCG 3.93% 3.68% -0.25%
5
Cummins India Limited
₹98.32 Cr
Industrial Products 3.23% 2.99% -0.24%
6
Procter & Gamble Health Limited
₹54.63 Cr
Pharmaceuticals & Biotechnology 1.90% 1.66% -0.24%
7
Sumitomo Chemical India Limited
₹44.56 Cr
Fertilizers & Agrochemicals 1.59% 1.35% -0.24%
8
Gland Pharma Limited
₹102.45 Cr
Pharmaceuticals & Biotechnology 3.34% 3.11% -0.23%
9
Bayer Cropscience Limited
₹56.90 Cr
Fertilizers & Agrochemicals 1.93% 1.73% -0.20%
10
ZF Commercial Vehicle Control Systems India Limited
₹25.37 Cr
Auto Components 0.95% 0.77% -0.18%

What Stocks Does This Fund Hold?

66 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹162.56 Cr
Automobiles
4.94%
2
₹134.56 Cr
Beverages
4.09%
3
₹122.44 Cr
Food Products
3.72%
4
₹121.24 Cr
Diversified FMCG
3.68%
5
₹109.05 Cr
Auto Components
3.31%
6
₹103.23 Cr
Food Products
3.14%
7
₹102.45 Cr
Pharmaceuticals & Biotechnology
3.11%
8
₹98.32 Cr
Industrial Products
2.99%
9
₹96.36 Cr
Auto Components
2.93%
10
₹93.16 Cr
Metals & Minerals Trading
2.83%
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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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