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Aditya Birla Sun Life PSU Equity Fund-Direct Plan-Growth

Equity Data as of Apr 2026 Comparing Mar 2026 → Apr 2026
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Stocks Held
33
Apr 2026
Equity Holdings
₹5,941.85 Cr
Equity only, excl. debt & cash
Top 5 Weight
44.8%
High concentration
Top 10 Weight
64.5%
High concentration
Changes
33
1 new · 0 exits
Top Sector
Banks
30.5% of portfolio
📋 What Happened This Month Aditya Birla Sun Life PSU Equity Fund added 1 new stock to its portfolio this month. The biggest new buy was Union Bank of India (Banks) at 1.04% weight. Among existing holdings, Bharat Heavy Electricals Limited saw the biggest increase — now at 5.42% of the portfolio. State Bank of India was trimmed the most, now at 18.08%. State Bank of India remains the top holding with Banks the dominant sector at 30.5%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Feb 2026 Mar 2026
Sector Prev Curr Delta
Banks 33.4% 30.6% -2.8%
Power 14.3% 16.0% +1.7%
Aerospace & Defense 7.4% 7.6% +0.2%
Petroleum Products 7.6% 7.5% -0.1%
Gas 7.4% 6.8% -0.6%
Oil 6.4% 5.9% -0.5%
Electrical Equipment 4.3% 4.5% +0.3%
Finance 4.1% 4.2% +0.2%
Consumable Fuels 2.9% 3.5% +0.6%
Minerals & Mining 3.1% 3.3% +0.2%
Mar 2026 Apr 2026
Sector Prev Curr Delta
Banks 30.6% 30.5% -0.1%
Power 16.0% 16.2% +0.1%
Aerospace & Defense 7.6% 7.5% -0.1%
Petroleum Products 7.5% 7.2% -0.4%
Gas 6.8% 7.1% +0.4%
Oil 5.9% 5.5% -0.5%
Electrical Equipment 4.5% 5.4% +0.9%
Finance 4.2% 4.7% +0.4%
Minerals & Mining 3.3% 3.6% +0.3%
Insurance 2.6% 3.2% +0.6%
🟢
Biggest New Buy
Union Bank of India
1.04% weight · Banks
Biggest Add
Bharat Heavy Electricals Limited
+0.91% · now 5.42%
Biggest Trim
State Bank of India
-0.69% · now 18.08%
🤝 Other funds also bought this month
Union Bank of India 30 funds
Union Bank of India
Mirae Asset Nifty PSU Bank ETF
ICICI Prudential Nifty Bank ETF
Mirae Asset Nifty 200 Alpha 30 ETF + more

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 Apr 2026
🟢 1 New Entry ↑ 16 Increased ↓ 16 Decreased
#StockSectorWeight (Apr 2026)
1
Union Bank of India
₹62.78 Cr
Banks 1.04%
#StockSectorMar 2026Apr 2026Change
1
Bharat Heavy Electricals Limited
₹327.61 Cr
Electrical Equipment 4.51% 5.42% +0.91%
2
SBI Life Insurance Company Limited
₹110.49 Cr
Insurance 1.18% 1.83% +0.65%
3
PNB Housing Finance Limited
₹204.65 Cr
Finance 2.77% 3.39% +0.62%
4
Power Grid Corporation of India Limited
₹449.86 Cr
Power 6.85% 7.44% +0.59%
5
Bank of Maharashtra
₹260.14 Cr
Banks 3.82% 4.30% +0.48%
6
NMDC Limited
₹215.44 Cr
Minerals & Mining 3.31% 3.56% +0.25%
7
Hindustan Aeronautics Limited
₹144.75 Cr
Aerospace & Defense 2.18% 2.40% +0.22%
8
GAIL (India) Limited
₹275.64 Cr
Gas 4.36% 4.56% +0.20%
9
Mahanagar Gas Limited
₹80.30 Cr
Gas 1.23% 1.33% +0.10%
10
Steel Authority of India Limited
₹73.67 Cr
Ferrous Metals 1.13% 1.22% +0.09%
#StockSectorMar 2026Apr 2026Change
1
State Bank of India
₹1,092.46 Cr
Banks 18.77% 18.08% -0.69%
2
Bank of India
₹187.39 Cr
Banks 3.65% 3.10% -0.55%
3
Coal India Limited
₹177.29 Cr
Consumable Fuels 3.45% 2.93% -0.52%
4
NTPC Limited
₹526.60 Cr
Power 9.17% 8.71% -0.46%
5
Bank of Baroda
₹204.26 Cr
Banks 3.78% 3.38% -0.40%
6
Oil & Natural Gas Corporation Limited
₹235.84 Cr
Oil 4.20% 3.90% -0.30%
7
Bharat Electronics Limited
₹308.09 Cr
Aerospace & Defense 5.37% 5.10% -0.27%
8
REC Limited
₹11.75 Cr
Finance 0.42% 0.19% -0.23%
9
Bharat Petroleum Corporation Limited
₹197.62 Cr
Petroleum Products 3.47% 3.27% -0.20%
10
Oil India Limited
₹94.84 Cr
Oil 1.72% 1.57% -0.15%

Full Portfolio

33 stocks — Apr 2026

# Stock Sector Cap Weight & Value
1
₹1,092.46 Cr
Banks
18.08%
2
₹526.60 Cr
Power
8.71%
3
₹449.86 Cr
Power
7.44%
4
₹327.61 Cr
Electrical Equipment
5.42%
5
₹308.09 Cr
Aerospace & Defense
5.10%
6
₹275.64 Cr
Gas
4.56%
7
₹260.14 Cr
Banks
4.30%
8
₹235.84 Cr
Oil
3.90%
9
₹215.44 Cr
Minerals & Mining
3.56%
10
₹204.65 Cr
Finance
3.39%
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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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