← Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Quant Fund - Direct Growth

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
40
Jul 2026
Equity Holdings
₹2,030.50 Cr
Equity only, excl. debt & cash
AAUM
₹2,024.83 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
21.9%
Diversified
Top 10 Weight
39.3%
Diversified
Changes
56
12 new · 16 exits
Top Sector
Pharmaceuticals & Biotechnology
19.4% of portfolio
Launch Date
10 Jun 2024
2 years old

AAUM (Average Assets Under Management) of ₹2,024.83 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 Quant Fund made 12 new additions and exited 16 stocks this month. The biggest new buy was Nestle India Limited (Food Products) at 4.33% weight. Ashok Leyland Limited was the biggest exit (Agricultural, Commercial & Construction Vehicles), which was held at 3.74%. Among existing holdings, Vedanta Limited saw the biggest increase — now at 2.49% of the portfolio. Bank of Baroda was trimmed the most, now at 1.69%. Marico Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 19.4%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 15.0% 15.4% +0.4%
Pharmaceuticals & Biotechnology 12.3% 13.2% +0.8%
Industrial Products 8.7% 8.7% +0.1%
Cement & Cement Products 6.8% 6.7% -0.1%
Finance 6.6% 6.4% -0.2%
Agricultural Food & other Products 6.4% 6.3% -0.1%
Automobiles 6.1% 6.1% +0.0%
Petroleum Products 4.7% 4.8% +0.1%
Healthcare Services 3.5% 3.8% +0.2%
Agricultural, Commercial & Construction Vehicles 3.7% 3.7% +0.1%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 13.2% 19.4% +6.2%
Banks 15.4% 11.5% -3.9%
Industrial Products 8.7% 11.2% +2.5%
Healthcare Services 3.8% 7.0% +3.3%
Cement & Cement Products 6.7% 6.6% -0.1%
Ferrous Metals 2.7% 6.6% +3.9%
Agricultural Food & other Products 6.3% 4.8% -1.5%
Automobiles 6.1% 4.8% -1.3%
Food Products 0.9% 4.3% +3.4%
Non - Ferrous Metals 3.2% 4.1% +0.9%
🟢
Biggest New Buy
Nestle India Limited
4.33% weight · Food Products
🔴
Biggest Exit
Ashok Leyland Limited
3.74% was held · Agricultural, Commercial & Construction Vehicles
Biggest Add
Vedanta Limited
+1.82% · now 2.49%
Biggest Trim
Bank of Baroda
-0.90% · now 1.69%
🤝 Other funds also bought this month
Bharat Heavy Electricals Limited 31 funds
Bharat Heavy Electricals Limited
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF
Samco Mid Cap Fund + more
Shriram Finance Limited 28 funds
Shriram Finance Limited
Baroda BNP Paribas Banking & Financial Services Fund
ITI Focused Equity Fund
Axis ESG Integration Strategy Fund - Direct Plan - Growth Option + more
Ather Energy Limited 23 funds
Ather Energy Limited
Invesco India Focused Fund
Samco Active Momentum Fund
Motilal Oswal Asset Management Company Limited + more
Nestle India Limited 20 funds
Nestle India Limited
WhiteOak Capital Consumption Opportunities Fund Direct Plan Growth
Nippon India MNC Fund
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth + more
Delhivery Limited 19 funds
Delhivery Limited
Invesco India Focused Fund
Old Bridge Flexi Cap Fund
Union Business Cycle Fund - Direct Plan - Growth Option + more
FSN E-Commerce Ventures Limited 16 funds
FSN E-Commerce Ventures Limited
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
CAPITALMIND FLEXI CAP FUND DIRECT GROWTH
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF + more
👋 Other funds also exited
Bharti Airtel Limited 58 funds
Bharti Airtel Limited
Sundaram Equity Savings Fund
Mirae Asset BSE Sensex ETF
BANDHAN BSE Sensex ETF + more
HCL Technologies Limited 42 funds
HCL Technologies Limited
Axis IT ETF
Navi NiftyIT Index Fund - Direct Plan- Growth
Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan Growth + more
Hindustan Petroleum Corporation Limited 42 funds
Hindustan Petroleum Corporation Limited
DSP Natural Resources and New Energy Fund - Direct Plan - Growth
Invesco India PSU Equity Fund
Groww Nifty PSE ETF FOF + more
Indian Bank 40 funds
Indian Bank
SBI BSE PSU BANK INDEX FUND- Direct Plan- Growth
SBI BSE PSU BANK ETF
Invesco India PSU Equity Fund + more
Muthoot Finance Limited 37 funds
Muthoot Finance Limited
SAMCO ELSS TAX SAVER FUND
SBI Quant Fund- Direct Plan- Growth
SAMCO FLEXICAP FUND + more
Multi Commodity Exchange of India Limited 36 funds
Multi Commodity Exchange of India Limited
Groww Nifty Capital Markets ETF FOF
Edelweiss BSE Capital Markets & Insurance ETF - Growth
Groww Nifty 500 Momentum 50 ETF FOF + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 12 New Entries 🔴 16 Exits ↑ 17 Increased ↓ 11 Decreased
#StockSectorWeight (Jul 2026)
1
Nestle India Limited
₹88.16 Cr
Food Products 4.33%
2
Tata Steel Limited
₹62.36 Cr
Ferrous Metals 3.06%
3
Aster DM Healthcare Limited
₹58.21 Cr
Healthcare Services 2.86%
4
Glenmark Pharmaceuticals Limited
₹54.80 Cr
Pharmaceuticals & Biotechnology 2.69%
5
AIA Engineering Limited
₹52.56 Cr
Industrial Products 2.58%
6
Bharat Heavy Electricals Limited
₹46.52 Cr
Electrical Equipment 2.28%
7
Bank of Maharashtra
₹43.75 Cr
Banks 2.15%
8
Zydus Lifesciences Limited
₹37.22 Cr
Pharmaceuticals & Biotechnology 1.83%
9
FSN E-Commerce Ventures Limited
₹32.82 Cr
Retailing 1.61%
10
Delhivery Limited
₹28.78 Cr
Transport Services 1.41%
#StockSectorLast Weight (Jun 2026)
1
Ashok Leyland Limited
₹76.03 Cr
Agricultural, Commercial & Construction Vehicles 3.74%
2
Bharti Airtel Limited
₹66.52 Cr
Telecom - Services 3.27%
3
TVS Motor Company Limited
₹56.21 Cr
Automobiles 2.76%
4
Bharat Petroleum Corporation Limited
₹54.42 Cr
Petroleum Products 2.68%
5
Multi Commodity Exchange of India Limited
₹50.39 Cr
Capital Markets 2.48%
6
Tata Consumer Products Limited
₹49.19 Cr
Agricultural Food & other Products 2.42%
7
Muthoot Finance Limited
₹43.41 Cr
Finance 2.13%
8
Hindustan Petroleum Corporation Limited
₹42.07 Cr
Petroleum Products 2.07%
9
Indian Bank
₹40.44 Cr
Banks 1.99%
10
Canara Bank
₹37.87 Cr
Banks 1.86%
#StockSectorJun 2026Jul 2026Change
1
Vedanta Limited
₹50.74 Cr
Diversified Metals 0.67% 2.49% +1.82%
2
Torrent Pharmaceuticals Limited
₹90.07 Cr
Pharmaceuticals & Biotechnology 3.32% 4.42% +1.10%
3
Marico Limited
₹97.68 Cr
Agricultural Food & other Products 3.83% 4.79% +0.96%
4
Jindal Steel Limited
₹54.97 Cr
Ferrous Metals 2.13% 2.70% +0.57%
5
Hindalco Industries Limited
₹67.86 Cr
Non - Ferrous Metals 2.81% 3.33% +0.52%
6
Radico Khaitan Limited
₹41.34 Cr
Beverages 1.52% 2.03% +0.51%
7
Bajaj Auto Limited
₹18.89 Cr
Automobiles 0.49% 0.93% +0.44%
8
Apollo Hospitals Enterprise Limited
₹84.90 Cr
Healthcare Services 3.75% 4.17% +0.42%
9
National Aluminium Company Limited
₹14.77 Cr
Non - Ferrous Metals 0.37% 0.72% +0.35%
10
Steel Authority of India Limited
₹16.82 Cr
Ferrous Metals 0.52% 0.83% +0.31%
#StockSectorJun 2026Jul 2026Change
1
Bank of Baroda
₹34.43 Cr
Banks 2.59% 1.69% -0.90%
2
The Federal Bank Limited
₹85.38 Cr
Banks 4.68% 4.19% -0.49%
3
Polycab India Limited
₹51.73 Cr
Industrial Products 3.00% 2.54% -0.46%
4
State Bank of India
₹70.58 Cr
Banks 3.77% 3.46% -0.31%
5
UltraTech Cement Limited
₹58.61 Cr
Cement & Cement Products 3.07% 2.88% -0.19%
6
Navin Fluorine International Limited
₹47.31 Cr
Chemicals & Petrochemicals 2.40% 2.32% -0.08%
7
Eicher Motors Limited
₹56.56 Cr
Automobiles 2.84% 2.78% -0.06%
8
L&T Finance Limited
₹51.17 Cr
Finance 2.56% 2.51% -0.05%
9
APL Apollo Tubes Limited
₹42.93 Cr
Industrial Products 2.14% 2.11% -0.03%
10
Bharat Forge Limited
₹50.65 Cr
Auto Components 2.51% 2.49% -0.02%

What Stocks Does This Fund Hold?

40 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹97.68 Cr
Agricultural Food & other Products
4.79%
2
₹90.07 Cr
Pharmaceuticals & Biotechnology
4.42%
3
₹88.16 Cr
Food Products
4.33%
4
₹85.38 Cr
Banks
4.19%
5
₹84.90 Cr
Healthcare Services
4.17%
6
₹75.76 Cr
Cement & Cement Products
3.72%
7
₹72.20 Cr
Pharmaceuticals & Biotechnology
3.54%
8
₹70.58 Cr
Banks
3.46%
9
₹68.64 Cr
Pharmaceuticals & Biotechnology
3.37%
10
₹67.86 Cr
Non - Ferrous Metals
3.33%
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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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