← Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Value Fund - Growth - Direct Plan

Value/Contra Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
65
Jul 2026
Equity Holdings
₹6,539.42 Cr
Equity only, excl. debt & cash
AAUM
₹6,332.64 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
16.9%
Diversified
Top 10 Weight
32.1%
Diversified
Changes
68
3 new · 5 exits
Top Sector
Banks
14.3% of portfolio
Launch Date
17 Jan 2008
10+ year track record

AAUM (Average Assets Under Management) of ₹6,332.64 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 Value Fund made 3 new additions and exited 5 stocks this month. The biggest new buy was ITC Limited (Diversified FMCG) at 1.19% weight. Torrent Pharmaceuticals Limited was the biggest exit (Pharmaceuticals & Biotechnology), which was held at 0.85%. Among existing holdings, Swiggy Limited saw the biggest increase — now at 3.35% of the portfolio. Infosys Limited was trimmed the most, now at 2.39%. Shriram Finance Limited remains the top holding with Banks the dominant sector at 14.3%. ↓ 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 12.8% 14.3% +1.5%
IT - Software 10.5% 9.3% -1.2%
Auto Components 7.5% 7.7% +0.2%
Finance 6.6% 6.9% +0.4%
Industrial Products 6.5% 5.9% -0.6%
Pharmaceuticals & Biotechnology 4.8% 5.5% +0.7%
Capital Markets 4.1% 3.7% -0.4%
Power 3.9% 3.5% -0.3%
Metals & Minerals Trading 3.0% 3.5% +0.5%
Cement & Cement Products 3.5% 3.4% -0.1%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 14.3% 14.3% +0.1%
IT - Software 9.3% 10.5% +1.3%
Auto Components 7.7% 7.6% -0.1%
Finance 6.9% 6.4% -0.5%
Industrial Products 5.9% 5.5% -0.4%
Pharmaceuticals & Biotechnology 5.5% 4.6% -0.9%
Metals & Minerals Trading 3.5% 4.2% +0.7%
Retailing 2.4% 3.4% +1.0%
Cement & Cement Products 3.4% 3.3% 0.0%
Insurance 3.1% 3.2% +0.1%
🟢
Biggest New Buy
ITC Limited
1.19% weight · Diversified FMCG
🔴
Biggest Exit
Torrent Pharmaceuticals Limited
0.85% was held · Pharmaceuticals & Biotechnology
Biggest Add
Swiggy Limited
+0.97% · now 3.35%
Biggest Trim
Infosys Limited
-0.52% · now 2.39%
🤝 Other funds also bought this month
ITC Limited 20 funds
ITC Limited
HDFC Nifty50 Value 20 ETF
Mirae Asset Nifty Top 20 Equal Weight ETF
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth + more
Ujjivan Small Finance Bank Limited 17 funds
Ujjivan Small Finance Bank Limited
Baroda BNP Paribas Banking & Financial Services Fund
JM Multi Asset Allocation Fund
360 ONE FLEXICAP FUND-DIRECT PLAN- GROWTH + more
Union Bank of India 9 funds
Union Bank of India
Baroda BNP Paribas Banking & Financial Services Fund
ADITYA BIRLA SUN LIFE NIFTY NEXT 50 ETF
ITI Large & Mid Cap Fund + more
👋 Other funds also exited
Talwandi Sabo Power Limited 44 funds
Talwandi Sabo Power Limited
BAJAJ FINSERV LARGE CAP FUND - DIRECT PLAN - GROWTH
Bajaj Finserv Large and Mid Cap Fund- Direct Plan- Growth
ICICI Prudential Smallcap Fund - Direct Plan - Growth + more
Malco Energy Limited 38 funds
Malco Energy Limited
Kotak MNC Fund-Direct Plan-Growth
Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth
BAJAJ FINSERV MULTI CAP FUND - DIRECT - GROWTH + more
Vedanta Iron And Steel Limited 33 funds
Vedanta Iron And Steel Limited
BANK OF INDIA Manufacturing & Infrastructure Fund-Direct Plan-Growth
BANK OF INDIA ELSS Tax Saver -Direct Plan- Growth
BANK OF INDIA Flexi Cap Fund Direct Plan -Growth + more
Torrent Pharmaceuticals Limited 30 funds
Torrent Pharmaceuticals Limited
Aditya Birla Sun Life Pharma and Healthcare Fund-Direct-Growth
Edelweiss Nifty Alpha Low Volatility 30 Index Fund - Direct Plan - Growth
Mirae Asset Nifty 500 Healthcare ETF + more
VRL Logistics Limited 1 fund
VRL Logistics Limited
HDFC Dividend Yield Fund

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 3 New Entries 🔴 5 Exits ↑ 24 Increased ↓ 36 Decreased
#StockSectorWeight (Jul 2026)
1
ITC Limited
₹80.39 Cr
Diversified FMCG 1.19%
2
Union Bank of India
₹39.40 Cr
Banks 0.58%
3
Ujjivan Small Finance Bank Limited
₹9.30 Cr
Banks 0.14%
#StockSectorLast Weight (Jun 2026)
1
Torrent Pharmaceuticals Limited
₹56.26 Cr
Pharmaceuticals & Biotechnology 0.85%
2
VRL Logistics Limited
₹14.80 Cr
Transport Services 0.22%
3
Talwandi Sabo Power Limited
₹7.42 Cr
Power 0.11%
4
Vedanta Iron And Steel Limited
₹6.49 Cr
Metals & Minerals Trading 0.10%
5
Malco Energy Limited
₹5.94 Cr
Power 0.09%
#StockSectorJun 2026Jul 2026Change
1
Swiggy Limited
₹225.48 Cr
Retailing 2.38% 3.35% +0.97%
2
Adani Enterprises Limited
₹181.78 Cr
Metals & Minerals Trading 1.99% 2.70% +0.71%
3
Tech Mahindra Limited
₹208.87 Cr
IT - Software 2.60% 3.10% +0.50%
4
LTIMindtree Limited
₹146.79 Cr
IT - Software 1.72% 2.18% +0.46%
5
Sonata Software Limited
₹90.86 Cr
IT - Software 0.91% 1.35% +0.44%
6
Mphasis Limited
₹90.34 Cr
IT - Software 0.96% 1.34% +0.38%
7
Cyient DLM Ltd
₹72.20 Cr
Aerospace & Defense 0.75% 1.07% +0.32%
8
Pitti Engineering Ltd
₹73.08 Cr
Industrial Manufacturing 0.90% 1.08% +0.18%
9
Anant Raj Limited
₹54.93 Cr
Realty 0.69% 0.82% +0.13%
10
Pricol Limited
₹67.45 Cr
Auto Components 0.88% 1.00% +0.12%
#StockSectorJun 2026Jul 2026Change
1
Infosys Limited
₹160.89 Cr
IT - Software 2.91% 2.39% -0.52%
2
Multi Commodity Exchange of India Limited
₹130.59 Cr
Capital Markets 2.44% 1.94% -0.50%
3
Welspun Corp Limited
₹191.28 Cr
Industrial Products 3.23% 2.84% -0.39%
4
Shriram Finance Limited
₹233.81 Cr
Finance 3.85% 3.47% -0.38%
5
The Federal Bank Limited
₹29.87 Cr
Banks 0.79% 0.44% -0.35%
6
HDFC Bank Limited
₹206.47 Cr
Banks 3.34% 3.06% -0.28%
7
Adani Ports and Special Economic Zone Limited
₹118.76 Cr
Transport Infrastructure 1.99% 1.76% -0.23%
8
Tube Investments of India Limited
₹113.62 Cr
Auto Components 1.89% 1.69% -0.20%
9
Kalpataru Projects International Limited
₹111.15 Cr
Construction 1.79% 1.65% -0.14%
10
Angel One Limited
₹72.79 Cr
Capital Markets 1.22% 1.08% -0.14%

What Stocks Does This Fund Hold?

65 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹233.81 Cr
Finance
3.47%
2
₹233.44 Cr
Banks
3.46%
3
₹230.38 Cr
Banks
3.42%
4
₹225.48 Cr
Retailing
3.35%
5
₹216.27 Cr
Banks
3.21%
6
₹208.96 Cr
Auto Components
3.10%
7
₹208.87 Cr
IT - Software
3.10%
8
₹207.99 Cr
Petroleum Products
3.09%
9
₹206.47 Cr
Banks
3.06%
10
₹191.28 Cr
Industrial Products
2.84%
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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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