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DSP Dynamic Asset Allocation Fund - Direct Plan - Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
46
Aug 2026
Equity Holdings
₹1,822.14 Cr
Equity only, excl. debt & cash
AAUM
₹3,654.33 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
10.2%
Diversified
Top 10 Weight
17.5%
Diversified
Changes
43
0 new · 0 exits
Top Sector
Banks
11.3% of portfolio
Launch Date
17 Jan 2014
10+ year track record

AAUM (Average Assets Under Management) of ₹3,654.33 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 Among existing holdings, Life Insurance Corporation Of India saw the biggest increase — now at 1.43% of the portfolio. Bharti Airtel Limited was trimmed the most, now at 2.20%. Bharti Airtel Limited remains the top holding with Banks the dominant sector at 11.3%. ↓ 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
Banks 9.8% 11.4% +1.6%
Insurance 4.2% 4.4% +0.2%
Consumer Durables 4.1% 4.3% +0.1%
Finance 2.7% 3.7% +0.9%
Pharmaceuticals & Biotechnology 2.8% 2.6% -0.2%
Telecom - Services 2.3% 2.4% +0.1%
Automobiles 1.7% 2.3% +0.6%
Aerospace & Defense 2.1% 2.1% +0.0%
Retailing 1.7% 2.0% +0.3%
Diversified FMCG 2.0% 1.9% -0.1%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 11.4% 11.3% -0.1%
Insurance 4.4% 5.1% +0.7%
Consumer Durables 4.3% 4.5% +0.2%
Finance 3.7% 3.7% +0.1%
Pharmaceuticals & Biotechnology 2.6% 2.7% +0.1%
Automobiles 2.3% 2.5% +0.2%
Telecom - Services 2.4% 2.2% -0.2%
Aerospace & Defense 2.1% 2.2% +0.1%
Retailing 2.0% 2.1% +0.2%
Diversified FMCG 1.9% 2.0% +0.1%
Biggest Add
Life Insurance Corporation Of India
+0.78% · now 1.43%
Biggest Trim
Bharti Airtel Limited
-0.21% · now 2.20%

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
↑ 26 Increased ↓ 17 Decreased
#StockSectorJul 2026Aug 2026Change
1
Life Insurance Corporation Of India
₹54.65 Cr
Insurance 0.65% 1.43% +0.78%
2
PB Fintech Limited
₹24.57 Cr
Financial Technology (Fintech) 0.16% 0.64% +0.48%
3
Alkem Laboratories Limited
₹13.38 Cr
Pharmaceuticals & Biotechnology 0.11% 0.35% +0.24%
4
Maruti Suzuki India Limited
₹26.55 Cr
Automobiles 0.46% 0.69% +0.23%
5
LG Electronics India Ltd
₹53.83 Cr
Consumer Durables 1.24% 1.41% +0.17%
6
ITC Limited
₹34.95 Cr
Diversified FMCG 0.77% 0.91% +0.14%
7
Coforge Limited
₹32.28 Cr
IT - Software 0.74% 0.84% +0.10%
8
Eternal Limited
₹43.76 Cr
Retailing 1.06% 1.15% +0.09%
9
Titan Company Limited
₹76.26 Cr
Consumer Durables 1.92% 2.00% +0.08%
10
Kotak Mahindra Bank Limited
₹37.33 Cr
Banks 0.91% 0.98% +0.07%
#StockSectorJul 2026Aug 2026Change
1
Bharti Airtel Limited
₹83.91 Cr
Telecom - Services 2.41% 2.20% -0.21%
2
HDFC Bank Limited
₹82.58 Cr
Banks 2.29% 2.16% -0.13%
3
Bandhan Bank Limited
₹63.69 Cr
Banks 1.79% 1.67% -0.12%
4
SBI Life Insurance Company Limited
₹48.86 Cr
Insurance 1.39% 1.28% -0.11%
5
Hindustan Unilever Limited
₹41.36 Cr
Diversified FMCG 1.16% 1.08% -0.08%
6
Cipla Limited
₹54.27 Cr
Pharmaceuticals & Biotechnology 1.49% 1.42% -0.07%
7
Mahindra & Mahindra Limited
₹53.52 Cr
Automobiles 1.46% 1.40% -0.06%
8
NTPC Limited
₹34.83 Cr
Power 0.97% 0.91% -0.06%
9
Emami Limited
₹23.04 Cr
Personal Products 0.66% 0.60% -0.06%
10
Century Plyboards (India) Limited
₹31.56 Cr
Consumer Durables 0.88% 0.83% -0.05%

What Stocks Does This Fund Hold?

46 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹83.91 Cr
Telecom - Services
2.20%
2
₹82.58 Cr
Banks
2.16%
3
₹76.26 Cr
Consumer Durables
2.00%
4
₹76.12 Cr
Finance
1.99%
5
₹68.91 Cr
Banks
1.80%
6
₹63.69 Cr
Banks
1.67%
7
₹55.17 Cr
Banks
1.44%
8
₹54.65 Cr
Insurance
1.43%
9
₹54.27 Cr
Pharmaceuticals & Biotechnology
1.42%
10
₹53.73 Cr
Aerospace & Defense
1.41%
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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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