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ITI Balanced Advantage Fund - Direct Plan - Growth Option

Balanced Advantage Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
47
Jul 2026
Equity Holdings
₹247.97 Cr
Equity only, excl. debt & cash
AAUM
₹345.77 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
18.3%
Diversified
Top 10 Weight
31.4%
Diversified
Changes
62
15 new · 16 exits
Top Sector
Banks
17.8% of portfolio
Launch Date
09 Dec 2019
7 years old

AAUM (Average Assets Under Management) of ₹345.77 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 ITI Balanced Advantage Fund made 15 new additions and exited 16 stocks this month. The biggest new buy was Redington Limited (Commercial Services & Supplies) at 1.14% weight. Bandhan Bank Limited was the biggest exit (Banks), which was held at 2.44%. Among existing holdings, Bajaj Finance Limited saw the biggest increase — now at 3.81% of the portfolio. One 97 Communications Limited was trimmed the most, now at 1.05%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 17.8%. ↓ 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 13.4% 17.7% +4.3%
Finance 4.5% 8.0% +3.5%
Pharmaceuticals & Biotechnology 5.2% 5.2% +0.0%
Industrial Products 4.1% 4.3% +0.1%
Petroleum Products 4.4% 4.2% -0.1%
Financial Technology (Fintech) 2.7% 3.7% +1.0%
Telecom - Services 3.4% 3.2% -0.2%
Healthcare Services 1.7% 2.8% +1.1%
Automobiles 2.2% 2.2% 0.0%
Consumer Durables 1.5% 2.1% +0.6%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 17.7% 17.8% +0.1%
Finance 8.0% 11.6% +3.7%
Pharmaceuticals & Biotechnology 5.2% 6.8% +1.6%
Automobiles 2.2% 3.5% +1.3%
Industrial Products 4.3% 3.4% -0.9%
Petroleum Products 4.2% 3.3% -1.0%
Chemicals & Petrochemicals 1.0% 3.1% +2.2%
Healthcare Services 2.8% 3.0% +0.2%
Electrical Equipment 1.9% 2.9% +0.9%
Financial Technology (Fintech) 3.7% 1.9% -1.8%
🟢
Biggest New Buy
Redington Limited
1.14% weight · Commercial Services & Supplies
🔴
Biggest Exit
Bandhan Bank Limited
2.44% was held · Banks
Biggest Add
Bajaj Finance Limited
+2.36% · now 3.81%
Biggest Trim
One 97 Communications Limited
-1.67% · now 1.05%
🤝 Other funds also bought this month
SBI Funds Management Limited 89 funds
SBI Funds Management Limited
Helios Financial Services Fund - Direct Plan - Growth Option
quant BFSI Fund - Growth Option - Direct Plan
Bajaj Finserv Banking and Financial Services Fund - Direct - Growth + more
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
Divi's Laboratories Limited 29 funds
Divi's Laboratories Limited
Edelweiss MSCI India Domestic and World Healthcare 45 Index Fund
ADITYA BIRLA SUN LIFE NIFTY NEXT 50 ETF
WhiteOak Capital Pharma and Healthcare Fund + more
AU Small Finance Bank Limited 24 funds
AU Small Finance Bank Limited
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
SAMCO ELSS TAX SAVER FUND
Bajaj Finserv BSE Top 10 Banks ETF + more
L&T Finance Limited 23 funds
L&T Finance Limited
SAMCO ELSS TAX SAVER FUND
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
DSP Mid Cap Fund + more
Pidilite Industries Limited 20 funds
Pidilite Industries Limited
Motilal Oswal Contra Fund
Edel Nifty Alpha Low Volatility 30 Index Fund
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth + more
👋 Other funds also exited
Larsen & Toubro Limited 63 funds
Larsen & Toubro Limited
quant ELSS Tax Saver Fund - Growth Option - Direct Plan
Invesco India - Invesco Pan European Equity Fund of Fund - Direct Plan - Growth Option
quant Large Cap Fund - Growth Option - Direct Plan + more
Bharti Airtel Limited 58 funds
Bharti Airtel Limited
Sundaram Equity Savings Fund
Mirae Asset BSE Sensex ETF
BANDHAN BSE Sensex ETF + more
ITC Limited 46 funds
ITC Limited
HDFC NIFTY 50 VALUE 20 ETF - Growth Option
Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan Growth
Mirae Asset BSE 500 Dividend Leaders 50 ETF + more
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
Trent Limited 42 funds
Trent Limited
Groww Nifty 50 ETF
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Invesco India Consumption Fund - Direct Plan - Growth + more
Indus Towers Limited 35 funds
Indus Towers Limited
SBI Multicap Fund- Direct Plan- Growth option
Samco Mid Cap Fund
Motilal Oswal Nifty Midcap150 Momentum 50 ETF + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 15 New Entries 🔴 16 Exits ↑ 18 Increased ↓ 13 Decreased
#StockSectorWeight (Jul 2026)
1
Redington Limited
₹4.04 Cr
Commercial Services & Supplies 1.14%
2
Yes Bank Limited
₹3.97 Cr
Banks 1.12%
3
Gujarat Fluorochemicals Limited
₹3.91 Cr
Chemicals & Petrochemicals 1.11%
4
Divi's Laboratories Limited
₹3.83 Cr
Pharmaceuticals & Biotechnology 1.08%
5
TVS Motor Company Limited
₹3.77 Cr
Automobiles 1.07%
6
AU Small Finance Bank Limited
₹3.71 Cr
Banks 1.05%
7
Balrampur Chini Mills Limited
₹3.67 Cr
Agricultural Food & other Products 1.04%
8
IDFC First Bank Limited
₹3.66 Cr
Banks 1.03%
9
SBI Funds Management Limited
₹3.62 Cr
Capital Markets 1.02%
10
Pidilite Industries Limited
₹3.56 Cr
Chemicals & Petrochemicals 1.01%
#StockSectorLast Weight (Jun 2026)
1
Bandhan Bank Limited
₹8.65 Cr
Banks 2.44%
2
Bharti Airtel Limited
₹6.74 Cr
Telecom - Services 1.90%
3
Vedanta Aluminium Metal Limited
₹5.48 Cr
Metals & Minerals Trading 1.54%
4
ITC Limited
₹4.95 Cr
Diversified FMCG 1.39%
5
Indus Towers Limited
₹4.73 Cr
Telecom - Services 1.33%
6
UPL Limited
₹4.59 Cr
Fertilizers & Agrochemicals 1.29%
7
Angel One Limited
₹3.78 Cr
Capital Markets 1.07%
8
Trent Limited
₹3.72 Cr
Retailing 1.05%
9
KEI Industries Limited
₹3.71 Cr
Industrial Products 1.04%
10
Akzo Nobel India Limited
₹3.71 Cr
Consumer Durables 1.04%
#StockSectorJun 2026Jul 2026Change
1
Bajaj Finance Limited
₹13.47 Cr
Finance 1.45% 3.81% +2.36%
2
Ujjivan Small Finance Bank Limited
₹8.87 Cr
Banks 1.06% 2.51% +1.45%
3
Eternal Limited
₹3.73 Cr
Retailing 0.01% 1.05% +1.04%
4
Laurus Labs Limited
₹9.72 Cr
Pharmaceuticals & Biotechnology 2.29% 2.75% +0.46%
5
Mahindra & Mahindra Limited
₹8.56 Cr
Automobiles 2.18% 2.42% +0.24%
6
IIFL Finance Limited
₹4.09 Cr
Finance 0.96% 1.16% +0.20%
7
ICICI Bank Limited
₹14.47 Cr
Banks 3.90% 4.09% +0.19%
8
Garware Hi-Tech Films Ltd
₹8.59 Cr
Industrial Products 2.26% 2.43% +0.17%
9
Dr. Lal Path Labs Limited
₹4.07 Cr
Healthcare Services 0.99% 1.15% +0.16%
10
Titan Company Limited
₹4.00 Cr
Consumer Durables 1.02% 1.13% +0.11%
#StockSectorJun 2026Jul 2026Change
1
One 97 Communications Limited
₹3.71 Cr
Financial Technology (Fintech) 2.72% 1.05% -1.67%
2
State Bank of India
₹5.25 Cr
Banks 2.47% 1.48% -0.99%
3
Reliance Industries Limited
₹11.55 Cr
Petroleum Products 4.22% 3.26% -0.96%
4
HDFC Bank Limited
₹12.95 Cr
Banks 3.89% 3.66% -0.23%
5
Axis Bank Limited
₹4.19 Cr
Banks 1.29% 1.18% -0.11%
6
Turtlemint Fintech Solutions Limited
₹3.00 Cr
Financial Technology (Fintech) 0.96% 0.85% -0.11%
7
Gokaldas Exports Limited
₹4.60 Cr
Textiles & Apparels 1.39% 1.30% -0.09%
8
Vedanta Limited
₹3.23 Cr
Diversified Metals 0.97% 0.91% -0.06%
9
Coal India Limited
₹3.39 Cr
Consumable Fuels 1.01% 0.96% -0.05%
10
Voltamp Transformers Limited
₹3.34 Cr
Electrical Equipment 0.98% 0.94% -0.04%

What Stocks Does This Fund Hold?

47 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹14.47 Cr
Banks
4.09%
2
₹13.47 Cr
Finance
3.81%
3
₹12.95 Cr
Banks
3.66%
4
₹12.30 Cr
Finance
3.48%
5
₹11.55 Cr
Petroleum Products
3.26%
6
₹10.39 Cr
Pharmaceuticals & Biotechnology
2.94%
7
₹9.72 Cr
Pharmaceuticals & Biotechnology
2.75%
8
₹8.87 Cr
Banks
2.51%
9
₹8.59 Cr
Industrial Products
2.43%
10
₹8.56 Cr
Automobiles
2.42%
🏆 Top stocks held by Balanced Advantage funds
See which stocks all active Balanced Advantage fund managers are buying — ranked by total value invested
🏦 ITI Mutual Fund — Portfolio & Holdings
See all funds managed by ITI 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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