Aditya Birla Sun Life Large Cap Fund

Aditya Birla Sun Life Mutual FundEquityPortfolio as of 31 July 2026

Aditya Birla Sun Life Large Cap Fund holds 80 instruments (98.35% equity), led by ICICI Bank Limited (7.84%), HDFC Bank Limited (6.37%) and Reliance Industries Limited (4.98%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
80
Equity Allocation
98.35%
AMC
Aditya Birla Sun Life Mutual Fund
Category
Equity

This page shows the complete disclosed portfolio of Aditya Birla Sun Life Large Cap Fund, managed by Aditya Birla Sun Life Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 80 instruments with an equity allocation of 98.35%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

Aditya Birla Sun Life Large Cap Fund's top 10 holdings account for 43.55% of its portfolio, more concentrated than the Equity category average of 37.5%. Financial Services is its largest sector exposure at 35.45% of net assets, spread across 13 sectors in total. Since its 30 June 2026 disclosure, the fund added 1 new position and exited 1 position, with HDFC Bank Limited seeing the largest move (-0.64pp to 6.37%).

Top 10 Equity Holdings

What Changed: June 2026 → July 2026

Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.

1 new entry1 exit10 increased10 reduced

Biggest Weight Increases

StockWeightChange
Britannia Industries Limited0.78% → 1.14%▲ +0.36
Infosys Limited3.58% → 3.92%▲ +0.34
Persistent Systems Limited1.08% → 1.34%▲ +0.26
HCL Technologies Limited1.18% → 1.43%▲ +0.25
ETERNAL LIMITED2.23% → 2.47%▲ +0.24
United Spirits Limited1.79% → 2.01%▲ +0.22
TVS Motor Company Limited0.97% → 1.17%▲ +0.2
Tech Mahindra Limited1.03% → 1.18%▲ +0.15
Sona BLW Precision Forgings Limited1.15% → 1.28%▲ +0.13
Bajaj Finserv Limited1.23% → 1.36%▲ +0.13

Biggest Weight Reductions

StockWeightChange
HDFC Bank Limited7.01% → 6.37%▼ -0.64
Sun Pharmaceutical Industries Limited2% → 1.46%▼ -0.54
Axis Bank Limited4.06% → 3.59%▼ -0.47
NTPC Limited1.44% → 1.17%▼ -0.27
Larsen & Toubro Limited3.32% → 3.06%▼ -0.26
Avenue Supermarts Limited1.15% → 1%▼ -0.15
Trent Limited1.37% → 1.22%▼ -0.15
Kotak Mahindra Bank Limited3.63% → 3.5%▼ -0.13
Reliance Industries Limited5.08% → 4.98%▼ -0.1
State Bank of India3.5% → 3.4%▼ -0.1

Top Holdings — Weight Trend

% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Feb – Jul 2026).

Feb: 7.49%, Mar: 7.38%, Apr: 7.13%, May: 7.17%, Jun: 7.74%, Jul: 7.84%
7.84%
Feb: 7.25%, Mar: 6.99%, Apr: 6.79%, May: 6.63%, Jun: 7.01%, Jul: 6.37%
6.37%
Feb: 4.77%, Mar: 5.54%, Apr: 5.63%, May: 5.26%, Jun: 5.08%, Jul: 4.98%
4.98%
Feb: 4.32%, Mar: 4.87%, Apr: 4.24%, May: 4.21%, Jun: 3.58%, Jul: 3.92%
3.92%
Feb: 3.52%, Mar: 3.84%, Apr: 3.56%, May: 3.49%, Jun: 3.49%, Jul: 3.6%
3.6%

Full Portfolio (80 holdings)

#HoldingSector% to NAV
1ICICI Bank LimitedFinancial Services7.84%
2HDFC Bank LimitedFinancial Services6.37%
3Reliance Industries LimitedEnergy4.98%
4Infosys LimitedInformation Technology3.92%
5Bharti Airtel LimitedTelecommunication3.6%
6Axis Bank LimitedFinancial Services3.59%
7Kotak Mahindra Bank LimitedFinancial Services3.5%
8State Bank of IndiaFinancial Services3.4%
9Mahindra & Mahindra LimitedConsumer Discretionary3.29%
10Larsen & Toubro LimitedIndustrials3.06%
11ETERNAL LIMITEDConsumer Discretionary2.47%
12United Spirits LimitedConsumer Staples2.01%
13Adani Energy Solutions LimitedUtilities1.8%
14SBI Life Insurance Company LimitedFinancial Services1.74%
15Hindalco Industries LimitedMaterials1.63%
16Shriram Finance LimitedFinancial Services1.48%
17Sun Pharmaceutical Industries LimitedHealthcare1.46%
18HCL Technologies LimitedInformation Technology1.43%
19Bajaj Auto LimitedConsumer Discretionary1.41%
20UltraTech Cement LimitedMaterials1.37%
21Bajaj Finserv LimitedFinancial Services1.36%
22Godrej Consumer Products LimitedConsumer Staples1.36%
23Persistent Systems LimitedInformation Technology1.34%
24Sona BLW Precision Forgings LimitedConsumer Discretionary1.28%
25Titan Company LimitedConsumer Discretionary1.22%
26Trent LimitedConsumer Discretionary1.22%
27Bajaj Finance LimitedFinancial Services1.19%
28Tech Mahindra LimitedInformation Technology1.18%
29Mankind Pharma LimitedHealthcare1.17%
30TVS Motor Company LimitedConsumer Discretionary1.17%
31NTPC LimitedUtilities1.17%
32Britannia Industries LimitedConsumer Staples1.14%
33Apollo Hospitals Enterprise LimitedHealthcare1.12%
34Maruti Suzuki India LimitedConsumer Discretionary1.12%
35Lenskart Solutions LimitedConsumer Discretionary1.11%
36JINDAL STEEL LIMITEDMaterials1.07%
37PNB Housing Finance LimitedFinancial Services1.02%
38Avenue Supermarts LimitedConsumer Discretionary1%
39Meesho LimitedConsumer Discretionary1%
40Samvardhana Motherson International LimitedConsumer Discretionary0.9%
41Aditya Birla Capital LimitedFinancial Services0.87%
42Net Receivable / Payableother0.82%
43Cholamandalam Investment and Finance Company LimitedFinancial Services0.79%
44Hindustan Unilever LimitedConsumer Staples0.77%
45JSW Dulux LimitedConsumer Discretionary0.73%
46ICICI Lombard General Insurance Company LimitedFinancial Services0.69%
47Cummins India LimitedIndustrials0.67%
48Bharat Forge LimitedConsumer Discretionary0.64%
49Hindustan Aeronautics LimitedIndustrials0.59%
50HDFC Life Insurance Company LimitedFinancial Services0.56%
51DLF LimitedReal Estate0.55%
52Vedanta Aluminium Metal LimitedDiversified0.53%
53Sanofi Consumer Healthcare India LimitedHealthcare0.52%
54Bharat Petroleum Corporation LimitedEnergy0.52%
55Emami LimitedConsumer Staples0.48%
56Adani Power LimitedUtilities0.47%
57Bayer Cropscience LimitedMaterials0.47%
58Ajanta Pharma LimitedHealthcare0.45%
59Whirlpool of India LimitedConsumer Discretionary0.42%
60The Federal Bank LimitedFinancial Services0.4%
61PI Industries LimitedMaterials0.39%
62Bandhan Bank LimitedFinancial Services0.38%
63Sanofi India LimitedHealthcare0.38%
64Delhivery LimitedServices0.37%
65Varun Beverages LimitedConsumer Staples0.29%
66Vedanta LimitedMaterials0.29%
67Ambuja Cements LimitedMaterials0.28%
68Sobha LimitedReal Estate0.27%
69Pine Labs LimitedFinancial Services0.27%
70Honeywell Automation India LimitedIndustrials0.27%
71TREPStreps0.24%
72Afcons Infrastructure LimitedIndustrials0.22%
73MANIPAL HEALTH ENTERPRISES LHealthcare0.17%
7491 DAYS T-BILL - 20AUG2026tbill0.17%
75Aditya Birla Sunlife Nifty Next 50 ETFmf0.16%
76CG Power and Industrial Solutions LimitedIndustrials0.16%
77Reverse Repotreps0.14%
787.38% Central Government Securitiesbond0.12%
79Margin amount for Derivative positionsother0.07%
80TVS Motor Company Ltd 6.00% (Cumulative Non-Convertible Redeemable Preference Share)bond0%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, ICICI Bank Limited is 7.84% of Aditya Birla Sun Life Large Cap Fund's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, HDFC Bank Limited is 6.37% of Aditya Birla Sun Life Large Cap Fund's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, Reliance Industries Limited is 4.98% of Aditya Birla Sun Life Large Cap Fund's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, Infosys Limited is 3.92% of Aditya Birla Sun Life Large Cap Fund's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, Bharti Airtel Limited is 3.6% of Aditya Birla Sun Life Large Cap Fund's net assets — its number 5 holding.

New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.

Source: Aditya Birla Sun Life Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 31 July 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.