Sectoral / ThematicAditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Business Cycle Fund

Portfolio as on Apr 2026 · 70 equity positions

Equity positions

Equity value

₹1,652 Cr

Top holding

6.20%

ICICI Bank Limited

Top holdings

#
1	ICICI Bank LimitedBanks	6.20%	₹104.54 Cr	8.27 L
2	State Bank of IndiaBanks	4.05%	₹68.38 Cr	6.40 L
3	Reliance Industries LimitedPetroleum Products	3.15%	₹53.17 Cr	3.72 L
4	HDFC Bank LimitedBanks	2.98%	₹50.32 Cr	6.52 L
5	Kotak Mahindra Bank LimitedBanks	2.72%	₹45.91 Cr	11.98 L
6	Bharti Airtel LimitedTelecom - Services	2.46%	₹41.51 Cr	2.20 L
7	Mahindra & Mahindra LimitedAutomobiles	2.42%	₹40.89 Cr	1.32 L
8	Infosys LimitedIT - Software	2.41%	₹40.59 Cr	3.43 L
9	Jindal Steel & Power LimitedFerrous Metals	2.30%	₹38.84 Cr	3.18 L
10	Bharat Forge LimitedAuto Components	1.95%	₹32.93 Cr	1.75 L
11	Tech Mahindra LimitedIT - Software	1.88%	₹31.66 Cr	2.15 L
12	Godrej Consumer Products LimitedPersonal Products	1.88%	₹31.65 Cr	2.97 L
13	Lenskart Solutions LtdRetailing	1.83%	₹30.96 Cr	6.00 L
14	HCL Technologies LtdIT - Software	1.82%	₹30.78 Cr	2.57 L
15	Sona BLW Precision Forgings LimitedAuto Components	1.71%	₹28.84 Cr	4.75 L
16	Marico LimitedAgricultural Food & other Products	1.61%	₹27.13 Cr	3.50 L
17	Happy Forgings LtdIndustrial Products	1.60%	₹26.96 Cr	2.00 L
18	The Federal Bank LimitedBanks	1.59%	₹26.83 Cr	9.35 L
19	Ajanta Pharma LtdPharmaceuticals & Biotechnology	1.58%	₹26.61 Cr	94.3K
20	Shivalik Bimetal Controls LtdIndustrial Products	1.57%	₹26.55 Cr	4.46 L
21	JK Cement LimitedCement & Cement Products	1.57%	₹26.52 Cr	50.2K
22	ICICI Lombard General Insurance Company LimitedInsurance	1.57%	₹26.42 Cr	1.50 L
23	Shriram Finance LtdFinance	1.53%	₹25.78 Cr	2.75 L
24	Bluestone Jewellery And Lifestyle LtdConsumer Durables	1.49%	₹25.21 Cr	5.00 L
25	Adani Power LtdPower	1.48%	₹24.90 Cr	11.22 L
26	Larsen & Toubro LimitedConstruction	1.41%	₹23.87 Cr	59.5K
27	AIA Engineering LtdIndustrial Products	1.39%	₹23.48 Cr	59.5K
28	Ather Energy LtdAutomobiles	1.39%	₹23.37 Cr	2.50 L
29	Apollo Hospitals Enterprise LimitedHealthcare Services	1.36%	₹22.91 Cr	30.0K
30	Persistent Systems LimitedIT - Software	1.35%	₹22.80 Cr	47.5K
31	Blue Star LtdConsumer Durables	1.35%	₹22.75 Cr	1.28 L
32	SBFC Finance LtdFinance	1.31%	₹22.15 Cr	24.00 L
33	APL Apollo Tubes LimitedIndustrial Products	1.21%	₹20.38 Cr	1.07 L
34	Ultratech Cement LtdCement & Cement Products	1.20%	₹20.23 Cr	17.5K
35	Angel One LimitedCapital Markets	1.19%	₹20.07 Cr	6.50 L
36	AU Small Finance Bank LimitedBanks	1.14%	₹19.30 Cr	1.90 L
37	GMR Airport LtdTransport Infrastructure	1.14%	₹19.29 Cr	20.00 L
38	Axis Bank LimitedBanks	1.13%	₹19.03 Cr	1.50 L
39	CG Power and Industrial Solutions LimitedElectrical Equipment	1.11%	₹18.71 Cr	2.30 L
40	Schaeffler India LtdAuto Components	1.10%	₹18.56 Cr	45.0K
41	Eternal LimitedRetailing	1.08%	₹18.18 Cr	7.36 L
42	MEESHO LTDRetailing	1.06%	₹17.88 Cr	9.26 L
43	Pine Labs LtdFinancial Technology (Fintech)	1.03%	₹17.43 Cr	9.00 L
44	Ambuja Cements LimitedCement & Cement Products	1.03%	₹17.36 Cr	3.91 L
45	Vedanta Aluminium Metal LtdNon - Ferrous Metals	1.02%	₹17.24 Cr	4.68 L
46	Maruti Suzuki India LimitedAutomobiles	1.02%	₹17.24 Cr	12.9K
47	Vishal Mega Mart LtdRetailing	1.01%	₹17.12 Cr	14.00 L
48	V-Guard Industries LtdConsumer Durables	0.99%	₹16.67 Cr	5.05 L
49	LAKSHMI MACHINE WORKS LTDIndustrial Manufacturing	0.97%	₹16.38 Cr	11.3K
50	National Organic Chemical LtdChemicals & Petrochemicals	0.96%	₹16.14 Cr	9.00 L
51	Sundram Fasteners LtdAuto Components	0.95%	₹16.08 Cr	1.90 L
52	Dr. Lal Path Labs LimitedHealthcare Services	0.93%	₹15.76 Cr	1.15 L
53	Cholamandalam Investment and Finance Company LtdFinance	0.93%	₹15.73 Cr	1.01 L
54	Go Digit General Insurance LtdInsurance	0.91%	₹15.32 Cr	4.96 L
55	PI Industries LtdFertilizers & Agrochemicals	0.91%	₹15.27 Cr	50.0K
56	Gokaldas Exports LtdTextiles & Apparels	0.90%	₹15.13 Cr	2.15 L
57	Sobha LimitedRealty	0.85%	₹14.33 Cr	1.00 L
58	Whirlpool of India LimitedConsumer Durables	0.84%	₹14.17 Cr	1.44 L
59	Medi Assist Healthcare Services LtdInsurance	0.83%	₹14.07 Cr	4.08 L
60	Vedanta LimitedDiversified Metals	0.75%	₹12.71 Cr	4.68 L
61	Gujarat Gas LtdGas	0.74%	₹12.40 Cr	3.26 L
62	Bank of MaharashtraBanks	0.69%	₹11.66 Cr	14.87 L
63	CMS Info Systems LtdCommercial Services & Supplies	0.69%	₹11.61 Cr	4.00 L
64	Alkyl Amines Chemicals LimitedChemicals & Petrochemicals	0.65%	₹10.91 Cr	72.0K
65	Praj Industries LimitedIndustrial Manufacturing	0.62%	₹10.49 Cr	2.57 L
66	Hexaware Technologies LtdIT - Software	0.62%	₹10.44 Cr	2.33 L
67	Sai Life Sciences LimitedPharmaceuticals & Biotechnology	0.48%	₹8.02 Cr	75.0K
68	Malco Energy LtdOil	0.17%	₹2.88 Cr	4.68 L
69	Talwandi Sabo Power LtdPower	0.10%	₹1.70 Cr	4.68 L
70	Vedanta Iron And Steel LtdFerrous Metals	0.05%	₹83.82 L	4.68 L

Equity holdings only, ISIN-verified, from Aditya Birla Sun Life Mutual Fund's public monthly portfolio disclosure (Apr 2026). Not investment advice.