Aditya Birla Sun Life Infrastructure Fund holds 59 instruments (95.93% equity), led by Larsen & Toubro Limited (5.06%), Bharti Airtel Limited (5.05%) and Reliance Industries Limited (3.85%), as of its 31 July 2026 SEBI-mandated monthly disclosure.
This page shows the complete disclosed portfolio of Aditya Birla Sun Life Infrastructure Fund, managed by Aditya Birla Sun Life Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 59 instruments with an equity allocation of 95.93%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.
Aditya Birla Sun Life Infrastructure Fund's top 10 holdings account for 32.85% of its portfolio, more diversified than the Thematic category average of 50.4%. Industrials is its largest sector exposure at 39.14% of net assets, spread across 11 sectors in total. Since its 30 June 2026 disclosure, the fund added 3 new positions and exited 3 positions, with Kirloskar Oil Engines Limited seeing the largest move (-0.56pp to 1.1%).
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.
| Stock | Weight | Change |
|---|---|---|
| Brigade Enterprises Limited | 1.55% → 2% | ▲ +0.45 |
| Hindustan Aeronautics Limited | 1.53% → 1.92% | ▲ +0.39 |
| Bharti Airtel Limited | 4.74% → 5.05% | ▲ +0.31 |
| Kirloskar Brothers Limited | 1.68% → 1.91% | ▲ +0.23 |
| Acme Solar Holdings Limited | 2.02% → 2.24% | ▲ +0.22 |
| UltraTech Cement Limited | 3.1% → 3.29% | ▲ +0.19 |
| Craftsman Automation Limited | 0.97% → 1.13% | ▲ +0.16 |
| Ambuja Cements Limited | 1.39% → 1.53% | ▲ +0.14 |
| Shriram Pistons & Rings Limited | 2.11% → 2.22% | ▲ +0.11 |
| Stock | Weight | Change |
|---|---|---|
| Kirloskar Oil Engines Limited | 1.66% → 1.1% | ▼ -0.56 |
| Larsen & Toubro Limited | 5.31% → 5.06% | ▼ -0.25 |
| TD Power Systems Limited | 1.22% → 1% | ▼ -0.22 |
| GMR AIRPORTS LIMITED | 3.2% → 3.01% | ▼ -0.19 |
| Adani Ports and Special Economic Zone Limited | 1.73% → 1.58% | ▼ -0.15 |
| AIA Engineering Limited | 1.57% → 1.42% | ▼ -0.15 |
| Carborundum Universal Limited | 1.43% → 1.29% | ▼ -0.14 |
| Apollo Hospitals Enterprise Limited | 2.03% → 1.9% | ▼ -0.13 |
| Afcons Infrastructure Limited | 0.95% → 0.83% | ▼ -0.12 |
| Power Mech Projects Limited | 1.46% → 1.35% | ▼ -0.11 |
% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Feb – Jul 2026).
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.