Aditya Birla Sun Life Psu Equity Fund

Aditya Birla Sun Life Mutual FundThematicPortfolio as of 31 July 2026

Aditya Birla Sun Life Psu Equity Fund holds 36 instruments (96.58% equity), led by State Bank of India (17.55%), NTPC Limited (7.65%) and Power Grid Corporation of India Limited (6.71%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
36
Equity Allocation
96.58%
AMC
Aditya Birla Sun Life Mutual Fund
Category
Thematic

This page shows the complete disclosed portfolio of Aditya Birla Sun Life Psu Equity Fund, managed by Aditya Birla Sun Life Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 36 instruments with an equity allocation of 96.58%. 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 Psu Equity Fund's top 10 holdings account for 63.18% of its portfolio, more concentrated than the Thematic category average of 50.4%. Financial Services is its largest sector exposure at 39.86% of net assets, spread across 7 sectors in total. Since its 30 June 2026 disclosure, the fund added 1 new position and exited 1 position, with Bank of Maharashtra seeing the largest move (-0.72pp to 4.32%).

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 exit8 increased6 reduced

Biggest Weight Increases

StockWeightChange
Union Bank of India3.36% → 3.93%▲ +0.57
GAIL (India) Limited4.87% → 5.12%▲ +0.25
Bharat Petroleum Corporation Limited3.32% → 3.51%▲ +0.19
Hindustan Aeronautics Limited2.43% → 2.59%▲ +0.16
Oil India Limited1.34% → 1.48%▲ +0.14
SBI Life Insurance Company Limited1.78% → 1.91%▲ +0.13
Oil & Natural Gas Corporation Limited3.07% → 3.19%▲ +0.12
State Bank of India17.45% → 17.55%▲ +0.1

Biggest Weight Reductions

StockWeightChange
Bank of Maharashtra5.04% → 4.32%▼ -0.72
Steel Authority of India Limited1.15% → 0.61%▼ -0.54
Bank of Baroda2.66% → 2.38%▼ -0.28
Bharat Electronics Limited4.89% → 4.63%▼ -0.26
NTPC Limited7.82% → 7.65%▼ -0.17
Coal India Limited2.69% → 2.55%▼ -0.14

Top Holdings — Weight Trend

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

Feb: 20.19%, Mar: 18.77%, Apr: 18.08%, May: 16.56%, Jun: 17.45%, Jul: 17.55%
17.55%
Feb: 8.28%, Mar: 9.17%, Apr: 8.71%, May: 8.57%, Jun: 7.82%, Jul: 7.65%
7.65%
Feb: 6.05%, Mar: 6.85%, Apr: 7.44%, May: 6.89%, Jun: 6.72%, Jul: 6.71%
6.71%
Feb: 4.26%, Mar: 4.51%, Apr: 5.42%, May: 6.5%, Jun: 6.4%, Jul: 6.32%
6.32%
Feb: 4.7%, Mar: 4.36%, Apr: 4.56%, May: 4.66%, Jun: 4.87%, Jul: 5.12%
5.12%

Full Portfolio (36 holdings)

#HoldingSector% to NAV
1State Bank of IndiaFinancial Services17.55%
2NTPC LimitedUtilities7.65%
3Power Grid Corporation of India LimitedUtilities6.71%
4Bharat Heavy Electricals LimitedIndustrials6.32%
5GAIL (India) LimitedUtilities5.12%
6Bharat Electronics LimitedIndustrials4.63%
7Bank of MaharashtraFinancial Services4.32%
8Union Bank of IndiaFinancial Services3.93%
9Bharat Petroleum Corporation LimitedEnergy3.51%
10PNB Housing Finance LimitedFinancial Services3.44%
11NMDC LimitedMaterials3.39%
12Oil & Natural Gas Corporation LimitedEnergy3.19%
13Bank of IndiaFinancial Services3.09%
14Hindustan Aeronautics LimitedIndustrials2.59%
15Coal India LimitedEnergy2.55%
16Bank of BarodaFinancial Services2.38%
17Hindustan Petroleum Corporation LimitedEnergy2.21%
18SBI Life Insurance Company LimitedFinancial Services1.91%
19Indian Oil Corporation LimitedEnergy1.79%
20Life Insurance Corporation Of IndiaFinancial Services1.49%
21Oil India LimitedEnergy1.48%
22Mahanagar Gas LimitedUtilities1.32%
23TREPStreps1.23%
24Reverse Repotreps1.21%
25National Aluminium Company LimitedMaterials1.03%
26Power Finance Corporation LimitedFinancial Services1.02%
27Net Receivable / Payableother0.98%
28Margin amount for Derivative positionsother0.92%
29Indraprastha Gas LimitedUtilities0.79%
30Canara Robeco Asset Management Company LimitedFinancial Services0.73%
31BEML LimitedIndustrials0.61%
32Steel Authority of India LimitedMaterials0.61%
33Container Corporation of India LimitedServices0.51%
34Indian Railway Catering And Tourism Corporation LimitedConsumer Discretionary0.38%
35Gujarat Gas LimitedUtilities0.28%
36GSPL Transmission LimitedUtilities0.05%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, State Bank of India is 17.55% of Aditya Birla Sun Life Psu Equity Fund's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, NTPC Limited is 7.65% of Aditya Birla Sun Life Psu Equity Fund's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, Power Grid Corporation of India Limited is 6.71% of Aditya Birla Sun Life Psu Equity Fund's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, Bharat Heavy Electricals Limited is 6.32% of Aditya Birla Sun Life Psu Equity Fund's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, GAIL (India) Limited is 5.12% of Aditya Birla Sun Life Psu Equity 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.