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Sectoral / Thematic · Aditya Birla Sun Life Mutual Fund · AMFI code 103167Aditya Birla Sun Life Digital India Fund
Disclosed for 138 months, Oct 2012 to Sep 2026.Published as: ADITYA BIRLA SUN LIFE DIGITAL INDIA FUND
Portfolio value
₹3,617 Cr
down ₹492 Cr vs Aug 2026
- Stocks held
- 42
- up 1 vs Aug 2026
- Top 10 weight
- 59.2%
- of the portfolio in its ten largest
- Cash & debt
- 1.7%
- cash, money market and debt
- Moves this month
- 3 in · 2 out
- added to 5, trimmed 30
Aditya Birla Sun Life Digital India Fund is an active equity fund in the Sectoral / Thematic category from Aditya Birla Sun Life Mutual Fund. In September 2026 it disclosed 42 stocks worth ₹3,617 Cr, down ₹492 Cr from Aug 2026. Its largest positions were Infosys Limited (9.9%), Tech Mahindra Limited (7.9%), Tata Consultancy Services Limited (7.2%); the ten largest together made up 59.2% of the portfolio, and IT - Software was the biggest sector at 57.8% of its equity. Cash and debt stood at 1.7%. Compared with Aug 2026 the fund entered 3 new stocks and exited 2.
Against 226 other Sectoral / Thematic funds
Concentration
82%
Top-10 weight is higher than 82% of peers
Breadth
46%
Holds more stocks than 46% of peers
Cash
27%
Holds more cash than 27% of peers
Holdings in September 2026
Download CSVEvery line the fund disclosed, with the change against Aug 2026. Click a column to sort; click a company to see every fund that owns it.
- Weight
- 9.93%
- Δ weight
- down 0.04 pts
- Value
- ₹359 Cr
- Δ value
- down ₹50.5 Cr
- Status
- Trimmed
- Weight
- 7.85%
- Δ weight
- up 0.47 pts
- Value
- ₹284 Cr
- Δ value
- down ₹19.4 Cr
- Status
- Trimmed
- Weight
- 7.20%
- Δ weight
- up 0.17 pts
- Value
- ₹260 Cr
- Δ value
- down ₹28.2 Cr
- Status
- Trimmed
- Weight
- 7.18%
- Δ weight
- up 0.26 pts
- Value
- ₹260 Cr
- Δ value
- down ₹24.5 Cr
- Status
- Trimmed
- Weight
- 5.93%
- Δ weight
- down 0.62 pts
- Value
- ₹214 Cr
- Δ value
- down ₹54.7 Cr
- Status
- Trimmed
- Weight
- 5.10%
- Δ weight
- down 0.35 pts
- Value
- ₹184 Cr
- Δ value
- down ₹39.4 Cr
- Status
- Trimmed
- Weight
- 4.92%
- Δ weight
- down 0.10 pts
- Value
- ₹178 Cr
- Δ value
- down ₹28.1 Cr
- Status
- Trimmed
- Weight
- 4.20%
- Δ weight
- up 0.08 pts
- Value
- ₹152 Cr
- Δ value
- down ₹17.4 Cr
- Status
- Trimmed
- Weight
- 3.55%
- Δ weight
- down 0.61 pts
- Value
- ₹128 Cr
- Δ value
- down ₹42.5 Cr
- Status
- Trimmed
- Weight
- 3.35%
- Δ weight
- down 1.45 pts
- Value
- ₹121 Cr
- Δ value
- down ₹76 Cr
- Status
- Trimmed
- BMO Investments Inc/CanadaFund units
- Weight
- 3.26%
- Δ weight
- up 0.58 pts
- Value
- ₹118 Cr
- Δ value
- up ₹7.8 Cr
- Status
- Added
- Weight
- 3.19%
- Δ weight
- up 0.19 pts
- Value
- ₹116 Cr
- Δ value
- down ₹7.8 Cr
- Status
- Trimmed
- Weight
- 2.62%
- Δ weight
- up 0.22 pts
- Value
- ₹94.9 Cr
- Δ value
- down ₹3.7 Cr
- Status
- Trimmed
- Weight
- 2.38%
- Δ weight
- up 0.30 pts
- Value
- ₹86 Cr
- Δ value
- up ₹80 L
- Status
- Added
- Weight
- 2.15%
- Δ weight
- up 0.03 pts
- Value
- ₹77.7 Cr
- Δ value
- down ₹9.5 Cr
- Status
- Trimmed
- Weight
- 2.12%
- Δ weight
- up 0.04 pts
- Value
- ₹76.6 Cr
- Δ value
- down ₹8.9 Cr
- Status
- Trimmed
- Weight
- 1.89%
- Δ weight
- up 0.06 pts
- Value
- ₹68.4 Cr
- Δ value
- down ₹6.9 Cr
- Status
- Trimmed
- Cash, TREPS & receivables
- Weight
- 1.70%
- Δ weight
- down 1.42 pts
- Value
- ₹61.5 Cr
- Δ value
- down ₹66.7 Cr
- Status
- Trimmed
- Weight
- 1.64%
- Δ weight
- up 1.14 pts
- Value
- ₹59.4 Cr
- Δ value
- up ₹38.8 Cr
- Status
- Added
- Weight
- 1.56%
- Δ weight
- up 0.11 pts
- Value
- ₹56.4 Cr
- Δ value
- down ₹3.2 Cr
- Status
- Trimmed
- Weight
- 1.54%
- Δ weight
- up 0.02 pts
- Value
- ₹55.8 Cr
- Δ value
- down ₹6.7 Cr
- Status
- Trimmed
- Weight
- 1.45%
- Δ weight
- up 0.56 pts
- Value
- ₹52.6 Cr
- Δ value
- up ₹15.9 Cr
- Status
- Added
- Weight
- 1.38%
- Δ weight
- up 0.31 pts
- Value
- ₹49.9 Cr
- Δ value
- up ₹5.9 Cr
- Status
- Added
- Weight
- 1.34%
- Δ weight
- down 0.04 pts
- Value
- ₹48.3 Cr
- Δ value
- down ₹8.3 Cr
- Status
- Trimmed
- Weight
- 1.23%
- Δ weight
- down 0.01 pts
- Value
- ₹44.5 Cr
- Δ value
- down ₹6.4 Cr
- Status
- Trimmed
- Weight
- 1.15%
- Δ weight
- up 0.05 pts
- Value
- ₹41.7 Cr
- Δ value
- down ₹3.6 Cr
- Status
- Trimmed
- Weight
- 1.07%
- Δ weight
- up 0.03 pts
- Value
- ₹38.7 Cr
- Δ value
- down ₹4.1 Cr
- Status
- Trimmed
- Weight
- 1.03%
- Δ weight
- down 0.57 pts
- Value
- ₹37.1 Cr
- Δ value
- down ₹28.3 Cr
- Status
- Trimmed
- Weight
- 0.98%
- Δ weight
- down 0.06 pts
- Value
- ₹35.5 Cr
- Δ value
- down ₹7.3 Cr
- Status
- Trimmed
- Weight
- 0.96%
- Δ weight
- up 0.01 pts
- Value
- ₹34.9 Cr
- Δ value
- down ₹4.1 Cr
- Status
- Trimmed
- Weight
- 0.89%
- Δ weight
- up 0.89 pts
- Value
- ₹32.2 Cr
- Δ value
- up ₹32.2 Cr
- Status
- New
- Weight
- 0.84%
- Δ weight
- down 0.26 pts
- Value
- ₹30.4 Cr
- Δ value
- down ₹14.7 Cr
- Status
- Trimmed
- Weight
- 0.70%
- Δ weight
- down 0.05 pts
- Value
- ₹25.4 Cr
- Δ value
- down ₹5.4 Cr
- Status
- Trimmed
- Weight
- 0.67%
- Δ weight
- up 0.09 pts
- Value
- ₹24.3 Cr
- Δ value
- up ₹43 L
- Status
- Added
- Weight
- 0.63%
- Δ weight
- up 0.63 pts
- Value
- ₹22.7 Cr
- Δ value
- up ₹22.7 Cr
- Status
- New
- Weight
- 0.60%
- Δ weight
- up <0.01 pts
- Value
- ₹21.5 Cr
- Δ value
- down ₹2.7 Cr
- Status
- Trimmed
- Weight
- 0.53%
- Δ weight
- down 0.26 pts
- Value
- ₹19.2 Cr
- Δ value
- down ₹13.1 Cr
- Status
- Trimmed
- Weight
- 0.52%
- Δ weight
- up 0.02 pts
- Value
- ₹18.6 Cr
- Δ value
- down ₹1.5 Cr
- Status
- Trimmed
- Weight
- 0.46%
- Δ weight
- up 0.01 pts
- Value
- ₹16.6 Cr
- Δ value
- down ₹1.7 Cr
- Status
- Trimmed
- Weight
- 0.30%
- Δ weight
- up 0.30 pts
- Value
- ₹10.8 Cr
- Δ value
- up ₹10.8 Cr
- Status
- New
- Magnasound (India) Pvt Ltd.
- Weight
- 0.00%
- Δ weight
- —
- Value
- ₹0 L
- Δ value
- —
- Status
- Held
- Weight
- 0.00%
- Δ weight
- —
- Value
- ₹0 L
- Δ value
- —
- Status
- Held
- Weight
- 0.00%
- Δ weight
- —
- Value
- ₹0 L
- Δ value
- —
- Status
- Held
- Weight
- 0.00%
- Δ weight
- —
- Value
- ₹0 L
- Δ value
- —
- Status
- Held
What changed, Aug 2026 to Sep 2026
New New positions (3)
- Dynamatic Technologies Limited0.9% · ₹32.2 Cr
- Vodafone Idea Limited0.6% · ₹22.7 Cr
- Sedemac Mechatronics Limited0.3% · ₹10.8 Cr
Exited Exited (2)
- Angel One Limitedwas 0.5% · ₹19 Cr
- Multi Commodity Exchange of India Limitedwas 0.3% · ₹12.6 Cr
Added Biggest additions
- One 97 Communications Limitedup ₹38.8 Cr (+1.14% pts)
Sectors
Which sectors the fund is moving towards and away from, and where its money sits now. Shares are of the fund’s classified equity holdings, so they add up to 100%.
Where the weight moved
Compared with
Since Aug 2026, the weight rose most in Industrial Manufacturing (+0.9 pts) and Telecom - Services (+0.9 pts), and fell most in IT - Software (−2.4 pts) and Retailing (−0.9 pts).
- Industrial Manufacturing0.0% → 0.9%new+0.9 pts
- Telecom - Services7.3% → 8.2%+0.9 pts
- Financial Technology (fintech)2.2% → 2.8%+0.6 pts
- Other Consumer Services0.9% → 1.5%+0.6 pts
- IT - Services8.0% → 8.4%+0.3 pts
- Auto Components0.0% → 0.3%new+0.3 pts
- IT - Software60.1% → 57.8%−2.4 pts
- Retailing12.5% → 11.5%−0.9 pts
- Capital Markets0.8% → 0.0%exited−0.8 pts
A sector’s weight changes when the fund buys or sells, and also when its shares rise or fall in price, so a change is not by itself a sign of buying or selling.
Main sectors’ weights over time
| Sector | Sep 2023 | Sep 2025 | Mar 2026 | Jun 2026 | Aug 2026 | Sep 2026 |
|---|---|---|---|---|---|---|
| IT - Software | 73.3% | 63.8% | 62.3% | 60.2% | 60.1% | 57.8% |
| Retailing | 3.0% | 11.1% | 11.3% | 12.7% | 12.5% | 11.5% |
| IT - Services | 6.6% | 4.4% | 5.8% | 5.2% | 8.0% | 8.4% |
| Telecom - Services | 8.2% | 10.2% | 11.9% | 10.4% | 7.3% | 8.2% |
| Commercial Services & Supplies | 2.6% | 3.3% | 2.8% | 4.0% | 4.2% | 4.5% |
| Financial Technology (fintech) | 1.5% | 2.2% | 1.8% | 1.6% | 2.2% | 2.8% |
| Aerospace & Defense | 0.8% | 1.0% | 0.8% | 1.4% | 2.2% | 2.5% |
| Other Consumer Services | — | — | 0.8% | 1.2% | 0.9% | 1.5% |
| Automobiles | — | — | — | 1.5% | 1.1% | 1.0% |
| Industrial Manufacturing | 1.2% | — | — | — | — | 0.9% |
Allocation in Sep 2026change vs Aug 2026
- IT - Software (18)57.8%▼ 2.4 pts
- Retailing (3)11.5%▼ 0.9 pts
Cash and debt
The share of the portfolio not in shares: cash and net receivables, money-market instruments and bonds, as disclosed each month. Cash can dip below zero when payables, often on derivative positions, exceed it. A change here describes what the fund did; it is not a signal.
Cash & debt, Sep 2026
1.7%
▼ 1.4 pts vs Aug 2026
- Cash alone
- 1.7%
- cash and net receivables
- A year earlier
- 2.4%
- Sep 2025 · now ▼ 0.7 pts
- Last 12 months
- 1.3% – 3.1%
- lowest to highest · record 10.8% in Apr 2020
History
Disclosed portfolio value by month, with the stocks the fund entered and exited against its previous disclosure. Every month is a link to that portfolio.