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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
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 June 2025 it disclosed 38 stocks worth ₹5,001 Cr, up ₹224 Cr from May 2025. Its largest positions were Infosys Limited (18.7%), Bharti Airtel Limited (9.1%), Tata Consultancy Services Limited (8.3%); the ten largest together made up 67.9% of the portfolio, and IT - Software was the biggest sector at 64.7% of its equity. Cash and debt stood at 2.0%. Compared with May 2025 the fund entered 0 new stocks and exited 1.
Against 229 other Sectoral / Thematic funds
Concentration
93%
Top-10 weight is higher than 93% of peers
Breadth
38%
Holds more stocks than 38% of peers
Cash
29%
Holds more cash than 29% of peers
What these mean: concentration · cash
Holdings in June 2025
Download CSVEvery line the fund disclosed, with the change against May 2025. Click a column to sort; click a company to see every fund that owns it. New to these? How to read a portfolio.
| Infosys Limited | 18.65% | up 0.29 pts | ₹933 Cr | up ₹55.9 Cr | Added |
| Bharti Airtel Limited | 9.07% | up 0.30 pts | ₹453 Cr | up ₹34.6 Cr | Added |
| Tata Consultancy Services Limited | 8.26% | down 0.39 pts | ₹413 Cr | down ₹17 L | Held |
| Tech Mahindra Limited | 8.19% | up 0.19 pts | ₹410 Cr | up ₹27.5 Cr | Added |
| HCL Technologies Limited | 5.21% | up 0.58 pts | ₹260 Cr | up ₹39.6 Cr | Added |
| Eternal Limited | 4.63% | up 0.76 pts | ₹232 Cr | up ₹46.5 Cr | Added |
| LTIMindtree Limited | 4.51% | up 0.01 pts | ₹225 Cr | up ₹10.5 Cr | Added |
| Coforge Limited | 4.11% | up 0.29 pts | ₹205 Cr | up ₹22.9 Cr | Added |
| Cyient Limited | 3.04% | down 0.34 pts | ₹152 Cr | down ₹9.3 Cr | Trimmed |
| Firstsource Solutions Limited | 2.22% | down 0.08 pts | ₹111 Cr | up ₹95 L | Added |
| Cash, TREPS & receivables | 2.03% | up 0.07 pts | ₹102 Cr | up ₹7.7 Cr | Added |
| Swiggy Limited | 1.95% | up 0.37 pts | ₹97.4 Cr | up ₹22.2 Cr | Added |
| Persistent Systems Limited | 1.89% | up 0.04 pts | ₹94.7 Cr | up ₹6.3 Cr | Added |
| Indus Towers Limited | 1.80% | down 0.22 pts | ₹89.8 Cr | down ₹6.5 Cr | Trimmed |
| Sonata Software Limited | 1.58% | down 0.07 pts | ₹78.8 Cr | up ₹19 L | Held |
| Hexaware Technologies Limited | 1.52% | down 0.08 pts | ₹76.2 Cr | down ₹62 L | Trimmed |
| Latent View Analytics Limited | 1.41% | down 0.08 pts | ₹70.4 Cr | down ₹78 L | Trimmed |
| BMO GLOBAL INNOVATORS FUND SERIES - I Fund units | 1.36% | up 0.08 pts | ₹68.1 Cr | up ₹6.7 Cr | Added |
| Rategain Travel Technologies Limited | 1.34% | down 0.02 pts | ₹67.1 Cr | up ₹2 Cr | Added |
| Wipro Limited | 1.25% | up 0.02 pts | ₹62.3 Cr | up ₹3.8 Cr | Added |
| Angel One Limited | 1.21% | down 0.45 pts | ₹60.3 Cr | down ₹18.9 Cr | Trimmed |
| L&T Technology Services Limited | 1.17% | down 0.26 pts | ₹58.4 Cr | down ₹9.9 Cr | Trimmed |
| MphasiS Limited | 1.14% | up 0.07 pts | ₹56.9 Cr | up ₹5.7 Cr | Added |
| Multi Commodity Exchange of India Limited | 1.11% | up 0.07 pts | ₹55.6 Cr | up ₹5.6 Cr | Added |
| eClerx Services Limited | 1.05% | down 0.06 pts | ₹52.6 Cr | down ₹61 L | Trimmed |
| TBO Tek Limited | 1.00% | up 0.02 pts | ₹50.1 Cr | up ₹3.4 Cr | Added |
| Zensar Technologies Limited | 0.99% | down 0.03 pts | ₹49.7 Cr | up ₹56 L | Added |
| KPIT Technologies Limited | 0.97% | down 0.11 pts | ₹48.5 Cr | down ₹3 Cr | Trimmed |
| CMS Info System Limited | 0.96% | down 0.07 pts | ₹48.1 Cr | down ₹1 Cr | Trimmed |
| Cyient Dlm Ltd | 0.88% | down 0.06 pts | ₹43.9 Cr | down ₹85 L | Trimmed |
| Cognizant Technology Solutions Corporation | 0.86% | down 0.07 pts | ₹43.1 Cr | down ₹1.5 Cr | Trimmed |
| One 97 Communications Limited | 0.85% | down 0.01 pts | ₹42.3 Cr | up ₹1.5 Cr | Added |
| Zee Entertainment Enterprises Limited | 0.79% | down 0.04 pts | ₹39.4 Cr | down ₹5 L | Held |
| Bharti Airtel Limited | 0.69% | up 0.03 pts | ₹34.5 Cr | up ₹2.9 Cr | Added |
| Microsoft Corp | 0.51% | up 0.02 pts | ₹25.6 Cr | up ₹2 Cr | Added |
| Adobe Inc | 0.51% | down 0.06 pts | ₹25.4 Cr | down ₹1.8 Cr | Trimmed |
| ADITYA BIRLA SUN LIFE NIFTY IT ETF Fund units | 0.41% | down <0.01 pts | ₹20.3 Cr | up ₹91 L | Added |
| Siemens Limited | 0.33% | down 0.02 pts | ₹16.3 Cr | down ₹7 L | Held |
| Siemens Energy India Limited | 0.30% | up 0.04 pts | ₹14.9 Cr | up ₹2.5 Cr | Added |
| Birlasoft Limited | 0.22% | up 0.01 pts | ₹11.1 Cr | up ₹84 L | Added |
| Affle (India) Limited | 0.05% | down 0.44 pts | ₹2.6 Cr | down ₹21 Cr | Trimmed |
What changed, May 2025 to Jun 2025
New New positions (0)
None.
Exited Exited (1)
- Inventurus Knowledge Solutions Limitedwas 0.3% · ₹12.8 Cr
Added Biggest additions
- Infosys Limitedup ₹55.9 Cr (+0.29% pts)
- Eternal Limitedup ₹46.5 Cr (+0.76% pts)
- HCL Technologies Limitedup ₹39.6 Cr (+0.58% pts)
- Bharti Airtel Limitedup ₹34.6 Cr (+0.30% 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 May 2025, the weight rose most in Retailing (+1.2 pts) and IT - Software (+0.8 pts), and fell most in IT - Services (−1.4 pts) and Capital Markets (−0.4 pts).
- Retailing5.7% → 6.8%+1.2 pts
- IT - Software63.9% → 64.7%+0.8 pts
- Telecom - Services11.9% → 12.0%+0.1 pts
- IT - Services6.8% → 5.3%−1.4 pts
- Capital Markets2.8% → 2.4%−0.4 pts
- Commercial Services & Supplies4.6% → 4.4%−0.2 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 | Jun 2022 | Jun 2024 | Dec 2024 | Mar 2025 | May 2025 | Jun 2025 |
|---|---|---|---|---|---|---|
| IT - Software | 74.2% | 70.6% | 65.7% | 62.3% | 63.9% | 64.7% |
| Telecom - Services | 8.2% | 11.0% | 9.5% | 12.5% | 11.9% | 12.0% |
| Retailing | 0.8% | 4.1% | 8.4% | 6.4% | 5.7% | 6.8% |
| IT - Services | 5.3% | 7.1% | 8.0% | 6.9% | 6.8% | 5.3% |
| Commercial Services & Supplies | 1.6% | 3.8% | 4.8% | 5.4% | 4.6% | 4.4% |
| Capital Markets | — | — | 0.8% | 2.0% | 2.8% | 2.4% |
| Leisure Services | — | — | — | 1.0% | 1.0% | 1.0% |
| Aerospace & Defense | — | 0.7% | 1.2% | 1.0% | 1.0% | 0.9% |
| Financial Technology (fintech) | 0.6% | — | — | 0.6% | 0.9% | 0.9% |
| Entertainment | 1.4% | 1.5% | 1.0% | 1.0% | 0.9% | 0.8% |
Allocation in Jun 2025change vs May 2025
- IT - Software (18)64.7%▲ 0.8 pts
- Telecom - Services (3)12.0%▲ 0.1 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. More on reading cash.
Cash & debt, Jun 2025
2.0%
▲ 0.1 pts vs May 2025
- Cash alone
- 2.0%
- cash and net receivables
- A year earlier
- 1.6%
- Jun 2024 · now ▲ 0.4 pts
- Last 12 months
- 0.2% – 3.0%
- 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.