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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 October 2025 it disclosed 34 stocks worth ₹4,747 Cr, up ₹237 Cr from Sep 2025. Its largest positions were Infosys Limited (18.0%), Bharti Airtel Limited (9.4%), Tata Consultancy Services Limited (8.8%); the ten largest together made up 69.0% of the portfolio, and IT - Software was the biggest sector at 64.3% of its equity. Cash and debt stood at 2.5%. Compared with Sep 2025 the fund entered 0 new stocks and exited 0.
Against 229 other Sectoral / Thematic funds
Concentration
93%
Top-10 weight is higher than 93% of peers
Breadth
22%
Holds more stocks than 22% of peers
Cash
34%
Holds more cash than 34% of peers
What these mean: concentration · cash
Holdings in October 2025
Download CSVEvery line the fund disclosed, with the change against Sep 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 | 17.96% | down 0.43 pts | ₹853 Cr | up ₹23.3 Cr | Added |
| Bharti Airtel Limited | 9.40% | up 0.35 pts | ₹446 Cr | up ₹38.3 Cr | Added |
| Tata Consultancy Services Limited | 8.76% | up 0.05 pts | ₹416 Cr | up ₹23.1 Cr | Added |
| Tech Mahindra Limited | 7.29% | down 0.25 pts | ₹346 Cr | up ₹5.9 Cr | Added |
| Eternal Limited | 6.31% | down 0.60 pts | ₹300 Cr | down ₹12.3 Cr | Trimmed |
| HCL Technologies Limited | 4.89% | up 0.27 pts | ₹232 Cr | up ₹23.6 Cr | Added |
| LTIMindtree Limited | 4.83% | up 0.22 pts | ₹229 Cr | up ₹21.3 Cr | Added |
| Coforge Limited | 4.00% | up 0.23 pts | ₹190 Cr | up ₹20 Cr | Added |
| Cyient Limited | 2.83% | down 0.11 pts | ₹135 Cr | up ₹1.9 Cr | Added |
| Persistent Systems Limited | 2.76% | up 0.39 pts | ₹131 Cr | up ₹24.3 Cr | Added |
| Firstsource Solutions Limited | 2.55% | up 0.08 pts | ₹121 Cr | up ₹9.7 Cr | Added |
| Cash, TREPS & receivables | 2.54% | up 0.12 pts | ₹120 Cr | up ₹11.2 Cr | Added |
| Swiggy Limited | 1.92% | down 0.16 pts | ₹91 Cr | down ₹2.9 Cr | Trimmed |
| Latent View Analytics Limited | 1.78% | up 0.10 pts | ₹84.5 Cr | up ₹8.6 Cr | Added |
| BMO GLOBAL INNOVATORS FUND SERIES - I Fund units | 1.77% | up 0.05 pts | ₹83.9 Cr | up ₹6.4 Cr | Added |
| Rategain Travel Technologies Limited | 1.76% | down 0.11 pts | ₹83.7 Cr | down ₹85 L | Trimmed |
| Sonata Software Limited | 1.50% | up 0.02 pts | ₹71 Cr | up ₹4.6 Cr | Added |
| Hexaware Technologies Limited | 1.49% | down 0.04 pts | ₹70.7 Cr | up ₹1.7 Cr | Added |
| MphasiS Limited | 1.37% | down 0.01 pts | ₹65.2 Cr | up ₹2.6 Cr | Added |
| Cognizant Technology Solutions Corporation | 1.29% | up 0.04 pts | ₹61 Cr | up ₹4.8 Cr | Added |
| One 97 Communications Limited | 1.16% | up 0.11 pts | ₹55.2 Cr | up ₹7.6 Cr | Added |
| Urban Company Ltd. | 1.16% | down 0.14 pts | ₹55.1 Cr | down ₹3.4 Cr | Trimmed |
| Dixon Technologies (India) Limited | 1.13% | down 0.12 pts | ₹53.8 Cr | down ₹2.9 Cr | Trimmed |
| PB Fintech Limited | 1.02% | down <0.01 pts | ₹48.3 Cr | up ₹2.3 Cr | Added |
| Multi Commodity Exchange of India Limited | 0.97% | up 0.11 pts | ₹46.1 Cr | up ₹7.2 Cr | Added |
| Cyient Dlm Ltd | 0.96% | up 0.01 pts | ₹45.7 Cr | up ₹2.6 Cr | Added |
| TBO Tek Limited | 0.95% | down 0.23 pts | ₹45.2 Cr | down ₹8.1 Cr | Trimmed |
| Zensar Technologies Limited | 0.91% | down 0.08 pts | ₹43.3 Cr | down ₹1.7 Cr | Trimmed |
| KPIT Technologies Limited | 0.87% | up 0.01 pts | ₹41.1 Cr | up ₹2.4 Cr | Added |
| Bharti Airtel Limited | 0.74% | up 0.04 pts | ₹35.3 Cr | up ₹3.6 Cr | Added |
| CMS Info System Limited | 0.63% | down 0.04 pts | ₹30 Cr | down ₹16 L | Trimmed |
| Angel One Limited | 0.60% | up 0.10 pts | ₹28.7 Cr | up ₹6.1 Cr | Added |
| Microsoft Corp | 0.48% | down 0.03 pts | ₹22.8 Cr | down ₹4 L | Held |
| Indiamart Intermesh Limited | 0.41% | up 0.10 pts | ₹19.3 Cr | up ₹5.4 Cr | Added |
| ADITYA BIRLA SUN LIFE NIFTY IT ETF Fund units | 0.40% | up 0.01 pts | ₹18.9 Cr | up ₹1.2 Cr | Added |
| Adobe Inc | 0.39% | down 0.04 pts | ₹18.3 Cr | down ₹70 L | Trimmed |
| Birlasoft Limited | 0.20% | up <0.01 pts | ₹9.5 Cr | up ₹48 L | Added |
What changed, Sep 2025 to Oct 2025
New New positions (0)
None.
Exited Exited (0)
None.
Added Biggest additions
- Bharti Airtel Limitedup ₹38.3 Cr (+0.35% pts)
- Persistent Systems Limitedup ₹24.3 Cr (+0.39% pts)
- HCL Technologies Limitedup ₹23.6 Cr (+0.27% pts)
- Infosys Limitedup ₹23.3 Cr (−0.43% pts)
- Tata Consultancy Services Limitedup ₹23.1 Cr (+0.05% 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 Sep 2025, the weight rose most in Telecom - Services (+0.4 pts) and IT - Software (+0.4 pts), and fell most in Retailing (−0.8 pts) and Leisure Services (−0.2 pts).
- Telecom - Services10.2% → 10.6%+0.4 pts
- IT - Software63.8% → 64.3%+0.4 pts
- Capital Markets1.4% → 1.7%+0.2 pts
- Financial Technology (fintech)2.2% → 2.3%+0.1 pts
- Retailing11.1% → 10.3%−0.8 pts
- Leisure Services1.2% → 1.0%−0.2 pts
- Consumer Durables1.3% → 1.2%−0.1 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 | Oct 2022 | Oct 2024 | Apr 2025 | Jun 2025 | Sep 2025 | Oct 2025 |
|---|---|---|---|---|---|---|
| IT - Software | 74.2% | 66.6% | 63.2% | 64.7% | 63.8% | 64.3% |
| Telecom - Services | 7.2% | 10.4% | 12.6% | 12.0% | 10.2% | 10.6% |
| Retailing | 0.9% | 5.4% | 5.9% | 6.8% | 11.1% | 10.3% |
| IT - Services | 4.4% | 8.1% | 6.6% | 5.3% | 4.4% | 4.3% |
| Commercial Services & Supplies | 1.4% | 5.0% | 4.9% | 4.4% | 3.3% | 3.3% |
| Financial Technology (fintech) | 0.5% | — | 0.7% | 0.9% | 2.2% | 2.3% |
| Capital Markets | — | 0.7% | 2.2% | 2.4% | 1.4% | 1.7% |
| Consumer Durables | — | — | — | — | 1.3% | 1.2% |
| Aerospace & Defense | — | 1.2% | 0.9% | 0.9% | 1.0% | 1.0% |
| Leisure Services | — | — | 0.9% | 1.0% | 1.2% | 1.0% |
Allocation in Oct 2025change vs Sep 2025
- IT - Software (17)64.3%▲ 0.4 pts
- Telecom - Services (2)10.6%▲ 0.4 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, Oct 2025
2.5%
▲ 0.1 pts vs Sep 2025
- Cash alone
- 2.5%
- cash and net receivables
- A year earlier
- 2.6%
- Oct 2024 · now ▼ 0.1 pts
- Last 12 months
- 0.2% – 2.5%
- 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.