Loading…
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 March 2026 it disclosed 33 stocks worth ₹3,590 Cr, down ₹293 Cr from Feb 2026. Its largest positions were Infosys Limited (17.3%), Bharti Airtel Limited (11.4%), Tech Mahindra Limited (9.0%); the ten largest together made up 72.2% of the portfolio, and IT - Software was the biggest sector at 62.3% of its equity. Cash and debt stood at 1.3%. Compared with Feb 2026 the fund entered 1 new stock and exited 3.
Against 229 other Sectoral / Thematic funds
Concentration
94%
Top-10 weight is higher than 94% of peers
Breadth
19%
Holds more stocks than 19% of peers
Cash
17%
Holds more cash than 17% of peers
What these mean: concentration · cash
Holdings in March 2026
Download CSVEvery line the fund disclosed, with the change against Feb 2026. 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 | 17.30% | down 0.40 pts | ₹621 Cr | down ₹66.2 Cr | Trimmed |
| Bharti Airtel Limited | 11.43% | up 1.52 pts | ₹410 Cr | up ₹25.5 Cr | Added |
| Tech Mahindra Limited | 8.96% | up 0.83 pts | ₹322 Cr | up ₹6.1 Cr | Added |
| Tata Consultancy Services Limited | 7.94% | down 0.93 pts | ₹285 Cr | down ₹59.3 Cr | Trimmed |
| Eternal Limited | 6.13% | up 0.25 pts | ₹220 Cr | down ₹8.4 Cr | Trimmed |
| LTIMindtree Limited | 4.58% | down 0.13 pts | ₹165 Cr | down ₹18.4 Cr | Trimmed |
| Persistent Systems Limited | 4.23% | up 0.43 pts | ₹152 Cr | up ₹4.5 Cr | Added |
| HCL Technologies Limited | 4.09% | up 0.52 pts | ₹147 Cr | up ₹8.2 Cr | Added |
| Coforge Limited | 4.03% | up 0.47 pts | ₹145 Cr | up ₹6.3 Cr | Added |
| Swiggy Limited | 3.46% | down 0.10 pts | ₹124 Cr | down ₹13.9 Cr | Trimmed |
| BMO GLOBAL INNOVATORS FUND SERIES - I Fund units | 2.35% | up 0.08 pts | ₹84.2 Cr | down ₹3.9 Cr | Trimmed |
| Cyient Limited | 2.30% | down 0.28 pts | ₹82.6 Cr | down ₹17.8 Cr | Trimmed |
| Firstsource Solutions Limited | 2.05% | up 0.18 pts | ₹73.7 Cr | up ₹79 L | Added |
| Cognizant Technology Solutions Corporation | 1.52% | up 0.09 pts | ₹54.4 Cr | down ₹98 L | Trimmed |
| Hexaware Technologies Limited | 1.46% | up 0.05 pts | ₹52.4 Cr | down ₹2.3 Cr | Trimmed |
| Rategain Travel Technologies Limited | 1.37% | down 0.31 pts | ₹49.2 Cr | down ₹16 Cr | Trimmed |
| Cash, TREPS & receivables | 1.35% | down 0.30 pts | ₹48.3 Cr | down ₹15.5 Cr | Trimmed |
| Latent View Analytics Limited | 1.32% | down 0.32 pts | ₹47.3 Cr | down ₹16.2 Cr | Trimmed |
| Urban Company Ltd. | 1.23% | up 0.27 pts | ₹44.2 Cr | up ₹6.8 Cr | Added |
| Affle (India) Limited | 1.18% | up 0.29 pts | ₹42.3 Cr | up ₹7.9 Cr | Added |
| Sonata Software Limited | 1.12% | down 0.21 pts | ₹40.3 Cr | down ₹11.3 Cr | Trimmed |
| One 97 Communications Limited | 0.93% | down 0.05 pts | ₹33.3 Cr | down ₹4.8 Cr | Trimmed |
| ABB India Limited | 0.91% | up 0.91 pts | ₹32.6 Cr | up ₹32.6 Cr | New |
| KPIT Technologies Limited | 0.86% | up 0.38 pts | ₹31 Cr | up ₹12.1 Cr | Added |
| Mastek Limited | 0.83% | down 0.05 pts | ₹29.9 Cr | down ₹4.2 Cr | Trimmed |
| Angel One Limited | 0.81% | up 0.04 pts | ₹28.9 Cr | down ₹72 L | Trimmed |
| Multi Commodity Exchange of India Limited | 0.78% | down 0.02 pts | ₹28.1 Cr | down ₹3.2 Cr | Trimmed |
| PhysicsWallah Limited | 0.77% | up 0.06 pts | ₹27.5 Cr | up ₹23 L | Added |
| Cyient Dlm Ltd | 0.77% | down 0.05 pts | ₹27.5 Cr | down ₹4.1 Cr | Trimmed |
| PB Fintech Limited | 0.76% | down 0.88 pts | ₹27.1 Cr | down ₹36.5 Cr | Trimmed |
| Capillary Technologies India Ltd. | 0.73% | down 0.14 pts | ₹26.2 Cr | down ₹7.7 Cr | Trimmed |
| CMS Info System Limited | 0.60% | down 0.03 pts | ₹21.5 Cr | down ₹3.1 Cr | Trimmed |
| Amagi Media Labs Ltd. | 0.56% | down 0.52 pts | ₹20.2 Cr | down ₹21.8 Cr | Trimmed |
| Microsoft Corp | 0.48% | up 0.02 pts | ₹17.2 Cr | down ₹49 L | Trimmed |
| ADITYA BIRLA SUN LIFE NIFTY IT ETF Fund units | 0.43% | up 0.01 pts | ₹15.5 Cr | down ₹81 L | Trimmed |
| Adobe Inc | 0.39% | up 0.01 pts | ₹13.9 Cr | down ₹64 L | Trimmed |
What changed, Feb 2026 to Mar 2026
New New positions (1)
- ABB India Limited0.9% · ₹32.6 Cr
Exited Exited (3)
- Bharti Airtel Limitedwas 0.9% · ₹33.3 Cr
- Billionbrains Garage Ventures Ltdwas 0.6% · ₹24.1 Cr
- Zensar Technologies Limitedwas 0.2% · ₹7.9 Cr
Added Biggest additions
- Bharti Airtel Limitedup ₹25.5 Cr (+1.52% pts)
- KPIT Technologies Limitedup ₹12.1 Cr (+0.38% 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 Feb 2026, the weight rose most in Electrical Equipment (+0.9 pts) and Telecom - Services (+0.7 pts), and fell most in Financial Technology (fintech) (−1.0 pts) and Capital Markets (−0.6 pts).
- Electrical Equipment0.0% → 0.9%new+0.9 pts
- Telecom - Services11.3% → 11.9%+0.7 pts
- Retailing10.9% → 11.3%+0.4 pts
- Commercial Services & Supplies2.6% → 2.8%+0.1 pts
- Financial Technology (fintech)2.7% → 1.8%−1.0 pts
- Capital Markets2.3% → 1.7%−0.6 pts
- IT - Services6.3% → 5.8%−0.5 pts
- IT - Software62.4% → 62.3%−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 | Mar 2023 | Mar 2025 | Sep 2025 | Dec 2025 | Feb 2026 | Mar 2026 |
|---|---|---|---|---|---|---|
| IT - Software | 78.7% | 62.3% | 63.8% | 63.2% | 62.4% | 62.3% |
| Telecom - Services | 6.5% | 12.5% | 10.2% | 10.1% | 11.3% | 11.9% |
| Retailing | 2.0% | 6.4% | 11.1% | 9.7% | 10.9% | 11.3% |
| IT - Services | 6.2% | 6.9% | 4.4% | 5.0% | 6.3% | 5.8% |
| Commercial Services & Supplies | 1.4% | 5.4% | 3.3% | 3.1% | 2.6% | 2.8% |
| Financial Technology (fintech) | 1.2% | 0.6% | 2.2% | 3.3% | 2.7% | 1.8% |
| Capital Markets | — | 2.0% | 1.4% | 2.4% | 2.3% | 1.7% |
| Electrical Equipment | — | 0.6% | — | — | — | 0.9% |
| Other Consumer Services | — | — | — | 0.9% | 0.7% | 0.8% |
| Aerospace & Defense | — | 1.0% | 1.0% | 0.9% | 0.9% | 0.8% |
Allocation in Mar 2026change vs Feb 2026
- IT - Software (16)62.3%▼ 0.1 pts
- Telecom - Services (1)11.9%▲ 0.7 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, Mar 2026
1.3%
▼ 0.3 pts vs Feb 2026
- Cash alone
- 1.3%
- cash and net receivables
- A year earlier
- 1.1%
- Mar 2025 · now ▲ 0.3 pts
- Last 12 months
- 1.3% – 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.