Aditya Birla Sun Life Balanced Advantage Fund
Holdings
151
Well diversified
Top 10 weight
24%
Concentration
Strategy data
N/A
Not reported
Equity
85%
Asset allocation
Portfolio
43Sectors
0Large positions
17.2%Top: Banks
0.0%Cash
Market-cap allocation
Large cap39%
Mid cap21%
Small cap13%
Asset allocation
Equity85%
Debt13%
Top holdings
ICICI Bank LimitedEQUITY
4.4%HDFC Bank LimitedEQUITY
3.2%2.8%
IndiGrid InvIT FundEQUITY
2.4%2.4%
State Bank of IndiaEQUITY
2.2%Axis Bank LimitedEQUITY
2.0%1.7%
1.6%
Infosys LimitedEQUITY
1.6%Tech Mahindra LimitedEQUITY
1.6%The Federal Bank LimitedEQUITY
1.4%Bharti Airtel LimitedEQUITY
1.4%1.4%
NEXUS SELECT TRUSTEQUITY
1.4%GMR Airport LtdEQUITY
1.3%1.2%
Blue Star LimitedEQUITY
1.2%1.2%
1.1%
Larsen & Toubro LimitedEQUITY
1.1%SRF LimitedEQUITY
1.0%1.00%
United Spirits LimitedEQUITY
0.98%0.98%
0.97%
0.96%
0.96%
0.94%
HCL Technologies LimitedEQUITY
0.94%Ather Energy LtdEQUITY
0.92%BROOKFIELD INDIA REAL ESTATEREIT_INVIT
0.91%Lenskart Solutions LtdEQUITY
0.88%Vodafone Idea LimitedEQUITY
0.88%0.88%
APL Apollo Tubes LimitedEQUITY
0.87%0.85%
Adani Power LimitedEQUITY
0.85%0.81%
MEESHO LTDEQUITY
0.81%Travel Food Services LtdEQUITY
0.80%Asian Paints LimitedEQUITY
0.78%0.76%
0.75%
EMBASSY OFFICE PARKS REITREIT_INVIT
0.74%SAI Life Sciences LtdEQUITY
0.73%0.72%
Shriram Finance LtdEQUITY
0.72%0.71%
Bharat Forge LimitedEQUITY
0.71%Eternal LimitedEQUITY
0.69%Bajaj Finserv LimitedEQUITY
0.69%Gillette India LimitedEQUITY
0.68%Patanjali Foods LimitedEQUITY
0.67%Bajaj Finance LimitedEQUITY
0.67%0.67%
0.66%
0.63%
UltraTech Cement LimitedEQUITY
0.63%0.62%
United Breweries LimitedEQUITY
0.59%0.58%
0.55%
ABB India LimitedEQUITY
0.55%Vishal Mega Mart LtdEQUITY
0.52%0.52%
0.50%
PI Industries LitmitedEQUITY
0.43%0.42%
Bank of MaharashtraEQUITY
0.41%0.41%
0.40%
0.39%
Havells India LimitedEQUITY
0.39%Ambuja Cements LimitedEQUITY
0.38%Tata Capital LimitedEQUITY
0.37%0.37%
0.37%
Physicswallah LtdEQUITY
0.36%0.36%
Sanofi India LimitedEQUITY
0.36%0.35%
Titagarh Rail System LtdEQUITY
0.34%INDUS INFRA TRUSTREIT_INVIT
0.31%0.31%
ACC LimitedEQUITY
0.31%ITC LimitedEQUITY
0.30%0.29%
0.28%
360 ONE WAM LtdEQUITY
0.27%NTPC LimitedEQUITY
0.23%L&T Finance LimitedEQUITY
0.22%Astral LimitedEQUITY
0.22%IRB InvIT FundREIT_INVIT
0.18%Raajmarg Infra Investment TrustREIT_INVIT
0.14%0.09%
0.08%
0.08%
0.07%
0.06%
Yes Bank LimitedEQUITY
0.06%Mankind Pharma LtdEQUITY
0.04%Varun Beverages LimitedEQUITY
0.04%GE Vernova T&D India LtdEQUITY
0.03%0.03%
Nestle India LimitedEQUITY
0.03%IndusInd Bank LimitedEQUITY
0.03%Vedanta LimitedEQUITY
0.03%Cipla LimitedEQUITY
0.03%0.02%
0.02%
0.02%
0.02%
JSW Energy LimitedEQUITY
0.02%0.02%
0.02%
Coal India LimitedEQUITY
0.02%0.01%
Inox Wind LimitedEQUITY
0.01%Lodha Developers LimitedEQUITY
0.01%Page Industries LimitedEQUITY
0.01%0.0084%
0.0081%
Hindustan Zinc LimitedEQUITY
0.0078%Oil India LimitedEQUITY
0.0063%AI Smart summary
Portfolio read
- 85% equity, 13% debt.
- 151 disclosed positions across 43 classified equity sectors.
- Largest equity sector is Banks at 17.2% of the portfolio.
- Top 10 positions account for 24%, indicating relatively distributed position weights.
Watchpoints
- No threshold-based concentration or allocation warning was triggered by the available portfolio data.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in Dynamic Asset Allocation Fund.
HDFC Balanced Advantage Fund320 holdings · 31% top 10
ICICI Prudential Balanced Advantage Fund210 holdings · 32% top 10
Aditya Birla Sun Life Balanced Advantage Fund161 holdings · 24% top 10
Axis Balanced Advantage Fund156 holdings · 41% top 10
NJ Balanced Advantage Fund154 holdings · 35% top 10
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
17.2%
5.7%
4.4%
4.3%
4.2%
3.9%
3.5%
3.2%
3.1%
2.5%
2.3%
2.2%
2.1%
2.0%
Other 29 sectors24.3%
2.0%
1.9%
1.6%
1.6%
1.5%
1.4%
1.4%
1.3%
1.3%
1.1%
1.1%
1.1%
1.0%
1.0%
1.0%
1.0%
0.9%
0.8%
0.6%
0.4%
0.3%
0.1%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%