close
Sucess

Great! You have sucessfully subscribed for newsletters for investments

Subscribed email:

Aditya Birla Sun Life Bal Bhavishya Yojna Portfolio Analysis

Portfolio Overview

as on Oct 31, 2025
Number of stocks71
Top 10 Stocks (%) 34.01 %
Top 5 Stocks (%) 21.76 %
Top 3 Stocks (%) 15.240000000000002 %

Portfolio Aggregates

as on Oct 31, 2025
Large Cap Stocks (%)

59.18212799999999 %

This fund

Vs

56.41 %

Category

Mid Cap Stocks (%)

7.855512 %

This fund

Vs

18.8 %

Category

Small Cap Stocks (%)

31.402359999999998 %

This fund

Vs

24.79 %

Category

Tiny Cap Stocks (%)

0.0 %

This fund

Vs

0.0 %

Category

Historical Trend in Sector Stocks Holding

as on Oct 31, 2025
  • %
  • #
Sector Oct 25 Sep 25 Aug 25 Jul 25 May 25 Apr 25 Mar 25 Dec 24 Nov 24 Oct 24 Sep 24 Aug 24 Jul 24 Jun 24 May 24 Apr 24 Mar 24 Feb 24 Jan 24 Dec 23 Nov 23
Financial 27.890000000000004 % 331.52 Cr 27.339999999999996 % 309.36 Cr 27.139999999999997 % 302.96 Cr 27.580000000000002 % 315.58 Cr 29.14 % 324.53 Cr 30.24 % 320.06 Cr 28.83 % 295.55 Cr 25.979999999999997 % 281.46 Cr 26.570000000000004 % 288.92 Cr 27.24 % 296.53 Cr 25.769999999999996 % 296.75 Cr 25.380000000000003 % 286.6 Cr 25.560000000000002 % 284.49 Cr 26.529999999999998 % 281.3 Cr 24.400000000000002 % 242.68 Cr 23.529999999999998 % 232.4 Cr 24.119999999999997 % 227.09 Cr 24.56 % 228.73 Cr 25.43 % 235.49 Cr 27.060000000000002 % 245.98 Cr 25.570000000000004 % 220.08 Cr 25.95
Services 8.399999999999999 % 99.85 Cr 8.59 % 97.22 Cr 8.99 % 100.3 Cr 8.740000000000002 % 100.15 Cr 8.41 % 93.72 Cr 8.73 % 92.46 Cr 8.41 % 86.3 Cr 9.17 % 99.4 Cr 7.84 % 85.19 Cr 7.540000000000001 % 82.05 Cr 7.95 % 91.51 Cr 7.85 % 88.56 Cr 9.040000000000001 % 100.56 Cr 8.99 % 95.1 Cr 9.73 % 96.72 Cr 10.26 % 101.36 Cr 11.5 % 108.07 Cr 10.7 % 99.58 Cr 10.68 % 98.9 Cr 12.430000000000001 % 112.9 Cr 13.690000000000001 % 117.81 Cr 7.7
Energy 8.32 % 98.97 Cr 8.170000000000002 % 92.48 Cr 8.76 % 97.73 Cr 9.530000000000001 % 109.26 Cr 10.56 % 117.7 Cr 10.95 % 115.76 Cr 10.169999999999998 % 104.24 Cr 11.790000000000001 % 127.68 Cr 12.46 % 135.35 Cr 12.879999999999999 % 140.11 Cr 11.940000000000001 % 137.6 Cr 13.18 % 148.75 Cr 12.74 % 141.97 Cr 13.640000000000002 % 144.58 Cr 12.719999999999999 % 126.45 Cr 11.799999999999999 % 116.58 Cr 10.690000000000001 % 100.6 Cr 10.83 % 100.92 Cr 7.720000000000001 % 71.48 Cr 4.23 % 38.39 Cr 4.1 % 35.31 Cr 6.7
Technology 7.829999999999999 % 93.21 Cr 7.91 % 89.63 Cr 8.290000000000001 % 92.58 Cr 9.28 % 106.28 Cr 9.799999999999999 % 109.15 Cr 9.38 % 99.32 Cr 9.740000000000002 % 100.03 Cr 8.8 % 95.2 Cr 7.51 % 81.65 Cr 4.87 % 52.96 Cr 4.91 % 56.52 Cr 5.19 % 58.57 Cr 6.17 % 68.62 Cr 5.48 % 58.16 Cr 4.26 % 42.4 Cr 4.33 % 42.81 Cr 5.75 % 54.07 Cr 6.43 % 59.87 Cr 6.36 % 58.83 Cr 5.64 % 51.25 Cr 5.62 % 48.32 Cr 7.01
Automobile 7.3100000000000005 % 86.95 Cr 7.63 % 86.52 Cr 7.130000000000001 % 79.47 Cr 6.260000000000001 % 71.64 Cr 5.93 % 65.96 Cr 5.9399999999999995 % 62.9 Cr 6.15 % 63.13 Cr 6.4 % 69.24 Cr 6.49 % 70.54 Cr 6.33 % 68.91 Cr 6.9799999999999995 % 80.4 Cr 6.84 % 77.27 Cr 7.21 % 80.22 Cr 8.09 % 85.74 Cr 8.0 % 79.45 Cr 7.77 % 76.81 Cr 8.479999999999999 % 79.81 Cr 8.299999999999999 % 77.35 Cr 9.080000000000002 % 84.1 Cr 10.139999999999999 % 92.1 Cr 10.23 % 88.01 Cr 6.6
Healthcare 7.07 % 84.17 Cr 6.7700000000000005 % 76.5 Cr 6.32 % 70.34 Cr 6.09 % 69.64 Cr 5.65 % 63.06 Cr 4.89 % 51.69 Cr 5.78 % 59.27 Cr 3.85 % 41.66 Cr 3.77 % 41.02 Cr 4.72 % 51.4 Cr 4.45 % 51.26 Cr 4.34 % 48.96 Cr 4.1 % 45.61 Cr 2.85 % 30.25 Cr 4.35 % 43.29 Cr 4.1899999999999995 % 41.42 Cr 5.32 % 50.02 Cr 3.9000000000000004 % 36.36 Cr 3.92 % 36.27 Cr 3.76 % 34.18 Cr 3.72 % 32.05 Cr 6.74
Consumer Staples 5.9399999999999995 % 70.59 Cr 5.7 % 64.41 Cr 6.21 % 69.33 Cr 6.279999999999999 % 71.86 Cr 5.449999999999999 % 60.82 Cr 4.85 % 51.35 Cr 4.83 % 49.66 Cr 4.83 % 52.33 Cr 4.84 % 52.63 Cr 4.98 % 54.18 Cr 6.0 % 69.15 Cr 5.32 % 60.06 Cr 4.869999999999999 % 54.24 Cr 4.720000000000001 % 50.06 Cr 5.07 % 50.4 Cr 6.05 % 59.65 Cr 4.14 % 38.93 Cr 4.51 % 41.96 Cr 3.9000000000000004 % 36.11 Cr 3.6500000000000004 % 33.2 Cr 3.95 % 34.02 Cr 6.38
Metals & Mining 5.92 % 70.42 Cr 5.719999999999999 % 64.76 Cr 5.3999999999999995 % 60.26 Cr 5.41 % 61.9 Cr 5.789999999999999 % 64.53 Cr 5.789999999999999 % 61.25 Cr 6.56 % 67.31 Cr 3.87 % 41.86 Cr 4.08 % 44.28 Cr 3.77 % 41.05 Cr 4.13 % 47.58 Cr 3.9799999999999995 % 44.95 Cr 3.4499999999999997 % 38.42 Cr 3.4099999999999997 % 36.25 Cr 3.55 % 35.23 Cr 4.380000000000001 % 43.3 Cr 4.17 % 39.21 Cr 2.59 % 24.11 Cr 2.67 % 24.69 Cr 2.41 % 21.92 Cr 1.34 % 11.51 Cr 3.02
Materials 4.74 % 56.23 Cr 5.02 % 56.77 Cr 5.38 % 59.98 Cr 5.23 % 59.88 Cr 2.67 % 29.74 Cr 2.67 % 28.22 Cr 1.7 % 17.46 Cr 1.11 % 12.05 Cr 1.1 % 11.95 Cr 1.2 % 13.06 Cr 1.24 % 14.23 Cr 1.23 % 13.88 Cr 1.38 % 15.29 Cr 1.42 % 15.08 Cr 2.41 % 24.03 Cr 3.68 % 36.41 Cr 3.88 % 36.54 Cr 5.07 % 47.14 Cr 5.4 % 50.07 Cr 5.62 % 51.02 Cr 4.3 % 37.01 Cr 3.35
Consumer Discretionary 3.66 % 43.58 Cr 3.65 % 41.22 Cr 3.33 % 37.13 Cr 2.36 % 27.05 Cr 2.45 % 27.28 Cr 3.7899999999999996 % 40.06 Cr 4.24 % 43.41 Cr 4.91 % 53.09 Cr 4.85 % 52.77 Cr 4.9799999999999995 % 54.14 Cr 5.01 % 57.67 Cr 4.5600000000000005 % 51.52 Cr 4.54 % 50.52 Cr 3.1500000000000004 % 33.39 Cr 4.04 % 40.19 Cr 4.14 % 40.95 Cr 4.15 % 39.01 Cr 3.74 % 34.85 Cr 3.62 % 33.52 Cr 2.71 % 24.58 Cr 2.0300000000000002 % 17.48 Cr 3.58
Chemicals 3.08 % 36.67 Cr 2.7800000000000002 % 31.45 Cr 2.92 % 32.55 Cr 3.17 % 36.21 Cr 2.31 % 25.65 Cr 1.59 % 16.84 Cr 1.81 % 18.52 Cr 3.7299999999999995 % 40.43 Cr 3.96 % 43.01 Cr 4.03 % 43.91 Cr 3.8500000000000005 % 44.33 Cr 3.83 % 43.32 Cr 2.36 % 26.33 Cr 3.08 % 32.67 Cr 3.06 % 30.49 Cr 2.8099999999999996 % 27.88 Cr 2.71 % 25.53 Cr 2.87 % 26.69 Cr 3.17 % 29.34 Cr 1.8399999999999999 % 16.8 Cr 1.8 % 15.42 Cr 2.96
Communication 2.89 % 34.37 Cr 2.78 % 31.42 Cr 2.83 % 31.6 Cr 2.8 % 32.02 Cr 2.79 % 31.05 Cr 2.95 % 31.19 Cr 2.83 % 29 Cr 3.08 % 33.35 Cr 3.17 % 34.45 Cr 3.11 % 33.82 Cr 3.15 % 36.31 Cr 3.0599999999999996 % 34.46 Cr 3.66 % 40.73 Cr 5.11 % 54.18 Cr 5.48 % 54.5 Cr 5.52 % 54.56 Cr 4.08 % 38.47 Cr 3.99 % 37.09 Cr 3.16 % 29.26 Cr 2.84 % 25.8 Cr 1.59 % 13.69 Cr 2.52
Construction 2.6 % 30.93 Cr 2.48 % 28.08 Cr 2.48 % 27.63 Cr 2.44 % 27.91 Cr 3.05 % 34.02 Cr 2.98 % 31.56 Cr 3.2199999999999998 % 33.02 Cr 3.9 % 42.24 Cr 6.710000000000001 % 72.88 Cr 8.01 % 87.3 Cr 8.23 % 94.82 Cr 8.4 % 94.74 Cr 8.850000000000001 % 98.52 Cr 6.76 % 71.67 Cr 6.73 % 66.98 Cr 5.550000000000001 % 54.83 Cr 4.99 % 46.98 Cr 6.010000000000001 % 55.91 Cr 6.4399999999999995 % 59.7 Cr 6.86 % 62.28 Cr 7.220000000000001 % 62.16 Cr 4.14
Capital Goods 1.78 % 21.29 Cr 2.79 % 31.47 Cr 2.6199999999999997 % 29.17 Cr 3.0300000000000002 % 34.87 Cr 3.41 % 37.94 Cr 3.09 % 32.71 Cr 3.73 % 38.11 Cr 3.87 % 41.86 Cr 2.8899999999999997 % 31.48 Cr 2.7800000000000002 % 30.26 Cr 2.76 % 31.85 Cr 2.92 % 33.01 Cr 2.52 % 27.98 Cr 2.44 % 25.92 Cr 2.9699999999999998 % 29.5 Cr 2.77 % 27.39 Cr 2.52 % 23.78 Cr 2.49 % 23.19 Cr 4.04 % 37.41 Cr 4.39 % 39.92 Cr 5.39 % 46.42 Cr 5.15
Textiles 0.99 % 11.81 Cr 0.9 % 10.14 Cr 0.85 % 9.48 Cr 1.05 % 11.97 Cr 1.25 % 13.96 Cr 1.13 % 11.96 Cr 1.11 % 11.36 Cr 1.47 % 15.96 Cr 1.25 % 13.56 Cr 1.16 % 12.63 Cr 1.19 % 13.67 Cr 1.17 % 13.24 Cr 1.22 % 13.56 Cr 1.25 % 13.25 Cr 1.2 % 11.96 Cr 1.25 % 12.39 Cr 1.06 % 9.95 Cr 1.28 % 11.91 Cr 1.41 % 13.08 Cr 1.28 % 11.64 Cr 1.61 % 13.82 Cr 1.94

Sector Allocation Vs Category

as on Oct 31, 2025

Complete Current Stock Holdings

as on Oct 31, 2025
StocksSectors% of holdingValue3m6m1Y
ICICI Bank Ltd.Financial 6.11 % 72.62 Cr6.39%5.97%6.27%
HDFC Bank Ltd.Financial 4.99 % 59.36 Cr4.92%4.97%5.09%
Reliance Industries Ltd.Energy 4.14 % 49.21 Cr3.71%3.35%4.69%
Infosys Ltd.Technology 3.63 % 43.19 Cr5.23%4.91%4.8%
Bharti Airtel Ltd.Communication 2.89 % 34.37 Cr2.45%2.48%3.26%
Axis Bank Ltd.Financial 2.81 % 33.39 Cr2.81%3.06%1.4%
Maruti Suzuki India Ltd.Automobile 2.7 % 32.15 Cr1.99%2.28%2.19%
Larsen & Toubro Ltd.Construction 2.6 % 30.93 Cr2.56%3.25%4.07%
Eternal Ltd.Services 2.07 % 24.62 Cr1.73%1.6%1.31%
Hindalco Industries Ltd.Metals & Mining 2.07 % 24.58 Cr1.61%1.25%1.43%
AU Small Finance Bank Ltd.Financial 1.9 % 22.63 Cr1.33%1.66%1.11%
Mahindra & Mahindra Ltd.Automobile 1.89 % 22.47 Cr2.12%2.05%1.56%
State Bank of IndiaFinancial 1.83 % 21.78 Cr1.71%1.59%1.86%
Welspun Corp Ltd.Metals & Mining 1.75 % 20.85 Cr2.16%1.91%--
Thyrocare Technologies Ltd.Healthcare 1.73 % 20.6 Cr------
Ambuja Cements Ltd.Materials 1.55 % 18.37 Cr1.11%1.24%1.46%
Shriram Finance LtdFinancial 1.51 % 17.97 Cr1.28%1.49%1.2%
Varun Beverages Ltd.Consumer Staples 1.5 % 17.84 Cr------
LTIMindtree Ltd.Technology 1.43 % 17.05 Cr1.29%----
Sumitomo Chemical India Ltd.Chemicals 1.4 % 16.62 Cr1.63%1.6%1.22%
BlueStone Jewellery and Lifestyle Ltd.Consumer Discretionary 1.38 % 16.43 Cr------
SAMHI Hotels Ltd.Services 1.38 % 16.35 Cr1.47%1.38%1.78%
V-Guard Industries Ltd.Consumer Discretionary 1.37 % 16.32 Cr1.76%1.75%1.59%
Rainbow Children's Medicare Ltd.Healthcare 1.33 % 15.8 Cr------
Inventurus Knowledge Solutions Ltd.Services 1.32 % 15.72 Cr1.69%----
CESC Ltd.Energy 1.3 % 15.48 Cr1.48%1.5%--
Century Plyboards (India) Ltd.Materials 1.27 % 15.08 Cr------
Grasim Industries Ltd.Materials 1.22 % 14.45 Cr------
Bank Of BarodaFinancial 1.22 % 14.45 Cr1.15%1.12%--
Bajaj Finance Ltd.Financial 1.21 % 14.43 Cr0.87%0.93%1.23%
Vedanta Ltd.Metals & Mining 1.2 % 14.31 Cr------
United Breweries Ltd.Consumer Staples 1.19 % 14.12 Cr1.48%1.48%--
GAIL (India) Ltd.Energy 1.15 % 13.7 Cr1.32%1.56%1.44%
Tata Chemicals Ltd.Chemicals 1.12 % 13.35 Cr------
Max Financial Services Ltd.Financial 1.11 % 13.14 Cr1.29%1.29%--
Emcure Pharmaceuticals Ltd.Healthcare 1.1 % 13.13 Cr1.33%1.27%--
JB Chemicals & Pharmaceuticals Ltd.Healthcare 1.08 % 12.86 Cr------
Tech Mahindra Ltd.Technology 1.08 % 12.81 Cr------
FSN E-Commerce Ventures Ltd.Services 1.07 % 12.72 Cr1.0%1.13%1.4%
Kotak Mahindra Bank Ltd.Financial 1.06 % 12.61 Cr0.99%--0.85%
MAS Financial Services Ltd.Financial 1.05 % 12.43 Cr1.03%1.03%--
Samvardhana Motherson International Ltd.Automobile 1.03 % 12.25 Cr1.12%1.42%1.4%
Dabur India Ltd.Consumer Staples 1.03 % 12.18 Cr------
Tata Power Company Ltd.Energy 1.02 % 12.14 Cr0.72%----
Gokaldas Exports Ltd.Textiles 0.99 % 11.81 Cr1.47%1.19%1.06%
Indusind Bank Ltd.Financial 0.98 % 11.63 Cr0.94%1.34%1.46%
Jubilant Pharmova Ltd.Healthcare 0.97 % 11.58 Cr------
Trent Ltd.Services 0.95 % 11.31 Cr------
Bikaji Foods International Ltd.Consumer Staples 0.91 % 10.88 Cr1.07%1.19%1.17%
Cello World Ltd.Consumer Discretionary 0.91 % 10.82 Cr1.11%1.26%1.31%
Jindal Steel Ltd.Metals & Mining 0.9 % 10.66 Cr------
Cyient Ltd.Technology 0.89 % 10.6 Cr0.94%----
Minda Corporation Ltd.Automobile 0.87 % 10.33 Cr0.18%----
REC Ltd.Financial 0.87 % 10.3 Cr1.27%1.32%1.32%
Aster DM Healthcare Ltd.Healthcare 0.86 % 10.17 Cr------
Timken India Ltd.Capital Goods 0.83 % 9.9 Cr0.91%1.03%1.42%
City Union Bank Ltd.Financial 0.8 % 9.48 Cr------
Nazara Technologies Ltd.Technology 0.8 % 9.54 Cr0.46%----
Godrej Consumer Products Ltd.Consumer Staples 0.71 % 8.38 Cr------
NTPC Ltd.Energy 0.71 % 8.42 Cr0.77%0.96%--
Greenply Industries Ltd.Materials 0.7 % 8.3 Cr------
TD Power Systems Ltd.Capital Goods 0.65 % 7.78 Cr1.46%1.27%1.1%
Balrampur Chini Mills Ltd.Consumer Staples 0.6 % 7.17 Cr0.76%1.8%--
Delhivery Ltd.Services 0.59 % 6.98 Cr------
UPL Ltd.Chemicals 0.56 % 6.68 Cr------
Go Fashion (India) Ltd.Services 0.56 % 6.61 Cr0.9%1.24%1.32%
Tata Motors Passenger Vehicles Ltd.Automobile 0.5 % 5.94 Cr0.99%1.23%2.11%
Devyani International Ltd.Services 0.46 % 5.49 Cr----0.53%
Tata Capital Ltd.Financial 0.44 % 5.22 Cr------
Tata Motors Ltd.Automobile 0.32 % 3.78 Cr------
Cyient DLM Ltd.Capital Goods 0.3 % 3.6 Cr0.49%0.46%--

Top Stocks bought last month

StocksSectorsCurrent ValueLast Month ValueAbsolute Change
Rainbow Children's Medicare Ltd. Healthcare15.8 Cr--15.8 Cr
UPL Ltd. Chemicals6.68 Cr--6.68 Cr
Godrej Consumer Products Ltd. Consumer Staples8.38 Cr2.91 Cr5.47 Cr
Tata Capital Ltd. Financial5.22 Cr--5.22 Cr
Reliance Industries Ltd. Energy49.21 Cr45.15 Cr4.05 Cr

Top Stocks sold last month

StocksSectorsCurrent ValueLast Month ValueAbsolute Change
Aster DM Healthcare Ltd. Healthcare10.17 Cr12.51 Cr2.34 Cr
Tata Motors Passenger Vehicles Ltd. Automobile5.94 Cr9.86 Cr3.91 Cr
TD Power Systems Ltd. Capital Goods7.78 Cr11.84 Cr4.06 Cr
Siemens Ltd. Capital Goods--6.78 Cr6.78 Cr
Fortis Healthcare Ltd. Healthcare--9.69 Cr9.69 Cr