Great! You have sucessfully subscribed for newsletters for investments
Subscribed email:
Aditya Birla Sun Life Bal Bhavishya Yojna Portfolio Analysis
Portfolio Overview
as on Dec 31, 2025| Number of stocks | 69 |
| Top 10 Stocks (%) | 33.89 % |
| Top 5 Stocks (%) | 21.659999999999997 % |
| Top 3 Stocks (%) | 15.04 % |
Portfolio Aggregates
as on Dec 31, 2025Large Cap Stocks (%)
55.409069 %
This fund
Vs
55.44 %
Category
Mid Cap Stocks (%)
14.012281 %
This fund
Vs
19.87 %
Category
Small Cap Stocks (%)
29.04865 %
This fund
Vs
24.69 %
Category
Tiny Cap Stocks (%)
0.0 %
This fund
Vs
0.0 %
Category
Historical Trend in Sector Stocks Holding
as on Dec 31, 2025- %
- #
| Sector | Dec 25 | 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 | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial | 27.28 % | 329.07 Cr | 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 | |
| Technology | 8.68 % | 104.51 Cr | 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 | |
| Services | 8.559999999999999 % | 103 Cr | 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 | |
| Healthcare | 7.919999999999999 % | 95.47 Cr | 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 | |
| Automobile | 7.26 % | 87.57 Cr | 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 | |
| Consumer Staples | 6.63 % | 79.85 Cr | 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 | |
| Energy | 6.45 % | 77.79 Cr | 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 | |
| Metals & Mining | 5.91 % | 71.37 Cr | 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 | |
| Materials | 4.65 % | 56.1 Cr | 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 | |
| Chemicals | 3.51 % | 42.41 Cr | 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 | |
| Consumer Discretionary | 3.12 % | 37.51 Cr | 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 | |
| Communication | 2.92 % | 35.22 Cr | 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 | |
| Construction | 2.37 % | 28.6 Cr | 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 | |
| Capital Goods | 1.8900000000000001 % | 22.76 Cr | 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 | |
| Textiles | 1.32 % | 15.82 Cr | 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 |
Complete Current Stock Holdings
as on Dec 31, 2025| Stocks | Sectors | % of holding | Value | 3m | 6m | 1Y |
|---|---|---|---|---|---|---|
| ICICI Bank Ltd. | Financial | 5.79 % | 69.81 Cr | 5.79% | 6.43% | 7.1% |
| HDFC Bank Ltd. | Financial | 4.94 % | 59.59 Cr | 4.94% | 5.05% | 5.36% |
| Reliance Industries Ltd. | Energy | 4.31 % | 51.99 Cr | 4.31% | 3.99% | 4.12% |
| Infosys Ltd. | Technology | 3.7 % | 44.63 Cr | 3.7% | 3.71% | 4.46% |
| Bharti Airtel Ltd. | Communication | 2.92 % | 35.22 Cr | 2.92% | 2.78% | 2.83% |
| Axis Bank Ltd. | Financial | 2.85 % | 34.38 Cr | 2.85% | 2.71% | 3.07% |
| Maruti Suzuki India Ltd. | Automobile | 2.75 % | 33.17 Cr | 2.75% | 2.81% | 2.23% |
| Larsen & Toubro Ltd. | Construction | 2.37 % | 28.6 Cr | 2.37% | 2.48% | 2.61% |
| AU Small Finance Bank Ltd. | Financial | 2.13 % | 25.64 Cr | 2.13% | 1.67% | 1.34% |
| Hindalco Industries Ltd. | Metals & Mining | 2.13 % | 25.71 Cr | 2.13% | 1.95% | 1.93% |
| Shriram Finance Ltd | Financial | 1.98 % | 23.9 Cr | 1.98% | 1.31% | 1.54% |
| Mahindra & Mahindra Ltd. | Automobile | 1.98 % | 23.9 Cr | 1.98% | 1.95% | 1.98% |
| Meesho Ltd. | Services | 1.96 % | 23.62 Cr | 1.96% | -- | -- |
| State Bank of India | Financial | 1.89 % | 22.83 Cr | 1.89% | 1.79% | 1.75% |
| Tech Mahindra Ltd. | Technology | 1.85 % | 22.27 Cr | 1.85% | 1.11% | 1.24% |
| Eternal Ltd. | Services | 1.79 % | 21.54 Cr | 1.79% | 2.23% | 1.52% |
| Inventurus Knowledge Solutions Ltd. | Services | 1.73 % | 20.8 Cr | 1.73% | 1.23% | 1.42% |
| Rainbow Children's Medicare Ltd. | Healthcare | 1.58 % | 19.07 Cr | 1.58% | -- | -- |
| Varun Beverages Ltd. | Consumer Staples | 1.54 % | 18.61 Cr | 1.54% | 1.49% | -- |
| LTIMindtree Ltd. | Technology | 1.51 % | 18.19 Cr | 1.51% | 1.37% | 1.55% |
| Ambuja Cements Ltd. | Materials | 1.5 % | 18.08 Cr | 1.5% | 1.64% | 1.18% |
| Emcure Pharmaceuticals Ltd. | Healthcare | 1.46 % | 17.6 Cr | 1.46% | 1.13% | 1.04% |
| Welspun Corp Ltd. | Metals & Mining | 1.46 % | 17.59 Cr | 1.46% | 1.64% | 2.43% |
| Vedanta Ltd. | Metals & Mining | 1.45 % | 17.52 Cr | 1.45% | 1.19% | 1.31% |
| Century Plyboards (India) Ltd. | Materials | 1.37 % | 16.57 Cr | 1.37% | 1.44% | -- |
| Sumitomo Chemical India Ltd. | Chemicals | 1.29 % | 15.59 Cr | 1.29% | 1.56% | 1.81% |
| UPL Ltd. | Chemicals | 1.27 % | 15.33 Cr | 1.27% | -- | -- |
| Godrej Consumer Products Ltd. | Consumer Staples | 1.27 % | 15.27 Cr | 1.27% | 0.26% | 0.28% |
| Dabur India Ltd. | Consumer Staples | 1.25 % | 15.1 Cr | 1.25% | 1.09% | 1.23% |
| V-Guard Industries Ltd. | Consumer Discretionary | 1.23 % | 14.78 Cr | 1.23% | 1.5% | 1.56% |
| SAMHI Hotels Ltd. | Services | 1.2 % | 14.48 Cr | 1.2% | 1.37% | 1.09% |
| CESC Ltd. | Energy | 1.2 % | 14.41 Cr | 1.2% | 1.23% | 1.29% |
| Max Financial Services Ltd. | Financial | 1.18 % | 14.21 Cr | 1.18% | 1.18% | 1.4% |
| Grasim Industries Ltd. | Materials | 1.17 % | 14.14 Cr | 1.17% | 1.22% | -- |
| Samvardhana Motherson International Ltd. | Automobile | 1.16 % | 13.94 Cr | 1.16% | 1.08% | 0.99% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | 1.15 % | 13.92 Cr | 1.15% | 1.16% | 0.97% |
| Bajaj Finance Ltd. | Financial | 1.13 % | 13.65 Cr | 1.13% | 1.22% | 1.21% |
| Kotak Mahindra Bank Ltd. | Financial | 1.1 % | 13.2 Cr | 1.1% | 1.06% | 1.27% |
| MAS Financial Services Ltd. | Financial | 1.09 % | 13.17 Cr | 1.09% | 1.09% | 0.98% |
| United Breweries Ltd. | Consumer Staples | 1.06 % | 12.74 Cr | 1.06% | 1.25% | 1.53% |
| Indusind Bank Ltd. | Financial | 1.05 % | 12.65 Cr | 1.05% | 0.95% | 0.86% |
| Thyrocare Technologies Ltd. | Healthcare | 1.04 % | 12.49 Cr | 1.04% | 1.51% | -- |
| Aurobindo Pharma Ltd. | Healthcare | 0.98 % | 11.83 Cr | 0.98% | -- | -- |
| Tata Chemicals Ltd. | Chemicals | 0.95 % | 11.48 Cr | 0.95% | 1.22% | -- |
| Jubilant Pharmova Ltd. | Healthcare | 0.94 % | 11.29 Cr | 0.94% | 1.0% | -- |
| Tata Power Company Ltd. | Energy | 0.94 % | 11.38 Cr | 0.94% | 1.03% | 1.1% |
| Bikaji Foods International Ltd. | Consumer Staples | 0.93 % | 11.16 Cr | 0.93% | 0.98% | 0.96% |
| BlueStone Jewellery and Lifestyle Ltd. | Consumer Discretionary | 0.91 % | 10.92 Cr | 0.91% | 1.31% | -- |
| Minda Corporation Ltd. | Automobile | 0.87 % | 10.52 Cr | 0.87% | 0.92% | -- |
| Gokaldas Exports Ltd. | Textiles | 0.87 % | 10.46 Cr | 0.87% | 0.9% | 1.11% |
| Jindal Steel Ltd. | Metals & Mining | 0.87 % | 10.53 Cr | 0.87% | 0.94% | 0.89% |
| Trent Ltd. | Services | 0.86 % | 10.31 Cr | 0.86% | 1.0% | 1.25% |
| Cyient Ltd. | Technology | 0.85 % | 10.19 Cr | 0.85% | 0.92% | 1.12% |
| Thermax Ltd. | Capital Goods | 0.83 % | 9.98 Cr | 0.83% | -- | -- |
| REC Ltd. | Financial | 0.81 % | 9.81 Cr | 0.81% | 0.91% | 1.15% |
| Timken India Ltd. | Capital Goods | 0.79 % | 9.46 Cr | 0.79% | 0.84% | 0.85% |
| Aster DM Healthcare Ltd. | Healthcare | 0.77 % | 9.25 Cr | 0.77% | 1.11% | 1.04% |
| Nazara Technologies Ltd. | Technology | 0.77 % | 9.22 Cr | 0.77% | 0.8% | 1.37% |
| Cello World Ltd. | Consumer Discretionary | 0.74 % | 8.96 Cr | 0.74% | 0.84% | 0.85% |
| City Union Bank Ltd. | Financial | 0.72 % | 8.72 Cr | 0.72% | 0.78% | 0.64% |
| Bank of Maharashtra | Financial | 0.62 % | 7.44 Cr | 0.62% | -- | -- |
| Greenply Industries Ltd. | Materials | 0.61 % | 7.29 Cr | 0.61% | 0.72% | 0.52% |
| Go Fashion (India) Ltd. | Services | 0.6 % | 7.19 Cr | 0.6% | 0.61% | 0.67% |
| Balrampur Chini Mills Ltd. | Consumer Staples | 0.58 % | 6.94 Cr | 0.58% | 0.63% | 0.83% |
| Tata Motors Ltd. | Automobile | 0.5 % | 6.02 Cr | 0.5% | -- | -- |
| Arvind Ltd. | Textiles | 0.45 % | 5.36 Cr | 0.45% | -- | -- |
| Devyani International Ltd. | Services | 0.42 % | 5.02 Cr | 0.42% | 0.5% | 0.34% |
| Cyient DLM Ltd. | Capital Goods | 0.27 % | 3.31 Cr | 0.27% | 0.3% | 0.36% |
| VIP Industries Ltd. | Consumer Discretionary | 0.24 % | 2.83 Cr | 0.24% | -- | -- |
Top Stocks bought last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| ICICI Bank Ltd. | Financial | 69.81 Cr | -- | 69.81 Cr |
| HDFC Bank Ltd. | Financial | 59.59 Cr | -- | 59.59 Cr |
| Reliance Industries Ltd. | Energy | 51.99 Cr | -- | 51.99 Cr |
| Infosys Ltd. | Technology | 44.63 Cr | -- | 44.63 Cr |
| Bharti Airtel Ltd. | Communication | 35.22 Cr | -- | 35.22 Cr |
Top Stocks sold last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Tata Motors Ltd. | Automobile | 6.02 Cr | -- | 6.02 Cr |
| Arvind Ltd. | Textiles | 5.36 Cr | -- | 5.36 Cr |
| Devyani International Ltd. | Services | 5.02 Cr | -- | 5.02 Cr |
| Cyient DLM Ltd. | Capital Goods | 3.31 Cr | -- | 3.31 Cr |
| VIP Industries Ltd. | Consumer Discretionary | 2.83 Cr | -- | 2.83 Cr |