ADITYA BIRLA SUN LIFE TRUSTEE PRIVATE LIMITED A/C ADITYA BIRLA SUN LIFE FLEXI CAP FUND

As of Jun 2026, ADITYA BIRLA SUN LIFE TRUSTEE PRIVATE LIMITED A/C ADITYA BIRLA SUN LIFE FLEXI CAP FUND — an institution tracked through public shareholding filings — disclosed 18 holdings in Indian listed companies worth ₹14,900 crore. The same holdings-at-filing-value basis put it at ₹12,486 crore in Mar 2026 (+19.3%). Solomo carries these filings back to Mar 2021.

Largest disclosed positions in Jun 2026: Tech Mahindra Ltd (TECHM — 1.66% of the company, ₹2,291 crore); AU Small Finance Bank Ltd (AUBANK — 1.83% of the company, ₹1,450 crore); Jindal Steel Ltd (JINDALSTEL — 1.32% of the company, ₹1,415 crore); Bharat Forge Ltd (BHARATFORG — 1.35% of the company, ₹1,382 crore); Persistent Systems Ltd (PERSISTENT — 1.83% of the company, ₹1,352 crore). Those 5 account for 53% of the disclosed value.

Changes in the Jun 2026 filings: newly disclosed — Lenskart Solutions Ltd. Stake raised in APL Apollo Tubes Ltd (+0.45 pp), Amagi Media Labs Ltd (+0.35 pp), Sumitomo Chemical India Ltd (+0.26 pp). Stake reduced in Welspun Corp Ltd (−0.38 pp), Atul Ltd (−0.36 pp), R R Kabel Ltd (−0.27 pp). No longer disclosed after the previous quarter: Hindalco Industries Ltd, Exide Industries Ltd, Dr Lal Pathlabs Ltd, Happy Forgings Ltd — which can mean a sale, a stake falling below the 1% disclosure line, or that name not filing this quarter.