Shareholding Pattern: Shareholding Pattern Aditya Birla Sun Life AMC FY(Q1-Jun 2023-2024)

Shareholder Name	Previous Quater Quantity(In Crores)	Current Quater Quantity(In Crores)	Previous Quater Shares(in %)	Current Quater Shares(in %)	Quater to Quater Difference
Promoters	21.70	21.61	75.31	75	-0.31 %
Public	7.11	7.20	8.24	8.77	+0.53 %
DII	3.48	3.34	12.08	11.59	-0.49 %
FII	1.26	1.33	4.37	4.62	+0.25 %
Government	0	0.01	0	0.02	+0.02 %

Promoters’ shareholding decreased from 75.31% in March 2024 to 75% in June 2024. This reduction indicates that the promoters’ control over Company has weakened during this period.The percentage of shares held by the public increased from 8.24% in March 2024 to 8.77% in June 2024.This change suggests that the public’s investment in the company grew during the quarter.Domestic Institutional Investor’s (DII) shareholding decreased slightly from 12.08% in March 2024 to 11.59% in June 2024 , indicating that domestic institutions reduced their -0.49 stake in the company.FIIs (Foreign Institutional Investors): There was a significant increase from 4.37% in March 2024 to 4.62% in June 2024. This suggests that foreign institutions grew their investments 0.25 in the company during the quarter. During both and June 2024, Government ownership saw a notable increase, rising to 0.02%, indicating a strengthening of the government’s position in the company over this period.

Let’s look into the statistics of the investors, which could have contributed to the fluctuations in the shareholding pattern.

Shareholder Name	Previous Quarter Quantity (In crores)	Current Quarter Quantity (In crores)	Previous Quarter Shares (in %)	Current Quarter Shares (in %)	Quarter-to-Quarter Difference (%)
ADITYA BIRLA CAPITAL LIMITED	13.003	12.964	45.14	45	-0.14 %
SUN LIFE AMC INVESTMENTS INC	8.694	8.643	30.18	30	-0.18 %

ADITYA BIRLA CAPITAL LIMITED faced a downturn in stakeholding this quarter, witnessing a decline of -0.14 % in stakeholding compared to the previous quarter.SUN LIFE AMC INVESTMENTS INC faced a downturn in stakeholding this quarter, witnessing a decline of -0.18 % in stakeholding compared to the previous quarter.

Shareholder Name	Previous Quarter Quantity (In Crores)	Current Quarter Quantity (In Crores)	Previous Quater Shares (in %)	Current Quater Shares (in %)	Quater-to-Quater Difference (%)
Resident Individuals holding nominal share capital up to Rs. 2 lakhs	1.776	1.873	6.16	6.5	+ 0.34 %
Resident Individuals holding nominal share capital in excess of Rs. 2 lakhs	0.069	0.125	0.24	0.43	+ 0.19 %
Non Resident Indians (NRIs)	0.067	0.089	0.23	0.31	+ 0.08 %
Bodies Corporate	0.349	0.354	1.21	1.23	+ 0.02 %
Any Other (specify)	0.109	0.086	0.38	0.3	-0.08 %
HUF	0.108	0.086	0.37	0.3	-0.07 %

Leading the way to higher stakeholding, Resident Individuals holding nominal share capital up to Rs. 2 lakhs has significantly boosted stakeholding by an impressive 0.34 %.Leading the way to higher stakeholding, Resident Individuals holding nominal share capital in excess of Rs. 2 lakhs has significantly boosted stakeholding by an impressive 0.19 %.Leading the way to higher stakeholding, Non Resident Indians (NRIs) has significantly boosted stakeholding by an impressive 0.08 %.Leading the way to higher stakeholding, Bodies Corporate has significantly boosted stakeholding by an impressive 0.02 %.Observations show a significant difference of -0.08 % in Any Other (specify)’s financial performance between quarters.Observations show a significant difference of -0.07 % in HUF’s financial performance between quarters.

Shareholder Name	Previous Quarter Quantity (In Crores)	Current Quarter Quantity (In Crores)	Previous Quater Shares (in %)	Current Quater Shares (in %)	Quater-to-Quater Difference (%)
Mutual Funds/	2.042	1.846	7.09	6.41	-0.68 %
UTI MUTUAL FUND (Various schemes)	0	0.361	0	1.25	+1.25%
NIPPON LIFE INDIA TRUSTEE LTD-(various schemes)	0	1.006	0	3.49	+3.49%
Alternate Investment Funds	0.181	0.282	0.63	0.98	+ 0.35 %
Banks	0.013	0.003	0.05	0.01	-0.04 %
Insurance Companies	1.242	1.207	4.31	4.19	-0.12 %
NBFCs registered with RBI	0.003	0.000	0.01	0	-0.01 %
UTI MUTUAL FUND (VARIOUS SCHEMES)	0.396	0	1.37	0	-1.37%
NIPPON LIFE INDIA (VARIOUS SCHEMES)	0.883	0	3.06	0	-3.06%
ICICI PRUDENTIAL (VARIOUS SCHEMES)	0.478	0	1.66	0	-1.66%

Mutual Funds/ decreased their stake from 6.41% in the previous quarter to 7.09% in the current quarter.It describes a decrease in stakes over consecutive quarters, specifically by -0.68 %.The latest quarter saw a considerable enhancement in stakeholding for Alternate Investment Funds, reflecting an uptick of 0.35 % in their shares.Banks decreased their stake from 0.01% in the previous quarter to 0.05% in the current quarter.It describes a decrease in stakes over consecutive quarters, specifically by -0.04 %.Insurance Companies decreased their stake from 4.19% in the previous quarter to 4.31% in the current quarter.It describes a decrease in stakes over consecutive quarters, specifically by -0.12 %.NBFCs registered with RBI decreased their stake from 0% in the previous quarter to 0.01% in the current quarter.It describes a decrease in stakes over consecutive quarters, specifically by -0.01 %.UTI MUTUAL FUND (Various schemes) had no shares in the previous quarter but now holds 1.25% of shares in the current quarter.NIPPON LIFE INDIA TRUSTEE LTD-(various schemes) had no shares in the previous quarter but now holds 3.49% of shares in the current quarter.UTI MUTUAL FUND (VARIOUS SCHEMES) had 1.37% of shares in the previous quarter but exited in the current quarter.NIPPON LIFE INDIA (VARIOUS SCHEMES) had 3.06% of shares in the previous quarter but exited in the current quarter.ICICI PRUDENTIAL (VARIOUS SCHEMES) had 1.66% of shares in the previous quarter but exited in the current quarter.

Shareholder Name	Previous Quarter Quantity (In Crores)	Current Quarter Quantity (In Crores)	Previous Quater Shares (in %)	Current Quater Shares (in %)	Quater-to-Quater Difference (%)
Foreign Portfolio Investors Category I	1.259	1.302	4.37	4.52	+ 0.15 %
GOVERNMENT PENSION FUND GLOBAL	0.424	0.445	1.47	1.54	+ 0.07 %
Foreign Portfolio Investors Category II	0.000	0.028	0	0.1	+ 0.1 %

During this past quarter, there was a noteworthy upswing in stakeholding for Foreign Portfolio Investors Category I, which experienced a significant increase of 0.15 % .During this past quarter, there was a noteworthy upswing in stakeholding for GOVERNMENT PENSION FUND GLOBAL, which experienced a significant increase of 0.07 % .During this past quarter, there was a noteworthy upswing in stakeholding for Foreign Portfolio Investors Category II, which experienced a significant increase of 0.1 % .

Shareholder Name	Previous Quarter Quantity (In Crores)	Current Quarter Quantity (In Crores)	Previous Quater Shares (in %)	Current Quater Shares (in %)	Quater-to-Quater Difference (%)
Shareholding by Companies or Bodies Corporate where Central / State Government is a promoter	0	0.005	0	0.02	+0.02%

Shareholding by Companies or Bodies Corporate where Central / State Government is a promoter had no shares in the previous govtquarter but now holds 0.02% of shares in the current quarter.