Aditya Birla Sun Life Conglomerate Fund - Growth - Direct Plan

Other Plans and Options
  • (-0.97%)Nav, as on 09-04-2025

  • Previous Nav

  • Net Change on 09-04-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the Scheme is to achieve long term capital appreciation by investing in equity and equity related securities of companies that follow conglomerate theme.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
BSE Select Business Groups Index - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential India Opportunities Fund - Direct Plan - Cumulative Option Jan 15, 2019 6.08 20.99 34.20 0.69 25,696.42
ICICI Prudential Manufacturing Fund - Direct Plan - Cumulative Option Oct 11, 2018 -4.67 19.25 31.13 0.83 6,161.56
Franklin INDIA OPPORTUNITIES FUND - Direct - Growth Jan 01, 2013 Unrated 7.21 25.07 32.47 0.59 6,046.75
SBI ESG Exclusionary Strategy Fund - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated 1.03 9.00 20.90 1.44 5,433.25
Aditya Birla Sun Life PSU Equity Fund-Direct Plan-Growth Dec 30, 2019 -8.26 25.80 33.28 0.54 5,342.23

Fund Holdings as on 28-February-2025

  • Reliance Industries Limited

  • Larsen & Toubro Limited

  • Mahindra & Mahindra Limited

  • Bajaj Finserv Limited

  • Bajaj Finance Limited

  • Clearing Corporation of India Limited

  • Grasim Industries Limited

  • Tech Mahindra Limited

  • Trent Limited

  • Adani Ports and Special Economic Zone Limited

  • Cholamandalam Investment and Finance Company Limited

  • Tube Investments of India Limited

  • Firstsource Solutions Limited

  • CG Power and Industrial Solutions Limited

  • WELSPUN CORP LIMITED

  • LTIMindtree Limited

  • Ambuja Cements Limited

  • Tata Consumer Products Limited

  • Adani Enterprises Limited

  • Ashok Leyland Limited

  • Voltas Limited

  • Zensar Technologies Limited

  • Jindal Steel & Power Limited

  • L&T Technology Services Limited

  • UltraTech Cement Limited

  • TVS HOLDINGS LIMTED

  • Bajaj Auto Limited

  • Arvind Limited

  • Tata Motors Limited

  • Phillips Carbon Black Ltd

  • Aditya Birla Fashion and Retail Limited

  • Carborundum Universal Limited

  • Hindalco Industries Limited

  • Finolex Industries Limited

  • Sonata Software Limited

  • Net Receivables / (Payables)

View More

  • Refineries

  • IT - Software

  • Engineering - Construction

  • Finance - NBFC

  • Automobiles - Passenger Cars

  • Finance - Investment

  • Auto Ancillary

  • Retailing

  • Steel & Iron Products

  • Cement & Construction Materials

  • Diversified

  • Port

  • Electric Equipment

  • Automobiles-Trucks/Lcv

  • Trading

  • BPO/ITeS

  • Steel/Sponge Iron/Pig Iron

  • Tea/Coffee

  • Air Conditioners

  • Miscellaneous

  • Textile

  • Automobile Two & Three Wheelers

  • Abrasives

  • Carbon Black

  • Construction - Real Estate

  • Metal - Non Ferrous

  • Plastic Products

View More

Fund Manager

  • Cash

  • Equity

View More

About Aditya Birla Sun Life Conglomerate Fund

Scheme Analysis

Aditya Birla Sun Life Conglomerate Fund is a Equity - Thematic Fund - Other fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 27-Dec-2024 and currently has an AUM of ₹1,353.89 crore. Aditya Birla Sun Life Conglomerate Fund is benchmarked against BSE Select Business Groups Index - TRI as primary index.

The NAV of Aditya Birla Sun Life Conglomerate Fund ended down ₹-0.09(-0.97%)yesterday to ₹9.19.

Among its top 3 holdings the fund has exposure to Reliance Industries Limited, and

The Aditya Birla Sun Life Conglomerate Fund is managed by Harish krishnan and Kunal Sangoi.

Fund House Contact

One World Center , Tower 1, 17th Floor, Jupiter Mill Compound, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111