Aditya Birla Sun Life Conglomerate Fund - Growth - Regular Plan

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  • (-3.04%)Nav, as on 23-03-2026

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  • Net Change on 23-03-2026

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular 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 - Cumulative Option Jan 15, 2019 5.30 21.18 20.97 1.56 35,665.82
ICICI Prudential Business Cycle Fund Growth Jan 18, 2021 5.56 20.15 16.82 1.67 16,201.80
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 2.63 25.19 18.16 1.75 8,428.48
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 10.47 23.72 19.78 1.83 6,600.72
SBI PSU Fund - REGULAR PLAN -Growth Jul 07, 2010 16.94 31.51 26.07 1.82 6,545.08

Fund Holdings as on 28-February-2026

  • Reliance Industries Limited

  • Larsen & Toubro Limited

  • Mahindra & Mahindra Limited

  • Bajaj Finserv Limited

  • Adani Ports and Special Economic Zone Limited

  • Tube Investments of India Limited

  • Tech Mahindra Limited

  • Grasim Industries Limited

  • Adani Enterprises Limited

  • Bajaj Finance Limited

  • LTIMindtree Limited

  • Tata Steel Limited

  • WELSPUN CORP LIMITED

  • Tata Capital Limited

  • Trent Limited

  • TVS HOLDINGS LIMTED

  • Firstsource Solutions Limited

  • Jindal Steel & Power Limited

  • UltraTech Cement Limited

  • Ambuja Cements Limited

  • Arvind Limited

  • Godrej Properties Limited

  • GMR Airport Ltd

  • Akzo Nobel India Limited

  • Titan Company Limited

  • Torrent Pharmaceuticals Limited

  • Aditya Birla Real Estate Ltd.

  • Mrs Bectors Food Specialities Limited

  • Atul Limited

  • Orient Electric Ltd.

  • Godrej Consumer Products Limited

  • Cholamandalam Investment and Finance Company Limited

  • Hindalco Industries Limited

  • Finolex Industries Limited

  • Phillips Carbon Black Ltd

  • L&T Technology Services Limited

  • Sonata Software Limited

  • Tata Chemicals Limited

  • Carborundum Universal Limited

  • Net Receivables / (Payables)

  • Adani Power Limited

  • Bajaj Auto Limited

  • Clearing Corporation of India Limited

  • Adani Energy Solutions Limited

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  • Refineries

  • IT - Software

  • Engineering - Construction

  • Finance - Investment

  • Automobiles - Passenger Cars

  • Finance - NBFC

  • Steel & Iron Products

  • Port

  • Auto Ancillary

  • Diversified

  • Cement & Construction Materials

  • Miscellaneous

  • Construction - Real Estate

  • Retailing

  • Chemicals

  • BPO/ITeS

  • Steel/Sponge Iron/Pig Iron

  • Textile

  • Airport Management Services

  • Paints

  • Diamond & Jewellery

  • Pharmaceuticals & Drugs

  • Consumer Food

  • Consumer Durables - Domestic Appliances

  • Household & Personal Products

  • Metal - Non Ferrous

  • Plastic Products

  • Carbon Black

  • Abrasives

  • Power Generation/Distribution

  • Automobile Two & Three Wheelers

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Fund Manager

  • Cash

  • Equity

  • Rights

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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 ₹1,636.46 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 ₹-0.29(-3.04%)yesterday to ₹9.26.

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