Aditya Birla Sun Life Conglomerate Fund - Growth - Regular Plan

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  • (-1.13%)Nav, as on 20-05-2025

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  • Net Change on 20-05-2025

  • 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 14.92 27.35 35.01 1.61 27,197.33
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 8.24 35.89 34.81 1.79 6,484.96
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 3.31 27.78 34.13 1.83 6,230.97
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 9.41 17.97 23.41 1.94 5,555.82
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -4.34 32.38 35.66 1.80 5,390.83

Fund Holdings as on 30-April-2025

  • Reliance Industries Limited

  • Larsen & Toubro Limited

  • Mahindra & Mahindra Limited

  • Bajaj Finserv Limited

  • Grasim Industries Limited

  • Bajaj Finance Limited

  • Adani Ports and Special Economic Zone Limited

  • Tech Mahindra Limited

  • Trent Limited

  • Tube Investments of India Limited

  • Cholamandalam Investment and Finance Company Limited

  • CG Power and Industrial Solutions Limited

  • Clearing Corporation of India Limited

  • WELSPUN CORP LIMITED

  • Adani Enterprises Limited

  • Firstsource Solutions Limited

  • Ambuja Cements Limited

  • UltraTech Cement Limited

  • Zensar Technologies Limited

  • Jindal Steel & Power Limited

  • LTIMindtree Limited

  • Ashok Leyland Limited

  • Arvind Limited

  • TVS HOLDINGS LIMTED

  • Voltas Limited

  • Tata Steel Limited

  • L&T Technology Services Limited

  • Bajaj Auto Limited

  • Tata Motors Limited

  • Tata Consumer Products Limited

  • Carborundum Universal Limited

  • Godrej Properties Limited

  • Aditya Birla Fashion and Retail Limited

  • Phillips Carbon Black Ltd

  • Hindalco Industries Limited

  • Sonata Software Limited

  • Finolex Industries Limited

  • Atul Limited

  • Net Receivables / (Payables)

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  • Refineries

  • IT - Software

  • Engineering - Construction

  • Automobiles - Passenger Cars

  • Finance - NBFC

  • Finance - Investment

  • Auto Ancillary

  • Retailing

  • Cement & Construction Materials

  • Diversified

  • Steel & Iron Products

  • Port

  • Automobiles-Trucks/Lcv

  • Electric Equipment

  • Trading

  • BPO/ITeS

  • Miscellaneous

  • Steel/Sponge Iron/Pig Iron

  • Textile

  • Air Conditioners

  • Automobile Two & Three Wheelers

  • Tea/Coffee

  • Abrasives

  • Construction - Real Estate

  • Carbon Black

  • Metal - Non Ferrous

  • Plastic Products

  • Chemicals

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Fund Manager

  • Cash

  • Equity

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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 ₹1,494.29 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 ₹-0.12(-1.13%)yesterday to ₹10.54.

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