Aditya Birla Sun Life Conglomerate Fund - Growth - Regular Plan

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  • (-0.79%)Nav, as on 30-04-2025

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  • Net Change on 30-04-2025

  • 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 13.25 23.69 34.05 1.63 25,696.42
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 0.54 22.19 31.17 1.86 6,161.56
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 9.11 29.70 32.05 1.79 6,046.75
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 7.80 13.30 20.87 1.94 5,433.25
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -6.51 28.87 32.66 1.77 5,342.23

Fund Holdings as on 31-March-2025

  • Reliance Industries Limited

  • Larsen & Toubro Limited

  • Mahindra & Mahindra Limited

  • Bajaj Finserv Limited

  • Bajaj Finance Limited

  • Grasim Industries Limited

  • Trent Limited

  • Adani Ports and Special Economic Zone Limited

  • Tech Mahindra Limited

  • Tube Investments of India Limited

  • Cholamandalam Investment and Finance Company Limited

  • WELSPUN CORP LIMITED

  • CG Power and Industrial Solutions Limited

  • Clearing Corporation of India Limited

  • Adani Enterprises Limited

  • Firstsource Solutions Limited

  • Ambuja Cements Limited

  • UltraTech Cement Limited

  • Jindal Steel & Power Limited

  • Tata Consumer Products Limited

  • LTIMindtree Limited

  • Voltas Limited

  • Zensar Technologies Limited

  • Tata Steel Limited

  • Ashok Leyland Limited

  • TVS HOLDINGS LIMTED

  • L&T Technology Services Limited

  • Tata Motors Limited

  • Arvind Limited

  • Bajaj Auto Limited

  • Carborundum Universal Limited

  • Phillips Carbon Black Ltd

  • Godrej Properties Limited

  • Aditya Birla Fashion and Retail Limited

  • Hindalco Industries Limited

  • Finolex Industries Limited

  • Sonata Software Limited

  • Net Receivables / (Payables)

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  • 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

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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 ₹1,459.18 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 ₹-0.08(-0.79%)yesterday to ₹10.03.

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