Aditya Birla Sun Life Conglomerate Fund - Growth - Regular Plan

Other Plans and Options
  • 0.74 %Nav, as on 11-12-2025

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  • Net Change on 11-12-2025

  • 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 7.74 22.21 26.92 1.57 33,946.37
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated -0.71 27.41 23.52 1.75 8,303.72
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 0.89 23.39 24.77 1.82 6,646.79
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 1.63 13.31 14.65 1.94 5,769.40
SBI PSU Fund - REGULAR PLAN -Growth Jul 07, 2010 -0.31 25.88 28.26 1.85 5,762.54

Fund Holdings as on 30-November-2025

  • Reliance Industries Limited

  • Mahindra & Mahindra Limited

  • Larsen & Toubro Limited

  • Bajaj Finserv Limited

  • LTIMindtree Limited

  • Tech Mahindra Limited

  • Adani Ports and Special Economic Zone Limited

  • Bajaj Finance Limited

  • Tube Investments of India Limited

  • Grasim Industries Limited

  • Adani Enterprises Limited

  • Firstsource Solutions Limited

  • Trent Limited

  • WELSPUN CORP LIMITED

  • Cholamandalam Investment and Finance Company Limited

  • Bajaj Auto Limited

  • TVS HOLDINGS LIMTED

  • Jindal Steel & Power Limited

  • Hindalco Industries Limited

  • Tata Steel Limited

  • Clearing Corporation of India Limited

  • Godrej Properties Limited

  • Zensar Technologies Limited

  • Arvind Limited

  • Aditya Birla Real Estate Ltd.

  • Exide Industries Limited

  • UltraTech Cement Limited

  • Tata Capital Limited

  • Mrs Bectors Food Specialities Limited

  • Ambuja Cements Limited

  • Adani Energy Solutions Limited

  • L&T Technology Services Limited

  • Titan Company Limited

  • Torrent Pharmaceuticals Limited

  • Phillips Carbon Black Ltd

  • Finolex Industries Limited

  • Atul Limited

  • Carborundum Universal Limited

  • Tata Chemicals Limited

  • Orient Electric Ltd.

  • Sonata Software Limited

  • Adani Enterprises Limited

  • Net Receivables / (Payables)

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  • Refineries

  • IT - Software

  • Automobiles - Passenger Cars

  • Engineering - Construction

  • Finance - Investment

  • Finance - NBFC

  • Steel & Iron Products

  • Port

  • Construction - Real Estate

  • Auto Ancillary

  • Diversified

  • Cement & Construction Materials

  • Trading

  • BPO/ITeS

  • Retailing

  • Automobile Two & Three Wheelers

  • Steel/Sponge Iron/Pig Iron

  • Metal - Non Ferrous

  • Chemicals

  • Textile

  • Batteries

  • Consumer Food

  • Power Generation/Distribution

  • Miscellaneous

  • Diamond & Jewellery

  • Pharmaceuticals & Drugs

  • Carbon Black

  • Plastic Products

  • Abrasives

  • Consumer Durables - Domestic Appliances

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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 ₹1,780.21 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 up ₹0.08(0.74%)yesterday to ₹10.82.

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