← Equity: Thematic-Others
Start this SIP →
Aditya Birla Sun Life Mutual Fund · Equity: Thematic-Others
Aditya Birla Sun Life Conglomerate Fund-Regular Growth
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. The Scheme does not guarantee/indicate any returns. There is no assurance that the investment objective of the Scheme will be achieved.
EquityBenchmark · BSE Select Business Groups TRITER · 2.05%Inception · 27-12-2024
NAV
₹10.94
+1.55% · as of 10-07-2026
Since inception
5.93%
CAGR
Benchmark (inception)
19.89%
CAGR
Fund size
₹1,625 Cr
AUM
Expense ratio
2.05%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +5.93% CAGR vs benchmark +19.89%.
Portfolio
Where the money is invested
Top holdings
RELIANCE INDUSTRIES LIMITED EQ11.77%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-5.27%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.54.57%
ADANI ENTERPRISES LIMITED EQ NEW FV RE.1/-4.31%
TUBE INVESTMENTS OF INDIA LIMITED EQ3.90%
GRASIM INDUSTRIES LIMITED EQ NEW FV RS. 2/-3.83%
WELSPUN CORP LIMITED EQ NEW FV RS.5/-3.55%
ADANI PORTS AND SPECIAL ECONOMIC ZONE LIMITED EQ NEW RS. 2/-3.31%
TECH MAHINDRA LIMITED EQ NEW FV RS. 5/-3.17%
TRENT LIMITED EQ NEW FV Re. 1/-2.97%
Sector allocation
Oil, Gas & Consumable Fuels11.77%
Metals & Mining11.39%
Automobile and Auto Components11.31%
Financial Services8.93%
Information Technology7.35%
Services7.01%
Construction Materials6.64%
Capital Goods6.32%
Construction5.27%
Power5.08%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 5.9% p.a.₹10,000
10 years
Projected value
₹16,40,650
Invested: ₹12,00,000
Gained: ₹4,40,650
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Kunal Sangoi, Mr. Harish Krishnan
Manager since fund inception data not available
ISIN & identifiers
AMFI code
153127
ISIN (Growth)
INF209KC1399
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-Others funds
Edelweiss Recently Listed IPO Fund Reg Gr
₹31.38
1Y
+17.3%
3Y
+16.9%
5Y
+11.8%
HDFC Defence Fund Gr
₹29.00
1Y
+16.7%
3Y
+39.5%
5Y
+0.0%
Quant Commodities Gr Reg Plan
₹15.43
1Y
+15.1%
3Y
+0.0%
5Y
+0.0%
HSBC India Export Opportunities Fund Reg Gr
₹10.91
1Y
+11.5%
3Y
+0.0%
5Y
+0.0%
SBI Comma Fund Reg Plan Gr
₹115.85
1Y
+10.1%
3Y
+18.1%
5Y
+11.6%
Want a personalised recommendation?
Our team will tell you whether this fund fits your goals, allocation and risk profile — and suggest peers if it doesn't.