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Equity: Thematic-Others
Aditya Birla Sun Life Mutual Fund
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.

Benchmark · BSE Select Business Groups TRITER · 3.03%Inception · 27-12-2024
NAV
10.63
-1.03% · as of 29-05-2026
Since inception
4.28%
CAGR
Benchmark (inception)
20.00%
CAGR
Fund size
₹1,623 Cr
AUM
Expense ratio
3.03%
30-04-2026
Performance

Returns vs benchmark & category

Since inception: +4.28% CAGR vs benchmark +20.00%.

Portfolio

Where the money is invested

Top holdings

RELIANCE INDUSTRIES LIMITED EQ16.19%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-6.91%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.55.96%
TECH MAHINDRA LIMITED EQ NEW FV RS. 5/-3.96%
BAJAJ FINSERV LIMITED EQ NEW FV RE.1/-3.83%
ADANI ENTERPRISES LIMITED EQ NEW FV RE.1/-3.67%
TUBE INVESTMENTS OF INDIA LIMITED EQ3.57%
GRASIM INDUSTRIES LIMITED EQ NEW FV RS. 2/-3.54%
ADANI PORTS AND SPECIAL ECONOMIC ZONE LIMITED EQ NEW RS. 2/-3.41%
LTIMINDTREE LIMITED EQ2.82%

Sector allocation

Oil, Gas & Consumable Fuels16.19%
Financial Services12.62%
Automobile and Auto Components11.61%
Information Technology8.55%
Metals & Mining8.53%
Construction Materials6.99%
Construction6.91%
Services6.91%
Capital Goods4.46%
Consumer Durables4.25%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 4.3% p.a.
₹10,000
10 years
Projected value
₹14,99,774
Invested: ₹12,00,000
Gained: ₹2,99,774
Start this SIP →

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

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