Aditya Birla Sun Life Conglomerate Fund Growth

Aditya Birla Sun Life Conglomerate Fund Growth

1M
6M
1Y
All
NAV: 23 Apr '26
₹10.37
Min. for SIP
₹100
Fund size (AUM)
₹1,437.60 Cr
Expense ratio
3.82%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹14,292
-4.72%
6 months₹30,000₹27,211
-9.30%
1 year₹60,000₹54,326
-9.46%

Holdings (42)

NameSectorInstrumentsAssets
Reliance Industries Ltd.EnergyEquity16.19%
Larsen & Toubro Ltd.ConstructionEquity6.91%
Mahindra & Mahindra Ltd.AutomobileEquity5.96%
Tech Mahindra Ltd.TechnologyEquity3.96%
Bajaj Finserv Ltd.FinancialEquity3.83%
Adani Enterprises Ltd.ServicesEquity3.67%
Tube Investments Of India Ltd.AutomobileEquity3.57%
Grasim Industries Ltd.ConstructionEquity3.54%
Adani Ports and Special Economic Zone Ltd.ServicesEquity3.41%
LTM LimitedTechnologyEquity2.82%
Welspun Corp Ltd.Metals & MiningEquity2.62%
Bajaj Finance Ltd.FinancialEquity2.58%
TVS Holdings Ltd.AutomobileEquity2.45%
Tata Capital Ltd.FinancialEquity2.34%
Trent Ltd.ServicesEquity2.08%
Tata Steel Ltd.Metals & MiningEquity2.01%
Firstsource Solutions Ltd.ServicesEquity1.93%
Arvind Ltd.TextilesEquity1.76%
Ultratech Cement Ltd.ConstructionEquity1.74%
Jindal Steel Ltd.Metals & MiningEquity1.72%
Ambuja Cements Ltd.ConstructionEquity1.71%
GMR Airports Ltd.ConstructionEquity1.57%
JSW Dulux Ltd.ChemicalsEquity1.50%
Godrej Properties Ltd.ConstructionEquity1.46%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity1.42%
Atul Ltd.ChemicalsEquity1.28%
Aditya Birla Real Estate Ltd.Consumer StaplesEquity1.21%
Mrs. Bectors Food Specialities Ltd.Consumer StaplesEquity1.17%
Ceat Ltd.AutomobileEquity1.14%
Hindalco Industries Ltd.Metals & MiningEquity1.13%
Adani Energy Solutions Ltd.EnergyEquity1.10%
Orient Electric Ltd.Consumer DiscretionaryEquity1.09%
Voltas Ltd.Consumer DiscretionaryEquity1.00%
L&T Technology Services Ltd.TechnologyEquity0.98%
Finolex Industries Ltd.ChemicalsEquity0.95%
Bharat Forge Ltd.AutomobileEquity0.94%
Carborundum Universal Ltd.Metals & MiningEquity0.89%
PCBL Chemical Ltd.ChemicalsEquity0.87%
Tata Chemicals Ltd.ChemicalsEquity0.81%
Sonata Software Ltd.TechnologyEquity0.79%
Titan Company Ltd.Consumer DiscretionaryEquity0.66%
Torrent Pharmaceuticals Ltd.HealthcareEquity0.51%
See All

Minimum investments

Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100

Returns and rankings

Annualised returns
Absolute returns
Name3M6M1YAll
Fund returns-1.9%-4.3%+6.0%+3.5%
Category average (Equity Thematic)----+1.7%--
Rank (Equity Thematic)485029--

Exit load, stamp duty and tax

Exit load

0.5% for redemption within 90 Days

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data

Fund management

HK
Harish Krishnan
Dec 2024 - Present
View details

Education
Mr. Krishnan is a Graduate from Government Engineering College Trichur and MBA from IIM Kozhikode
Experience
Prior to joining Aditya Birla Sun Life Mutual Fund, he has also worked at Kotak Mahindra Mutual Fund, Infosys Technologies Ltd in his earlier stint.

KS
Kunal Sangoi
Dec 2024 - Present
View details

Education
Mr. Sangoi is a B.Com (H) and Chartered Accountant.
Experience
Prior to joining Aditya Birla Sun Life AMC he has worked with Edelweiss Financial Services Ltd.

About Aditya Birla Sun Life Conglomerate Fund Growth

Aditya Birla Sun Life Conglomerate Fund Growth is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 23 Dec 1994. Harish Krishnan is the Current Fund Manager of Aditya Birla Sun Life Conglomerate Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,86,321 Cr and the Latest NAV as of 23 Apr 2026 is ₹10.37. The Aditya Birla Sun Life Conglomerate Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. 0.5% for redemption within 90 Days ;

Investment Objective

The Scheme seeks to achieve long term capital appreciation by investing in equity and equity related securities of companies that follow conglomerate theme.
Fund benchmarkBSE Select Business Groups Total Return Index

Fund house

Rank (total assets)#4 in India
Total AUM₹3,86,320.68 Cr
Date of Incorporation23 Dec 1994
Launch Date23 Dec 1994
AddressOne World Center, Tower 1, 17th Floor, Jupiter Mill CompoundSenapati Bapat Marg, Elphinstone Road Mumbai 400013
Custodian--
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,