Aditya Birla Sun Life Conglomerate Fund Growth

Aditya Birla Sun Life Conglomerate Fund Growth

Equity
Thematic
Very High Risk
1M
6M
1Y
All
NAV: 09 Jan '26
₹10.60
Min. SIP amount
Not Supported
Fund size
₹1,762.54 Cr
Expense ratio
2.08%

Holdings (41)

NameSectorInstrumentsAssets
Reliance Industries Ltd.EnergyEquity14.79%
Mahindra & Mahindra Ltd.AutomobileEquity7.90%
Larsen & Toubro Ltd.ConstructionEquity7.32%
Bajaj Finserv Ltd.FinancialEquity4.75%
LTIMindtree Ltd.TechnologyEquity4.02%
Tech Mahindra Ltd.TechnologyEquity3.55%
Adani Ports and Special Economic Zone Ltd.ServicesEquity3.13%
Bajaj Finance Ltd.FinancialEquity3.03%
Tube Investments Of India Ltd.AutomobileEquity2.91%
Grasim Industries Ltd.ConstructionEquity2.71%
Adani Enterprises Ltd.ServicesEquity2.57%
Firstsource Solutions Ltd.ServicesEquity2.51%
Trent Ltd.ServicesEquity2.26%
Welspun Corp Ltd.Metals & MiningEquity2.23%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity2.06%
Bajaj Auto Ltd.AutomobileEquity2.00%
TVS Holdings Ltd.AutomobileEquity1.99%
Jindal Steel Ltd.Metals & MiningEquity1.94%
Hindalco Industries Ltd.Metals & MiningEquity1.93%
Tata Steel Ltd.Metals & MiningEquity1.89%
Godrej Properties Ltd.ConstructionEquity1.69%
Zensar Technologies Ltd.TechnologyEquity1.64%
Arvind Ltd.TextilesEquity1.43%
Aditya Birla Real Estate Ltd.Consumer StaplesEquity1.38%
Exide Industries Ltd.Capital GoodsEquity1.36%
Ultratech Cement Ltd.ConstructionEquity1.33%
Tata Capital Ltd.FinancialEquity1.33%
Mrs. Bectors Food Specialities Ltd.Consumer StaplesEquity1.32%
Ambuja Cements Ltd.ConstructionEquity1.31%
Adani Energy Solutions Ltd.EnergyEquity1.28%
L&T Technology Services Ltd.TechnologyEquity1.12%
Titan Company Ltd.Consumer DiscretionaryEquity1.05%
Torrent Pharmaceuticals Ltd.HealthcareEquity0.98%
PCBL Chemical Ltd.ChemicalsEquity0.94%
Finolex Industries Ltd.ChemicalsEquity0.92%
Atul Ltd.ChemicalsEquity0.91%
Carborundum Universal Ltd.Metals & MiningEquity0.80%
Tata Chemicals Ltd.ChemicalsEquity0.80%
Orient Electric Ltd.Consumer DiscretionaryEquity0.70%
Sonata Software Ltd.TechnologyEquity0.61%
Adani Enterprises Ltd. - Right EntitlementServicesRights0.43%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name3M6M1YAll
Fund returns+4.7%+1.5%+9.8%+10.3%
Category average (Equity Thematic)----+1.7%--
Rank (Equity Thematic)444022--

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 ₹4,47,582 Cr and the Latest NAV as of 09 Jan 2026 is ₹10.60. The Aditya Birla Sun Life Conglomerate Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹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₹4,47,581.93 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
CustodianNA
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,