| Launch date | 05 Dec 2024 |
| Allotment date | 27 Dec 2024 |
| End date | 19 Dec 2024 |
| NAV | ₹10.00 |
Expense ratio, exit load and tax
Expense ratio: 0.71%
Inclusive of GST
Exit load
0.5% for redemption within 90 Days
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Minimum investment amounts
| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Fund management
Harish KrishnanDec 2024 - PresentView details
Kunal SangoiDec 2024 - PresentView details
Fund house & investment objective
| Rank (total assets) | #4 in India |
|---|---|
| Total AUM | ₹4,47,581.93Cr |
| Date of Incorporation | 23 Dec 1994 |
|---|
Aditya Birla Sun Life Conglomerate Fund Direct 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 Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,47,582 Cr and the Latest NAV as of 19 Dec 2025 is ₹10.97. The Aditya Birla Sun Life Conglomerate Fund Direct 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 benchmark | BSE Select Business Groups Total Return Index |
|---|