Aditya Birla Sun Life Conglomerate Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Aditya Birla Sun Life Conglomerate Fund Growth Fund Overview
SIP ₹100 & Lump. ₹100
₹1,610 Cr
N/A
2.34
For redemption / switch-out of units on or before 90 days from the date of allotment: 0.50% of applicable NAV.For redemption / switch-out of units after 90 days from the date of allotment: Nil.
BSE Select Business Groups
Aditya Birla Sun Life Conglomerate Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -5.11 | -1.14 | 9.05 |
| 6M | 9.41 | 2.45 | 46.54 |
| 1Y | -0.66 | 4.10 | 124.12 |
| 3Y | 0.00 | 11.64 | 342.02 |
Portfolio Analysis
- Equity: 99.07%
- Debt: 0.92%
- Others
About Fund Aditya Birla Sun Life Conglomerate Fund Growth
Aditya Birla Sun Life Conglomerate Fund Growth managed by Aditya Birla Sun Life Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹1,610 Crore. The fund benchmarks its performance against the BSE Select Business Groups while maintaining an expense ratio of 2.34. Under the expert guidance of Harish Krishnan ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Harish Krishnan
Mr. Harish is a Bachelor of Technology (Electronics & Communications) from Government Engineering College, Trichur, a post Graduate in Management from Indian Institute of Management, Kozhikode and a Chartered Financial Analyst from the CFA Institute. Harish has 9 years of experience spread over Equity Research and Fund Management.Prior to joining Kotak Mutual Fund, he was based out of Singapore and Dubai, managing Kotak's offshore funds. He has also worked at Infosys Technologies Ltd in his earlier stint.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Kotak MNC Fund Growth | 0 | 2,309 CR | 2.24 |
| Bandhan Multi-Factor Fund Growth | 0 | 646 CR | 3.88 |
| Aditya Birla Sun Life Conglomerate Fund Growth | 0 | 1,610 CR | 2.34 |
| HDFC Defence Fund Growth | 5 | 11,477 CR | 1.78 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1,128 CR | 2.4 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundKotak MNC Fund Growth | 17.9226 | 0 |
| This FundBandhan Multi-Factor Fund Growth | -5.0538 | 0 |
| This FundAditya Birla Sun Life Conglomerate Fund Growth | -0.6573 | 0 |
| This FundHDFC Defence Fund Growth | 22.7794 | 157.1257 |
| This FundNippon India Taiwan Equity Fund Growth | 121.1286 | 324.1375 |
Aditya Birla Sun Life Conglomerate Fund Growth FAQs
- 1 Month : -5.11%
- 6 Months : 9.41%
- 1 Year : -0.66%
- 3 Years : 0.00%
