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

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹1,647 Cr

Lock In Period

N/A

Expense Ratio

2.34

Exit Load

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.

Benchmark

BSE Select Business Groups

Aditya Birla Sun Life Conglomerate Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.640.0811.98
6M5.262.2163.79
1Y3.574.96134.17
3Y0.0014.16299.70

Portfolio Analysis

  • Equity: 99.45%
  • Debt: 0.57%
  • Others
As on: 2026-07-31
View allocation % by

1. Reliance Industries Ltd.10.86%

1. Tech Mahindra Ltd.3.27%
2. LTM Ltd.2.10%
3. Sonata Software Ltd.1.34%
4. Tata Consultancy Services Ltd.1.09%

1. Grasim Industries Ltd.3.75%
2. Ambuja Cements Ltd.2.36%

1. Larsen & Toubro Ltd.5.03%

1. Adani Enterprises Ltd.4.92%

1. Mahindra & Mahindra Ltd.4.50%

1. Adani Energy Solutions Ltd.3.86%

1. JSW Steel Ltd.2.35%
2. Tata Steel Ltd.1.50%

1. Bajaj Finance Ltd.3.28%
2. Mahindra & Mahindra Financial Services Ltd.0.25%

1. Tube Investments of India Ltd.3.19%

1. Trent Ltd.3.12%

1. Adani Ports and Special Economic Zone Ltd.2.30%
2. JSW Infrastructure Ltd.0.72%

1. Welspun Corp Ltd.2.93%

1. Firstsource Solutions Ltd.2.08%
2. L&T Technology Services Ltd.0.70%

1. TATA Capital Ltd.2.45%

1. TVS Holdings Ltd.2.25%

1. Arvind Ltd.2.25%

1. CEAT Ltd.2.17%

1. Godrej Properties Ltd.2.01%

1. GMR Airports Ltd.1.92%

1. Adani Green Energy Ltd.1.04%
2. JSW Energy Ltd.0.87%

1. CG Power and Industrial Solutions Ltd.1.86%

1. Jindal Steel Ltd.1.54%

1. Aditya Birla Real Estate Ltd.1.48%

1. Bharat Forge Ltd.1.47%

1. JSW Dulux Ltd.1.35%

1. Atul Ltd.1.27%

1. Orient Electric Ltd.1.25%

1. Tata Motors Passenger Vehicles Ltd.1.04%

1. Jubilant Foodworks Ltd.1.01%
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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 ₹1,647 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 NameRatingsAUMExpense Ratio
Edelweiss Business Cycle Fund Growth01,448 CR2.82
Axis Services Opportunities Fund Growth01,602 CR2.11
Aditya Birla Sun Life Conglomerate Fund Growth01,647 CR2.34
HDFC Defence Fund Growth510,709 CR1.79
Nippon India Taiwan Equity Fund Growth3947 CR2.53
Fund Name1Y3Y
This FundEdelweiss Business Cycle Fund Growth3.00990
This FundAxis Services Opportunities Fund Growth-1.98020
This FundAditya Birla Sun Life Conglomerate Fund Growth3.57480
This FundHDFC Defence Fund Growth30.5262174.8805
This FundNippon India Taiwan Equity Fund Growth131.0253283.5012

Aditya Birla Sun Life Conglomerate Fund Growth FAQs

Aditya Birla Sun Life Conglomerate Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Aditya Birla Sun Life Conglomerate Fund Growth is 2.34. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life Conglomerate Fund Growth’s fund performance is as follows:
  • 1 Month : 0.64%
  • 6 Months : 5.26%
  • 1 Year : 3.57%
  • 3 Years : 0.00%
Returns of Aditya Birla Sun Life Conglomerate Fund Growth are updated daily based on NAV of ₹ 11.01 as on Aug 19,2026. Since inception, the return has been 0.00%.

You can invest in Aditya Birla Sun Life Conglomerate Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Aditya Birla Sun Life Conglomerate Fund Growth is ₹1,647 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Aditya Birla Sun Life Conglomerate Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.