• Home
  • Mutual Funds
  • Aditya Birla Sun Life Conglomerate Fund Growth

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)

₹1,628 Cr

Lock In Period

N/A

Expense Ratio

2.43

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

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.390.0716.11
6M6.212.2640.05
1Y3.994.84105.34
3Y0.0012.71199.53

Portfolio Analysis

  • Equity: 96.97%
  • Debt: 3.07%
  • Others
As on: 2026-06-30
View allocation % by

1. Reliance Industries Limited11.50%

1. Tech Mahindra Limited2.67%
2. LTIMindtree Limited1.72%
3. Tata Consultancy Services Limited0.94%
4. Sonata Software Limited0.80%

1. Grasim Industries Limited3.79%
2. Ambuja Cements Limited2.16%

1. Larsen & Toubro Limited5.35%

1. Bajaj Finance Limited2.52%
2. L&T Finance Limited1.13%
3. Cholamandalam Investment and Finance Company Limited1.10%
4. Mahindra & Mahindra Financial Services Limited0.51%

1. Adani Enterprises Limited4.15%

1. Mahindra & Mahindra Limited4.11%

1. Tube Investments of India Limited3.55%

1. JSW Steel Limited1.98%
2. Tata Steel Limited1.50%
3. Vedanta Iron and Steel Ltd0.06%

1. Trent Limited3.45%

1. Adani Ports and Special Economic Zone Limited2.65%
2. JSW Infrastructure Ltd0.75%

1. WELSPUN CORP LIMITED3.39%

1. Adani Energy Solutions Limited2.79%

1. Arvind Limited2.70%

1. Tata Capital Limited2.48%

1. Firstsource Solutions Limited1.59%
2. L&T Technology Services Limited0.62%

1. Adani Green Energy Limited1.14%
2. JSW Energy Limited0.92%
3. VEDANTA POWER LIMITED0.07%

1. TVS HOLDINGS LIMTED2.12%

1. GMR Airport Ltd2.07%

1. Godrej Properties Limited1.80%

1. CEAT Limited1.63%

1. JSW Dulux Limited1.50%

1. Bharat Forge Limited1.45%

1. Jindal Steel & Power Limited1.45%

1. Aditya Birla Real Estate Ltd.1.29%

1. Vedanta Aluminium Metal Ltd0.93%
2. Hindalco Industries Limited0.35%

1. Orient Electric Ltd.1.27%

1. CG Power and Industrial Solutions Limited1.18%

1. Atul Limited1.15%

1. Tata Chemicals Limited1.02%

1. Phillips Carbon Black Ltd1.02%

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 Equity - Sector Fundscheme with Assets Under Management of ₹1,628 Crore. The fund benchmarks its performance against the BSE Select Business Groups while maintaining an expense ratio of 2.43. 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 Consumption Fund Growth0483 CR2.55
ICICI Prudential Equity Minimum Variance Fund Growth02,881 CR2.94
Aditya Birla Sun Life Conglomerate Fund Growth01,628 CR2.43
HDFC Defence Fund Growth510,529 CR1.8
Nippon India Taiwan Equity Fund Growth31,191 CR2.6
Fund Name1Y3Y
This FundEdelweiss Consumption Fund Growth2.63460
This FundICICI Prudential Equity Minimum Variance Fund Growth1.6330
This FundAditya Birla Sun Life Conglomerate Fund Growth3.99240
This FundHDFC Defence Fund Growth24.0562161.7861
This FundNippon India Taiwan Equity Fund Growth102.5633187.3688

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 2.43. 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 : 1.39%
  • 6 Months : 6.21%
  • 1 Year : 3.99%
  • 3 Years : 0.00%
Returns of Aditya Birla Sun Life Conglomerate Fund Growth are updated daily based on NAV of ₹ 11.02 as on Jul 31,2026. 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 ₹1,628 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.