Return

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  • 1Y
  • 3Y
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

1,438 Cr

Lock In Period

N/A

Expense Ratio

2.12

Benchmark

BSE Select Business Groups

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.

Summary

Latest details for Aditya Birla Sun Life Conglomerate Fund Growth include a 10.42 NAV as of Apr 21,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The Aditya Birla Sun Life Conglomerate Fund Growth AUM is ₹1,438 Cr, with a lock-in of N/A years, expense ratio of 2.12%, and benchmark BSE Select Business Groups. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded 8.38% returns, against a category average of 0.35% and a category best of 20.86%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M8.380.3520.86
6M-4.871.4491.07
1Y6.054.61250.77
3Y0.0011.76316.93

Portfolio Analysis

  • Equity: 99.27%
  • Debt: 0.70%
  • Others
As on: 2026-03-31
View allocation % by

1. Reliance Industries Limited16.19%

1. Tech Mahindra Limited3.96%
2. LTIMindtree Limited2.82%
3. Sonata Software Limited0.79%

1. Grasim Industries Limited3.54%
2. UltraTech Cement Limited1.74%
3. Ambuja Cements Limited1.71%

1. Larsen & Toubro Limited6.91%

1. Mahindra & Mahindra Limited5.96%

1. Bajaj Finance Limited2.58%
2. Cholamandalam Investment and Finance Company Limited1.42%

1. Bajaj Finserv Limited3.83%

1. Adani Enterprises Limited3.67%

1. Tube Investments of India Limited3.57%

1. Adani Ports and Special Economic Zone Limited3.41%

1. Firstsource Solutions Limited1.93%
2. L&T Technology Services Limited0.98%

1. WELSPUN CORP LIMITED2.62%

1. TVS HOLDINGS LIMTED2.45%

1. Tata Capital Limited2.34%

1. Trent Limited2.08%

1. Tata Steel Limited2.01%

1. Arvind Limited1.76%

1. Jindal Steel & Power Limited1.72%

1. GMR Airport Ltd1.57%

1. Akzo Nobel India Limited1.50%

1. Godrej Properties Limited1.46%

1. Atul Limited1.28%

1. Aditya Birla Real Estate Ltd.1.21%

1. Mrs Bectors Food Specialities Limited1.17%

1. CEAT Limited1.14%

1. Hindalco Industries Limited1.13%

1. Adani Energy Solutions Limited1.10%

1. Orient Electric Ltd.1.09%

About Fund

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 ₹1,438 Crore. The fund benchmarks its performance against the BSE Select Business Groups while maintaining an expense ratio of 2.12. 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 Name1Y3Y
This FundQuantum Ethical Fund Growth3.27510
This FundBandhan Business Cycle Fund Growth2.60230
This FundAditya Birla Sun Life Conglomerate Fund Growth6.04510
This FundICICI Prudential PSU Equity Fund Growth12.6311111.6323
This FundNippon India Taiwan Equity Fund Growth245.904299.9424

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 2.12. 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 : 8.38%
  • 6 Months : -4.87%
  • 1 Year : 6.05%
  • 3 Years : 0.00%
Returns of Aditya Birla Sun Life Conglomerate Fund Growth are updated daily based on NAV of ₹ 10.42 as on Apr 21,2026. 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 ₹1,438 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.
Min Inv Amount: ₹500