Aditya Birla Sun Life Conglomerate Fund · Regular · Growth
Aditya Birla Sun Life Mutual Fund
NAV
₹11.0200
as of 31 Jul 2026
Expense Ratio
2.20%
AUM
₹1,599 Cr
Lumpsum returns (CAGR)
- 1Y
- +5.76%
- 3Y
- —
- 5Y
- —
- Since Inception
- +6.30%
SIP returns (XIRR)
- 1Y
- +8.52%
- 3Y
- —
- 5Y
- —
- Since Inception
- +8.03%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised0.11
Sharpe Ratio
+0.03
Alpha
0.32
Beta
0.11
Sortino
16.66%
Std Dev
-16.89%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
- 1Reliance Industries Limited11.50%
- 2Larsen & Toubro Limited5.35%
- 3Adani Enterprises Limited4.15%
- 4Mahindra & Mahindra Limited4.11%
- 5Grasim Industries Limited3.79%
- 6Tube Investments Of India Limited3.55%
- 7Trent Limited3.45%
- 8Welspun Corp Limited3.39%
- 9Adani Energy Solutions Limited2.79%
- 10Arvind Limited2.70%
Investment Objective
Aditya Birla Sun Life Conglomerate Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
Aditya Birla Sun Life Conglomerate Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Aditya Birla Sun Life Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹1,599 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against BSE Select Business Groups Index. The current expense ratio is 2.20%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations