Aditya Birla Sun Life Conglomerate Fund · Regular · Growth
Aditya Birla Sun Life Mutual Fund
NAV
₹10.3200
as of 29 Sept 2026
Expense Ratio
2.31%
AUM
₹1,604 Cr
Lumpsum returns (CAGR)
- 1Y
- -1.53%
- 3Y
- —
- 5Y
- —
- Since Inception
- +1.81%
SIP returns (XIRR)
- 1Y
- -4.13%
- 3Y
- —
- 5Y
- —
- Since Inception
- -0.41%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised0.16
Sharpe Ratio
+0.04
Alpha
0.33
Beta
0.17
Sortino
15.96%
Std Dev
-16.89%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Petroleum Products10.85%
- Finance9.28%
- IT - Software7.59%
- Auto Components6.94%
- Industrial Products6.56%
- Cement & Cement Products6.40%
- Ferrous Metals6.18%
- Automobiles5.41%
- Power5.17%
- Construction5.04%
- Transport Infrastructure4.77%
- Metals & Minerals Trading4.21%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
- 1Reliance Industries Ltd.10.85%
- 2Larsen & Toubro Ltd.5.04%
- 3Mahindra & Mahindra Ltd.4.44%
- 4Adani Enterprises Ltd.4.21%
- 5Grasim Industries Ltd.4.17%
- 6Bajaj Finance Ltd.3.94%
- 7Adani Energy Solutions Ltd.3.40%
- 8Tube Investments Of India Ltd.3.29%
- 9Welspun Corp Ltd.3.18%
- 10Tech Mahindra Ltd.2.99%
Investment objective — in the AMC’s words
The investment objective of the Scheme is to achieve long term capital appreciation by investing in equity and equity related securities of companies that follow conglomerate theme.
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 ₹1,604 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against BSE Select Business Groups Index. The current expense ratio is 2.31%.
Who Should Invest?
- •Aggressive investors comfortable with significant short-term volatility
- •Investors with a long-term horizon of 7+ years who can ride out market cycles
- •SIP investors who can benefit from rupee cost averaging during market fluctuations