Aditya Birla Sun Life Conglomerate Fund · Regular · Growth
Aditya Birla Sun Life Mutual Fund
NAV
₹10.9000
as of 15 Jul 2026
Expense Ratio
2.20%
AUM
₹1,633 Cr
Lumpsum returns (CAGR)
- 1Y
- +2.44%
- 3Y
- —
- 5Y
- —
- Since Inception
- +5.80%
SIP returns (XIRR)
- 1Y
- +7.28%
- 3Y
- —
- 5Y
- —
- Since Inception
- +7.21%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised0.05
Sharpe Ratio
+0.02
Alpha
0.31
Beta
0.05
Sortino
16.78%
Std Dev
-16.89%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
- 1Reliance Industries Limited11.77%
- 2Larsen & Toubro Limited5.27%
- 3Mahindra & Mahindra Limited4.57%
- 4Adani Enterprises Limited4.31%
- 5Tube Investments Of India Limited3.90%
- 6Grasim Industries Limited3.83%
- 7Welspun Corp Limited3.55%
- 8Adani Ports And Special Economic Zone Limited3.31%
- 9Tech Mahindra Limited3.17%
- 10Trent Limited2.97%
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 ₹1,633 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