Sectoral / Thematicregulargrowth
Aditya Birla Sun Life Conglomerate Fund-Regular Growth
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.65%
1 Month-11.11%
3 Months-14.34%
6 Months-12.30%
1 Year-6.69%
3 Years (CAGR)—
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Dec 2024)-6.61%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-18.91%
3 Year SIP—
5 Year SIP—
Since Inception (Dec 2024)-14.96%
Fund Details
Fund HouseAditya Birla Sun Life Mutual Fund
CategorySectoral / Thematic
Plan Typeregular
Optiongrowth
AUM₹1,495 Cr
Expense Ratio2.20%
Min SIP₹100
Min Lumpsum₹100
Launch Date30 Dec 2024
AMFI Code153127
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
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 ₹1,495 Cr, reflecting investor confidence in the fund's strategy. 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