Aditya Birla Sun Life Conglomerate Fund Direct Growth
Get the latest NAV of Aditya Birla Sun Life Conglomerate Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹10.68
1D
NAV as on 22 Aug 2025
6.8%/per year
Since Inception
▲▼
844 people have invested ₹ 20.8L in Aditya Birla Sun Life Conglomerate Fund Direct Growth in the last three months
Aditya Birla Sun Life Conglomerate Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (22-Aug-25)
The fund has outperformed the benchmark (Nifty 500) over 1Y, but underperformed over 3Y, 5Y.
Peer comparison
Aditya Birla Sun Life Conglomerate Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Aditya Birla Sun Life Conglomerate Fund Asset Allocation
See fund asset allocation details as on (14-Aug-25)
Fund Distribution
as on (14-Aug-25)
Equity 98.2%
Debt & Cash 1.8%
Aditya Birla Sun Life Conglomerate Fund Sector Allocation
See fund sector allocation details as on (14-Aug-25)
Sector Allocation
Equity 98.2%
Debt & Cash 1.8%
Top 3 Sectors in July were Industrial, Energy & Consumer Cyclical
Consumer Cyclical
20%
Energy
20%
Industrial
19%
Industrial
21%
Energy
19%
Consumer Cyclical
19%
Aditya Birla Sun Life Conglomerate Fund Holdings Details
as on (31-Jul-25)
Equity
Aditya Birla Sun Life Conglomerate Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.59% |
Benchmark | Nifty 200 TR INR |
| AUM | ₹1604 Cr |
| Inception Date | 26 December, 2024 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 0.5% |
| Lock In | No Lock-in |
TurnOver | 1.45% |
| Risk |   Very High Risk |
About Aditya Birla Sun Life Conglomerate Fund
Aditya Birla Sun Life Conglomerate Fund Direct Growth is an equity fund. This fund was started on 26 December, 2024. The fund is managed by Harish Krishnan, Kunal Sangoi. The fund could potentially beat inflation in the long-run.
Key Parameters
- Aditya Birla Sun Life Conglomerate Fund Direct Growth has ₹1604 Cr worth of assets under management (AUM) as on Aug 2025 and is more than category average.
- The fund has an expense ratio 0.6.
Returns
Aditya Birla Sun Life Conglomerate Fund Direct Growth has given a CAGR return of 6.80% since inception.
Holdings
Aditya Birla Sun Life Conglomerate Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Energy, Industrial, Basic Materials, Tech, Financial Services, Consumer Defensive, Health, Real Estate. Its top holdings are Reliance Industries Ltd, Larsen & Toubro Ltd, Mahindra & Mahindra Ltd, Bajaj Finserv Ltd, Grasim Industries Ltd
Taxation
As it is a equity - other mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Aditya Birla Sun Life Conglomerate Fund Direct Growth
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Aditya Birla Sun Life Conglomerate Fund Direct Growth has no lock in period.
Fund Manager
Harish Krishnan
Fund Manager of Aditya Birla Sun Life Conglomerate Fund Direct Growth, since 27 December 2024
Kunal Sangoi
Fund Manager of Aditya Birla Sun Life Conglomerate Fund Direct Growth, since 27 December 2024
- AUM of the fund stands at 1.6K Cr as of Jul'25
- AUM decreased by 43.3 Cr between Jul'25 and Jun'25
More funds from Aditya Birla Sun Life
5Y CAGR
▲ 30.41
3Y CAGR
▲ 25.72
Frequently Asked Questions for Aditya Birla Sun Life Conglomerate Fund Direct Growth
How do I invest in Aditya Birla Sun Life Conglomerate Fund?
- Download the INDmoney app.
- Search for ‘Aditya Birla Sun Life Conglomerate Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.