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.
₹10.54
1D
NAV as on 22 May 2025
5.4%/per year
Since Inception
▲▼
858 people have invested ₹ 11.5L 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-May-25)
The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
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 (13-May-25)
Fund Distribution
as on (13-May-25)
Equity 97.7%
Debt & Cash 2.3%
Aditya Birla Sun Life Conglomerate Fund Sector Allocation
See fund sector allocation details as on (13-May-25)
Sector Allocation
Equity 97.7%
Debt & Cash 2.3%
Aditya Birla Sun Life Conglomerate Fund Holdings Details
as on (30-Apr-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 | 0.61% |
Benchmark | Nifty 200 TR INR |
| AUM | ₹1494 Cr |
| Inception Date | 26 December, 2024 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 0.5% |
| Lock In | No Lock-in |
TurnOver | 0% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| 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 Kunal Sangoi, Harish Krishnan. The fund could potentially beat inflation in the long-run.
Key Parameters
- Aditya Birla Sun Life Conglomerate Fund Direct Growth has ₹1494 Cr worth of assets under management (AUM) as on Apr 2025 and is less 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 5.40% since inception.
Holdings
Aditya Birla Sun Life Conglomerate Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Industrial, Energy, Consumer Cyclical, Basic Materials, Financial Services, Tech, Consumer Defensive, 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
Kunal Sangoi
Fund Manager of Aditya Birla Sun Life Conglomerate Fund Direct Growth, since 27 December 2024
Harish Krishnan
Fund Manager of Aditya Birla Sun Life Conglomerate Fund Direct Growth, since 27 December 2024
More funds from Aditya Birla Sun Life
5Y CAGR
▲ 37.15
3Y CAGR
▲ 25.13
Frequently Asked Questions for Aditya Birla Sun Life Conglomerate Fund Direct Growth
What is the current NAV of Aditya Birla Sun Life Conglomerate Fund Direct Growth?
What are the average returns of Aditya Birla Sun Life Conglomerate Fund Direct Growth?
Aditya Birla Sun Life Conglomerate Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 5.4% | 5.4% |
6 Month Returns | 0% | 0% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
How do I invest in Aditya Birla Sun Life Conglomerate Fund Direct Growth?
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
What is the expense ratio of Aditya Birla Sun Life Conglomerate Fund Direct Growth?
What is net assets under management (AUM) of Aditya Birla Sun Life Conglomerate Fund Direct Growth?
What are the top 5 holdings of Aditya Birla Sun Life Conglomerate Fund Direct Growth?
What are the top 3 sectors that this Aditya Birla Sun Life Conglomerate Fund Direct Growth has invested in?
What is the alpha of Aditya Birla Sun Life Conglomerate Fund Direct Growth?
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Aditya Birla Sun Life Conglomerate Fund Direct Growth | - | - | - |
What is the beta of Aditya Birla Sun Life Conglomerate Fund Direct Growth??
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Aditya Birla Sun Life Conglomerate Fund Direct Growth | - | - | - |
What is the sharpe ratio of Aditya Birla Sun Life Conglomerate Fund Direct Growth?
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Aditya Birla Sun Life Conglomerate Fund Direct Growth | - | - | - |
What is the standard deviation of Aditya Birla Sun Life Conglomerate Fund Direct Growth?
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Aditya Birla Sun Life Conglomerate Fund Direct Growth | - | - | - |