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Aditya Birla Sun Life Conglomerate Fund Regular-growth

Equity
Large Cap
Very High Risk

Latest AUM

₹ 1,437.6 Cr.

NAV as on 12 may, 2026

₹ 10.31

+20.58% 3 years annulised
This Fund

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Fund Details

Fund Names Aditya Birla Sun Life Conglomerate Fund Regular-growth
Inception Date 27 Dec 2024
Lock In No Lock-in
SIP Minimum Investment amount ₹100
SWP Minimum Investment amount ₹500
STP Minimum Investment amount ₹500
Risk Principal at very high risk

Portfolio Composition Analysis

Equity 99.15%
Cash 0.85%
Portfolio Updated on: 01 Jan, 1970

Sector Allocations

Equity
Energy & Utilities
150.81%
Consumer Discretionary
38.21%
Industrials
29.33%

Portfolio Updated on: 12 may, 2026

Top 10 Holdings

Name Sector Instruments Assets
Reliance Industries Ltd Energy & Utilities Equity 15.30%
Reliance Industries Ltd Energy & Utilities Equity 14.79%
Reliance Industries Ltd Energy & Utilities Equity 14.79%
Reliance Industries Ltd Energy & Utilities Equity 15.91%
Reliance Industries Ltd Energy & Utilities Equity 14.17%
Reliance Industries Ltd Energy & Utilities Equity 14.17%
Reliance Industries Ltd Energy & Utilities Equity 14.99%
Reliance Industries Ltd Energy & Utilities Equity 15.17%
Reliance Industries Ltd Energy & Utilities Equity 14.32%
Reliance Industries Ltd Energy & Utilities Equity 16.19%

Debt & Credit Risk Analysis

Returns vs. Category (1 year)
Returns vs. Category (RSI)

Returns Analysis

Tenure Absolute Annualised Category Average
3 Months -3.46% NA 3.58%
6 Months -6.10% NA 14.23%
9 Months -0.48% NA 4.37%
1 Year -0.87% -0.87% -3.01%

Historical NAV

Date NAV
12 May 2026 ₹10.31
11 May 2026 ₹10.58
08 May 2026 ₹10.73
07 May 2026 ₹10.75
06 May 2026 ₹10.69
05 May 2026 ₹10.56
04 May 2026 ₹10.57
30 Apr 2026 ₹10.46
29 Apr 2026 ₹10.55
28 Apr 2026 ₹10.46
27 Apr 2026 ₹10.41
24 Apr 2026 ₹10.24
23 Apr 2026 ₹10.37
22 Apr 2026 ₹10.44
21 Apr 2026 ₹10.42
20 Apr 2026 ₹10.35
17 Apr 2026 ₹10.35
16 Apr 2026 ₹10.28
15 Apr 2026 ₹10.20
13 Apr 2026 ₹9.97
10 Apr 2026 ₹10.06
09 Apr 2026 ₹9.90
08 Apr 2026 ₹9.96
07 Apr 2026 ₹9.55
06 Apr 2026 ₹9.52
02 Apr 2026 ₹9.45
01 Apr 2026 ₹9.44
31 Mar 2026 ₹9.20
30 Mar 2026 ₹9.20
27 Mar 2026 ₹9.40

Portfolio Updated on: 13 May, 2026

Fund Growth & Size Analysis

+₹1,437.6 Cr Since Launch
This Fund
Category Average

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Aditya Birla Sun Life Conglomerate Fund Regular-growth Returns Comparison

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Aditya Birla Sun Life ....

Aditya Birla Sun Life Conglomerate Fund Regular-growth is one Equity mutual fund offered by Aditya Birla Sun Life Mutual Fund. Launched on 27 Dec 2024, the fund aims Long term Capital Appreciation. Investment in equity and equity related instruments of companies that follow Conglomerate theme. It manages assets worth ₹1,437.6 crore as on Tue Mar 31, 2026. The expense ratio stands at 2.12%.

Kunal Sangoi has experience Prior to joining Aditya Birla Sun Life AMC he has worked with Edelweiss Financial Services Ltd.

Harish Krishnan has experience Prior to joining Aditya Birla Sun Life Mutual Fund, he has also worked at Kotak Mahindra Mutual Fund, Infosys Technologies Ltd in his earlier stint.

FAQS

As of Tue Mar 31, 2026, the total assets managed under Aditya Birla Sun Life Conglomerate Fund Regular-growth stand at approximately ₹ 1,437.6 crore.

The historical growth of the Aditya Birla Sun Life Conglomerate Fund Regular-growth is reflected through its CAGR returns:

  • Return Since Launch: 2.25%

The portfolio of Aditya Birla Sun Life Conglomerate Fund Regular-growth is distributed across different asset classes as follows:

  • Equity: 99.15%
  • Other Assets: 0.85%

The Aditya Birla Sun Life Conglomerate Fund Regular-growth is managed by Harish Krishnan, representing Aditya Birla Sun Life Mutual Fund.

The Aditya Birla Sun Life Conglomerate Fund Regular-growth investments are allocated across market caps in the following manner:

  • Large Cap Stocks: 1.00%
  • Mid Cap Stocks: 1.00%
  • Small Cap Stocks: 1.00%

Top stock holdings of Aditya Birla Sun Life Conglomerate Fund Regular-growth include:

  • Reliance Industries Ltd – represents 15.30% of the portfolio
  • Reliance Industries Ltd – represents 14.79% of the portfolio
  • Reliance Industries Ltd – represents 14.79% of the portfolio
  • Reliance Industries Ltd – represents 15.91% of the portfolio
  • Reliance Industries Ltd – represents 14.17% of the portfolio
  • Reliance Industries Ltd – represents 14.17% of the portfolio
  • Reliance Industries Ltd – represents 14.99% of the portfolio
  • Reliance Industries Ltd – represents 15.17% of the portfolio
  • Reliance Industries Ltd – represents 14.32% of the portfolio
  • Reliance Industries Ltd – represents 16.19% of the portfolio

Major sector exposures in Aditya Birla Sun Life Conglomerate Fund Regular-growth are:

  • Energy & Utilities – accounts for 150.81% of the portfolio
  • Consumer Discretionary – accounts for 38.21% of the portfolio
  • Industrials – accounts for 29.33% of the portfolio

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