Fund Overview of Aditya Birla Sun Life Conglomerate Fund Regular-Growth
-
₹1,495.0 CrAUM
-
₹10.66NAV
-
2.31%Expense Ratio
-
EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Aditya Birla Sun Life Conglomerate Fund Regular-Growth Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -5.33% | NA | 4.02% |
| 6 Months | 0.95% | NA | 14.62% |
| 1 Year | -2.29% | -2.29% | -1.34% |
Asset Allocation of Aditya Birla Sun Life Conglomerate Fund Regular-Growth
equities
99.08%other assets or cash equivalents
0.92%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 ₹1,495.0 crore as on Wed Sep 30, 2026. The expense ratio stands at 2.31%. Fund Manager Manager Education Fund Manager Manager EducationAbout Aditya Birla Sun Life Conglomerate Fund Regular-Growth
The portfolio allocation consists of 99.08% in equities, 0.92% in other assets or cash equivalents.Managed by Kunal Sangoi, it has delivered a return of -2.29% in the last year, a total return since inception of 3.50%.
To make better financial choices it makes sense to also review which sip is best suited to long-term goals.
Aditya Birla Sun Life Conglomerate Fund Regular-Growth Fund Details
|
|
Compare Aditya Birla Sun Life Conglomerate Fund Regular-Growth with other mutual funds in the same category
Aditya Birla Sun Life Conglomerate Fund Regular-Growth
Bharat 22 ETF-Growth
ICICI Prudential Bharat 22 FOF Direct-Growth
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
| Bharat 22 ETF-Growth |
₹9,531 | 3.60% | -3.08% | -1.52% | 15.00% | 19.85% |
| ICICI Prudential Bharat 22 FOF Direct-Growth |
₹2,638 | 3.81% | -2.81% | -1.44% | 14.85% | 19.62% |
| ICICI Prudential Bharat 22 FOF-Growth |
₹2,638 | 3.81% | -2.81% | -1.44% | 14.85% | 19.61% |
| ICICI Prudential India Opportunities Fund Direct-Growth |
₹36,469 | 6.06% | -1.55% | -0.79% | 14.98% | 16.70% |
| ICICI Prudential India Opportunities Fund Direct-IDCW |
₹36,469 | 6.06% | -1.55% | -0.79% | 14.98% | 16.70% |
| Franklin India Opportunities Direct Fund-Growth |
₹9,577 | -1.70% | -4.32% | -2.12% | 19.46% | 16.59% |
| Franklin India Opportunities Direct Fund-IDCW |
₹9,577 | -1.70% | -4.32% | -2.12% | 19.46% | 16.59% |
| ICICI Prudential India Opportunities Fund-Growth |
₹36,469 | 5.97% | -1.78% | -1.68% | 13.89% | 15.45% |
| ICICI Prudential India Opportunities Fund-IDCW |
₹36,469 | 5.97% | -1.78% | -1.68% | 13.89% | 15.45% |
| Franklin India Opportunities Fund Regular-Growth |
₹9,577 | -1.80% | -4.61% | -3.29% | 17.97% | 15.38% |
More funds from Aditya Birla Sun Life Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Aditya Birla Sun Life Conglomerate Fund Direct-Growth
|
₹1,495 | 5.09% | -5.03% | 1.58% | -1.00% | - |
|
Aditya Birla Sun Life Conglomerate Fund Regular-IDCW
|
₹1,495 | 4.92% | -5.33% | 0.95% | -2.29% | - |
|
Aditya Birla Sun Life Conglomerate Fund Direct-IDCW
|
₹1,495 | 5.09% | -5.03% | 1.58% | -1.00% | - |
|
Aditya Birla Sun Life Nifty India Defence Index Fund Regular-Growth
|
₹1,409 | -1.90% | -4.23% | -1.21% | 11.21% | - |
|
Aditya Birla Sun Life Nifty India Defence Index Fund Direct-Growth
|
₹1,409 | -1.84% | -4.06% | -0.86% | 12.00% | - |
|
Aditya Birla Sun Life Nifty India Defence Index Fund Direct-IDCW
|
₹1,409 | -1.84% | -4.06% | -0.86% | 12.00% | - |
|
Aditya Birla Sun Life Nifty India Defence Index Fund Regular-IDCW
|
₹1,409 | -1.90% | -4.23% | -1.21% | 11.21% | - |
|
Aditya Birla Sun Life Special Opportunities Fund Regular-Growth
|
₹1,357 | 2.76% | -0.59% | 9.38% | 10.26% | 18.49% |
|
Aditya Birla Sun Life Special Opportunities Fund Direct-Growth
|
₹1,357 | 2.84% | -0.29% | 9.95% | 11.52% | 19.83% |
Aditya Birla Sun Life Conglomerate Fund Regular-Growth Calculator
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential India Opportunities Fund-Growth |
₹36,469 | ₹36.38 | 13.89% | 15.45% | - |
| ICICI Prudential India Opportunities Fund Direct-Growth |
₹36,469 | ₹40.09 | 14.98% | 16.70% | - |
| ICICI Prudential India Opportunities Fund-IDCW |
₹36,469 | ₹21.24 | 13.89% | 15.45% | - |
| ICICI Prudential India Opportunities Fund Direct-IDCW |
₹36,469 | ₹24.46 | 14.98% | 16.70% | - |
| HDFC Defence Fund Regular-Growth |
₹11,493 | ₹28.91 | 34.08% | - | - |
| HDFC Defence Fund Direct-Growth |
₹11,493 | ₹30.01 | 35.52% | - | - |
| HDFC Defence Fund Regular-IDCW |
₹11,493 | ₹28.91 | 34.08% | - | - |
| HDFC Defence Fund Direct-IDCW |
₹11,493 | ₹30.01 | 35.52% | - | - |
| Franklin India Opportunities Fund Regular-Growth |
₹9,577 | ₹253.70 | 17.97% | 15.38% | 15.44% |
| Franklin India Opportunities Direct Fund-Growth |
₹9,577 | ₹284.31 | 19.46% | 16.59% | 16.50% |
Aditya Birla Sun Life Conglomerate Fund Regular-Growth Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Reliance Industries Ltd | Energy & Utilities | 15.30% | ₹271.72 Cr |
| Reliance Industries Ltd | Energy & Utilities | 14.79% | ₹263.38 Cr |
| Reliance Industries Ltd | Energy & Utilities | 16.32% | ₹261.79 Cr |
| Reliance Industries Ltd | Energy & Utilities | 14.17% | ₹249.75 Cr |
| Reliance Industries Ltd | Energy & Utilities | 14.17% | ₹249.75 Cr |
| Reliance Industries Ltd | Energy & Utilities | 14.99% | ₹248.51 Cr |
| Reliance Industries Ltd | Energy & Utilities | 15.17% | ₹248.25 Cr |
| Reliance Industries Ltd | Energy & Utilities | 14.32% | ₹239.11 Cr |
| Reliance Industries Ltd | Energy & Utilities | 14.32% | ₹239.11 Cr |
| Reliance Industries Ltd | Energy & Utilities | 16.19% | ₹232.74 Cr |
| Reliance Industries Ltd | Energy & Utilities | 13.09% | ₹212.43 Cr |
| Reliance Industries Ltd | Energy & Utilities | 11.77% | ₹191.26 Cr |
| Reliance Industries Ltd | Energy & Utilities | 11.50% | ₹187.30 Cr |
| Reliance Industries Ltd | Energy & Utilities | 11.50% | ₹187.30 Cr |
| Reliance Industries Ltd | Energy & Utilities | 11.50% | ₹187.30 Cr |
| Reliance Industries Ltd | Energy & Utilities | 11.50% | ₹187.30 Cr |
| Reliance Industries Ltd | Energy & Utilities | 11.94% | ₹178.48 Cr |
| Reliance Industries Ltd | Energy & Utilities | 11.94% | ₹178.48 Cr |
| Reliance Industries Ltd | Energy & Utilities | 11.94% | ₹178.48 Cr |
| Reliance Industries Ltd | Energy & Utilities | 11.94% | ₹178.48 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Bharat 22 ETF-Growth |
₹113.85 | 15.00% | 19.85% | - |
| ICICI Prudential Bharat 22 FOF Direct-Growth |
₹33.32 | 14.85% | 19.62% | - |
| ICICI Prudential Bharat 22 FOF-Growth |
₹33.31 | 14.85% | 19.61% | - |
| ICICI Prudential India Opportunities Fund Direct-Growth |
₹40.09 | 14.98% | 16.70% | - |
| ICICI Prudential India Opportunities Fund Direct-IDCW |
₹24.46 | 14.98% | 16.70% | - |
| Franklin India Opportunities Direct Fund-Growth |
₹284.31 | 19.46% | 16.59% | - |
| Franklin India Opportunities Direct Fund-IDCW |
₹38.41 | 19.46% | 16.59% | - |
| ICICI Prudential India Opportunities Fund-Growth |
₹36.38 | 13.89% | 15.45% | - |
| ICICI Prudential India Opportunities Fund-IDCW |
₹21.24 | 13.89% | 15.45% | - |
| Franklin India Opportunities Fund Regular-Growth |
₹253.70 | 17.97% | 15.38% | - |
Frequently Asked Questions
Aditya Birla Sun Life Conglomerate Fund Regular-Growth
What is the current AUM of Aditya Birla Sun Life Conglomerate Fund Regular-Growth?
As of Wed Sep 30, 2026, Aditya Birla Sun Life Conglomerate Fund Regular-Growth manages assets worth ₹1,495.0 crore
How has Aditya Birla Sun Life Conglomerate Fund Regular-Growth performed recently?
- 3 Months: -5.33%
- 6 Months: 0.95%
What is the long-term performance of Aditya Birla Sun Life Conglomerate Fund Regular-Growth?
- Since Inception: 3.50%
What is the portfolio composition of Aditya Birla Sun Life Conglomerate Fund Regular-Growth?
Equity: 99.08%, Others: 0.92%.
Who manages Aditya Birla Sun Life Conglomerate Fund Regular-Growth?
Aditya Birla Sun Life Conglomerate Fund Regular-Growth is managed by Kunal Sangoi from Aditya Birla Sun Life Mutual Fund.
What is the market-cap allocation of Aditya Birla Sun Life Conglomerate Fund Regular-Growth?
Large Cap: 61.83%, Mid Cap: 11.77%, Small Cap: 26.40%.
Which are the top companies Aditya Birla Sun Life Conglomerate Fund Regular-Growth has invested in?
- Reliance Industries Ltd – 15.30% of the fund's portfolio
- Reliance Industries Ltd – 14.79% of the fund's portfolio
- Reliance Industries Ltd – 16.32% of the fund's portfolio
- Reliance Industries Ltd – 14.17% of the fund's portfolio
- Reliance Industries Ltd – 14.17% of the fund's portfolio
Which are the major sectors Aditya Birla Sun Life Conglomerate Fund Regular-Growth focuses on?
- Energy & Utilities – 268.38% of the fund's portfolio




