Aditya Birla Sun Life Conglomerate Fund
Equity
●
Thematic
Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
NA
Expense Ratio
2.09%
Min SIP
₹100
Fund Size
₹1438Cr
Min Investment
₹100
Lock In
NA
Scheme Information Document
Exit load: 0.50% on or before 90D, Nil after 90D
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
NA
Beta
1.07
Sharpe Ratio
-0.08114
Risk
NA
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(1.79)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
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- Sundaram Business Cycle Fund
- Kotak Pioneer Fund
- Nippon India Quant Fund
- SBI ESG Exclusionary Strategy Fund
- Franklin India Opportunities Fund
- Kotak ESG Exclusionary Strategy Fund
- Edelweiss Recently Listed IPO Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- HSBC Business Cycles Fund
- HDFC Housing Opportunities Fund
- Invesco India PSU Equity Fund
- Quant Manufacturing Fund
- Axis Business Cycles Fund
- Axis Innovation Fund
- ICICI Prudential Quant Fund
- Quant ESG Integration Strategy Fund
- Bandhan Transportation and Logistics Fund
- Baroda BNP Paribas Business Conglomerates Fund
- Mahindra Manulife Innovation Opportunities Fund
- Quantum Ethical Fund
- ICICI Prudential Transportation and Logistics Fund
- UTI Innovation Fund
- Tata Business Cycle Fund
- Motilal Oswal Active Momentum Fund
- HSBC India Export Opportunities Fund
- Motilal Oswal Business Cycle Fund
- Motilal Oswal Manufacturing Fund
- Edelweiss Business Cycle Fund
- Bank of India Business Cycle Fund
- SBI PSU Fund
- ICICI Prudential Housing Opportunities Fund
- Tata Ethical Fund
- Invesco India ESG Integration Strategy Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- Shriram Multi Sector Rotation Fund
- LIC MF Manufacturing Fund
- Aditya Birla Sun Life Special Opportunities Fund
- Bandhan Innovation Fund
- SBI Equity Minimum Variance Fund
- Aditya Birla Sun Life Quant Fund
- HDFC Innovation Fund
- Bandhan Business Cycle Fund
- Motilal Oswal Special Opportunities Fund
- The Wealth Company Ethical Fund
- Axis Momentum Fund
- SBI Innovative Opportunities Fund
- UTI-Transportation and Logistics Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Kotak Active Momentum Fund
- Axis Quant Fund
- Kotak Rural Opportunities Fund
- Quant Commodities Fund
- Tata India Innovation Fund
- Canara Robeco Manufacturing Fund
- Motilal Oswal Innovation Opportunities Fund
- Invesco India Business Cycle Fund
- Mahindra Manulife Manufacturing Fund
- Union Business Cycle Fund
- Baroda BNP Paribas Manufacturing Fund
- ICICI Prudential Active Momentum Fund
- Union Active Momentum Fund
- Baroda BNP Paribas Business Cycle Fund
- Union Innovation & Opportunities Fund
- ICICI Prudential PSU Equity Fund
- Sundaram Multi-Factor Fund
- ICICI Prudential Conglomerate Fund
- Aditya Birla Sun Life PSU Equity Fund
- Aditya Birla Sun Life Business Cycle Fund
- Nippon India Active Momentum Fund
- WhiteOak Capital Quality Equity Fund
- ICICI Prudential Commodities Fund
- Aditya Birla Sun Life Conglomerate Fund
- Kotak Special Opportunities Fund
- Kotak Manufacture in India Fund
- Quant Quantamental Fund
- Baroda BNP Paribas Innovation Fund
- Nippon India Innovation Fund
- SBI Quality Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- HDFC Manufacturing Fund
- HDFC Business Cycle Fund
- Invesco India Manufacturing Fund
- HDFC Defence Fund
- HDFC Transportation and Logistics Fund
- DSP Business Cycle Fund
- HDFC Consumption Fund
- Quantum ESG Best In Class Strategy Fund
- ICICI Prudential Business Cycle Fund
- ICICI Prudential Manufacturing Fund
- Quant Business Cycle Fund
- WhiteOak Capital Special Opportunities Fund
- ITI Business Cycle Fund
- Bandhan Multi-Factor Fund
- Franklin India Multi-Factor Fund
- ICICI Prudential Quality Fund
- ICICI Prudential Equity Minimum Variance Fund
- ICICI Prudential Rural Opportunities Fund
- 360 ONE Quant Fund
- SBI Quant Fund
Harish krishnan
Aditya Birla Sun Life Mutual FundTotal assets under management
₹385.00L Crores
Date of incorporation
5 Sept 1994
Aditya Birla Sun Life Conglomerate Fund
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the Aditya Birla Sun Life Conglomerate Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The Aditya Birla Sun Life Conglomerate Fund has an AUM of ₹1437.60 Cr as on 4/24/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 18.72%. The risk is Very High against the category average of 67.34.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Ans. There is no lock-in period applicable on Aditya Birla Sun Life Conglomerate Fund.
Ans. The expense ratio of Aditya Birla Sun Life Conglomerate Fund is 2.09%.