Aditya Birla Sun Life Conglomerate Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Aditya Birla Sun Life Conglomerate Growth Direct Plan

NAV
₹9.6400
-2.63%
(13 Mar)
AUM
1,636 Cr
TER
0.72%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
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Compare with other fund
1Y
+25.4%
+24.1%
+23.9%
+19.2%
+2.0%
3Y
+32.8%
+31.0%
+29.8%
+28.8%
NA
5Y
+27.1%
+25.4%
+26.4%
NA
NA
ALL
+12.2%
+16.5%
+24.2%
+26.1%
-3.0%
VOL
20.0%
19.6%
21.8%
17.2%
15.4%
TER
0.8%
0.9%
0.6%
0.9%
0.7%
AUM
₹6,545 Cr
₹1,511 Cr
₹6,086 Cr
₹2,022 Cr
₹1,636 Cr
INFO
0.61
0.84
1.11
1.51
-0.19
See fund holdings as of 31st Jan
Top holdings
Reliance Industries Ltd
15.0%
Mahindra & Mahindra Ltd
7.3%
Larsen & Toubro Ltd
7.2%
Bajaj Finserv Ltd
4.4%
Tech Mahindra Ltd
4.2%
Adani Ports & Special Economic Zone Ltd
3.7%
LTIMindtree Ltd
3.6%
Grasim Industries Ltd
3.4%
Bajaj Finance Ltd
3.0%
Tube Investments of India Ltd Ordinary Shares
2.9%
Top industry exposure
Basic Materials
18.4%
Energy
17.8%
Consumer Cyclical
17.1%
Industrials
15.4%
Technology
12.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
-
Lock-in period
-
Exit load
• 0.5% for redemption within 90 days
Fund objective
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.
Fund manager(s)
Harish Krishnan
Kunal Sangoi

FAQs