Aditya Birla Sun Life Conglomerate Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Sectoral/Thematic funds is 77.59% .
The largest portfolio holding is RELIANCE INDUSTRIES LTD with a portfolio weight of 10.86% .
The fund currently owns more than 49 stocks.
The top 10 holdings account for 45.77% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 8.35% | -0.11% |
| 2 Year Return | N/A | 12.90% |
| 3 Year Return | N/A | 41.33% |
| 4 Year Return | N/A | 59.19% |
| 5 Year Return | N/A | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 0.63% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Energy |
10.86%
|
|
| 2 | Industrials |
5.03%
|
|
| 3 | Industrials |
4.92%
|
|
| 4 | Consumer Discretionary |
4.50%
|
|
| 5 | Utilities |
3.86%
|
|
| 6 | Materials |
3.75%
|
|
| 7 | Non-Banking Financial Company (NBFC) |
3.28%
|
|
| 8 | Information Technology |
3.27%
|
|
| 9 | Consumer Discretionary |
3.19%
|
|
| 10 | Consumer Discretionary |
3.12%
|
|
| 11 | Materials |
2.93%
|
|
| 12 | Finance & Investments |
2.45%
|
AMC: BirlaSunLife
Category: Equity • Sectoral/Thematic
Launch Date: 05 Dec 2024
Fund Manager: Mr. Harish Krishnan
Minimum Purchase: ₹100
Exit Load: For redemption / switch-out of units on or before 90 days from the date of allotment: 0.50% of applicable NAV. For redemption / switch-out of units after 90 days from the date of allotment: Nil.
Lock-in: 1
Risk: Moderate Risk
Aditya Birla Sun Life Conglomerate Fund - Direct Plan is managed by BirlaSunLife and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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