Aditya Birla Sun Life Conglomerate Fund-Direct Growth
Expense Ratio: 0.7
Risk: -
Equity Scheme - Sectoral/ Thematic
Plan: Direct
Benchmark: -
Inception: 05-12-2024
Exit Load: Nil
Fund Size:₹1,437.60 Cr
Performance
1Y
Fund-3.85%
Cat. Avg.N/A
2Y
FundN/A
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund2.64%
Cat. Avg.N/A
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Reliance Industries Limited | 187.30 | 11.50% |
| 2 | Larsen & Toubro Limited | 87.07 | 5.35% |
| 3 | Adani Enterprises Limited | 67.52 | 4.15% |
| 4 | Mahindra & Mahindra Limited | 66.91 | 4.11% |
| 5 | Grasim Industries Limited | 61.70 | 3.79% |
| 6 | Tube Investments of India Limited | 57.79 | 3.55% |
| 7 | Trent Limited | 56.16 | 3.45% |
| 8 | WELSPUN CORP LIMITED | 55.16 | 3.39% |
| 9 | Clearing Corporation of India Limited | 53.26 | 3.27% |
| 10 | Adani Energy Solutions Limited | 45.40 | 2.79% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 58581 | -2.4% | -4.9% |
| SI | 07 Jan, 25 | 1.10 L. | 1.10 L. | -0.1% | -0.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 96154 | -3.8% | -3.8% |
| SI | 30 Dec, 24 | 1 L. | 1.05 L. | +4.8% | +2.6% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.