Aditya Birla Sun Life Conglomerate Fund-Regular Growth
Fund House: Aditya Birla Sun Life Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 27-12-2024 |
| Asset Class: |
| Benchmark: BSE Select Business Groups TRI |
| TER: 2.09% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 0.0 |
| Minimum Topup: 0.0 |
| Total Assets: 1,354 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: - |
9.73
-0.13 (-1.3361%)
-2.89%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The Scheme seeks to achieve long term capital appreciation by investing in equity and equity related securities of companies that follow conglomerate theme.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Conglomerate Fund-Regular Growth | 27-12-2024 | - | - | - | - | - |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 17.36 | - | - | - | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 12.42 | 26.62 | 18.64 | 29.39 | 13.12 |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 12.39 | 36.39 | 25.97 | 34.62 | 14.42 |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 10.95 | 22.42 | 14.09 | 27.77 | - |
| ICICI Prudential Innovation Fund - Growth | 05-04-2023 | 10.82 | - | - | - | - |
| Samco Active Momentum Fund - Regular Plan - Growth Option | 05-07-2023 | 10.64 | - | - | - | - |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 10.44 | 27.16 | 19.07 | 29.89 | 11.86 |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 9.81 | 29.58 | 22.06 | 36.46 | - |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | 9.71 | - | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
12.49%
Others
4.21%
Large Cap
73.28%
Mid Cap
10.03%
