Aditya Birla Sun Life Conglomerate Fund

Equity: Sectoral/Thematic | Growth

MAX CAGR

+6.11%

Fund Size

₹1,628.34 Cr

Min. Investment

₹100

QUICK FUND SUMMARY

Aditya Birla Sun Life Conglomerate Fund Growth is an equity mutual fund managing assets worth ₹1,628.34 Cr. The current NAV is ₹10.97 as of Jul 20. It has delivered a maximum CAGR of 6.11%. Investors can start with a minimum SIP amount of ₹100. The fund primarily holds Reliance Industries Ltd., Mahindra & Mahindra Ltd., Larsen & Toubro Ltd., Bajaj Finserv Ltd. and LTIMindtree Ltd..

Aditya Birla Sun Life Conglomerate Fund Details

Fund Size

₹1,628.34 Cr

Type

Equity: Sectoral/Thematic

Minimum Investment

₹100

NAV (Jul 20)

₹10.97

Plan Type

Regular

Launch Date

27 Dec 2024

Lock in Period

0 days

Plan Option

Growth

Expense Ratio

2.34%

Withdrawal Charge

0.5% for redemption within 90 Days

Aditya Birla Sun Life Conglomerate Fund Holdings

Get an overview of this fund's exposure across asset classes, market cap segments, securities, credit ratings, etc.

No Data

Aditya Birla Sun Life Conglomerate Fund Risk Indicator

The risk of the scheme is very high

As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance

FAQs on Aditya Birla Sun Life Conglomerate Fund

Aditya Birla Sun Life Conglomerate Fund is a Growth Equity mutual fund managed by Aditya Birla Sun Life Mutual Fund.

The current NAV of Aditya Birla Sun Life Conglomerate Fund is ₹10.97 as of Jul 20.

You can invest in Aditya Birla Sun Life Conglomerate Fund directly on share.market by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.

The minimum SIP amount for Aditya Birla Sun Life Conglomerate Fund is ₹100.

The expense ratio of Aditya Birla Sun Life Conglomerate Fund is 2.34%.

Aditya Birla Sun Life Conglomerate Fund has an exit load as follows: 0.5% for redemption within 90 Days

Short-term capital gains (STCG) on Aditya Birla Sun Life Conglomerate Fund are taxed at a flat rate of 20% (plus applicable surcharge and 4% health & education cess) if you redeem your units within 12 months of purchase. If you hold your units for more than 12 months, the gains are classified as Long-Term Capital Gains (LTCG) and taxed at 12.5% without indexation benefits, but only on the component of total equity capital gains that exceeds ₹1.25 Lakh in a single financial year. Gains up to ₹1.25 Lakh are tax-exempt. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.

Aditya Birla Sun Life Conglomerate Fund is managed by Mr. Kunal Sangoi.

Disclaimer: Past performance is not an indicator of future returns.

Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.