Aditya Birla Sun Life Mutual Fund
Sectoral / Thematic · Direct Plan · Growth · Live NAV & returns (MFAPI); TER/AUM/managers illustrative
Benchmark · Nifty 500 TRI
Aditya Birla Sun Life Conglomerate Fund-Direct Growth is an open-ended sectoral / thematic scheme managed by Aditya Birla Sun Life Mutual Fund. The objective is long-term capital appreciation through disciplined diversification.
Annualised returns versus benchmark — validate against official AMC factsheets before investing.
| Period | Fund CAGR | Benchmark | Active (illustrative) |
|---|---|---|---|
| 1 Year | +2.7% | +1.5% | +1.2% |
| Since inception | +6.6% | +5.5% | +1.1% |
Downside and volatility diagnostics — combine with horizon and liquidity needs when sizing allocations.
Std. deviation (3Y ann.)
10.2%
Higher dispersion implies wider NAV swings.
Beta vs benchmark
0.89
Category avg beta 1.02.
Sharpe (risk-adjusted)
0.78
Illustrative ratio — use alongside drawdowns.
Max drawdown (stress)
-19.8%
Peak-to-trough NAV decline on modelled history.
3Y alpha
-0.7%
Versus benchmark on illustrated methodology.
Top positions and sector sleeves — illustrative placeholder data; MFAPI does not provide portfolio holdings.
| Security | Sector | Weight % |
|---|---|---|
| UltraTech Cement Ltd. | Materials | 13.2% |
| HDFC Bank Ltd. | Financial Services | 7.8% |
| Reliance Industries Ltd. | Energy | 14.5% |
| ICICI Bank Ltd. | Financial Services | 11.7% |
| Infosys Ltd. | Information Technology | 6.5% |
| Tata Consultancy Services Ltd. | Information Technology | 10.5% |
| Larsen & Toubro Ltd. | Construction | 14.5% |
| Bharti Airtel Ltd. | Telecommunication | 9% |
TER not yet available
Expense ratio data will appear once the fund's full factsheet has been ingested. Check the AMC website for the latest SID/KIM.
Lead fund manager
Managing strategy since 2015
Seasoned allocator with coverage across Indian equities and macro attribution frameworks.
Execution & risk oversight
Supporting desk since 2021
Focus on liquidity, derivatives overlays, and adherence to mandate guardrails.
Normalised NAV trajectory vs modelled benchmark — last 36 monthly ticks.
Aditya Birla Sun Life Mutual Fund
Sectoral / Thematic
Aditya Birla Sun Life Mutual Fund
Sectoral / Thematic
Aditya Birla Sun Life Mutual Fund
Sectoral / Thematic
Aditya Birla Sun Life Mutual Fund
Sectoral / Thematic
Approved community reviews appear first when logged-in investors contribute; demo cards fill out the grid for illustration.
Authenticated users only. Submissions stay pending until an admin approves them — one review per fund per account.
Investor F
2026-04-15
Good ELSS context without pushing products.
Investor G
2026-01-15
Wish rolling returns were longer — still better than PDF brochures.
Investor H
2026-02-15
Charts load instantly on fibre — impressive polish.
Aditya Birla Sun Life Conglomerate Fund-Direct Growth
Research-only · No transactions