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InvestVerdict

Aditya Birla Sun Life Conglomerate Fund

Direct Plan · GROWTH · Sectoral / Thematic · Scheme code 153124

NAV₹11.3600as on 27 Aug 2026
Fund houseAditya Birla Sun Life Mutual Fund
CategorySectoral / Thematic
Plan & optionDirect · GROWTH
History1.7 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme 2.623.656.67 7.98—— ——7.87
Nifty 500
benchmark		 0.874.312.15 5.2012.4911.41 ——15.49
Sectoral / Thematic
category median		 ——— 6.9716.9114.34 —15.17—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 16.0% 0.09 0.12 1.03 4.02% -16.4% 92.98
Nifty 500
benchmark		 17.2%0.35 0.47—— -37.3%—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 20 months this scheme and its benchmark share.

Growth of ₹100 since launch

89981081172026InvestVerdict

Drawdown from peak (%)

0%-6%-12%-18%2026

Every one-year period it has lived through

WindowsWorstMedianBestPeriods that lost money
33 -2.4% 5.3% 11.7% 12%

Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.

InvestVerdict

Aditya Birla Sun Life Conglomerate Fund

Direct Plan · GROWTH

Allocation

By asset

Equity96.93%
Cash & Equivalents3.07%

By market cap

Large Cap60.37%
Mid Cap13.32%
Small Cap23.24%

Concentration

Number of stocks52
Top 5 stocks28.90%
Top 10 stocks44.77%
Top 20 stocks66.94%
Largest holding11.50%
Largest sectorPetroleum Products 11.50%
Effective stocks29.0
Cash3.07%
InvestVerdict

Aditya Birla Sun Life Conglomerate Fund

Direct Plan · GROWTH · holdings

Top 18 holdings

#CompanySector% of fund
1— Petroleum Products11.50%
2— Construction5.35%
3— Metals & Minerals Trading4.15%
4— Automobiles4.11%
5— Cement & Cement Products3.79%
6— Auto Components3.55%
7— Retailing3.45%
8— Industrial Products3.39%
9— Unclassified3.27%
10— Power2.79%
11— Textiles & Apparels2.70%
12— IT - Software2.67%
13— Transport Infrastructure2.65%
14— Finance2.52%
15— Finance2.48%
16— Cement & Cement Products2.16%
17— Finance2.12%
18— Transport Infrastructure2.07%

Sector split

Petroleum Products — 11.5%Finance — 9.8%Auto Components — 6.6%IT - Software — 6.1%Cement & Cement Products — 6.0%Transport Infrastructure — 5.5%Construction — 5.4%Industrial Products — 5.0%Ferrous Metals — 5.0%Other — 39.1%Petroleum Products11.5%Finance9.8%Auto Components6.6%IT - Software6.1%Cement & Cement Products6.0%Transport Infrastructure5.5%Construction5.4%Industrial Products5.0%Ferrous Metals5.0%Other39.1%
Petroleum Products11.50%
Finance9.84%
Auto Components6.62%
IT - Software6.13%
Cement & Cement Products5.95%
Transport Infrastructure5.48%
Construction5.35%
Industrial Products5.03%
Ferrous Metals4.99%
Power4.92%

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 29 Aug 2026.