- Home
- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Conglomerate Fund Regular-idcw
Fund Overview of Aditya Birla Sun Life Conglomerate Fund Regular-idcw
-
₹1,624.3 CrAUM
-
₹10.82NAV
-
2.42%Expense Ratio
-
EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Aditya Birla Sun Life Conglomerate Fund Regular-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 12.60% | NA | 4.02% |
| 6 Months | 0.56% | NA | 14.62% |
| 1 Year | 1.98% | 1.98% | -1.34% |
Compare Aditya Birla Sun Life Conglomerate Fund Regular-idcw with other mutual funds in the same category
Aditya Birla Sun Life Conglomerate Fund Regular-idcw
ICICI Prudential India Opportunities Fund Direct-growth
ICICI Prudential India Opportunities Fund Direct-idcw
Asset Allocation
equities
97.75%other assets or cash equivalents
2.25%Aditya Birla Sun Life Conglomerate Fund Regular-idcw is one Equity mutual fund offered by Aditya Birla Sun Life Mutual Fund. Launched on 27 Dec 2024, the fund aims Long term Capital Appreciation. Investment in equity and equity related instruments of companies that follow Conglomerate theme. It manages assets worth ₹1,624.3 crore as on Sun May 31, 2026. The expense ratio stands at 2.42%. Fund Manager Manager Education Fund Manager Manager EducationAbout Aditya Birla Sun Life Conglomerate Fund Regular-idcw
The portfolio allocation consists of 97.75% in equities, 2.25% in other assets or cash equivalents.Managed by Kunal Sangoi, it has delivered a return of 1.98% in the last year, a total return since inception of 5.44%.
For those looking to make better financial choices it helps to review best sip to invest suited to long-term goals.
Fund Details
|
|
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
ICICI Prudential India Opportunities Fund Direct-growth  |
₹36,478 | 2.58% | 4.06% | 3.17% | 19.57% | 20.39% |
| ICICI Prudential India Opportunities Fund Direct-idcw |
₹36,478 | 2.58% | 4.06% | 3.17% | 19.57% | 20.39% |
| Franklin India Opportunities Direct Fund-growth |
₹8,724 | 3.39% | 9.28% | 3.02% | 23.85% | 19.76% |
| Franklin India Opportunities Direct Fund-idcw |
₹8,724 | 3.39% | 9.28% | 3.02% | 23.85% | 19.76% |
| ICICI Prudential India Opportunities Fund-growth |
₹36,478 | 2.49% | 3.85% | 2.23% | 18.39% | 19.06% |
| ICICI Prudential India Opportunities Fund-idcw |
₹36,478 | 2.49% | 3.85% | 2.23% | 18.39% | 19.06% |
| Franklin India Opportunities Fund Regular-growth |
₹8,724 | 3.28% | 8.95% | 1.77% | 22.36% | 18.56% |
| Franklin India Opportunities Fund Regular-idcw |
₹8,724 | 3.28% | 8.95% | 1.77% | 22.36% | 18.56% |
| ICICI Prudential Commodities Fund Direct-growth |
₹3,999 | 0.12% | 10.67% | 17.24% | 19.38% | 17.25% |
| ICICI Prudential Commodities Fund Direct-idcw |
₹3,999 | 0.12% | 10.67% | 17.24% | 19.38% | 17.25% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Aditya Birla Sun Life Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Aditya Birla Sun Life Conglomerate Fund Regular-growth
|
₹1,624 | 4.34% | 12.60% | 0.56% | 1.98% | - |
|
Aditya Birla Sun Life Conglomerate Fund Direct-growth
|
₹1,624 | 4.54% | 13.10% | 1.28% | 3.56% | - |
|
Aditya Birla Sun Life Conglomerate Fund Direct-idcw
|
₹1,624 | 4.54% | 13.10% | 1.28% | 3.56% | - |
|
Aditya Birla Sun Life Nifty India Defence Index Fund Regular-growth
|
₹1,166 | 5.31% | 18.03% | 28.15% | 5.81% | - |
|
Aditya Birla Sun Life Nifty India Defence Index Fund Direct-growth
|
₹1,166 | 5.38% | 18.23% | 28.61% | 6.59% | - |
|
Aditya Birla Sun Life Nifty India Defence Index Fund Regular-idcw
|
₹1,166 | 5.31% | 18.03% | 28.15% | 5.81% | - |
|
Aditya Birla Sun Life Nifty India Defence Index Fund Direct-idcw
|
₹1,166 | 5.38% | 18.23% | 28.61% | 6.59% | - |
|
Aditya Birla Sun Life Special Opportunities Fund Regular-growth
|
₹1,073 | 5.67% | 13.31% | 4.75% | 14.30% | 20.09% |
|
Aditya Birla Sun Life Special Opportunities Fund Direct-growth
|
₹1,073 | 5.74% | 13.64% | 5.33% | 15.54% | 21.47% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential India Opportunities Fund-growth |
₹36,478 | ₹36.19 | 18.39% | 19.06% | - |
| ICICI Prudential India Opportunities Fund Direct-growth |
₹36,478 | ₹39.75 | 19.57% | 20.39% | - |
| ICICI Prudential India Opportunities Fund-idcw |
₹36,478 | ₹21.13 | 18.39% | 19.06% | - |
| ICICI Prudential India Opportunities Fund Direct-idcw |
₹36,478 | ₹24.26 | 19.57% | 20.39% | - |
| HDFC Defence Fund Regular-growth |
₹9,724 | ₹29.08 | 42.19% | - | - |
| HDFC Defence Fund Direct-growth |
₹9,724 | ₹30.09 | 43.78% | - | - |
| HDFC Defence Fund Regular-idcw |
₹9,724 | ₹29.08 | 42.19% | - | - |
| HDFC Defence Fund Direct-idcw |
₹9,724 | ₹30.09 | 43.78% | - | - |
| Franklin India Opportunities Fund Regular-growth |
₹8,724 | ₹253.16 | 22.36% | 18.56% | 16.12% |
| Franklin India Opportunities Direct Fund-growth |
₹8,724 | ₹282.39 | 23.85% | 19.76% | 17.18% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Reliance Industries Ltd | Energy & Utilities | 11.77% | ₹191.26 Cr |
| Larsen & Toubro Ltd | Industrials | 5.27% | ₹85.67 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 4.57% | ₹74.20 Cr |
| Adani Enterprises Ltd | Materials | 4.31% | ₹69.96 Cr |
| Tube Investments Of India Ltd | Consumer Discretionary | 3.90% | ₹63.40 Cr |
| Grasim Industries Ltd | Materials | 3.83% | ₹62.15 Cr |
| Welspun Corp Ltd | Materials | 3.55% | ₹57.71 Cr |
| Adani Ports And Special Economic Zone Ltd | Industrials | 3.31% | ₹53.82 Cr |
| Tech Mahindra Ltd | Technology | 3.17% | ₹51.52 Cr |
| Trent Ltd | Consumer Discretionary | 2.97% | ₹48.18 Cr |
| Adani Transmission Ltd | Energy & Utilities | 2.84% | ₹46.07 Cr |
| Ambuja Cements Ltd | Materials | 2.30% | ₹37.40 Cr |
| Bajaj Finance Ltd | Financial | 2.28% | ₹37.04 Cr |
| Arvind Ltd | Consumer Discretionary | 2.18% | ₹35.42 Cr |
| Sundaram-clayton Ltd | Consumer Discretionary | 2.10% | ₹34.17 Cr |
| Tata Capital Limited Eq | Financial | 2.08% | ₹33.73 Cr |
| Jsw Steel Ltd | Materials | 2.07% | ₹33.66 Cr |
| Ltimindtree Ltd | Technology | 1.98% | ₹32.15 Cr |
| Gmr Airports Infrastructure Ltd | Industrials | 1.86% | ₹30.22 Cr |
| Firstsource Solutions Ltd | Industrials | 1.84% | ₹29.86 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential India Opportunities Fund Direct-growth |
₹39.75 | 19.57% | 20.39% | - |
| ICICI Prudential India Opportunities Fund Direct-idcw |
₹24.26 | 19.57% | 20.39% | - |
| Franklin India Opportunities Direct Fund-growth |
₹282.39 | 23.85% | 19.76% | - |
| Franklin India Opportunities Direct Fund-idcw |
₹41.18 | 23.85% | 19.76% | - |
| ICICI Prudential India Opportunities Fund-growth |
₹36.19 | 18.39% | 19.06% | - |
| ICICI Prudential India Opportunities Fund-idcw |
₹21.13 | 18.39% | 19.06% | - |
| Franklin India Opportunities Fund Regular-growth |
₹253.16 | 22.36% | 18.56% | - |
| Franklin India Opportunities Fund Regular-idcw |
₹36.31 | 22.36% | 18.56% | - |
| ICICI Prudential Commodities Fund Direct-growth |
₹51.95 | 19.38% | 17.25% | - |
| ICICI Prudential Commodities Fund Direct-idcw |
₹34.44 | 19.38% | 17.25% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Aditya Birla Sun Life Conglomerate Fund Regular-idcw
What is the current AUM of Aditya Birla Sun Life Conglomerate Fund Regular-idcw?
As of Sun May 31, 2026, Aditya Birla Sun Life Conglomerate Fund Regular-idcw manages assets worth ₹1,624.3 crore
How has Aditya Birla Sun Life Conglomerate Fund Regular-idcw performed recently?
- 3 Months: 12.60%
- 6 Months: 0.56%
What is the long-term performance of Aditya Birla Sun Life Conglomerate Fund Regular-idcw?
- Since Inception: 5.44%
What is the portfolio composition of Aditya Birla Sun Life Conglomerate Fund Regular-idcw?
Equity: 97.75%, Others: 2.25%.
Who manages Aditya Birla Sun Life Conglomerate Fund Regular-idcw?
Aditya Birla Sun Life Conglomerate Fund Regular-idcw is managed by Kunal Sangoi from Aditya Birla Sun Life Mutual Fund.
What is the market-cap allocation of Aditya Birla Sun Life Conglomerate Fund Regular-idcw?
Large Cap: 61.77%, Mid Cap: 16.03%, Small Cap: 22.19%.
Which are the top companies Aditya Birla Sun Life Conglomerate Fund Regular-idcw has invested in?
- Reliance Industries Ltd – 11.77% of the fund's portfolio
- Larsen & Toubro Ltd – 5.27% of the fund's portfolio
- Mahindra & Mahindra Ltd – 4.57% of the fund's portfolio
- Adani Enterprises Ltd – 4.31% of the fund's portfolio
- Tube Investments Of India Ltd – 3.90% of the fund's portfolio
Which are the major sectors Aditya Birla Sun Life Conglomerate Fund Regular-idcw focuses on?
- Materials – 16.06% of the fund's portfolio
- Consumer Discretionary – 15.72% of the fund's portfolio
- Energy & Utilities – 14.61% of the fund's portfolio
- Industrials – 12.29% of the fund's portfolio
- Technology – 5.15% of the fund's portfolio
Policybazaar does not endorse rates/returns or recommend any particular insurer, fund house, AMC (Asset Management Company), insurance and mutual fund product.
Please consult your financial advisor for an informed decision.
Past performance may not be indicative of future results.
The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.
Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.
For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.
For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.
Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved
^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
