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Fund Facts
  • Name of Fund:
    Aditya Birla Sun Life Conglomerate
  • Opening:
    5th December 2024
  • Closing:
    19th December 2024
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic
  • Minimum Investment:
    Rs.100/- and in multiples of Re. 1/- thereafter.
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Nil
  • Exit Road:
    0.50% of NAV if redeemed on or before 90 days from the date of allotment.
  • Thereafter:
    Nil

Fund Stats

Objective

The investment objective of the Scheme is to achieve long term capital appreciation by investing in equity and equity related securities of companies that follow conglomerate theme.

  • Benchmark:

  • NIFTY 200

  • Fund Manager:

  • Harish Krishnan

Asset Allocation

80-100 % Equity
upto 20% Money Market
Comparable existing schemes
Kotak Pioneer Fund 5.85(6M) 33.67(1Y)
Franklin India Technology 15.37(6M) 34.99(1Y)

Fund Prognosis

Idea Distiller

Investing in big business houses which has multiple businesses covering varied activities. Conglomerate!!

  • Fund House AAUM:

  • Rs 38432688.85 Lakhs(as on 30th September, 2024)

  • Fund Manager:

  • Experience of above 20 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

Yes the theme is different but not very. It seems a bit more diffused than a focused fund but less so than a diversified.