Aditya Birla SL Conglomerate Fund - Direct (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Aditya Birla SL Conglomerate Fund - Direct (G) (45326) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Aditya Birla SL Conglomerate Fund - Direct (G)
Aditya Birla Sun Life AMC Ltd
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. The Scheme does not guarantee/indicate any returns. There is no assurance that the investment objective of the Scheme will be achieved.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Good Returns
Risk
High Risk
Expenses
Low Expense Ratio
Portfolio Mix
Equity Focused
Management
New Team
Quality Score
Average Quality
Aditya Birla SL Conglomerate Fund - Direct (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
1-Year Returns
Recent performance momentum
Alpha Generation
Outperformance vs benchmark
Equity Exposure
Market exposure level
Cost Efficiency
Fund management costs
Long-term Track Record
Historical performance consistency
Fund Size
Assets under management
Risk Assessment
Risk-adjusted returns
Management Stability
Fund manager experience
Investment Timing Insights
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| Reliance Industries Ltd | Refineries | 16.32% |
| Larsen & Toubro Ltd | Infrastructure Developers & Operators | 7.84% |
| Mahindra & Mahindra Ltd | Automobile | 7.71% |
| Bajaj Finserv Ltd | Finance | 4.52% |
| Grasim Industries Ltd | Textiles | 3.58% |
| Tech Mahindra Ltd | IT - Software | 3.48% |
| Tube Investments of India Ltd | Capital Goods-Non Electrical Equipment | 3.03% |
| Trent Ltd | Retail | 2.96% |
| Adani Ports & Special Economic Zone Ltd | Marine Port & Services | 2.90% |
| Bajaj Finance Ltd | Finance | 2.86% |
Sector Breakdown
Compare against Sectoral / Thematic category average
Performance Summary
This comparison shows how the fund performs relative to the Sectoral / Thematic category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Sectoral / Thematic category
Aditya Birla SL Conglomerate Fund - Direct (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 1M | 3M | 6M |
|---|---|---|---|---|
| Aditya Birla SL MNC Fund - Direct (G) | ₹1531.82 | 1.47% | 4.17% | 20.90% |
| Aditya Birla SL MNC Fund - (G) | ₹1374.21 | 1.41% | 3.98% | 20.48% |
| Nippon India Banking&Financial Services-Dir(G) | ₹705.66 | -1.32% | -2.23% | 13.57% |
| Nippon India Banking&Financial Services-Dir(Bonus) | ₹705.66 | -1.32% | -2.23% | 13.57% |
| Nippon India Banking&Financial Services (G) | ₹644.41 | -1.39% | -2.44% | 13.09% |
| Nippon India Banking&Financial Services (Bonus) | ₹644.41 | -1.39% | -2.44% | 13.09% |
| Nippon India Pharma Fund - Direct (G) | ₹572.40 | -0.43% | 2.59% | 13.30% |
| Nippon India Pharma Fund - Direct (Bonus) | ₹572.40 | -0.43% | 2.59% | 13.30% |
| Franklin India Technology Fund - Direct (G) | ₹570.37 | 2.73% | 3.31% | 7.85% |
| ICICI Pru FMCG Fund - Direct (G) | ₹522.74 | 1.69% | 3.11% | 13.18% |
Category Average Returns
Harish Krishnan
A seasoned investment professional with over 1 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.