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Aditya Birla Sun Life Conglomerate Fund - Regular Plan - Growth

  • Regular
  • Direct
Category : Sectoral/Thematic

Scheme 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.

Scheme Details

  • Fund manager(s)Harish Krishnan , Kunal Sangoi
  • Launch date – 27-Dec-2024
  • Expense ratio – 2.06% as declared on 30-Sep-2025 (category average is 2.12%)
  • Benchmark - BSE Select Business Groups Index TRI
  • Min SIP amount - ₹
  • Min investment amount (one time- first time) - ₹
  • Min investment amount (addtional purchase) - ₹
  • Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Aditya Birla Sun Life Conglomerate Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges.

Net Buy Price
Buy Date
Sell Date
  • Gross Profit
  • Exit Charges
  • Net Profit

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Contact Details

Aditya Birla Sun Life AMC Limited
One World Center,Tower 1, 17th Flr, Jupiter Mills,Senapati Bapat Marg,Elphinstone Road Mumbai 400 013
Tel no.: 022-43568000
Fax no.: 022-43568110/ 8111
Website.: https://mutualfund.adityabirlacapital.com/

Forum

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