Aditya Birla Sun Life Conglomerate Fund
Direct · Growth ₹11.24
21 Jul 2026
NAV
4.7%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
-0.42
Sharpe
-16.4%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.27 L | 3.2% | -23.1% | 18.5% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 3.2% | 14.5% | 13.7% | -11.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 4.7% | 4.4% | -5.3% | 12.5% | -0.42 | -0.43 | 87% | — | — |
-16.4%
Max Drawdown
5 mo
Drawdown Duration
3 mo
Recovery Time
-3.3%
Avg Drawdown
Calmar Ratio by Duration
0.29
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +8.61 | 1.15 | 119.3% | 109.5% | 3.7% | -3.4% |
| 3 Years | +3.62 | 1.11 | 114.6% | 107.1% | 3.8% | 0.8% |
| 5 Years | +2.43 | 1.11 | 114.6% | 107.1% | 2.3% | 0.5% |
| 7 Years | +1.94 | 1.11 | 114.6% | 107.1% | 1.6% | 0.3% |
| 10 Years | +1.56 | 1.11 | 114.6% | 107.1% | 1.1% | 0.3% |
| 12 Years | +1.41 | 1.11 | 114.6% | 107.1% | 0.9% | 0.2% |
| 15 Years | +1.27 | 1.11 | 114.6% | 107.1% | 0.8% | 0.2% |
52
Total Holdings
44.8%
Top 10 Weight
25
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Reliance Industries Limited | 11.50% |
| 2 | Larsen & Toubro Limited | 5.35% |
| 3 | Adani Enterprises Limited | 4.15% |
| 4 | Mahindra & Mahindra Limited | 4.11% |
| 5 | Grasim Industries Limited | 3.79% |
| 6 | Tube Investments of India Limited | 3.55% |
| 7 | Trent Limited | 3.45% |
| 8 | WELSPUN CORP LIMITED | 3.39% |
| 9 | Adani Energy Solutions Limited | 2.79% |
| 10 | Arvind Limited | 2.70% |