Aditya Birla Sun Life
Conglomerate Fund
What it is?
An open-ended diversified equity scheme following conglomerate theme
Investment Objective
To achieve long term capital appreciation by investing in equity and equity related securities of companies that follow the conglomerate theme.
The Scheme does not guarantee/indicate any returns. There is no assurance that the investment objective of the Scheme will be achieved.
Investment approach
The fund follows a bottom-up approach. The fund manager can take large active bets on large groups with a group exposure cap of 25%. The fund will have a higher tilt towards the mid & small cap companies’ vs the benchmark. The fund seeks to diversify across ~20 sectors. The fund can also invest up to 10% in listed holding companies.
Key Feature
A pioneering industry and category first thematic fund that leverages an expert, active investing strategy to capture companies following the conglomerate theme. It provides investors with convenient access to a diverse range of high-growth businesses of conglomerates, offering long-term growth potential.
Minimum Application Amount
For Lumpsum including Switch-in: Minimum of Rs.100/- and in multiples of Re. 1/- thereafter.
For Monthly, Weekly and Daily Systematic Investment Plan (SIP): Minimum of Rs. 100/- and in multiples of Re. 1/- thereafter