NFO Monitor

Fund Facts

Name of Funds:

Aditya Birla Sun Life Conglomerate

Opening:

5th December 2024

Closing:

19th December 2024

Minimum Investment:

Rs.100/- and in multiples of Re. 1/- thereafter.

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

0.50% of NAV if redeemed on or before 90 days from the date of allotment.

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 Scheme

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 House AAUM:

Experience of above 20 years

Scheme DNA

UniQness

Return

Risk

Operability

Oomph 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.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

NFO Monitor

Fund Facts

Name of Funds:

Opening:

Closing:

Minimum Investment:

Plan:

Options:

Entry Load:

Exit Load:

Fund Stats

Objective:

Benchmark:

Fund Manager:

Asset Allocation

Comparable Existing Scheme

Kotak Pioneer Fund

Franklin India Technology

Fund Prognosis

Idea Distiller:

Fund House AAUM:

Fund House AAUM:

Scheme DNA

UniQness

Return

Risk

Operability

Oomph Factor

Important Links

Fund

Snapshot

Company