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Aditya Birla SL Conglomerate Fund - Regular (G) Aditya Birla SL Conglomerate Fund - Regular (G)

Aditya Birla SL Conglomerate Fund - Portfolio Analysis

  • ₹10.83 (0%)

    Current NAV 04-07-2025

  • 0%

    Returns

  • Min. SIP ₹100

    Min. Investment ₹100

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-May-2025)

Allocation of Equity and Debt Asset Classes.

  • Equity 97.75%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 71.39
Small Cap 15.16
Mid Cap 10.59
Others 0.6

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Industrials

Energy

Consumer Cyclical

Basic Materials

Technology

Financial Services

Real Estate

Consumer Defensive

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
26-Jun-2025
Holdings PE Ratio
26-Jun-2025
1Y Return
Reliance Industries Ltd Large Cap Energy (36.73) 16.03% 29.68 -1.71%
Larsen & Toubro Ltd Large Cap Industrials (31.9) 8.05% 33.61 0.55%
Mahindra & Mahindra Ltd Large Cap Consumer Cyclical (31.12) 7.28% 30.83 12.43%
Bajaj Finserv Ltd Large Cap Financial Services (156.01) 4.75% 35.9 25.91%
Adani Ports & Special Economic Zone Ltd Large Cap Industrials (120.03) 3.82% 27.75 -5.2%
Bajaj Finance Ltd Large Cap Financial Services (28.78) 3.39% 34.86 28%
Trent Ltd Large Cap Consumer Cyclical (103.17) 3.38% 126.13 -1.94%
Grasim Industries Ltd Large Cap Basic Materials (47.41) 3.36% 47.06 2.61%
Tech Mahindra Ltd Large Cap Technology (30.58) 3.3% 38.12 13.57%
Tube Investments of India Ltd Ordinary Shares Mid Cap Industrials (43.84) 3.12% 85.82 -30.89%
Welspun Corp Ltd Small Cap Basic Materials (29.22) 2.78% 12.8 52.15%
CG Power & Industrial Solutions Ltd Large Cap Industrials (81.42) 2.75% 106.18 -6.37%
Cholamandalam Investment and Finance Co Ltd Large Cap Financial Services (26.13) 2.59% 28.3 41.05%
Adani Enterprises Ltd Large Cap Energy (49.16) 2.42% 41.94 -18.6%
Firstsource Solutions Ltd Small Cap Technology (51.6) 2.37% 43.52 59.93%
Zensar Technologies Ltd Small Cap Technology (36.96) 2.06% 25.69 109.02%
Ambuja Cements Ltd Large Cap Basic Materials (26.26) 2.01% 0 0%
Jindal Steel & Power Ltd Mid Cap Basic Materials (30.94) 1.86% 34.46 -9.94%
UltraTech Cement Ltd Large Cap Basic Materials (55.96) 1.85% 44.61 34.3%
LTIMindtree Ltd Large Cap Technology (36.96) 1.83% 33.85 6.16%
TVS Holdings Ltd Small Cap Consumer Cyclical (43.5) 1.78% 19.03 -12.73%
Ashok Leyland Ltd Mid Cap Industrials (36.7) 1.54% 23.62 9.92%
Voltas Ltd Mid Cap Consumer Cyclical (66.81) 1.53% 53.64 -5.59%
Tata Steel Ltd Large Cap Basic Materials (24.33) 1.43% 59.49 -7.52%
Arvind Ltd Small Cap Consumer Cyclical (33.35) 1.37% 26.02 -8.97%
Tata Motors Ltd Large Cap Consumer Cyclical (95.46) 1.3% 40.82 136.49%
Bajaj Auto Ltd Large Cap Consumer Cyclical (31.14) 1.3% 32.13 -10.98%
L&T Technology Services Ltd Mid Cap Technology (51.6) 1.24% 36.68 -13.41%
Carborundum Universal Ltd Small Cap Industrials (54.42) 1.02% 62.66 -42.98%
Godrej Properties Ltd Mid Cap Real Estate (79.05) 0.99% 49.57 -30.31%
Mrs Bectors Food Specialities Ltd Ordinary Shares Small Cap Consumer Defensive (67.81) 0.97% 57.98 -3.4%
PCBL Chemical Ltd Small Cap Basic Materials (34.39) 0.95% 35.52 57.44%
Atul Ltd Small Cap Basic Materials (26.04) 0.73% 44.45 14.31%
Finolex Industries Ltd Small Cap Industrials (39.4) 0.6% 16.33 -35.66%
Aditya Birla Lifestyle Brands Ltd 0.6% - 0%
Hindalco Industries Ltd Large Cap Basic Materials (30.32) 0.56% 38.75 29.66%
Sonata Software Ltd Small Cap Technology (30.58) 0.53% 27.08 -36.71%
Aditya Birla Fashion and Retail Ltd Mid Cap Consumer Cyclical (103.17) 0.3% -22.97 -76.56%
Tata Consumer Products Ltd Large Cap Consumer Defensive (72.53) 0% 84.37 -2.82%

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Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for Aditya Birla SL Conglomerate Fund ?

The top holdings of this fund are

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for Aditya Birla SL Conglomerate Fund ?

The major sectors of this fund are .

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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