Invest in Iconic Multi-Generational Businesses with Aditya Birla Sun Life Conglomerate Fund
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What sets Conglomerates apart in India?
India’s business landscape is shaped by the prominence of large conglomerates, many of which trace their roots to multi-generational enterprises. But what truly sets them apart?
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Conglomerates –Strength in Diversity
Indian conglomerates are groups controlled by promoters, consisting of two or more listed companies across a variety of sectors and industries. What starts as a family-owned business with a long-term vision for growth often expands into a diversified powerhouse operating at massive scales. Over time, these conglomerates evolve to dominate the market. In fact, conglomerates today account for a third of the total BSE market cap!
Source: Bloomberg, data as on 31-Oct-2024 -
What makes them investable?
These conglomerates are built on a strong legacy, supported by exceptional corporate governance. Their robust, diversified business models, combined with the ability to execute large-scale capital expenditures, make them potentially attractive investment opportunities.
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From Belief to Investment: Aim to strengthen your portfolio
The success of these family-owned businesses is rooted in the multi-generational trust they have earned in the Indian market. Now is the ideal time to take your belief one step further—transition from being consumers of these iconic companies to becoming investors and let them help fuel growth in your portfolio.
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Capitalise on the potential of conglomerates through a thematic fund
The conglomerate landscape today includes 169 companies spanning 22 sectors and varying market caps. A thematic fund focused on these high-potential companies for long-term value creation offers an effective way to invest in this dynamic space.
(source:https://mutualfund.adityabirlacapital.com/)
Aditya Birla Sun Life Conglomerate Fund NFO Details
| Mutual Fund | Aditya Birla Sun Life Mutual Fund |
| Scheme Name | Aditya Birla Sun Life Conglomerate Fund |
| Objective of Scheme | 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 Type | Open Ended |
| Scheme Category | Equity Scheme – Sectoral/ Thematic |
| New Fund Launch Date | 05-Dec-2024 |
| New Fund Earliest Closure Date | |
| New Fund Offer Closure Date | 19-Dec-2024 |
| Indicate Load Seperately | |
| Minimum Subscription Amount | 100 |
(source:https://www.amfiindia.com/)
Aditya Birla Sun Life Conglomerate Fund NFO
Application Form
Scheme Documents
(source:https://mutualfund.adityabirlacapital.com/)
