How to invest in Adani, Ambani, Tata and Birla stocks with just one mutual fund scheme

Aditya Birla Sun Life Mutual Fund’s latest NFO of Aditya Birla Sun Life Conglomerate Fund provides investors with a unique opportunity to diversify their portfolio by investing in India's top business conglomerates such as Adani, Tata, Ambani (Reliance), and Birla under a single investment umbrella.

The new fund offer or NFO of the scheme is open for subscription and will close on December 19.

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The fund aims to provide long-term capital appreciation by investing in equity and equity related securities of companies that follow conglomerate themes.

Conglomerates will be identified as groups that are domiciled in India and are led/controlled by promoters and consist of a minimum of 2 listed companies in different sectors or industries. Top conglomerates will be classified based on market capitalization, according to a release by the fund house.

Conglomerates dominate multiple industries, leveraging shared resources and economies of scale to maintain market leadership. For instance, the Tata and Adani groups operate across power, renewable energy, FMCG, and IT services, showcasing unparalleled adaptability and growth.

The fund targets a conglomerate universe of 169 companies, spanning 22 sectors and representing 33% of the Bombay Stock Exchange's total market capitalization. Key players include the Tata Group, Reliance Industries, Adani Enterprises, and the Birla Group.

The scheme includes a mix of large, mid, and small-cap stocks, enabling a balanced risk-reward profile. With a 25% group exposure cap, it ensures diversification while maintaining focus on market leaders. Fund managers employ a bottom-up approach, identifying high-growth opportunities within these conglomerates.

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The fund is suitable for long term equity investors with an investment horizon of 3- 5 years and above. The scheme will be managed by Kunal Sangoi and Harish Krishnan and will be managed by BSE Select Business Groups Index TRI.

The minimum application amount for lumpsum and monthly, weekly and daily SIP will be Rs 100 and in multiples of Re 1 thereafter. The minimum redemption/switch out amount is Re 1 and in multiple of Re 1 thereafter.

The scheme will allocate 80-100% in equity and equity related instruments of companies forming part of conglomerate theme, 0-20% in equity and equity related instruments of companies other than that forming part of conglomerate theme, 0-20% in debt and money market instruments, and 0-10% in units issued by REITs & INVITs.

"In India, conglomerates have played a pivotal role in driving the nation's industrial revolution, forming the backbone of its economic progress. Defined by resilience, multi-generational legacies, and a remarkable capacity for innovation across diverse industries, these businesses have consistently adapted to market cycles, created diversified cash flows, and spearheaded investments in emerging sectors like green energy and digital ecosystems," said A. Balasubramanian, Managing Director and CEO, Aditya Birla Sun Life AMC.

"The Aditya Birla Sun Life Conglomerate Fund offers investors a unique opportunity to harness the growth potential of these enduring enterprises, aligning with their robust performance and strategic foresight to build wealth in a dynamic economy,” he added.

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