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Aditya Birla Sun Life Business Cycle Fund-Regular-Growth

Equity: Thematic-Others Open Ended Scheme
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NAV
₹ 15.01 ₹ -0.07 (-0.47 %)
as on 17-06-2025
Asset Size (AUM)
1,771.39 Cr
Launch Date
Dec 06, 2021
Invest in this scheme
Investment Objective
The investment objective of the scheme is to provide long term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. The Scheme does not guarantee/indicate any returns. There can be no assurance that the objective of the Scheme will be achieved.
Minimum Investment 500.0
Minimum Top-up 500.0
Investment Returns Since Launch in Dec 06, 2021
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11.95

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.71 %
Expense Ratio
2.14%
Volatility
14.76 %
Fund House
Aditya Birla Sun Life Mutual Fund
Fund Manager
Mr. Harish Krishnan
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 500.0 (plus in multiples of Rs. 500.0)
Entry Load
Not applicable
Exit Load
For redemption /switch-out of units on or before 30 days from the date of allotment: 1% of applicable NAV. For redemption / switch-out of units a er 30 days from the date of allotment: Nil.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4AssetsCash & Cash EquivalentsEquityInternational
Fund Performance
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4FundFDGoldNifty
Fund₹ 10526
FD₹ 10600
Gold₹ 10800
Nifty₹ 10357
Other Schemes of the Same Category
Performance

Scheme Performance (%)

Data as on - 18-06-2025
Created with Highcharts 4.1.4ReturnsAditya Birla Sun Life Business Cycle Fund-Regular-GrowthNIFTY 500 TRIEquity: Thematic-OthersYTD1 Month3 Month6 Month1 Year3 Years5 Years10 YearsSince Launch-100102030

Yearly Performance (%)

Created with Highcharts 4.1.4ValuesAditya Birla Sun Life Business Cycle Fund-Regular-GrowthNIFTY 500 TRIEquity: Thematic-Others2016201720182019202020212022202320242025-20-1001020304050

NAV Movement

Investment Returns Calculator
Amount InvestedFund ValueProfitReturns
Fund110,000112,4612,4614.56
Benchmark---
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Aditya Birla Sun Life Business Cycle Fund-Regular-Growth 06-12-2021 5.26 17.95 19.64 0.0 0.0
WhiteOak Capital Special Opportunities Fund - Regular Growth 04-06-2024 15.86 0.0 0.0 0.0 0.0
Sundaram Services Fund Regular Plan - Growth 21-09-2018 15.73 22.45 23.94 27.27 0.0
Bandhan Innovation Fund - Regular Plan - Growth 30-04-2024 15.31 0.0 0.0 0.0 0.0
ICICI Prudential Exports & Services Fund - Growth 01-11-2005 11.7 26.27 24.86 27.1 14.34
Portfolio Analysis
Portfolio as on 31-05-2025
Sector Allocation
SectorAllocation (%)
Financial Services33.11
Capital Goods11.04
Automobile and Auto Components8.84
Information Technology7.27
Oil, Gas & Consumable Fuels6.99
Healthcare5.31
Construction Materials4.47
Consumer Durables4.46
N/A3.3
Metals & Mining3.08
Telecommunication2.72
Fast Moving Consumer Goods2.28
Construction2.06
Textiles1.15
Services1.11
Consumer Services1.09
Chemicals0.91
Realty0.81
Portfolio Holdings
CompanyHoldings (%)
ICICI BANK LIMITED EQ NEW FV RS. 2/-8.37
RELIANCE INDUSTRIES LIMITED EQ5.21
KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/-5.16
INFOSYS LIMITED EQ FV RS 53.58
HDFC BANK LIMITED EQ NEW FV RE. 1/-3.58
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-2.72
SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/-2.5
AXIS BANK LIMITED EQ NE FV RS. 2/-2.35
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.52.27
STATE BANK OF INDIA EQ NEW RE. 1/-2.18
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-2.06
ICICI LOMBARD GEN INSURANCE CO LTD EQ1.99
JINDAL STEEL & POWER LIMITED EQ. NEW RS.11.89
J.K.CEMENT LIMITED EQ1.74
AU SMALL FINANCE BANK LIMITED EQ1.7
HCL TECHNOLOGIES LIMITED EQ F.V. RS.2/-1.69
SBFC FINANCE LIMITED EQ1.63
Cognizant Technology Solutions Cl A Com Stk1.63
CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/-1.62
MARUTI SUZUKI INDIA LIMITED EQ1.57
WELSPUN CORP LIMITED EQ NEW FV RS.5/-1.47
TECH MAHINDRA LIMITED EQ NEW FV RS. 5/-1.36
Clearing Corporation of India Limited1.36
CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/-1.36
AMBUJA CEMENTS LIMITED EQ NEW FV RS. 2/-1.33
SCHAEFFLER INDIA LIMITED EQ NEW FV RS. 2/-1.3
SHIVALIK BIMETAL CONTROLS LIMITED EQ NEW FV RS.2/-1.25
BHARAT FORGE LIMITED EQ NEW FV RS. 2/-1.23
VEDANTA LIMITED EQ NEW RS.1/-1.19
AIA ENGINEERING LIMITED EQ NEW RE.2/-1.17
Shriram Finance Limited1.17
RADICO KHAITAN LIMITED EQ NEW FV RS. 2/-1.17
BLUE STAR LIMITED EQ NEW FV RS.2/-1.15
GOKALDAS EXPORTS LIMITED NEW EQ RS. 5/-1.15
ANGEL ONE LIMITED EQ.1.14
ULTRATECH CEMENT LIMITED EQ1.11
CMS INFO SYSTEMS LIMITED EQ1.11
GODREJ CONSUMER PRODUCTS LIMITED EQ NEW FV RE.1/-1.11
SUNDRAM FASTENERS LIMITED EQ FV RS. 1/-1.1
ZOMATO LIMITED EQ1.08
V-GUARD INDUSTRIES LIMITED EQ NEW FV Re. 1/-1.07
LAKSHMI MACHINE WORKS LIMITED NEW EQ RS. 10/-1.06
HAPPY FORGINGS LIMITED EQ NEW FV RS.2/-1.06
WHIRLPOOL OF INDIA LIMITED EQ1
AJANTA PHARMA LIMITED EQ NEW FV RS. 2/-0.99
WAAREE ENERGIES LIMITED EQ0.97
APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/-0.97
HINDUSTAN PETROLEUM CORPORATION LIMITED EQ0.93
NOCIL LIMITED EQ0.91
CIPLA LIMITED EQ NEW FV RS.2/-0.85
LIC HOUSING FINANCE LIMITED EQ NEW F.V. RS.2/-0.85
GUJARAT GAS LIMITED EQ NEW FV RS 20.85
SONA BLW PRECISION FORGINGS LIMITED EQ0.84
SOBHA LIMITED EQ0.81
CELLO WORLD PRIVATE LIMITED EQ NEW FV RS 5/-0.8
Persistent Systems Ltd0.64
APL APOLLO TUBES LIMITED EQ NEW FV RS. 2/-0.62
POONAWALLA FINCORP LIMITED EQ NEW F.V. RS.2/-0.57
BANDHAN BANK LIMITED EQ0.57
PRAJ INDUSTRIES LIMITED EQ NEW FV RS.2/-0.54
ATHER ENERGY PRIVATE LIMITED EQ FV RE.1/-0.53
RHI MAGNESITA INDIA LIMITED EQ0.52
SBI CARDS AND PAYMENT SERVICES LIMITED EQ0.49
KAJARIA CERAMICS LIMITED EQ NEW FV RE. 1/-0.44
FINOLEX INDUSTRIES LIMITED EQ NEW FV RS.2/-0.43
V.S.T. TILLERS TRACTORS LIMITED EQ0.33
DALMIA BHARAT LIMITED EQ NEW FV RS 20.29
XTRACKERS HARVEST CSI 500 CH0.27
VISHAL MEGA MART PRIVATE LIMITED EQ0.01
Net Receivables / (Payables)-0.4
Sector Allocation
Created with Highcharts 4.1.4Financial ServicesCapital GoodsAutomobile and Auto ComponentsInformation TechnologyOil, Gas & Consumable FuelsHealthcareConstruction MaterialsConsumer DurablesMetals & MiningOthers
Portfolio Holdings
Created with Highcharts 4.1.4ICICI BANK LIMITED EQ NEW FV RS. 2/-RELIANCE INDUSTRIES LIMITED EQKOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/-INFOSYS LIMITED EQ FV RS 5HDFC BANK LIMITED EQ NEW FV RE. 1/-BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/-AXIS BANK LIMITED EQ NE FV RS. 2/-MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5Others