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Aditya Birla Sun Life Business Cycle Fund-Regular IDCW Payout

Equity: Thematic-Business-Cycle Open Ended Scheme
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NAV
₹ 12.17 ₹ -0.25 (-2.05 %)
as on 27-03-2026
Asset Size (AUM)
1,730.46 Cr
Launch Date
Dec 03, 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 03, 2021
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7.58

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
N/A
Expense Ratio
2.14%
Volatility
N/A
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
Fund Performance
Fund's historical return comparison with other asset classes
Other Schemes of the Same Category
Aditya Birla Sun Life Business Cycle Fund-Regular IDCW Payout
Invesco India Business Cycle Fund - Growth
Mahindra Manulife Business Cycle Fund- Regular Plan - Growth
ICICI Prudential Business Cycle Fund Growth
Kotak Business Cycle Fund-Regular Plan-Growth
DSP Business Cycle Fund - Regular - Growth
Edelweiss Business Cycle Fund - Regular Plan - Growth
Union Business Cycle Fund - Regular Plan - Growth Option
Aditya Birla Sun Life Business Cycle Fund-Regular-Growth
Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth
Performance

Scheme Performance (%)

Data as on - 27-03-2026

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
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 IDCW Payout 03-12-2021 -1.27 3.43 12.3 0.0 0.0
Invesco India Business Cycle Fund - Growth 27-02-2025 7.88 0.0 0.0 0.0 0.0
Mahindra Manulife Business Cycle Fund- Regular Plan - Growth 11-09-2023 5.51 6.85 0.0 0.0 0.0
ICICI Prudential Business Cycle Fund Growth 05-01-2021 2.19 5.14 19.8 16.95 0.0
Kotak Business Cycle Fund-Regular Plan-Growth 05-09-2022 2.15 7.4 15.7 0.0 0.0
DSP Business Cycle Fund - Regular - Growth 17-12-2024 1.92 0.0 0.0 0.0 0.0
Edelweiss Business Cycle Fund - Regular Plan - Growth 30-07-2024 0.18 0.0 0.0 0.0 0.0
Union Business Cycle Fund - Regular Plan - Growth Option 05-03-2024 -0.49 1.09 0.0 0.0 0.0
Aditya Birla Sun Life Business Cycle Fund-Regular-Growth 06-12-2021 -0.86 3.8 12.6 0.0 0.0
Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth 15-09-2021 -1.08 1.27 14.47 0.0 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings