Aditya Birla Sun Life Business Cycle Fund - Growth - Regular Plan

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  • Net Change on 29-06-2022

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the scheme is to provide long term capital appreciation by investingpredominantly in equity and equity related securities with a focus on riding business cycles throughdynamic allocation between various sectors and stocks at different stages of business cycles in theeconomy.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
S&P BSE 500 - TRI -3.09 -8.51 0.86 13.24 11.62 10.35

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Fund Holdings as on 31-May-2022

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Infosys Limited

  • Reliance Industries Limited

  • Axis Bank Limited

  • State Bank of India

  • Larsen & Toubro Limited

  • Hindustan Unilever Limited

  • Tata Steel Limited

  • Bajaj Finance Limited

  • Housing Development Finance Corporation Limited

  • Clearing Corporation of India Limited

  • Sun Pharmaceutical Industries Limited

  • Maruti Suzuki India Limited

  • Kotak Mahindra Bank Limited

  • Hero MotoCorp Limited

  • ITC Limited

  • HCL Technologies Limited

  • UltraTech Cement Limited

  • DLF Limited

  • Power Grid Corporation of India Limited

  • Britannia Industries Limited

  • Whirlpool of India Limited

  • Shree Cement Limited

  • Dr. Reddys Laboratories Limited

  • Kajaria Ceramics Limited

  • Bajaj Auto Limited

  • Larsen & Toubro Infotech Limited

  • Bharti Airtel Limited

  • Muthoot Finance Limited

  • Coal India Limited

  • Voltas Limited

  • HDFC ASSET MANAGEMENT COMPANY Limited

  • Aditya Birla Fashion and Retail Limited

  • Net Receivables / (Payables)

  • Crompton Greaves Consumer Electricals Limited

  • Emami Limited

  • Bharat Forge Limited

  • AIA Engineering Limited

  • Bajaj Finserv Limited

  • Heritage Foods Limited

  • NTPC Limited

  • NMDC Limited

  • Grasim Industries Limited

  • Radico Khaitan Limited

  • Schaeffler India Limited

  • Life Insurance Corp of India

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  • Bank - Private

  • IT - Software

  • Finance - NBFC

  • Household & Personal Products

  • Pharmaceuticals & Drugs

  • Refineries

  • Bank - Public

  • Engineering - Construction

  • Miscellaneous

  • Automobile Two & Three Wheelers

  • Cement & Construction Materials

  • Steel & Iron Products

  • Finance - Housing

  • Power Generation/Distribution

  • Consumer Durables - Domestic Appliances

  • Consumer Food

  • Automobiles - Passenger Cars

  • Cigarettes/Tobacco

  • Mining & Minerals

  • Construction - Real Estate

  • Ceramics/Marble/Granite/Sanitaryware

  • Telecommunication - Service Provider

  • Air Conditioners

  • Finance - Asset Management

  • Retailing

  • Forgings

  • Engineering - Industrial Equipments

  • Finance - Investment

  • Diversified

  • Breweries & Distilleries

  • Bearings

  • Insurance

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Fund Manager

  • Cash

  • Equity

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About Aditya Birla Sun Life Business Cycle Fund

Scheme Analysis

Aditya Birla Sun Life Business Cycle Fund is a Equity - Thematic Fund - Other fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 03-Dec-2021 and currently has an AUM of ₹2,239.02 crore. Aditya Birla Sun Life Business Cycle Fund is benchmarked against S&P BSE 500 - TRI as primary index.

The NAV of Aditya Birla Sun Life Business Cycle Fund ended down ₹-0.04(-0.44%)yesterday to ₹9.04.

Among its top 3 holdings the fund has exposure to ICICI Bank Limited, and

The Aditya Birla Sun Life Business Cycle Fund is managed by Anil Shah and Vinod Narayan Bhat.

Fund House Contact

One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111