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

  • Previous Nav

  • Net Change on 02-12-2022

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 500 - TRI 3.02 5.19 8.45 19.35 13.56 11.40

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

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth Jan 01, 1991 1.52 14.95 12.87 2.01 4,696.27
Tata Ethical Fund Regular Plan - Growth May 24, 1996 3.11 21.78 12.77 2.23 1,463.48
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 2.13 19.44 10.86 2.52 679.08
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Feb 03, 2015 3.01 15.83 7.06 2.50 673.34
HSBC Business Cycles Fund - Regular Growth Aug 20, 2014 9.56 17.50 7.93 2.51 566.86

Fund Holdings as on 31-October-2022

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Infosys Limited

  • Axis Bank Limited

  • State Bank of India

  • Reliance Industries Limited

  • Bajaj Finance Limited

  • Housing Development Finance Corporation Limited

  • Larsen & Toubro Limited

  • Tata Steel Limited

  • Sun Pharmaceutical Industries Limited

  • Bharti Airtel Limited

  • Apollo Hospitals Enterprise Limited

  • Kotak Mahindra Bank Limited

  • Hindustan Unilever Limited

  • Clearing Corporation of India Limited

  • UltraTech Cement Limited

  • ITC Limited

  • DLF Limited

  • HCL Technologies Limited

  • Tata Power Company Limited

  • Maruti Suzuki India Limited

  • Britannia Industries Limited

  • Atul Limited

  • Whirlpool of India Limited

  • Shree Cement Limited

  • Aarti Industries Limited

  • Dr. Reddys Laboratories Limited

  • Kajaria Ceramics Limited

  • Larsen & Toubro Infotech Limited

  • Grasim Industries Limited

  • Aditya Birla Fashion and Retail Limited

  • Mahindra Logistics Limited

  • Reverse Repo

  • Hero MotoCorp Limited

  • Muthoot Finance Limited

  • Hindalco Industries Limited

  • Bajaj Finserv Limited

  • NMDC Limited

  • Bharat Forge Limited

  • Emami Limited

  • United Spirits Limited

  • AIA Engineering Limited

  • Crompton Greaves Consumer Electricals Limited

  • Voltas Limited

  • Heritage Foods Limited

  • Radico Khaitan Limited

  • Bajaj Auto Limited

  • Schaeffler India Limited

  • NMDC Steel Ltd

  • Aarti Pharmalabs Ltd

  • Net Receivables / (Payables)

View More
  • Bank - Private

  • IT - Software

  • Bank - Public

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • Refineries

  • Cement & Construction Materials

  • Finance - Housing

  • Engineering - Construction

  • Household & Personal Products

  • Steel & Iron Products

  • Chemicals

  • Miscellaneous

  • Telecommunication - Service Provider

  • Hospital & Healthcare Services

  • Consumer Food

  • Consumer Durables - Domestic Appliances

  • Cigarettes/Tobacco

  • Construction - Real Estate

  • Power Generation/Distribution

  • Automobile Two & Three Wheelers

  • Automobiles - Passenger Cars

  • Breweries & Distilleries

  • Ceramics/Marble/Granite/Sanitaryware

  • Diversified

  • Retailing

  • Logistics

  • Metal - Non Ferrous

  • Finance - Investment

  • Mining & Minerals

  • Forgings

  • Engineering - Industrial Equipments

  • Air Conditioners

  • Bearings

  • Unspecified

View More

Fund Manager

  • Cash

  • Equity

View More

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 ₹2,399.75 crore. Aditya Birla Sun Life Business Cycle Fund is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE 500 - TRI as secondary index.

The NAV of Aditya Birla Sun Life Business Cycle Fund ended down ₹-0.01(-0.09%)yesterday to ₹10.91.

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