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

Other Plans and Options
  • (-0.83%)Nav, as on 09-05-2025

  • Previous Nav

  • Net Change on 09-05-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview IDCW | 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
BSE 500 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

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.)
ICICI Prudential India Opportunities Fund - IDCW Option Jan 15, 2019 13.42 24.48 32.64 1.63 27,197.33
Franklin INDIA OPPORTUNITIES FUND - IDCW Feb 21, 2000 Unrated 9.75 32.18 32.43 1.79 6,484.96
ICICI Prudential Manufacturing Fund - IDCW Option Oct 11, 2018 1.94 24.20 31.65 1.86 6,230.97
SBI ESG Exclusionary Strategy Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 1991 Unrated 8.66 14.96 21.34 1.94 5,555.82
Aditya Birla Sun Life PSU Equity Fund-Regular - Payout of IDCW Dec 30, 2019 -5.14 28.34 33.22 1.77 5,390.83

Fund Holdings as on 30-April-2025

  • ICICI Bank Limited

  • Kotak Mahindra Bank Limited

  • Reliance Industries Limited

  • HDFC Bank Limited

  • Infosys Limited

  • Bharti Airtel Limited

  • Sun Pharmaceutical Industries Limited

  • Axis Bank Limited

  • Mahindra & Mahindra Limited

  • State Bank of India

  • ICICI Lombard General Insurance Company Limited

  • Larsen & Toubro Limited

  • Jindal Steel & Power Limited

  • AU Small Finance Bank Limited

  • JK Cement Limited

  • HCL Technologies Limited

  • CG Power and Industrial Solutions Limited

  • Maruti Suzuki India Limited

  • SBFC Finance Ltd

  • WELSPUN CORP LIMITED

  • Cognizant Technology Solutions Cl A Com Stk

  • Cholamandalam Investment and Finance Company Limited

  • Ambuja Cements Limited

  • Tech Mahindra Limited

  • Radico Khaitan Limited

  • Vedanta Limited

  • UltraTech Cement Limited

  • Godrej Consumer Products Limited

  • Shriram Finance Ltd

  • Shivalik Bimetal Controls Ltd

  • Bharat Forge Limited

  • WAAREE Energies Ltd

  • Schaeffler India Limited

  • AIA Engineering Limited

  • Ajanta Pharmaceuticals Limited

  • Hindustan Petroleum Corporation Limited

  • Eternal Limited

  • Whirlpool of India Limited

  • V-Guard Industries Limited

  • CMS Info Systems Limited

  • Apollo Hospitals Enterprise Limited

  • Sundram Fasteners Limited

  • Gokaldas Exports Ltd

  • Blue Star Limited

  • Clearing Corporation of India Limited

  • Cipla Limited

  • NOCIL Limited

  • Angel Broking Limited

  • LIC Housing Finance Limited

  • Happy Forgings Ltd

  • Gujarat Gas Limited

  • Sobha Limited

  • Sona BLW Precision Forgings Limited

  • Vishal Mega Mart Ltd

  • Cello World Ltd

  • LAKSHMI MACHINE WORKS LTD

  • Persistent Systems Limited

  • Bandhan Bank Limited

  • APL Apollo Tubes Limited

  • Poonawalla Fincorp Limited

  • Praj Industries Limited

  • RHI Magnesita India Limited

  • SBI Cards & Payment Services Limited

  • Net Receivables / (Payables)

  • Margin (Future and Options)

  • Finolex Industries Limited

  • Kajaria Ceramics Limited

  • V.S.T Tillers Tractors Limited

  • XTRACKERS HARVEST CSI 500 CH

  • Craftsman Automation Ltd

  • Cash and Bank

View More

  • Bank - Private

  • IT - Software

  • Refineries

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • Cement & Construction Materials

  • Automobiles - Passenger Cars

  • Electric Equipment

  • Telecommunication - Service Provider

  • Metal - Non Ferrous

  • Bank - Public

  • Steel & Iron Products

  • Insurance

  • Forgings

  • Engineering - Construction

  • Steel/Sponge Iron/Pig Iron

  • Miscellaneous

  • Breweries & Distilleries

  • Household & Personal Products

  • Bearings

  • Castings/Forgings

  • e-Commerce

  • Consumer Durables - Domestic Appliances

  • Business Support

  • Hospital & Healthcare Services

  • Fasteners

  • Textile

  • Air Conditioners

  • Chemicals

  • Finance - Stock Broking

  • Finance - Housing

  • Gas Transmission/Marketing

  • Auto Ancillary

  • Construction - Real Estate

  • Retailing

  • Trading

  • Textile - Machinery

  • Engineering - Industrial Equipments

  • Refractories

  • Plastic Products

  • Ceramics/Marble/Granite/Sanitaryware

  • Automobiles-Tractors

View More

Fund Manager

Most Recent Dividend

  • 25/11/2024

  • Cash

  • Equity

  • MFU

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 ₹1,725.94 crore. Aditya Birla Sun Life Business Cycle Fund is benchmarked against BSE 500 - TRI as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Aditya Birla Sun Life Business Cycle Fund ended down ₹-0.11(-0.83%)yesterday to ₹13.19.

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 Harish krishnan and Dhaval Gala.

Fund House Contact

One World Center , Tower 1, 17th Floor, Jupiter Mill Compound, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111