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

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  • 1.72 %Nav, as on 04-12-2023

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  • Net Change on 04-12-2023

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview IDCW | Direct 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 8.47 7.33 16.22 20.26 16.55 11.69

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 - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 2013 15.62 17.71 15.50 1.32 4,879.42
TATA Ethical Fund Direct Plan - Payout of Income Distribution cum capital withdrawal option Jan 01, 2013 16.68 21.17 17.86 0.88 1,882.67
ICICI Prudential Manufacturing Fund - Direct Plan - IDCW Option Oct 11, 2018 35.54 31.60 21.57 1.24 1,516.92
Franklin INDIA OPPORTUNITIES FUND - Direct - IDCW Jan 01, 2013 Unrated 40.33 26.32 20.74 1.28 1,489.72
HDFC Housing Opportunities Fund - IDCW Option - Direct Plan Dec 06, 2017 32.04 27.49 16.98 1.25 1,152.58

Fund Holdings as on 31-October-2023

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Infosys Limited

  • Bajaj Finance Limited

  • Reliance Industries Limited

  • Sun Pharmaceutical Industries Limited

  • Bharti Airtel Limited

  • CMS Info Systems Limited

  • State Bank of India

  • HCL Technologies Limited

  • Aarti Industries Limited

  • Apollo Hospitals Enterprise Limited

  • Larsen & Toubro Limited

  • UltraTech Cement Limited

  • Axis Bank Limited

  • Tata Steel Limited

  • Whirlpool of India Limited

  • Mahindra & Mahindra Limited

  • Kajaria Ceramics Limited

  • Bharat Forge Limited

  • United Spirits Limited

  • Shriram Finance Ltd

  • Radico Khaitan Limited

  • AIA Engineering Limited

  • LTIMindtree Ltd

  • Manappuram Finance Limited

  • Bajaj Finserv Limited

  • GMM Pfaudler Limited

  • Clearing Corporation of India Limited

  • Grasim Industries Limited

  • Britannia Industries Limited

  • Heritage Foods Limited

  • Aditya Birla Fashion and Retail Limited

  • Schaeffler India Limited

  • Emami Limited

  • Blue Star Limited

  • RBL Bank Limited

  • NMDC Limited

  • InterGlobe Aviation Limited

  • Kotak Mahindra Bank Limited

  • Global Health Ltd/India

  • Jio Financial Services Limited

  • LIC Housing Finance Limited

  • Netweb Technologies

  • Mahindra Logistics Limited

  • Cholamandalam Investment and Finance Company Limited

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Finance - NBFC

  • Refineries

  • Pharmaceuticals & Drugs

  • Telecommunication - Service Provider

  • Breweries & Distilleries

  • Hospital & Healthcare Services

  • BPO/ITeS

  • Bank - Public

  • Chemicals

  • Engineering - Construction

  • Cement & Construction Materials

  • Steel & Iron Products

  • Consumer Food

  • Consumer Durables - Domestic Appliances

  • Ceramics/Marble/Granite/Sanitaryware

  • Automobiles - Passenger Cars

  • Forgings

  • Castings/Forgings

  • Finance - Investment

  • Engineering - Industrial Equipments

  • Diversified

  • Miscellaneous

  • Retailing

  • Household & Personal Products

  • Bearings

  • Air Conditioners

  • Mining & Minerals

  • Airlines

  • Finance - Stock Broking

  • Finance - Housing

  • IT - Hardware

  • Logistics

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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 ₹1,504.95 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 up ₹0.21(1.72%)yesterday to ₹12.4.

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