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

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  • (-0.13%)Nav, as on 02-07-2025

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  • Net Change on 02-07-2025

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  • Assets (Cr.)

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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
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 - Direct Plan - IDCW Option Jan 15, 2019 12.15 30.19 32.69 0.63 28,204.24
Franklin INDIA OPPORTUNITIES FUND - Direct - IDCW Jan 01, 2013 Unrated 4.25 36.72 32.61 0.50 6,863.66
ICICI Prudential Manufacturing Fund - Direct Plan - IDCW Option Oct 11, 2018 -0.85 31.21 32.01 0.73 6,588.71
SBI ESG Exclusionary Strategy Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 2013 Unrated 3.48 18.71 20.91 1.33 5,715.31
Aditya Birla Sun Life PSU Equity Fund-Direct - Payout of IDCW Dec 30, 2019 -3.99 38.19 33.80 0.53 5,581.82

Fund Holdings as on 31-May-2025

  • ICICI Bank Limited

  • Reliance Industries Limited

  • Kotak Mahindra Bank Limited

  • Infosys Limited

  • HDFC Bank Limited

  • Bharti Airtel Limited

  • Sun Pharmaceutical Industries Limited

  • Axis Bank Limited

  • Mahindra & Mahindra Limited

  • State Bank of India

  • Larsen & Toubro Limited

  • ICICI Lombard General Insurance Company Limited

  • Jindal Steel & Power Limited

  • JK Cement Limited

  • AU Small Finance Bank Limited

  • HCL Technologies Limited

  • Cognizant Technology Solutions Cl A Com Stk

  • SBFC Finance Ltd

  • CG Power and Industrial Solutions Limited

  • Maruti Suzuki India Limited

  • WELSPUN CORP LIMITED

  • Clearing Corporation of India Limited

  • Cholamandalam Investment and Finance Company Limited

  • Tech Mahindra Limited

  • Ambuja Cements Limited

  • Schaeffler India Limited

  • Shivalik Bimetal Controls Ltd

  • Bharat Forge Limited

  • Vedanta Limited

  • AIA Engineering Limited

  • Shriram Finance Ltd

  • Radico Khaitan Limited

  • Blue Star Limited

  • Gokaldas Exports Ltd

  • Angel Broking Limited

  • Godrej Consumer Products Limited

  • CMS Info Systems Limited

  • UltraTech Cement Limited

  • Sundram Fasteners Limited

  • Eternal Limited

  • V-Guard Industries Limited

  • Happy Forgings Ltd

  • LAKSHMI MACHINE WORKS LTD

  • Whirlpool of India Limited

  • Ajanta Pharmaceuticals Limited

  • WAAREE Energies Ltd

  • Apollo Hospitals Enterprise Limited

  • Hindustan Petroleum Corporation Limited

  • NOCIL Limited

  • Cipla Limited

  • LIC Housing Finance Limited

  • Gujarat Gas Limited

  • Sona BLW Precision Forgings Limited

  • Sobha Limited

  • Cello World Ltd

  • Persistent Systems Limited

  • APL Apollo Tubes Limited

  • Bandhan Bank Limited

  • Poonawalla Fincorp Limited

  • Praj Industries Limited

  • Ather Energy Ltd

  • RHI Magnesita India Limited

  • SBI Cards & Payment Services Limited

  • Kajaria Ceramics Limited

  • Finolex Industries Limited

  • Margin (Future and Options)

  • V.S.T Tillers Tractors Limited

  • Dalmia Bharat Limited

  • XTRACKERS HARVEST CSI 500 CH

  • Vishal Mega Mart Ltd

  • Cash and Bank

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Refineries

  • Finance - NBFC

  • Cement & Construction Materials

  • Pharmaceuticals & Drugs

  • Automobiles - Passenger Cars

  • Electric Equipment

  • Telecommunication - Service Provider

  • Metal - Non Ferrous

  • Forgings

  • Bank - Public

  • Steel & Iron Products

  • Engineering - Construction

  • Insurance

  • Steel/Sponge Iron/Pig Iron

  • Miscellaneous

  • Bearings

  • Breweries & Distilleries

  • Castings/Forgings

  • Air Conditioners

  • Textile

  • Finance - Stock Broking

  • Household & Personal Products

  • Business Support

  • Fasteners

  • e-Commerce

  • Textile - Machinery

  • Consumer Durables - Domestic Appliances

  • Hospital & Healthcare Services

  • Chemicals

  • Gas Transmission/Marketing

  • Finance - Housing

  • Auto Ancillary

  • Construction - Real Estate

  • Trading

  • Engineering - Industrial Equipments

  • Automobile Two & Three Wheelers

  • Refractories

  • Ceramics/Marble/Granite/Sanitaryware

  • Plastic Products

  • Automobiles-Tractors

  • Retailing

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Fund Manager

Most Recent Dividend

  • 25/11/2024

  • Cash

  • Equity

  • MFU

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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 ₹1,771.06 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 ₹-0.02(-0.13%)yesterday to ₹15.

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