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

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  • (-0.4%)Nav, as on 10-07-2025

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  • Net Change on 10-07-2025

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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 9.41 28.92 32.02 0.63 29,462.53
Franklin INDIA OPPORTUNITIES FUND - Direct - IDCW Jan 01, 2013 Unrated 4.38 35.26 32.27 0.50 7,199.55
ICICI Prudential Manufacturing Fund - Direct Plan - IDCW Option Oct 11, 2018 -1.50 29.92 31.21 0.73 6,760.92
SBI ESG Exclusionary Strategy Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 2013 Unrated 2.44 17.29 20.10 1.33 5,831.87
Aditya Birla Sun Life PSU Equity Fund-Direct - Payout of IDCW Dec 30, 2019 -7.04 36.16 33.32 0.53 5,687.15

Fund Holdings as on 30-June-2025

  • ICICI Bank Limited

  • Reliance Industries Limited

  • Kotak Mahindra Bank Limited

  • HDFC Bank Limited

  • Infosys Limited

  • Bharti Airtel Limited

  • Sun Pharmaceutical Industries Limited

  • Mahindra & Mahindra Limited

  • Axis Bank Limited

  • State Bank of India

  • Larsen & Toubro Limited

  • AU Small Finance Bank Limited

  • Jindal Steel & Power Limited

  • ICICI Lombard General Insurance Company Limited

  • HCL Technologies Limited

  • JK Cement Limited

  • Tech Mahindra Limited

  • Cognizant Technology Solutions Cl A Com Stk

  • Maruti Suzuki India Limited

  • SBFC Finance Ltd

  • Shivalik Bimetal Controls Ltd

  • Ambuja Cements Limited

  • Cholamandalam Investment and Finance Company Limited

  • CG Power and Industrial Solutions Limited

  • WELSPUN CORP LIMITED

  • Shriram Finance Ltd

  • Bharat Forge Limited

  • Vedanta Limited

  • Schaeffler India Limited

  • Blue Star Limited

  • Eternal Limited

  • UltraTech Cement Limited

  • Whirlpool of India Limited

  • CMS Info Systems Limited

  • Sundram Fasteners Limited

  • AIA Engineering Limited

  • V-Guard Industries Limited

  • Angel One Limited

  • Godrej Consumer Products Limited

  • LAKSHMI MACHINE WORKS LTD

  • Happy Forgings Ltd

  • Gokaldas Exports Ltd

  • Apollo Hospitals Enterprise Limited

  • Ajanta Pharmaceuticals Limited

  • Go Digit General Insurance Ltd

  • NOCIL Limited

  • Hindustan Petroleum Corporation Limited

  • Clearing Corporation of India Limited

  • LIC Housing Finance Limited

  • Cipla Limited

  • Gujarat Gas Limited

  • Sobha Limited

  • Cello World Ltd

  • WAAREE Energies Ltd

  • Medi Assist Healthcare Services Ltd

  • Sona BLW Precision Forgings Limited

  • Persistent Systems Limited

  • Bandhan Bank Limited

  • APL Apollo Tubes Limited

  • Radico Khaitan Limited

  • Praj Industries Limited

  • Ather Energy Ltd

  • Poonawalla Fincorp Limited

  • RHI Magnesita India Limited

  • SBI Cards & Payment Services Limited

  • Kajaria Ceramics Limited

  • Finolex Industries Limited

  • Dalmia Bharat Limited

  • V.S.T Tillers Tractors Limited

  • Margin (Future and Options)

  • SAI Life Sciences Ltd

  • XTRACKERS HARVEST CSI 500 CH

  • Net Receivables / (Payables)

  • Cash and Bank

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  • Bank - Private

  • IT - Software

  • Refineries

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • Cement & Construction Materials

  • Automobiles - Passenger Cars

  • Electric Equipment

  • Telecommunication - Service Provider

  • Insurance

  • Metal - Non Ferrous

  • Forgings

  • Bank - Public

  • Engineering - Construction

  • Steel & Iron Products

  • Steel/Sponge Iron/Pig Iron

  • Business Support

  • Miscellaneous

  • Bearings

  • Air Conditioners

  • e-Commerce

  • Consumer Durables - Domestic Appliances

  • Castings/Forgings

  • Fasteners

  • Finance - Stock Broking

  • Household & Personal Products

  • Textile - Machinery

  • Textile

  • Hospital & Healthcare Services

  • Chemicals

  • Finance - Housing

  • Gas Transmission/Marketing

  • Construction - Real Estate

  • Trading

  • Auto Ancillary

  • Breweries & Distilleries

  • Engineering - Industrial Equipments

  • Automobile Two & Three Wheelers

  • Refractories

  • Ceramics/Marble/Granite/Sanitaryware

  • Plastic Products

  • Automobiles-Tractors

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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 ₹1,818.66 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 ₹-0.06(-0.4%)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