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

  • Previous Nav

  • Net Change on 24-05-2024

  • 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 3.90 5.87 39.29 19.57 18.62 12.41

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 50.59 30.01 24.10 0.59 19,072.35
SBI ESG Exclusionary Strategy Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 2013 32.20 17.31 16.30 1.31 5,422.46
ICICI Prudential Manufacturing Fund - Direct Plan - IDCW Option Oct 11, 2018 74.93 32.78 27.78 0.69 3,882.89
Franklin INDIA OPPORTUNITIES FUND - Direct - IDCW Jan 01, 2013 Unrated 80.72 31.35 25.89 0.65 3,459.54
UTI Transportation and Logistics Fund - Direct Plan - IDCW Jan 01, 2013 62.22 30.62 23.40 0.79 3,279.66

Fund Holdings as on 30-April-2024

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Reliance Industries Limited

  • Sun Pharmaceutical Industries Limited

  • Infosys Limited

  • Larsen & Toubro Limited

  • Bharti Airtel Limited

  • HCL Technologies Limited

  • Shriram Finance Ltd

  • State Bank of India

  • Bajaj Finance Limited

  • RELIANCE MF CPSE ETF

  • Mahindra & Mahindra Limited

  • Axis Bank Limited

  • UltraTech Cement Limited

  • CMS Info Systems Limited

  • Bharat Forge Limited

  • United Spirits Limited

  • Whirlpool of India Limited

  • Kajaria Ceramics Limited

  • Radico Khaitan Limited

  • NIPPON INDIA ETF NIFTY PSU BANK BEES

  • CIE Automotive India Ltd

  • Apollo Hospitals Enterprise Limited

  • Britannia Industries Limited

  • AIA Engineering Limited

  • Grasim Industries Limited

  • Schaeffler India Limited

  • SBFC Finance Ltd

  • Happy Forgings Ltd

  • Kotak Mahindra Bank Limited

  • Blue Star Limited

  • Cholamandalam Investment and Finance Company Limited

  • Aarti Industries Limited

  • Zomato Limited

  • NTPC Limited

  • Clearing Corporation of India Limited

  • Cognizant Technology Solutions Cl A Com Stk

  • Heritage Foods Limited

  • Tech Mahindra Limited

  • Godrej Consumer Products Limited

  • Ambuja Cements Limited

  • GMM Pfaudler Limited

  • NOCIL Limited

  • Ajanta Pharmaceuticals Limited

  • Life Insurance Corp of India

  • DLF Limited

  • V-Guard Industries Limited

  • JK Cement Limited

  • Margin (Future and Options)

  • Gokaldas Exports Ltd

  • AU Small Finance Bank Limited

  • WELSPUN CORP LIMITED

  • Zee Entertainment Enterprises Limited

  • Cello World Ltd

  • Sun TV Network Limited

  • XTRACKERS HARVEST CSI 500 CH

  • LTIMindtree Limited

  • Grasim Industries Limited

  • Cash and Bank

  • Net Receivables / (Payables)

View More
  • Bank - Private

  • IT - Software

  • Finance - NBFC

  • Refineries

  • Pharmaceuticals & Drugs

  • Forgings

  • Cement & Construction Materials

  • Engineering - Construction

  • Miscellaneous

  • Breweries & Distilleries

  • Telecommunication - Service Provider

  • Bank - Public

  • Consumer Food

  • Automobiles - Passenger Cars

  • Chemicals

  • BPO/ITeS

  • Consumer Durables - Domestic Appliances

  • Ceramics/Marble/Granite/Sanitaryware

  • Household & Personal Products

  • Hospital & Healthcare Services

  • Castings/Forgings

  • Diversified

  • Bearings

  • Finance - Others

  • Air Conditioners

  • e-Commerce

  • Power Generation/Distribution

  • Engineering - Industrial Equipments

  • Insurance

  • Construction - Real Estate

  • TV Broadcasting & Software Production

  • Electric Equipment

  • Textile

  • Steel & Iron Products

View More

Fund Manager

  • Cash

  • Equity

  • MFU

  • Rights

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 ₹1,701.69 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(-0.07%)yesterday to ₹14.18.

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