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

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  • 0.51 %Nav, as on 14-10-2024

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  • Net Change on 14-10-2024

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | 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 -1.00 2.73 37.20 15.68 22.22 12.80
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 - Cumulative Option Jan 15, 2019 40.95 24.98 29.52 1.62 24,792.55
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 55.06 27.17 29.16 1.80 7,041.78
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 30.50 13.26 17.93 1.92 6,111.60
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 61.89 26.51 29.30 1.82 5,610.37
SBI PSU Fund - REGULAR PLAN -Growth Jul 07, 2010 63.82 35.09 27.76 1.86 4,703.46

Fund Holdings as on 30-September-2024

  • ICICI Bank Limited

  • Reliance Industries Limited

  • Infosys Limited

  • Kotak Mahindra Bank Limited

  • Larsen & Toubro Limited

  • Sun Pharmaceutical Industries Limited

  • Bharti Airtel Limited

  • HCL Technologies Limited

  • Mahindra & Mahindra Limited

  • CG Power and Industrial Solutions Limited

  • State Bank of India

  • Whirlpool of India Limited

  • Axis Bank Limited

  • Maruti Suzuki India Limited

  • HDFC Bank Limited

  • Radico Khaitan Limited

  • Shivalik Bimetal Controls Ltd

  • WELSPUN CORP LIMITED

  • Cholamandalam Investment and Finance Company Limited

  • AU Small Finance Bank Limited

  • Cognizant Technology Solutions Cl A Com Stk

  • JK Cement Limited

  • CIE Automotive India Ltd

  • NOCIL Limited

  • Ambuja Cements Limited

  • AIA Engineering Limited

  • Ajanta Pharmaceuticals Limited

  • CMS Info Systems Limited

  • Shriram Finance Ltd

  • Oil India Limited

  • Blue Star Limited

  • Tech Mahindra Limited

  • Bharat Forge Limited

  • SBFC Finance Ltd

  • Happy Forgings Ltd

  • REC Limited

  • Sundram Fasteners Limited

  • Zomato Limited

  • V-Guard Industries Limited

  • Cello World Ltd

  • Jindal Steel & Power Limited

  • Godrej Consumer Products Limited

  • UltraTech Cement Limited

  • Angel Broking Limited

  • NTPC Limited

  • Ecos India Mobility & Hospitality Ltd

  • Gokaldas Exports Ltd

  • ICICI Lombard General Insurance Company Limited

  • Schaeffler India Limited

  • Sobha Limited

  • Apollo Hospitals Enterprise Limited

  • Vedanta Limited

  • LIC Housing Finance Limited

  • Kajaria Ceramics Limited

  • Cipla Limited

  • Gujarat Gas Limited

  • LAKSHMI MACHINE WORKS LTD

  • Persistent Systems Ltd

  • Hitachi Energy India Limited

  • RHI Magnesita India Limited

  • Margin (Future and Options)

  • Craftsman Automation Ltd

  • Hindustan Petroleum Corporation Limited

  • KEC International Limited

  • Zee Entertainment Enterprises Limited

  • XTRACKERS HARVEST CSI 500 CH

  • Clearing Corporation of India Limited

  • V.S.T Tillers Tractors Limited

  • Net Receivables / (Payables)

  • Cyient Limited

  • Grasim Industries Limited

  • Cash and Bank

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Refineries

  • Automobiles - Passenger Cars

  • Engineering - Construction

  • Finance - NBFC

  • Forgings

  • Cement & Construction Materials

  • Electric Equipment

  • Telecommunication - Service Provider

  • Metal - Non Ferrous

  • Household & Personal Products

  • Bank - Public

  • Consumer Durables - Domestic Appliances

  • Breweries & Distilleries

  • Steel & Iron Products

  • Miscellaneous

  • Chemicals

  • Castings/Forgings

  • BPO/ITeS

  • Oil Exploration

  • Air Conditioners

  • Finance Term Lending

  • Fasteners

  • e-Commerce

  • Steel/Sponge Iron/Pig Iron

  • Finance - Stock Broking

  • Power Generation/Distribution

  • Business Support

  • Textile

  • Bearings

  • Insurance

  • Construction - Real Estate

  • Hospital & Healthcare Services

  • Ceramics/Marble/Granite/Sanitaryware

  • Finance - Housing

  • Gas Transmission/Marketing

  • Textile - Machinery

  • Refractories

  • Auto Ancillary

  • TV Broadcasting & Software Production

  • Automobiles-Tractors

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Fund Manager

  • Cash

  • Equity

  • MFU

  • Rights

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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 ₹1,935.34 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 up ₹0.08(0.51%)yesterday to ₹15.7.

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