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

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  • Net Change on 27-02-2024

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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
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 500 - TRI 4.75 15.18 40.49 19.82 19.26 12.20

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 46.65 29.53 23.77 1.66 16,095.77
SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth Jan 01, 1991 27.98 15.21 16.03 1.94 5,471.50
UTI-Transpotation and Logistics Fund-Growth Option Apr 16, 2004 55.92 24.73 19.75 1.95 2,868.56
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 63.49 29.53 24.78 1.98 2,708.63
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 68.45 25.73 23.68 1.94 2,492.03

Fund Holdings as on 31-January-2024

  • ICICI Bank Limited

  • Sun Pharmaceutical Industries Limited

  • Reliance Industries Limited

  • Infosys Limited

  • HDFC Bank Limited

  • RELIANCE MF CPSE ETF

  • Larsen & Toubro Limited

  • HCL Technologies Limited

  • Shriram Finance Ltd

  • Bharti Airtel Limited

  • CMS Info Systems Limited

  • UltraTech Cement Limited

  • Bajaj Finance Limited

  • Apollo Hospitals Enterprise Limited

  • Kajaria Ceramics Limited

  • State Bank of India

  • Bharat Forge Limited

  • United Spirits Limited

  • DLF Limited

  • Axis Bank Limited

  • Mahindra & Mahindra Limited

  • AIA Engineering Limited

  • Whirlpool of India Limited

  • Radico Khaitan Limited

  • CIE Automotive India Ltd

  • Heritage Foods Limited

  • LTIMindtree Ltd

  • Grasim Industries Limited

  • NIPPON INDIA ETF NIFTY PSU BANK BEES

  • Cognizant Technology Solutions Cl A Com Stk

  • Britannia Industries Limited

  • Bharat Electronics Limited

  • GMM Pfaudler Limited

  • Manappuram Finance Limited

  • Happy Forgings Ltd

  • Clearing Corporation of India Limited

  • Aarti Industries Limited

  • NTPC Limited

  • Schaeffler India Limited

  • Margin (Future and Options)

  • Blue Star Limited

  • Zomato Limited

  • Kotak Mahindra Bank Limited

  • V-Guard Industries Limited

  • Zee Entertainment Enterprises Limited

  • Cholamandalam Investment and Finance Company Limited

  • NOCIL Limited

  • AU Small Finance Bank Limited

  • Grasim Industries Limited

  • Cash and Bank

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Finance - NBFC

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • Refineries

  • Forgings

  • Engineering - Construction

  • Breweries & Distilleries

  • Telecommunication - Service Provider

  • BPO/ITeS

  • Cement & Construction Materials

  • Hospital & Healthcare Services

  • Consumer Food

  • Engineering - Industrial Equipments

  • Ceramics/Marble/Granite/Sanitaryware

  • Bank - Public

  • Construction - Real Estate

  • Automobiles - Passenger Cars

  • Castings/Forgings

  • Consumer Durables - Domestic Appliances

  • Diversified

  • Chemicals

  • Power Generation/Distribution

  • Bearings

  • Air Conditioners

  • e-Commerce

  • Electric Equipment

  • TV Broadcasting & Software Production

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Fund Manager

  • 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 ₹1,585.11 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 ₹0.01(0.08%)yesterday to ₹13.1.

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