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

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  • Net Change on 14-06-2024

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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
BSE 500 - TRI 7.64 11.77 39.07 19.09 19.56 12.61
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 47.00 27.69 24.41 1.65 19,792.23
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 31.35 16.03 16.23 1.93 5,534.25
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 71.09 31.82 27.76 1.88 4,841.52
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 73.22 30.18 25.92 1.90 3,933.36
UTI-Transpotation and Logistics Fund-Growth Option Apr 16, 2004 63.04 29.78 24.43 1.91 3,435.05

Fund Holdings as on 31-May-2024

  • ICICI Bank Limited

  • Reliance Industries Limited

  • Larsen & Toubro Limited

  • Sun Pharmaceutical Industries Limited

  • Infosys Limited

  • HDFC Bank Limited

  • Bharti Airtel Limited

  • Kotak Mahindra Bank Limited

  • HCL Technologies Limited

  • Shriram Finance Ltd

  • Mahindra & Mahindra Limited

  • State Bank of India

  • RELIANCE MF CPSE ETF

  • Axis Bank Limited

  • UltraTech Cement Limited

  • CMS Info Systems Limited

  • CG Power and Industrial Solutions Limited

  • Whirlpool of India Limited

  • Bharat Forge Limited

  • CIE Automotive India Ltd

  • Kajaria Ceramics Limited

  • NIPPON INDIA ETF NIFTY PSU BANK BEES

  • Radico Khaitan Limited

  • Apollo Hospitals Enterprise Limited

  • Happy Forgings Ltd

  • JK Cement Limited

  • United Spirits Limited

  • AIA Engineering Limited

  • Bajaj Finance Limited

  • NOCIL Limited

  • Schaeffler India Limited

  • Britannia Industries Limited

  • SBFC Finance Ltd

  • Cholamandalam Investment and Finance Company Limited

  • Maruti Suzuki India Limited

  • Tech Mahindra Limited

  • V-Guard Industries Limited

  • Blue Star Limited

  • Cognizant Technology Solutions Cl A Com Stk

  • NTPC Limited

  • Godrej Consumer Products Limited

  • Ajanta Pharmaceuticals Limited

  • Ambuja Cements Limited

  • Life Insurance Corp of India

  • Zomato Limited

  • Gokaldas Exports Ltd

  • AU Small Finance Bank Limited

  • WELSPUN CORP LIMITED

  • Margin (Future and Options)

  • Heritage Foods Limited

  • Cipla Limited

  • Cello World Ltd

  • Sundram Fasteners Limited

  • Zee Entertainment Enterprises Limited

  • Grasim Industries Limited

  • Clearing Corporation of India Limited

  • Persistent Systems Ltd

  • Sun TV Network Limited

  • XTRACKERS HARVEST CSI 500 CH

  • GMM Pfaudler Limited

  • Net Receivables / (Payables)

  • Grasim Industries Limited

  • Cash and Bank

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Refineries

  • Finance - NBFC

  • Forgings

  • Cement & Construction Materials

  • Engineering - Construction

  • Automobiles - Passenger Cars

  • Miscellaneous

  • Telecommunication - Service Provider

  • Electric Equipment

  • Breweries & Distilleries

  • Bank - Public

  • Consumer Food

  • BPO/ITeS

  • Consumer Durables - Domestic Appliances

  • Household & Personal Products

  • Ceramics/Marble/Granite/Sanitaryware

  • Hospital & Healthcare Services

  • Castings/Forgings

  • Chemicals

  • Bearings

  • Finance - Others

  • Air Conditioners

  • Power Generation/Distribution

  • Insurance

  • Textile

  • e-Commerce

  • TV Broadcasting & Software Production

  • Steel & Iron Products

  • Fasteners

  • Diversified

  • Engineering - Industrial Equipments

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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 ₹1,701.46 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 ₹0.05(0.35%)yesterday to ₹14.26.

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