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

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  • 0.07 %Nav, as on 11-03-2025

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  • Net Change on 11-03-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | 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 -2.89 -12.75 0.84 13.65 20.06 11.46
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 - Cumulative Option Jan 15, 2019 9.00 24.26 31.15 0.69 23,859.65
ICICI Prudential Manufacturing Fund - Direct Plan - Cumulative Option Oct 11, 2018 -0.44 22.91 28.24 0.81 5,629.27
Franklin INDIA OPPORTUNITIES FUND - Direct - Growth Jan 01, 2013 Unrated 10.44 27.36 28.17 0.53 5,517.19
SBI ESG Exclusionary Strategy Fund - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated 3.93 11.87 17.04 1.33 5,151.26
Aditya Birla Sun Life PSU Equity Fund-Direct Plan-Growth Dec 30, 2019 -12.79 27.95 29.71 0.55 4,650.81

Fund Holdings as on 28-February-2025

  • ICICI Bank Limited

  • Kotak Mahindra Bank Limited

  • Infosys Limited

  • Reliance Industries Limited

  • HDFC Bank Limited

  • Sun Pharmaceutical Industries Limited

  • Bharti Airtel Limited

  • Axis Bank Limited

  • Mahindra & Mahindra Limited

  • HCL Technologies Limited

  • State Bank of India

  • ICICI Lombard General Insurance Company Limited

  • Larsen & Toubro Limited

  • Cognizant Technology Solutions Cl A Com Stk

  • Jindal Steel & Power Limited

  • WELSPUN CORP LIMITED

  • Maruti Suzuki India Limited

  • JK Cement Limited

  • AU Small Finance Bank Limited

  • CG Power and Industrial Solutions Limited

  • Cholamandalam Investment and Finance Company Limited

  • SBFC Finance Ltd

  • Tech Mahindra Limited

  • Clearing Corporation of India Limited

  • Shriram Finance Ltd

  • Ambuja Cements Limited

  • Blue Star Limited

  • Vedanta Limited

  • AIA Engineering Limited

  • CMS Info Systems Limited

  • Shivalik Bimetal Controls Ltd

  • Bharat Forge Limited

  • Zomato Limited

  • Sundram Fasteners Limited

  • UltraTech Cement Limited

  • Radico Khaitan Limited

  • Ajanta Pharmaceuticals Limited

  • Schaeffler India Limited

  • Gokaldas Exports Ltd

  • Happy Forgings Ltd

  • Godrej Consumer Products Limited

  • WAAREE Energies Ltd

  • NOCIL Limited

  • V-Guard Industries Limited

  • Apollo Hospitals Enterprise Limited

  • Hindustan Petroleum Corporation Limited

  • Cipla Limited

  • Angel Broking Limited

  • Whirlpool of India Limited

  • Cello World Ltd

  • LIC Housing Finance Limited

  • Gujarat Gas Limited

  • Sobha Limited

  • Vishal Mega Mart Ltd

  • Persistent Systems Limited

  • LAKSHMI MACHINE WORKS LTD

  • Sona BLW Precision Forgings Limited

  • APL Apollo Tubes Limited

  • RHI Magnesita India Limited

  • Ecos India Mobility & Hospitality Ltd

  • Margin (Future and Options)

  • Praj Industries Limited

  • Craftsman Automation Ltd

  • Kajaria Ceramics Limited

  • Finolex Industries Limited

  • KEC International Limited

  • SBI Cards & Payment Services Limited

  • V.S.T Tillers Tractors Limited

  • XTRACKERS HARVEST CSI 500 CH

  • Bandhan Bank Limited

  • Grasim Industries Limited

  • Cyient Limited

  • Cash and Bank

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Refineries

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Cement & Construction Materials

  • Automobiles - Passenger Cars

  • Electric Equipment

  • Telecommunication - Service Provider

  • Metal - Non Ferrous

  • Engineering - Construction

  • Steel & Iron Products

  • Forgings

  • Bank - Public

  • Insurance

  • Miscellaneous

  • Steel/Sponge Iron/Pig Iron

  • Household & Personal Products

  • Air Conditioners

  • Castings/Forgings

  • BPO/ITeS

  • e-Commerce

  • Fasteners

  • Breweries & Distilleries

  • Bearings

  • Textile

  • Auto Ancillary

  • Chemicals

  • Hospital & Healthcare Services

  • Finance - Stock Broking

  • Consumer Durables - Domestic Appliances

  • Finance - Housing

  • Gas Transmission/Marketing

  • Construction - Real Estate

  • Retailing

  • Textile - Machinery

  • Refractories

  • Business Support

  • Engineering - Industrial Equipments

  • Ceramics/Marble/Granite/Sanitaryware

  • Plastic Products

  • Automobiles-Tractors

  • Diversified

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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 ₹1,585.61 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 ₹0.01(0.07%)yesterday to ₹14.

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