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

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  • 0.35 %Nav, as on 23-01-2025

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  • Net Change on 23-01-2025

  • 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 -3.84 -5.74 12.75 13.38 17.77 11.93
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 17.12 22.84 24.95 1.63 24,552.50
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 14.12 21.95 24.51 1.81 6,532.75
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 24.85 24.99 26.16 1.80 6,119.62
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 10.37 10.29 14.53 1.94 5,620.09
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 4.40 28.78 25.28 1.81 5,236.98

Fund Holdings as on 31-December-2024

  • ICICI Bank Limited

  • Infosys Limited

  • Kotak Mahindra Bank Limited

  • Reliance Industries Limited

  • Larsen & Toubro Limited

  • Sun Pharmaceutical Industries Limited

  • Bharti Airtel Limited

  • HCL Technologies Limited

  • Mahindra & Mahindra Limited

  • State Bank of India

  • HDFC Bank Limited

  • CG Power and Industrial Solutions Limited

  • Axis Bank Limited

  • WELSPUN CORP LIMITED

  • JK Cement Limited

  • Cognizant Technology Solutions Cl A Com Stk

  • Whirlpool of India Limited

  • Tech Mahindra Limited

  • Shivalik Bimetal Controls Ltd

  • ICICI Lombard General Insurance Company Limited

  • Maruti Suzuki India Limited

  • SBFC Finance Ltd

  • Gokaldas Exports Ltd

  • Ambuja Cements Limited

  • Bharat Forge Limited

  • Zomato Limited

  • Radico Khaitan Limited

  • NOCIL Limited

  • Blue Star Limited

  • V-Guard Industries Limited

  • AU Small Finance Bank Limited

  • WAAREE Energies Ltd

  • Jindal Steel & Power Limited

  • Cholamandalam Investment and Finance Company Limited

  • Ajanta Pharmaceuticals Limited

  • REC Limited

  • AIA Engineering Limited

  • Sundram Fasteners Limited

  • UltraTech Cement Limited

  • CMS Info Systems Limited

  • Angel Broking Limited

  • Happy Forgings Ltd

  • Shriram Finance Ltd

  • Schaeffler India Limited

  • Clearing Corporation of India Limited

  • Oil India Limited

  • Apollo Hospitals Enterprise Limited

  • Cello World Ltd

  • Godrej Consumer Products Limited

  • Vedanta Limited

  • Hindustan Petroleum Corporation Limited

  • Gujarat Gas Limited

  • Cipla Limited

  • Sobha Limited

  • LIC Housing Finance Limited

  • KEC International Limited

  • Persistent Systems Ltd

  • CIE Automotive India Ltd

  • LAKSHMI MACHINE WORKS LTD

  • Praj Industries Limited

  • Ecos India Mobility & Hospitality Ltd

  • Vishal Mega Mart Ltd

  • RHI Magnesita India Limited

  • Finolex Industries Limited

  • Kajaria Ceramics Limited

  • Craftsman Automation Ltd

  • V.S.T Tillers Tractors Limited

  • Margin (Future and Options)

  • Hitachi Energy India Limited

  • XTRACKERS HARVEST CSI 500 CH

  • APL Apollo Tubes Limited

  • Cyient Limited

  • Grasim Industries Limited

  • Cash and Bank

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Refineries

  • Pharmaceuticals & Drugs

  • Electric Equipment

  • Engineering - Construction

  • Cement & Construction Materials

  • Automobiles - Passenger Cars

  • Finance - NBFC

  • Forgings

  • Metal - Non Ferrous

  • Telecommunication - Service Provider

  • Bank - Public

  • Steel & Iron Products

  • Household & Personal Products

  • Miscellaneous

  • Consumer Durables - Domestic Appliances

  • Insurance

  • Textile

  • e-Commerce

  • Breweries & Distilleries

  • Chemicals

  • Air Conditioners

  • Steel/Sponge Iron/Pig Iron

  • Finance Term Lending

  • Fasteners

  • Castings/Forgings

  • BPO/ITeS

  • Finance - Stock Broking

  • Bearings

  • Oil Exploration

  • Hospital & Healthcare Services

  • Gas Transmission/Marketing

  • Construction - Real Estate

  • Finance - Housing

  • Textile - Machinery

  • Engineering - Industrial Equipments

  • Business Support

  • Retailing

  • Refractories

  • Plastic Products

  • Ceramics/Marble/Granite/Sanitaryware

  • Auto Ancillary

  • 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 ₹1,798.57 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 ₹14.29.

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