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

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  • (-0.82%)Nav, as on 21-02-2025

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  • Net Change on 21-02-2025

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  • Assets (Cr.)

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Fund Overview IDCW | 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 -3.29 -5.14 3.40 13.34 17.02 11.61
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 - Direct Plan - IDCW Option Jan 15, 2019 13.41 23.85 26.21 0.69 24,746.94
ICICI Prudential Manufacturing Fund - Direct Plan - IDCW Option Oct 11, 2018 2.54 22.32 25.24 0.81 6,379.45
Franklin INDIA OPPORTUNITIES FUND - Direct - IDCW Jan 01, 2013 Unrated 14.14 26.28 25.94 0.53 5,948.48
SBI ESG Exclusionary Strategy Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 2013 Unrated 8.38 11.39 14.64 1.33 5,543.93
Aditya Birla Sun Life PSU Equity Fund-Direct - Payout of IDCW Dec 30, 2019 -9.58 28.96 26.88 0.55 5,168.64

Fund Holdings as on 31-January-2025

  • ICICI Bank Limited

  • Infosys Limited

  • Kotak Mahindra Bank Limited

  • Reliance Industries Limited

  • Larsen & Toubro Limited

  • Sun Pharmaceutical Industries Limited

  • Bharti Airtel Limited

  • Mahindra & Mahindra Limited

  • HCL Technologies Limited

  • State Bank of India

  • HDFC Bank Limited

  • Cognizant Technology Solutions Cl A Com Stk

  • ICICI Lombard General Insurance Company Limited

  • Axis Bank Limited

  • JK Cement Limited

  • CG Power and Industrial Solutions Limited

  • Jindal Steel & Power Limited

  • WELSPUN CORP LIMITED

  • Maruti Suzuki India Limited

  • Tech Mahindra Limited

  • Shivalik Bimetal Controls Ltd

  • AU Small Finance Bank Limited

  • SBFC Finance Ltd

  • Cholamandalam Investment and Finance Company Limited

  • AIA Engineering Limited

  • Ambuja Cements Limited

  • Vedanta Limited

  • Bharat Forge Limited

  • NOCIL Limited

  • Happy Forgings Ltd

  • UltraTech Cement Limited

  • Sundram Fasteners Limited

  • Gokaldas Exports Ltd

  • Ajanta Pharmaceuticals Limited

  • Schaeffler India Limited

  • Radico Khaitan Limited

  • V-Guard Industries Limited

  • REC Limited

  • Blue Star Limited

  • Godrej Consumer Products Limited

  • Hindustan Petroleum Corporation Limited

  • Oil India Limited

  • Shriram Finance Ltd

  • Zomato Limited

  • WAAREE Energies Ltd

  • CMS Info Systems Limited

  • Apollo Hospitals Enterprise Limited

  • Whirlpool of India Limited

  • Gujarat Gas Limited

  • Angel Broking Limited

  • Cipla Limited

  • LIC Housing Finance Limited

  • Cello World Ltd

  • Sobha Limited

  • Persistent Systems Ltd

  • Vishal Mega Mart Ltd

  • LAKSHMI MACHINE WORKS LTD

  • Ecos India Mobility & Hospitality Ltd

  • Praj Industries Limited

  • RHI Magnesita India Limited

  • Clearing Corporation of India Limited

  • KEC International Limited

  • Margin (Future and Options)

  • Kajaria Ceramics Limited

  • Finolex Industries Limited

  • V.S.T Tillers Tractors Limited

  • Craftsman Automation Ltd

  • SBI Cards & Payment Services Limited

  • XTRACKERS HARVEST CSI 500 CH

  • APL Apollo Tubes Limited

  • Grasim Industries Limited

  • Cyient Limited

  • Cash and Bank

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Refineries

  • Pharmaceuticals & Drugs

  • Cement & Construction Materials

  • Engineering - Construction

  • Automobiles - Passenger Cars

  • Finance - NBFC

  • Electric Equipment

  • Metal - Non Ferrous

  • Telecommunication - Service Provider

  • Forgings

  • Bank - Public

  • Household & Personal Products

  • Steel & Iron Products

  • Insurance

  • Miscellaneous

  • Steel/Sponge Iron/Pig Iron

  • Castings/Forgings

  • Chemicals

  • Fasteners

  • Textile

  • Bearings

  • Breweries & Distilleries

  • Air Conditioners

  • Finance Term Lending

  • Oil Exploration

  • e-Commerce

  • BPO/ITeS

  • Hospital & Healthcare Services

  • Consumer Durables - Domestic Appliances

  • Gas Transmission/Marketing

  • Finance - Stock Broking

  • Finance - Housing

  • Construction - Real Estate

  • Retailing

  • Textile - Machinery

  • Business Support

  • Engineering - Industrial Equipments

  • Refractories

  • Ceramics/Marble/Granite/Sanitaryware

  • Automobiles-Tractors

  • Plastic Products

  • Auto Ancillary

  • Diversified

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Fund Manager

Most Recent Dividend

  • 25/11/2024

  • 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 ₹1,712.96 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 down ₹-0.11(-0.82%)yesterday to ₹13.27.

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