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Aditya Birla Sun Life Business Cycle Fund Direct-Growth

NAV as of Jun 05, 2025Returns since inceptionET Money RankAUM (Fund size)
13.46% p.a.
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1,726 Crs

Historical NAV & returns

NAV: ₹15.7 as on Jun 05, 2025
This fund Category average
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This fund Category average

Aditya Birla Sun Life Business Cycle Fund overview

Expense ratio1.15% as on May 31, 2025
Exit load1.0%info
Exit load of 1%, if redeemed within 30 days.!
AUM (Fund size)1,726 Crs
Lock-inNo Lockin
Age3 yrs 6 m since Nov 15, 2021
BenchmarkBSE 500 TRI
Min. investment

SIP 500  &  Lump. 500

RiskVery HighVery High Risk
Short term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Aditya Birla Sun Life Business Cycle Fund Returns calculator

Investment type
Investment period
Investment period
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
  • Total investment ₹ 12 lakh
  • Profit ₹12 lakhs
  • Total corpus ₹1 lakh
  • Absolute return 52.69%

Trailing returns as on Jun 01, 2025

PeriodThis fundCategory average
1 Month 4.35% 4.88%
3 Months 10.63% 11.29%
6 Months -2.62% -2.92%
1 Year 9.85% 8.57%
2 Years 19.67% 24.09%
3 Years 18.0% 22.07%

Asset allocationas on Apr 30, 2025

Large Cap 58.674987%

Mid Cap 21.156135%

Small Cap 18.798878%

Other Cap 0.0%

Top sectors

Financial 31.770000000000003%

Technology 8.639999999999999%

Energy 8.36%

Metals & Mining 7.07%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Bifurcation by Holding is not available for this fund

Allocation by Instruments

Foreign - Equity 1.50294534%

Reverse Repo 0.92803826%

Net Receivables 0.44638587%

Foreign Mutual Funds 0.27300398%

Other Holdings

Others 0.93%

Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF 0.27%

Peer comparison

Fund nameETM RankAUM (in Crs.)Fund ageExpense ratio
Aditya Birla Sun Life Business Cycle FundN.A.₹1,726 Crs3 yrs 6 m1.15%
ICICI Prudential India Opportunities FundN.A.₹27,197 Crs6 yrs 5 m0.63%
SBI Contra FundN.A.₹44,069 Crs12 yrs 5 m0.62%
ICICI Prudential Value Discovery FundN.A.₹51,112 Crs12 yrs 5 m0.99%
ICICI Prudential Dividend Yield Equity FundN.A.₹5,231 Crs11 yrs 1 m0.58%
ICICI Prudential India Equity FOFN.A.₹168 Crs5 yrs 4 m0.63%
Fund name1M6M1Y3Y5Y10Y
Aditya Birla Sun Life Business Cycle Fund4.35%-2.62%9.85%18.0%N.A.N.A.
ICICI Prudential India Opportunities Fund3.12%2.13%14.56%27.6%32.99%14.27%
SBI Contra Fund2.68%-2.65%6.83%25.09%34.48%17.15%
ICICI Prudential Value Discovery Fund2.66%1.93%13.95%23.83%28.82%16.1%
ICICI Prudential Dividend Yield Equity Fund2.13%1.19%10.97%26.7%32.59%17.15%
ICICI Prudential India Equity FOF3.03%-0.4%11.61%23.28%28.77%12.18%
Fund nameStd. deviationBetaSharpeSortino
Aditya Birla Sun Life Business Cycle Fund14.230.960.771.27
ICICI Prudential India Opportunities Fund12.330.81.523.0
SBI Contra Fund12.890.861.322.19
ICICI Prudential Value Discovery Fund12.00.771.322.3
ICICI Prudential Dividend Yield Equity Fund13.040.841.422.3
ICICI Prudential India Equity FOF12.580.841.222.02

Key risk & return ratios Compared to other funds in the category

Alpha -0.19 vs. 5.56 Underperformed at beating benchmark
Sharpe 0.77 vs. 5.86 Poor risk-adjusted returns
Beta 0.96 vs. 0.85 More sensitive to market's ups & downs
Standard deviation 14.23 vs. 9.89 More volatile performance

Compare Aditya Birla Sun Life Business Cycle Fund in detail with

ET Money rank

in Strategy
#NA
Ranking for this fund is unavailable.
  • Return Outperformance: This fund has generated highest return amongst Strategy funds in the last 1 Year.
  • Return/Risk: The fund is performing poorly than its category.
  • Exit Load: Exit load of 1%, if redeemed within 30 days.