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NAV as of Apr 23, 2025 | Returns since inception | ET Money Rank | VRO Ratings |
---|---|---|---|
₹15.15+0.87% 1 day change | 12.79% p.a. | N.A. |
VRO rating | N.A. |
Expense ratio | 1.16% as on Mar 31, 2025 |
Exit load | 1.0% Exit load of 1%, if redeemed within 30 days.! |
AUM (Fund size) | ₹1,688 Crs |
Lock-in | No Lockin |
Age | 3 yrs 5 m since Nov 15, 2021 |
Benchmark | BSE 500 TRI |
Min. investment | SIP ₹500 & Lump. ₹1000 |
Risk | Very High |
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 |
Period | This fund | Category average |
---|---|---|
1 month | 2.16% | 3.33% |
3 months | 2.64% | 3.17% |
6 months | -3.32% | -3.92% |
1 year | 10.34% | 8.22% |
3 years | 15.67% | 20.33% |
Large Cap 58.0855%
Mid Cap 20.96985%
Small Cap 19.404495%
Other Cap 0.009844999999991047%
Financial 30.84%
Technology 9.05%
Energy 7.83%
Metals & Mining 7.640000000000001%
Bifurcation by Credit Quality is not available for this fund
Bifurcation by Holding is not available for this fund
Foreign - Equity 1.61494333%
Reverse Repo 1.58861366%
Foreign Mutual Funds 0.2942761%
Cash 4.0285E-4%
Others 1.59%
Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF 0.29%
Fund name | ETM Rank | AUM (in Crs.) | Fund age | Expense ratio |
---|---|---|---|---|
Aditya Birla Sun Life Business Cycle Fund | N.A. | ₹1,688 Crs | 3 yrs 5 m | 1.16% |
HSBC Business Cycles Fund | N.A. | ₹967 Crs | 10 yrs 8 m | 1.12% |
Quant Business Cycle Fund | N.A. | ₹1,238 Crs | 1 yrs 11 m | 0.49% |
Axis Business Cycles Fund | N.A. | ₹2,295 Crs | 2 yrs 2 m | 0.7% |
ICICI Prudential Business Cycle Fund | N.A. | ₹11,894 Crs | 4 yrs 3 m | 0.82% |
Tata Business Cycle Fund | N.A. | ₹2,735 Crs | 3 yrs 9 m | 0.54% |
Fund name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
---|---|---|---|---|---|---|
Aditya Birla Sun Life Business Cycle Fund | 2.16% | -3.32% | 10.34% | 15.67% | N.A. | N.A. |
HSBC Business Cycles Fund | 3.34% | -4.74% | 12.74% | 23.25% | 30.37% | 14.03% |
Quant Business Cycle Fund | 2.11% | -10.85% | -1.5% | 16.66% | 9.68% | 4.73% |
Axis Business Cycles Fund | 3.4% | -2.07% | 8.33% | 17.17% | 9.98% | 4.87% |
ICICI Prudential Business Cycle Fund | 3.23% | 0.7% | 11.16% | 22.86% | 19.42% | 9.28% |
Tata Business Cycle Fund | 3.53% | -4.83% | 5.91% | 22.08% | 14.15% | 6.84% |
Fund name | Std. deviation | Beta | Sharpe | Sortino |
---|---|---|---|---|
Aditya Birla Sun Life Business Cycle Fund | 14.36 | 0.95 | 0.54 | 0.95 |
HSBC Business Cycles Fund | 17.96 | 1.1 | 0.81 | 1.24 |
Quant Business Cycle Fund | N.A. | N.A. | N.A. | N.A. |
Axis Business Cycles Fund | N.A. | N.A. | N.A. | N.A. |
ICICI Prudential Business Cycle Fund | 13.1 | 0.83 | 1.09 | 2.35 |
Tata Business Cycle Fund | 14.86 | 0.97 | 0.88 | 1.5 |
Alpha | 0.27 vs. 4.36 Underperformed at beating benchmark |
Sharpe | 0.54 vs. 2.16 Poor risk-adjusted returns |
Beta | 0.95 vs. 0.46 More sensitive to market's ups & downs |
Standard deviation | 14.36 vs. 5.43 More volatile performance |
Fund AUM | ₹1,688 Crs as on Mar 31, 2025 |
Scheme document | View Scheme Document |
The scheme seeks to provide long term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
No. of schemes | 89 view all schemes |
Total AUM | ₹3,82,890 Crs as on Mar 31, 2025 |
Address | One World Center, Tower 1, 17th Floor, Jupiter Mill Compound Senapati Bapat Marg, Elphinstone Road Mumbai, 400013 |
Fund name | ETM Rank | AUM (in Crs.) | 1Y | 5Y |
---|---|---|---|---|
Aditya Birla Sun Life PSU Equity Fund | N.A. | ₹5,342 Crs | -1.87% | 35.24% |
Aditya Birla Sun Life Infrastructure Fund | N.A. | ₹1,060 Crs | 1.43% | 32.86% |
Aditya Birla Sun Life Small Cap Fund | N.A. | ₹4,416 Crs | 3.96% | 30.97% |
Aditya Birla Sun Life Mid Cap Fund | N.A. | ₹5,502 Crs | 9.77% | 30.44% |
Aditya Birla Sun Life Digital India Fund | N.A. | ₹4,530 Crs | 5.57% | 29.47% |
Aditya Birla Sun Life Pure Value Fund | N.A. | ₹5,791 Crs | 2.94% | 28.27% |
The current Net Asset Value (NAV) of the Aditya Birla Sun Life Business Cycle Fund - Direct Growth plan is approximately ₹15.15 as of Apr 23, 2025.
The Aditya Birla Sun Life Business Cycle Fund is a 3 yrs 5 m old fund and has delivered average annual returns of 12.79% since inception.
1-Year | 3-Year | Since Inception |
---|---|---|
10.34% | 15.67% | 12.79% |
The Aditya Birla Sun Life Business Cycle Fund - Direct Growth has an expense ratio of 1.16%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.
The Aditya Birla Sun Life Business Cycle Fund currently has assets under management (AUM) or fund size valued at approximately ₹1,688 Crs crore as of Mar 31, 2025.
The Aditya Birla Sun Life Business Cycle Fund has invested the majority of its money in the stocks of the following companies -
Company | Percentage of Portfolio |
---|---|
ICICI Bank Ltd. | 8.19% |
Kotak Mahindra Bank Ltd. | 5.79% |
Reliance Industries Ltd. | 4.91% |
Infosys Ltd. | 3.78% |
HDFC Bank Ltd. | 3.53% |
Sun Pharmaceutical Industries Ltd. | 2.72% |
Bharti Airtel Ltd. | 2.67% |
Axis Bank Ltd. | 2.28% |
State Bank of India | 2.17% |
Mahindra & Mahindra Ltd. | 2.13% |
The Aditya Birla Sun Life Business Cycle Fund has primarily invested in the following sectors
Sector | Percentage of Portfolio |
---|---|
Financial | 30.84% |
Technology | 9.05% |
Energy | 7.83% |
Metals & Mining | 7.640000000000001% |
Capital Goods | 7.22% |
Automobile | 6.12% |
Materials | 5.98% |
Healthcare | 5.670000000000001% |
Consumer Discretionary | 3.9% |
Construction | 2.78% |
This is a Business Cycle fund comes with Very High risk.
No, this fund does not have any lock-in period.
It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:
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All set! Your investment in Aditya Birla Sun Life Business Cycle Fund is complete.
Redeeming your investments in Aditya Birla Sun Life Business Cycle Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.
If you have invested in Aditya Birla Sun Life Business Cycle Fund from anywhere else, you can go to the fund house website and put a request through it.