Question 1

What is the current NAV of Aditya Birla Sun Life Business Cycle Fund Direct-Growth?

Accepted Answer

The current Net Asset Value (NAV) of the Aditya Birla Sun Life Business Cycle Fund - Direct Growth plan is approximately ₹15.49 as of Sep 26, 2025.

Question 2

What are the returns of this mutual fund scheme?

Accepted Answer

The Aditya Birla Sun Life Business Cycle Fund Direct-Growth is a 3 yrs 10 m old fund and has delivered average annual returns of 11.9% since inception.

Aditya Birla Sun Life Business Cycle Fund Direct-Growth Returns

1-Year	3-Year	Since Inception
-6.4%	15.02%	11.9%

Question 3

How much does this mutual fund charge as expense ratio?

Accepted Answer

The Aditya Birla Sun Life Business Cycle Fund - Direct Growth has an expense ratio of 1.23%, representing the annual cost of managing and operating the fund. This fee is deducted from the fund's AUM while declaring the daily NAV, reducing investor returns.

Question 4

What is the AUM or fund size of this mutual fund?

Accepted Answer

The Aditya Birla Sun Life Business Cycle Fund currently has assets under management (AUM) or fund size valued at approximately 1,716 Cr as on Aug 31, 2025.

Question 5

What are the top stock holdings of Aditya Birla Sun Life Business Cycle Fund?

Accepted Answer

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.	7.96%
Kotak Mahindra Bank Ltd.	4.34%
Infosys Ltd.	3.65%
HDFC Bank Ltd.	3.62%
State Bank of India	3.31%
Reliance Industries Ltd.	3.26%
Bharti Airtel Ltd.	2.86%
Mahindra & Mahindra Ltd.	2.52%
HCL Technologies Ltd.	2.18%
Sun Pharmaceutical Industries Ltd.	2.17%

Question 6

What are the top sectors Aditya Birla Sun Life Business Cycle Fund has invested in?

Accepted Answer

The Aditya Birla Sun Life Business Cycle Fund has primarily invested in the following sectors

Company	Percentage of Portfolio
ICICI Bank Ltd.	7.96%
Kotak Mahindra Bank Ltd.	4.34%
Infosys Ltd.	3.65%
HDFC Bank Ltd.	3.62%
State Bank of India	3.31%
Reliance Industries Ltd.	3.26%
Bharti Airtel Ltd.	2.86%
Mahindra & Mahindra Ltd.	2.52%
HCL Technologies Ltd.	2.18%
Sun Pharmaceutical Industries Ltd.	2.17%

Question 7

What is risk level of Aditya Birla Sun Life Business Cycle Fund?

Accepted Answer

This is a Strategy fund comes with Very High risk.

Question 8

Is there any lock-in period in this mutual fund?

Accepted Answer

No, this fund does not have any lock-in period.

Question 9

How do I invest in Aditya Birla Sun Life Business Cycle Fund Direct-Growth?

Accepted Answer

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. The whole process takes just a few minutes. Here's how it works:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for Aditya Birla Sun Life Business Cycle Fund - Direct Growth, select your investment mode (lump sum or SIP), and enter the investment amount.
Provide the required details, including the bank account you'll use for payment, and confirm your investment.

That's it. Your investment in the Aditya Birla Sun Life Business Cycle Fund is complete.

Question 10

How can I redeem my investments in Aditya Birla Sun Life Business Cycle Fund?

Accepted Answer

Redeeming your investments in the Aditya Birla Sun Life Business Cycle Fund is simple. If you have invested via ET Money, just log in to the app, go to the holdings section, and submit the redemption request.

If you have invested from anywhere else, you can go to the fund house website and put a request through it.

Expense ratio	1.23% as on Aug 31, 2025
Exit load	1.0% Exit load of 1%, if redeemed within 30 days.!
AUM (Fund size)	₹1,716 Cr
Lock-in Period	Nil
Age	3 yrs 10 m since Nov 15, 2021
Benchmark	BSE 500 TRI
Min. investment	SIP: ₹500 & Lumpsum: ₹500
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, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Period	This fund	Category average
1 Month	-0.19%	0.21%
3 Months	-3.97%	-2.59%
6 Months	5.81%	7.66%
1 Year	-6.4%	-5.47%
2 Years	14.72%	18.14%
3 Years	15.02%	19.59%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Aditya Birla Sun Life Business Cycle Fund	-0.19%	5.81%	-6.4%	15.02%	N.A.	N.A.
ICICI Prudential India Opportunities Fund	0.89%	7.76%	-0.39%	24.29%	33.28%	14.4%
ICICI Prudential Dividend Yield Equity Fund	0.89%	7.8%	-1.88%	25.82%	30.58%	17.12%
ICICI Prudential Value Fund	0.11%	7.27%	-0.84%	22.68%	26.93%	16.16%
SBI Contra Fund	0.48%	4.93%	-6.29%	21.1%	30.12%	16.78%
ICICI Prudential India Equity FOF	-0.15%	6.67%	-2.49%	21.8%	26.69%	12.29%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Aditya Birla Sun Life Business Cycle Fund	13.0	0.95	0.57	0.92
ICICI Prudential India Opportunities Fund	11.66	0.82	1.32	2.62
ICICI Prudential Dividend Yield Equity Fund	12.34	0.86	1.32	2.17
ICICI Prudential Value Fund	11.41	0.8	1.22	2.21
SBI Contra Fund	12.26	0.88	1.09	1.78
ICICI Prudential India Equity FOF	11.94	0.87	1.11	1.89

Fund name	ETM Rank	AUM	Fund age	Expense ratio
Aditya Birla Sun Life Business Cycle Fund	N.A.	1,716 Cr	3 yrs 10 m	1.23%
ICICI Prudential India Opportunities Fund	N.A.	29,871 Cr	6 yrs 9 m	0.63%
ICICI Prudential Dividend Yield Equity Fund	N.A.	5,779 Cr	11 yrs 5 m	0.57%
ICICI Prudential Value Fund	N.A.	53,750 Cr	12 yrs 8 m	0.99%
SBI Contra Fund	N.A.	46,654 Cr	12 yrs 8 m	0.66%
ICICI Prudential India Equity FOF	N.A.	219 Cr	5 yrs 7 m	0.63%

Aditya Birla Sun Life Business Cycle Fund Direct-Growth

Historical NAV & returns

Aditya Birla Sun Life Business Cycle Fund overview

Aditya Birla Sun Life Business Cycle Fund Returns calculator

Trailing returns as on Sep 22, 2025

Asset allocationas on Aug 31, 2025

Peer comparison

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

Compare Aditya Birla Sun Life Business Cycle Fund in detail with

About this fund

About Aditya Birla Sun Life Business Cycle Fund

Fund managers

Investment objective

Aditya Birla Sun Life Mutual Fund details

More funds from Aditya Birla Sun Life Mutual Fund

Frequently asked questions

Aditya Birla Sun Life Business Cycle Fund Direct-Growth Returns

ET Money rank

Alpha	-0.36 vs. 5.1 Underperformed at beating benchmark
Sharpe	0.57 vs. 5.1 Poor risk-adjusted returns
Beta	0.95 vs. 0.8 More sensitive to market's ups & downs
Standard deviation	13.0 vs. 8.97 More volatile performance

Fund AUM	1,716 Cr as on Aug 31, 2025
Scheme document	View Scheme Document

No. of schemes	90 view all schemes
Total AUM	4,05,267 Cr as on Jun 30, 2025
Address	One World Center, Tower 1, 17th Floor, Jupiter Mill Compound Senapati Bapat Marg, Elphinstone Road Mumbai, 400013

Fund name	ETM Rank	AUM	1Y	5Y
Aditya Birla Sun Life PSU Equity Fund	N.A.	5,227 Cr	-8.09%	34.6%
Aditya Birla Sun Life Infrastructure Fund	N.A.	1,120 Cr	-6.83%	30.4%
Aditya Birla Sun Life Mid Cap Fund	N.A.	5,970 Cr	-7.69%	24.66%
Aditya Birla Sun Life Small Cap Fund	N.A.	4,824 Cr	-10.04%	23.67%
Aditya Birla Sun Life Value Fund	N.A.	5,879 Cr	-10.5%	23.24%
Aditya Birla Sun Life Banking & Financial Services Fund	N.A.	3,248 Cr	2.23%	23.16%

Sector	Percentage of Portfolio
Financial	28.82%
Technology	10.86%
Automobile	7.74%
Metals & Mining	6.9399999999999995%
Capital Goods	6.25%
Consumer Discretionary	6.21%
Materials	5.109999999999999%
Healthcare	4.65%
Energy	4.06%
Services	3.51%