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Home Mf Research Aditya Birla Sun Life Business Cycle Fund Regular Plan Growth
Aditya Birla Sun Life Mutual Fund

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

Equity Equity Sectoral Thematic
Fund House : Aditya Birla Sun Life Mutual Fund
Overview
Returns
Portfolio
SIP Calculator
Analysis
Peer Comparison
Fund Family
Scheme Details
-
-
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • SI
NAV (as on 2025-06-03)
14.84 -0.34%
Fund Size (Total Assets)
-
Expense Ratio (Regular)
2.07%
Expense Ratio (Direct)
0.89%
SIP Returns
Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-05-27 ₹1,000.00 ₹1,001.35
0.13 %
Two Week 2025-05-19 ₹1,000.00 ₹995.31
-0.47 %
1 Month 2025-05-05 ₹1,000.00 ₹1,028.41
2.84 %
Three Months 2025-03-05 ₹3,000.00 ₹3,234.42
7.81 %
Six Months 2024-12-05 ₹6,000.00 ₹6,259.07
4.32 %
One Year 2024-06-03 ₹12,000.00 ₹12,202.18
1.68 %
Three Year 2022-06-06 ₹36,000.00 ₹44,820.79
24.50 %
Since Inception 2021-12-03 ₹43,000.00 ₹55,116.24
28.18 %
Portfolio Summary
Company Name Sector Sector Type Nav(in %)
ICICI Bank Limited Banks Equity 6.60
HDFC Bank Limited Banks Equity 3.43
Kotak Mahindra Bank Limited Banks Equity 3.22
State Bank of India Banking Equity 3.67
Axis Bank Limited Banks Equity 2.09
AU Small Finance Bank Limited EQUITY FUTURE Equity 0.28
Infosys Limited IT - Software Equity 4.09
HCL Technologies Limited IT - Software Equity 2.61
Tech Mahindra Limited IT - Software Equity 1.20
Persistent Systems Ltd IT - Software Equity 0.57
Shriram Finance Ltd Finance Equity 2.50
REC Limited Finance Equity 1.26
Cholamandalam Investment and Finance Company Limited Finance Equity 1.25
SBFC Finance Ltd Finance Equity 1.13
LIC Housing Finance Limited Finance Equity 1.10
Whirlpool of India Limited Consumer Durables Equity 2.10
Kajaria Ceramics Limited Consumer Durables Equity 1.43
V-Guard Industries Limited Consumer Durables Equity 1.19
Blue Star Limited Consumer Durables Equity 1.05
Cello World Ltd Consumer Durables Equity 0.76
CIE Automotive India Ltd Auto Components Equity 1.57
Bharat Forge Limited Auto Components Equity 1.56
Schaeffler India Limited Auto Components Equity 1.30
Sundram Fasteners Limited Auto Components Equity 1.19
Craftsman Automation Ltd Auto Components Equity 0.47
Reliance Industries Limited Petroleum Products Equity 5.53
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology Equity 3.43
Ajanta Pharmaceuticals Limited Pharmaceuticals & Biotechnology Equity 0.94
Cipla Limited Pharmaceuticals & Biotechnology Equity 0.81
UltraTech Cement Limited Cement & Cement Products Equity 1.66
Ambuja Cements Limited Cement & Cement Products Equity 1.48
JK Cement Limited Cement & Cement Products Equity 1.45
Grasim Industries Limited Cement & Cement Products Equity 0.02
Mahindra & Mahindra Limited Automobiles Equity 2.76
Maruti Suzuki India Limited Automobiles Equity 1.32
Larsen & Toubro Limited Construction Equity 3.79
RELIANCE MF CPSE ETF Exchange Traded Fund Equity 2.08
NIPPON INDIA ETF NIFTY PSU BANK BEES Exchange Traded Fund Equity 1.35
Bharti Airtel Limited Telecom - Services Equity 3.10
Radico Khaitan Limited Beverages Equity 1.47
United Spirits Limited Beverages Equity 0.92
CG Power and Industrial Solutions Limited Electrical Equipment Equity 1.94
CMS Info Systems Limited Commercial Services & Supplies Equity 1.77
NOCIL Limited Chemicals & Petrochemicals Equity 1.37
Cognizant Technology Solutions Cl A Com Stk United States of America Equity 1.30
Apollo Hospitals Enterprise Limited Healthcare Services Equity 1.29
Godrej Consumer Products Limited Personal Products Equity 1.06
Zomato Limited Retailing Equity 1.05
Gokaldas Exports Ltd Textiles & Apparels Equity 1.04
NTPC Limited Power Equity 1.04
Gujarat Gas Limited Gas Equity 0.91
Zee Entertainment Enterprises Limited Entertainment Equity 0.55
XTRACKERS HARVEST CSI 500 CH MUTUAL FUNDS Equity 0.30
Life Insurance Corp of India Insurance Equity 0.23
Britannia Industries Limited Food Products Equity 0.03
Happy Forgings Ltd Manufacturing Debt 1.41
AIA Engineering Limited Manufacturing Debt 1.38
WELSPUN CORP LIMITED Manufacturing Debt 1.09
Larsen & Toubro Limited Construction Debt 3.79
Cash & Current Assets Cash Equivalents Cash 2.92
RELIANCE MF CPSE ETF ETF ETF 2.08
NIPPON INDIA ETF NIFTY PSU BANK BEES ETF ETF 1.35
HDFC Bank Ltd Banking Equity 9.98
Reliance Industries Ltd Oil & Gas Equity 8.45
Infosys Ltd IT Equity 7.56
Kotak Mahindra Bank Banking Equity 6.72
Tata Consultancy Services IT Equity 6.01
Hindustan Unilever FMCG Equity 5.79
Larsen & Toubro Infrastructure Equity 4.68
Asian Paints FMCG Equity 4.42
Bajaj Finance Financial Services Equity 4.05
Wipro IT Equity 3.12
Maruti Suzuki Automobile Equity 2.88
Sun Pharmaceutical Pharmaceuticals Equity 2.65
Apollo Hospitals Healthcare Equity 2.34
ITC Ltd FMCG Equity 2.19
Tech Mahindra IT Equity 1.95
SIP Calculator
Risk Ratios
Standard Deviation
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Beta
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Sharpe Ratio
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Lock In Period
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Residual Maturity
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Standard Deviation:
Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.
Beta:
Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.
Sharpe Ratio:
The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.
Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.
Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.
Scheme Details
  • Fund manager(s) : Mr. Harish Krishnan (0.7 Years), Mr. Dhaval Joshi (1.6 Years), Mr. Dhaval Gala (1.4 Years),
  • Expense ration regular : 2.07
  • Expense ration direct : 0.89
  • Launch date : -
  • Benchmark : -
  • Min SIP amount : -
  • Max SIP amount : -
  • Min investment amount (one time- first time) : ₹100.00
  • Type : equity
Exit load
For redemption /switchout of units on or before 30 days from the date of allotment: 1%. After 30 days: Nil.

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