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

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

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  • 6M
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  • 3Y
  • SI
Fund info
NAV (as on 2025-07-18)
15.25 -0.59%
AUM (Fund Size)
71
Expense Ratio
N/A
Exit load
For redemption /switch-out of units on or before 30 days from the date of allotment: 1% of applicable NAV. For redemption / switch-out of units a er 30 days from the date of allotment: Nil.
Risk
Very High
AMC
Aditya Birla Sun Life Mutual Fund
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-07-11 ₹1,000.00 ₹1,000.00
0.00 %
Two Week 2025-07-03 ₹1,000.00 ₹993.49
-0.65 %
One Month 2025-06-18 ₹1,000.00 ₹1,017.34
1.73 %
Three Months 2025-04-21 ₹3,000.00 ₹3,114.32
3.81 %
Six Months 2025-01-20 ₹6,000.00 ₹6,385.27
6.42 %
One Year 2024-07-18 ₹12,000.00 ₹12,495.00
4.13 %
Three Year 2022-07-19 ₹36,000.00 ₹45,259.82
25.72 %
Since Inception 2021-12-03 ₹45,000.00 ₹58,645.70
30.32 %

Return Calculator

SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0

Portfolio

Allocation of Equity and Debt Asset Classes.

Equity 67%
Debt 2%
Others 0%

Sectors Holding in Aditya Birla Sun Life Business Cycle Fund - Regular Plan - Growth

Banks
21%
Petroleum Products
5%
IT - Software
6%
Telecom - Services
2%
Pharmaceuticals & Biotechnology
2%
Automobiles
3%
Construction
2%
Insurance
1%
Ferrous Metals
1%
Cement & Cement Products
3%
Finance
3%
Electrical Equipment
1%
Industrial Products
4%
Auto Components
3%
Diversified Metals
1%
Beverages
1%
Consumer Durables
3%
Textiles & Apparels
1%
Capital Markets
1%
Personal Products
1%
Commercial Services & Supplies
1%
Retailing
1%
Industrial Manufacturing
1%
Healthcare Services
0%
Chemicals & Petrochemicals
0%
Gas
0%
Realty
0%
Agricultural Commercial & Construction Vehicles
0%
Other
1%

Companies Holding in Aditya Birla Sun Life Business Cycle Fund - Regular Plan - Growth

ICICI Bank Limited
8.37%
Reliance Industries Limited
5.21%
Kotak Mahindra Bank Limited
5.16%
Infosys Limited
3.58%
HDFC Bank Limited
3.58%
Bharti Airtel Limited
2.72%
Sun Pharmaceutical Industries Limited
2.50%
Axis Bank Limited
2.35%
Mahindra & Mahindra Limited
2.27%
State Bank Of India
2.18%
Larsen & Toubro Limited
2.06%
ICICI Lombard General Insurance Company Limited
1.99%
Jindal Steel & Power Limited
1.89%
JK Cement Limited
1.74%
AU Small Finance Bank Limited
1.70%
HCL Technologies Limited
1.69%
SBFC Finance Ltd
1.63%
CG Power And Industrial Solutions Limited
1.62%
Maruti Suzuki India Limited
1.57%
WELSPUN CORP LIMITED
1.47%
Cholamandalam Investment And Finance Company Limited
1.36%
Tech Mahindra Limited
1.36%
Ambuja Cements Limited
1.33%
Schaeffler India Limited
1.30%
Shivalik Bimetal Controls Ltd
1.25%
Bharat Forge Limited
1.23%
Vedanta Limited
1.19%
AIA Engineering Limited
1.17%
Shriram Finance Ltd
1.17%
Radico Khaitan Limited
1.17%
Blue Star Limited
1.15%
Gokaldas Exports Ltd
1.15%
Angel Broking Limited
1.14%
Godrej Consumer Products Limited
1.11%
CMS Info Systems Limited
1.11%
UltraTech Cement Limited
1.11%
Sundram Fasteners Limited
1.10%
Eternal Limited
1.08%
V-Guard Industries Limited
1.07%
Happy Forgings Ltd
1.06%
LAKSHMI MACHINE WORKS LTD
1.06%
Whirlpool Of India Limited
1.00%
Ajanta Pharmaceuticals Limited
0.99%
WAAREE Energies Ltd
0.97%
Apollo Hospitals Enterprise Limited
0.97%
Hindustan Petroleum Corporation Limited
0.93%
NOCIL Limited
0.91%
Cipla Limited
0.85%
LIC Housing Finance Limited
0.85%
Gujarat Gas Limited
0.85%
Sona BLW Precision Forgings Limited
0.84%
Sobha Limited
0.81%
Cello World Ltd
0.80%
Persistent Systems Limited
0.64%
APL Apollo Tubes Limited
0.62%
Bandhan Bank Limited
0.57%
Poonawalla Fincorp Limited
0.57%
Praj Industries Limited
0.54%
Ather Energy Ltd
0.53%
RHI Magnesita India Limited
0.52%
SBI Cards & Payment Services Limited
0.49%
Kajaria Ceramics Limited
0.44%
Finolex Industries Limited
0.43%
V.S.T Tillers Tractors Limited
0.33%
Dalmia Bharat Limited
0.29%
Vishal Mega Mart Ltd
0.01%
Cognizant Technology Solutions Cl A Com Stk
1.63%
XTRACKERS HARVEST CSI 500 CH
0.27%
Margin (Future And Options)
0.42%
Clearing Corporation Of India Limited
1.36%
Net Receivables / (Payables)
-0.40%

Risk Ratios

Std. Deviation N/A
Beta N/A
Sharpe Ratio N/A
Lock In Period N/A
Residual Maturity N/A

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.

Risk-O-Meter

Investors understand that their principal will be at
Very High

Scheme Details

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
N/A
Expense Ratio Direct
N/A
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A
Fund managers
Mr. Harish Krishnan
Experience
Mr. Dhaval Joshi
Experience
Mr. Dhaval Gala
Experience

Exit load

For redemption /switch-out of units on or before 30 days from the date of allotment: 1% of applicable NAV. For redemption / switch-out of units a er 30 days from the date of allotment: Nil.

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