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

Mutual Fund Research

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

Aditya Birla Sun Life Mutual Fund Equity Equity Sectoral Thematic

Fund Performance

-
-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-28 ₹1,000.00 ₹1,031.21 +3.12%
Two Week 2026-10-21 ₹1,000.00 ₹1,038.64 +3.86%
One Month 2026-10-05 ₹1,000.00 ₹1,021.25 +2.12%
Three Months 2026-08-06 ₹3,000.00 ₹2,960.13 -1.33%
Six Months 2026-05-08 ₹6,000.00 ₹6,094.85 +1.58%
One Year 2025-11-04 ₹12,000.00 ₹12,391.02 +3.26%
Three Year 2023-11-06 ₹36,000.00 ₹39,522.08 +9.78%
Since Inception 2021-12-03 ₹60,000.00 ₹76,546.06 +27.58%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Banks 12.87%
IT - Software 9.67%
Pharmaceuticals & Biotechnology 7.99%
Finance 7.39%
Industrial Products 7.05%
Auto Components 6.11%
Retailing 6.02%
Automobiles 5.86%
Healthcare Services 5.55%
Non - Ferrous Metals 4.09%
Ferrous Metals 3.98%
Cement & Cement Products 3.35%
Leisure Services 2.60%
Consumer Durables 2.59%
Realty 2.32%
Industrial Manufacturing 2.05%
Electrical Equipment 1.81%
Personal Products 1.38%
Construction 1.30%
Aerospace & Defense 1.28%
Transport Services 1.11%
Transport Infrastructure 1.10%
Agricultural Food & Other Products 0.96%
Other 0.88%
Diversified Metals 0.70%

Top Holdings

Company-wise portfolio exposure

ICICI Bank Ltd. 4.04%
The Federal Bank Ltd. 3.28%
Shivalik Bimetal Controls Ltd. 2.92%
R R Kabel Ltd. 2.76%
Birlasoft Ltd. 2.63%
Shaily Engineering Plastics Ltd. 2.59%
Sai Life Sciences Ltd. 2.57%
Craftsman Automation Ltd. 2.54%
S.J.S. Enterprises Ltd. 2.50%
Karur Vysya Bank Ltd. 2.49%
TVS Motor Company Ltd. 2.39%
Vedanta Aluminium Metal Ltd. 2.35%
Zensar Technologies Ltd. 2.31%
Ajanta Pharma Ltd. 2.28%
Muthoot Finance Ltd. 2.28%
Torrent Pharmaceuticals Ltd. 2.23%
Thyrocare Technologies Ltd. 2.18%
Jindal Steel Ltd. 2.09%
Ather Energy Ltd. 2.07%
Syrma SGS Technology Ltd. 2.05%
FSN E-Commerce Ventures Ltd. 2.04%
Mastek Ltd. 1.94%
JSW Steel Ltd. 1.89%
Narayana Hrudayalaya Ltd. 1.86%
CG Power and Industrial Solutions Ltd. 1.81%
Hindalco Industries Ltd. 1.74%
Bank of Maharashtra 1.65%
The Phoenix Mills Ltd. 1.62%
Shriram Finance Ltd. 1.57%
Chalet Hotels Ltd. 1.52%
Fortis Healthcare Ltd. 1.52%
JK Cement Ltd. 1.48%
Persistent Systems Ltd. 1.45%
Eicher Motors Ltd. 1.41%
Indian Bank 1.40%
Lenskart Solutions Ltd. 1.39%
Honasa Consumer Ltd. 1.38%
Eternal Ltd. 1.36%
APL Apollo Tubes Ltd. 1.36%
Larsen & Toubro Ltd. 1.30%
Bharat Electronics Ltd. 1.28%
Meesho Ltd. 1.22%
Delhivery Ltd. 1.11%
GMR Airports Ltd. 1.10%
Thomas Cook (India) Ltd. 1.09%
Pricol Ltd. 1.06%
Grasim Industries Ltd. 1.03%
Marico Ltd. 0.96%
Bajaj Finance Ltd. 0.95%
L&T Finance Ltd. 0.92%
Procter & Gamble Health Ltd. 0.92%
Sundaram Finance Ltd. 0.87%
Ambuja Cements Ltd. 0.85%
Mas Financial Services Ltd. 0.81%
Sobha Ltd. 0.71%
Vedanta Ltd. 0.70%
Kirloskar Brothers Ltd. 0.01%
Cognizant Technology Solutions Corporation 1.33%
TREPS 0.69%
Margin amount for Derivative positions 0.32%
Net Receivable / Payable -0.14%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
15.49%
Return volatility
β
Beta
0.96
Benchmark sensitivity
S
Sharpe Ratio
0.37
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Nippon India Taiwan Equity Fund - Regular Plan - Growth 59.59% 47.43% 22.49%
ICICI Prudential US Bluechip Equity Fund - Regular Plan - Growth 25.42% 19.68% 16.14%
HDFC Pharma And Healthcare Fund - Regular Plan - Growth 24.10% 29.54% 28.48%
Kotak Healthcare Fund - Regular Plan - Growth 23.56% 0.00% 19.65%
SBI Automotive Opportunities Fund - Regular Plan - Growth 21.12% 0.00% 11.48%
Mirae Asset Healthcare Fund - Regular Plan - Growth 19.53% 22.60% 20.22%
Nippon India - Japan Equity Fund - Regular Plan - Growth 18.87% 19.90% 8.38%
HDFC Defence Fund - Regular Plan - Growth 18.78% 34.60% 36.67%
SBI Healthcare Opportunities Fund - Regular Plan - Growth 18.70% 23.87% 15.53%
Franklin Asian Equity Fund - Regular Plan - Growth 18.64% 20.16% 7.88%

Returns are historical and do not guarantee future performance.

View All Equity Sectoral Thematic Funds

Fund Family

Compare schemes from Aditya Birla Sun Life Mutual Fund by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Aditya Birla Sun Life Silver ETF - Regular Plan 26.39% 36.65% 25.23%
Aditya Birla Sun Life Silver ETF Fund Of Fund - Regular Plan - Growth 24.54% 34.96% 24.23%
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund - Regular Plan - Growth 19.37% 20.89% 8.17%
Aditya Birla Sun Life US Equity Passive FOF - Regular Plan - Growth 17.97% 28.31% 16.73%
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth 17.15% 18.78% 14.02%
Aditya Birla Sun Life Gold ETF - Regular Plan 17.01% 31.18% 23.22%
Aditya Birla Sun Life Gold Fund - Regular Plan - Growth 16.14% 30.65% 10.05%
Aditya Birla Sun Life Pharma & Healthcare Fund - Regular Plan - Growth 15.25% 19.88% 19.12%
Aditya Birla Sun Life International Equity Fund - Regular Plan - Growth 14.35% 20.99% 8.99%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth 14.28% 19.64% 12.10%

Returns are historical and do not guarantee future performance.

View All Aditya Birla Sun Life Mutual Fund Funds

Scheme Objective

The investment mandate and purpose of this scheme

The investment objective of the scheme is 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. The Scheme does not guarantee/indicate any returns. There can be no assurance that the objective of the Scheme will be achieved.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
2.61%
Expense Ratio (Direct)
1.65%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
BSE 500 TRI

Exit Load

Charges that may apply when you redeem units

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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