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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
Analysis
Peer Comparison
Fund Family
Scheme Details
-
-
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • SI
NAV (as on 2025-06-20)
15.01 0.94%
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 2025-06-13 ₹1,000.00 ₹1,002.00
0.20 %
Two Week 2025-06-05 ₹1,000.00 ₹1,002.67
0.27 %
One Month 2025-05-21 ₹1,000.00 ₹1,014.19
1.42 %
Three Months 2025-03-24 ₹3,000.00 ₹3,111.51
3.72 %
Six Months 2024-12-23 ₹6,000.00 ₹6,295.34
4.92 %
One Year 2024-06-20 ₹12,000.00 ₹12,355.10
2.96 %
Three Year 2022-06-21 ₹36,000.00 ₹45,197.99
25.55 %
Since Inception 2021-12-03 ₹44,000.00 ₹56,742.98
28.96 %
Portfolio Summary
Company Name Sector Sector Type Nav(in %)
ICICI Bank Limited Banks Equity 8.37
Reliance Industries Limited Petroleum Products Equity 5.21
Kotak Mahindra Bank Limited Banks Equity 5.16
Infosys Limited IT - Software Equity 3.58
HDFC Bank Limited Banks Equity 3.58
Bharti Airtel Limited Telecom - Services Equity 2.72
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology Equity 2.50
Axis Bank Limited Banks Equity 2.35
Mahindra & Mahindra Limited Automobiles Equity 2.27
State Bank of India Banks Equity 2.18
Larsen & Toubro Limited Construction Equity 2.06
ICICI Lombard General Insurance Company Limited Insurance Equity 1.99
Jindal Steel & Power Limited Ferrous Metals Equity 1.89
JK Cement Limited Cement & Cement Products Equity 1.74
AU Small Finance Bank Limited Banks Equity 1.70
HCL Technologies Limited IT - Software Equity 1.69
SBFC Finance Ltd Finance Equity 1.63
CG Power and Industrial Solutions Limited Electrical Equipment Equity 1.62
Maruti Suzuki India Limited Automobiles Equity 1.57
WELSPUN CORP LIMITED Industrial Products Equity 1.47
Cholamandalam Investment and Finance Company Limited Finance Equity 1.36
Tech Mahindra Limited IT - Software Equity 1.36
Ambuja Cements Limited Cement & Cement Products Equity 1.33
Schaeffler India Limited Auto Components Equity 1.30
Shivalik Bimetal Controls Ltd Industrial Products Equity 1.25
Bharat Forge Limited Auto Components Equity 1.23
Vedanta Limited Diversified Metals Equity 1.19
AIA Engineering Limited Industrial Products Equity 1.17
Shriram Finance Ltd Finance Equity 1.17
Radico Khaitan Limited Beverages Equity 1.17
Blue Star Limited Consumer Durables Equity 1.15
Gokaldas Exports Ltd Textiles & Apparels Equity 1.15
Angel Broking Limited Capital Markets Equity 1.14
Godrej Consumer Products Limited Personal Products Equity 1.11
CMS Info Systems Limited Commercial Services & Supplies Equity 1.11
UltraTech Cement Limited Cement & Cement Products Equity 1.11
Sundram Fasteners Limited Auto Components Equity 1.10
Eternal Limited Retailing Equity 1.08
V-Guard Industries Limited Consumer Durables Equity 1.07
Happy Forgings Ltd Industrial Products Equity 1.06
LAKSHMI MACHINE WORKS LTD Industrial Manufacturing Equity 1.06
Whirlpool of India Limited Consumer Durables Equity 1.00
Ajanta Pharmaceuticals Limited Pharmaceuticals & Biotechnology Equity 0.99
WAAREE Energies Ltd Electrical Equipment Equity 0.97
Apollo Hospitals Enterprise Limited Healthcare Services Equity 0.97
Hindustan Petroleum Corporation Limited Petroleum Products Equity 0.93
NOCIL Limited Chemicals & Petrochemicals Equity 0.91
Cipla Limited Pharmaceuticals & Biotechnology Equity 0.85
LIC Housing Finance Limited Finance Equity 0.85
Gujarat Gas Limited Gas Equity 0.85
Sona BLW Precision Forgings Limited Auto Components Equity 0.84
Sobha Limited Realty Equity 0.81
Cello World Ltd Consumer Durables Equity 0.80
Persistent Systems Limited IT - Software Equity 0.64
APL Apollo Tubes Limited Industrial Products Equity 0.62
Bandhan Bank Limited Banks Equity 0.57
Poonawalla Fincorp Limited Finance Equity 0.57
Praj Industries Limited Industrial Manufacturing Equity 0.54
Ather Energy Ltd Automobiles Equity 0.53
RHI Magnesita India Limited Industrial Products Equity 0.52
SBI Cards & Payment Services Limited Finance Equity 0.49
Kajaria Ceramics Limited Consumer Durables Equity 0.44
Finolex Industries Limited Industrial Products Equity 0.43
V.S.T Tillers Tractors Limited Agricultural Commercial & Construction Vehicles Equity 0.33
Dalmia Bharat Limited Cement & Cement Products Equity 0.29
Vishal Mega Mart Ltd Retailing Equity 0.01
Cognizant Technology Solutions Cl A Com Stk IT - Software Debt 1.63
XTRACKERS HARVEST CSI 500 CH - Debt 0.27
Margin (Future and Options) - - 0.42
Clearing Corporation of India Limited - Debt 1.36
Net Receivables / (Payables) - - -0.40
Risk Ratios
Standard Deviation
-
Beta
-
Sharpe Ratio
-
Lock In Period
-
Residual Maturity
-
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 (), Mr. Dhaval Joshi (), Mr. Dhaval Gala (),
  • 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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