Aditya Birla Sun Life Business Cycle Fund Regular-IDCW

Fund Details

NAV 13.02

Sub-Type Thematic-Business Cycle

Rating Not Rated

Min. SIP Amount ₹100.0

Fund Age(Year) 4.51

Fund Size(in Crores) 1687.28

Fund Performance

1 Month -0.8%

3 Month -0.13%

6 Month -4.24%

1 Year -0.6%

3 Year 11.85%

5 Year 0.0%

Know This Fund

As on 08 Jun 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (99.47%) Market Cap Large Cap 45.39 Mid Cap 28.71 Small Cap 25.38 Top Sectors Financial 26.5 Technology 9.32 Metals & Mining 8.49 Automobile 8.49 Consumer Discretionary 6.51 Capital Goods 6.43 Energy 5.36 Materials 4.76 Services 4.67 Healthcare 4.34 Consumer Staples 3.48 Construction 3.41 Insurance 2.47 Communication 2.46 Chemicals 1.55 Textiles 0.9 Others 0.33 Top Holding Adani Power 1.48 AIA Engineering 1.39 Ajanta Pharma 1.58 Alkyl Amines Chemicals 0.65 Ambuja Cements 1.03 Angel One 1.19 APL Apollo Tubes 1.21 Apollo Hospitals Enterprise 1.36 Ather Energy 1.39 AU Small Finance Bank 1.14 Axis Bank 1.13 Bank of Maharashtra 0.69 Bharat Forge 1.95 Bharti Airtel 2.46 Blue Star 1.35 BlueStone Jewellery and Lifestyle 1.49 CG Power 1.11 Cholamandalam Investment and Finance Company 0.93 CMS Info Systems 0.69 Cognizant Technology Solutions Corp. 1.24 Dr. Lal Pathlabs 0.93 Eternal 1.08 GMR Airports 1.14 Go Digit General Insurance 0.91 Godrej Consumer 1.88 Gokaldas Exports 0.9 Gujarat Gas 0.74 Happy Forgings 1.6 HCL Technologies 1.82 HDFC Bank 2.98 Hexaware Technologies 0.62 ICICI Bank 6.2 ICICI Lombard Gen. Insurance 1.57 Infosys 2.41 Jindal Steel 2.3 JK Cement 1.57 Kotak Mahindra Bank 2.72 Larsen & Toubro 1.41 Lenskart Solutions 1.83 LMW 0.97 Mahindra & Mahindra 2.42 Marico 1.61 Maruti Suzuki India 1.02 Medi Assist Healthcare Services 0.83 Meesho 1.06 NOCIL 0.96 Others 0.33 Persistent Systems 1.35 PI Industries 0.91 Pine Labs 1.03 Praj Industries 0.62 Reliance Industries 3.15 Sai Life Sciences 0.48 SBFC Finance 1.31 Schaeffler India 1.1 Shivalik Bimetal Controls 1.57 Shriram Finance 1.53 Sobha 0.85 Sona BLW Precision Forgings 1.71 State Bank of India 4.05 Sundram Fasteners 0.95 Tech Mahindra 1.88 The Federal Bank 1.59 Ultratech Cement 1.2 Vedanta 0.75 Vedanta Aluminium Metal 1.02 Vedanta Iron And Steel 0.05 Vedanta Oil and Gas 0.17 Vedanta Power 0.1 V-Guard Industries 0.99 Vishal Mega Mart 1.01 Whirlpool Of India 0.84

Debt & Others (0.53%) Sector Allocation Cash 0 Net Payables -0.08 Reverse Repo 0.61 Debt Credit Ratings Debt Category Others 0.53

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-Growth Ret 1M -0.8% Ret 1Y -0.6% Ret 3Y 11.85% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M -0.8% Ret 1Y -0.6% Ret 3Y 11.85% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M -1.84% Ret 1Y -2.02% Ret 3Y 13.29% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M -1.84% Ret 1Y -2.02% Ret 3Y 13.29% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M -1.84% Ret 1Y -2.02% Ret 3Y 13.29% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -1.5% Ret 1Y -3.78% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -1.5% Ret 1Y -3.78% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -1.5% Ret 1Y -3.78% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M -2.27% Ret 1Y -1.2% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M -2.27% Ret 1Y -1.2% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -2.27% Ret 1Y -1.2% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 4.52%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Dhaval Gala

Education Mr. Gala has done BMS from Mithibai College and PGDBM-Finance from N.L.Dalmia Institute of Management Studies & Research.

Experience Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with B&K Securities( January 2008- February 2011) and J.P.Morgan Chase India Private Ltd ( May 2005-July 2006).

Pavas Pethia

Education PGDM in Finance & Economics from the IIM Lucknow, B.Tech in Electronics & Communication Engineering MNIT-Jaipur

Experience Prior to joining the ABSL AMC, he was associated with ENAM Asset Management, Evalueserve, Motilal Oswal Securities and Asit C.Mehta Investments.

Harish Krishnan

Education Mr. Krishnan is a Graduate from Government Engineering College Trichur and MBA from IIM Kozhikode

Experience Prior to joining Aditya Birla Sun Life Mutual Fund, he has also worked at Kotak Mahindra Mutual Fund, Infosys Technologies Ltd in his earlier stint.

Dhaval Joshi

Education Mr. Joshi has done B.Com, M.Com. and MBA (Finance)

Experience Prior to joining Aditya Birla Sun Life Mutual Fund, he was associated with Sundaram Mutual Fund, Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd..

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 13

Date of Incorporation 2021-12-03

Total AUM 423182.21

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.