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Aditya Birla Sun Life Business Cycle Fund-Regular IDCW Payout

Category: Equity: Thematic-Others
Launch Date: 03-12-2021
Asset Class:
Benchmark: BSE 500 TRI
Expense Ratio: 2.14% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 1,725.94 Cr As on (30-04-2025)
Turn over:
NAV (₹): 14.16
₹ 0.08 ( 0.565%)
as on 09-06-2025
CAGR Since Inception - 12.32%
BSE 500 TRI - 12.59%

Fund Managers

Mr. Harish Krishnan


Investment Objective

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.

PERFORMANCE of Aditya Birla Sun Life Business Cycle Fund-Regular IDCW Payout

Scheme Performance (%) Data as on - 10-06-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Aditya Birla Sun Life Business Cycle Fund-Regular IDCW Payout 8.47 17.54 - - 12.32
Benchmark - - - - -
Equity: Thematic-Others 7.63 21.61 26.41 14.06 13.86

RETURNS CALCULATOR for Aditya Birla Sun Life Business Cycle Fund-Regular IDCW Payout

Growth of 10000 In SIP (Fund vs Benchmark)

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Period :
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Aditya Birla Sun Life Business Cycle Fund-Regular IDCW Payout

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Aditya Birla Sun Life Business Cycle Fund-Regular IDCW Payout - -
Equity: Thematic-Others - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
ABSL Business Cycle Fund Reg IDCW Payout 03-12-2021 8.47 19.44 17.54 0.0 0.0
HDFC Defence Fund Gr 02-06-2023 20.67 59.63 0.0 0.0 0.0
Bandhan Innovation Fund Reg Gr 30-04-2024 20.65 0.0 0.0 0.0 0.0
Sundaram Services Reg Gr 21-09-2018 19.82 24.43 21.9 27.47 0.0
WhiteOak Capital Special Opportunities Reg Gr 04-06-2024 19.25 0.0 0.0 0.0 0.0
ICICI Pru Exports & Services Gr 01-11-2005 14.25 27.76 23.09 26.84 14.59
Union Innovation & Opportunities Fund Reg Gr 06-09-2023 14.16 0.0 0.0 0.0 0.0
ICICI Pru India Opportunities Cum 05-01-2019 13.26 29.49 26.84 32.05 0.0
Kotak Business Cycle Fund Reg Gr 05-09-2022 11.81 22.73 0.0 0.0 0.0
HSBC Business Cycles Fund Reg Gr 20-08-2014 11.71 28.83 27.55 28.87 14.03

Asset Allocation (%)

PORTFOLIO ANALYSIS of Aditya Birla Sun Life Business Cycle Fund-Regular IDCW Payout

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)