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Aditya Birla Sun Life Mutual Fund · Equity: Thematic-Business-Cycle
Aditya Birla Sun Life Business Cycle Fund-Regular-Growth
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.
Benchmark · BSE 500 TRITER · 2.08%Inception · 06-12-2021
NAV
₹14.78
+0.81% · as of 14-05-2026
Since inception
9.02%
CAGR
Benchmark (inception)
12.11%
CAGR
Fund size
₹17 Cr
AUM
Expense ratio
2.08%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +9.02% CAGR vs benchmark +12.11%.
Portfolio
Where the money is invested
Top holdings
ICICI BANK LIMITED EQ NEW FV RS. 2/-6.48%
STATE BANK OF INDIA EQ NEW RE. 1/-4.07%
RELIANCE INDUSTRIES LIMITED EQ3.60%
INFOSYS LIMITED EQ FV RS 53.18%
HDFC BANK LIMITED EQ NEW FV RE. 1/-3.10%
Kotak Mahindra Bank Limited3.09%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-2.55%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.52.53%
JINDAL STEEL & POWER LIMITED EQ. NEW RS.12.29%
HCL TECHNOLOGIES LIMITED EQ F.V. RS.2/-2.24%
Sector allocation
Financial Services30.22%
Automobile and Auto Components10.20%
Information Technology9.49%
Capital Goods7.75%
Consumer Services4.83%
Consumer Durables4.63%
Healthcare4.61%
Oil, Gas & Consumable Fuels4.25%
Construction Materials3.89%
Fast Moving Consumer Goods3.59%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 9.0% p.a.₹10,000
10 years
Projected value
₹19,51,895
Invested: ₹12,00,000
Gained: ₹7,51,895
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Harish Krishnan, Mr. Dhaval Gala
Manager since fund inception data not available
ISIN & identifiers
AMFI code
149296
ISIN (Growth)
INF209KB12D6
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-Business-Cycle funds
Invesco India Business Cycle Fund Gr
₹12.86
1Y
+14.1%
3Y
+0.0%
5Y
+0.0%
Mahindra Manulife Business Cycle Fund Reg Gr
₹15.23
1Y
+6.7%
3Y
+0.0%
5Y
+0.0%
DSP Business Cycle Fund Reg Gr
₹10.09
1Y
+4.8%
3Y
+0.0%
5Y
+0.0%
Union Business Cycle Reg Gr
₹11.22
1Y
+4.8%
3Y
+0.0%
5Y
+0.0%
Kotak Business Cycle Fund Reg Gr
₹16.01
1Y
+4.2%
3Y
+16.2%
5Y
+0.0%
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