Aditya Birla Sun Life Business Cycle Fund Direct Growth
NAV as on 02-04-2025
₹ 14.57
▲0.8%
1D
Inception Returns
12%
/yr
Historical NAV & Returns
Absolute
▲
▼
273 people have invested ₹ 8L in Aditya Birla Sun Life Business Cycle Fund Direct Growth in the last three months
About Aditya Birla Sun Life Business Cycle Fund Direct Growth
Aditya Birla Sun Life Business Cycle Fund Direct Growth is an equity fund. This fund was started on 3 December, 2021. The fund is managed by Harish Krishnan, Dhaval Gala. The fund could potentially beat inflation in the long-run.
Key Parameters
- Aditya Birla Sun Life Business Cycle Fund Direct Growth has ₹1586 Cr worth of assets under management (AUM) as on Feb 2025 and is less than category average.
- The fund has an expense ratio 1.2.
Returns
Aditya Birla Sun Life Business Cycle Fund Direct Growth has given a CAGR return of 11.97% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 6.51% and 12.99% respectively.
Holdings
Aditya Birla Sun Life Business Cycle Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Consumer Cyclical, Tech, Basic Materials, Energy, Health, Communication, Consumer Defensive, Utilities, Real Estate. Its top holdings are ICICI Bank Ltd, Kotak Mahindra Bank Ltd, Infosys Ltd, Reliance Industries Ltd, HDFC Bank Ltd
Taxation
As it is a equity - other mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Aditya Birla Sun Life Business Cycle Fund Direct 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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 100.00. Aditya Birla Sun Life Business Cycle Fund Direct Growth has no lock in period.
Aditya Birla Sun Life Business Cycle Fund Direct Growth Overview
| Expense ratio | 1.17% |
Benchmark | S&P BSE 500 India TR INR |
| AUM | ₹1586 Cr |
| Inception Date | 3 December, 2021 |
| Min Lumpsum/SIP | ₹500/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 41.2% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
Trailing Returns
as on (02-Apr-25)
Fund Distribution
as on (28-Feb-25)
Large cap
56.7%
Mid cap
20.1%
Small cap
19.3%
Sector Allocation
Financial Services
31.8%
Industrial
14.1%
Consumer Cyclical
12.9%
Tech
12.4%
Basic Materials
10.7%
Energy
6%
Health
5.8%
Communication
2.6%
Consumer Defensive
2.2%
Utilities
0.8%
Real Estate
0.8%
All changes are between Dec'24 and Feb'25
- AUM of the fund stands at 1.6K Cr as of Feb'25
- AUM decreased by 127.4 Cr between Feb'25 and Jan'25
Top Stocks bought last month
HDFC Bank Ltd's allocation increased from 1.98% to 3.56%
Axis Bank Ltd's allocation increased from 1.73% to 2.24%
Kotak Mahindra Bank Ltd's allocation increased from 4.99% to 5.4%
Top Stocks sold last month
Infosys Ltd's allocation decreased from 5.1 % to 4.94 %
Sun Pharmaceuticals Industries Ltd's allocation decreased from 3.13 % to 2.66 %
Mahindra & Mahindra Ltd's allocation decreased from 2.36 % to 2.2 %
Mid Cap allocation has gone up from 20% to 20.1%
Large Cap allocation has gone down from 56.8% to 56.7%
Small Cap allocation has gone down from 20.2% to 19.3%
Cash allocation has gone up from 0.9% to 1.7%
Top 3 Sectors in February were Financial Services, Industrial & Consumer Cyclical
Feb'25
Financial Services
32%
Industrial
14%
Consumer Cyclical
13%
Jan'25
Financial Services
29%
Industrial
17%
Consumer Cyclical
13%
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 ICICI Bank Ltd | 7.78% | 0% | |
 Kotak Mahindra Bank Ltd | 5.4% | 0% | |
 Infosys Ltd | 4.94% | 0% | |
 Reliance Industries Ltd | 4.92% | 0% | |
 HDFC Bank Ltd | 3.56% | 63% |
See all
Funds | 1Y Returns | 3Y Returns | 5Y Returns | Since Inception |
|---|---|---|---|---|
Aditya Birla Sun Life Business Cycle Fund Direct Growth | 6.51% | 12.99% | - | 11.97% |
 Franklin India Opportunities Fund - Direct - Growth | 14.11% | 27.66% | 36.14% | 17.84% |
 ICICI Prudential India Opportunities Fund Direct Growth | 11.84% | 23.76% | 38.4% | 22.68% |
ICICI Prudential Business Cycle Fund Direct Growth | 6.91% | 20.87% | - | 22.37% |
See all
Top Growth Drivers | 1M Return |
|---|---|
 Kotak Mahindra Bank Ltd | 12.1% |
 ICICI Bank Ltd | 9.3% |
 Reliance Industries Ltd | 7% |
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Harish Krishnan
Fund Manager of Aditya Birla Sun Life Business Cycle Fund Direct Growth, since 3 November 2023
Top funds managed
Dhaval Gala
Fund Manager of Aditya Birla Sun Life Business Cycle Fund Direct Growth, since 17 February 2023
Top funds managed
Fund House
Aditya Birla Sun Life AMC Ltd
Total Schemes
Total AUM
₹3.76L Cr
as on 28-Feb-2025
Address
Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone Road
Phone
+912243568000
Website
connect@birlasunlife.com
Aditya Birla Sun Life Business Cycle Fund Direct Growth Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
About the fund
This fund has delivered an average annual returns of 11.97% since inception which is more than its category average return of 8.65%
Fund Allocations
This fund has an allocation of 98.32% in Equity, 0% in Debt and 1.68% in Cash related instruments
AUM size ₹1586 Cr
This fund has AUM of ₹1586 Cr which is less than its category average of ₹ 2053 Cr
Expense Ratio 1.17%
This fund has an expense ratio of 1.17% which is less than its category average expense ratio of 1.31%
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5Y CAGR
▲ 36.23
Frequently Asked Questions for Aditya Birla Sun Life Business Cycle Fund Direct Growth
The current NAV of Aditya Birla Sun Life Business Cycle Fund Direct Growth is ₹14.57 as on 02-Apr-2025.
Existing (Absolute + CAGR) as on 02-Apr-2025.
Aditya Birla Sun Life Business Cycle Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 6.2% | 6.2% |
6 Month Returns | -12.07% | -12.07% |
1 Year Returns | 6.51% | 6.51% |
3 Years Returns | 44.26% | 12.99% |
5 Years Returns | 0% | 0% |
With INDmoney, the process of investing is very simple and involves zero commission.
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- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
1.17% as on March 2025
₹1586 Cr as on March 2025
ICICI Bank Ltd(7.78%), Kotak Mahindra Bank Ltd(5.4%), Infosys Ltd(4.94%), Reliance Industries Ltd(4.92%), HDFC Bank Ltd(3.56%) as on March 2025
Financial Services(31.26%), Industrial(13.91%), Consumer Cyclical(12.71%) as on March 2025
The alpha ratio for the Aditya Birla Sun Life Business Cycle Fund Direct Growth for various period is as follows:
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Aditya Birla Sun Life Business Cycle Fund Direct Growth | 2.66 | 0.26 | - |
As on March 2025
The alpha for Aditya Birla Sun Life Business Cycle Fund Direct Growth is calculated against S&P BSE 500 India TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the Aditya Birla Sun Life Business Cycle Fund Direct Growth for various period is as follows:
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Aditya Birla Sun Life Business Cycle Fund Direct Growth | 1 | 0.95 | - |
As on March 2025
The Beta for Aditya Birla Sun Life Business Cycle Fund Direct Growth is calculated with S&P BSE 500 India TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the Aditya Birla Sun Life Business Cycle Fund Direct Growth for various period is as follows:
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Aditya Birla Sun Life Business Cycle Fund Direct Growth | 0.18 | 0.52 | - |
As on March 2025
The sharpe ratio for Aditya Birla Sun Life Business Cycle Fund Direct Growth is calculated with S&P BSE 500 India TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the Aditya Birla Sun Life Business Cycle Fund Direct Growth for various period is as follows:
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Aditya Birla Sun Life Business Cycle Fund Direct Growth | 16.9 | 14.36 | - |
As on March 2025
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
Sortino ratio is 0.87 as on March 2025. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.
Harish Krishnan, Dhaval Gala are the fund managers of Aditya Birla Sun Life Business Cycle Fund Direct Growth
The Exit load of Aditya Birla Sun Life Business Cycle Fund Direct Growth is 1%