Aditya Birla Sun Life Business Cycle Fund Direct Growth
Equity
Direct
Equity - Other
NAV as on 28-02-2025
₹ 13.72
1D
Inception Returns
10.3%
/yr
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 ₹1713 Cr worth of assets under management (AUM) as on Jan 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 10.26% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 2.24% and 11.79% 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, Infosys Ltd, Kotak Mahindra Bank Ltd, Reliance Industries Ltd, Larsen & Toubro 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.
Historical NAV & Returns
Aditya Birla Sun Life Business Cycle Fund Direct Growth Overview
| Expense ratio | 1.15% |
Benchmark | S&P BSE 500 India TR INR |
| AUM | ₹1713 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 (28-Feb-25)
Fund Distribution
as on (31-Jan-25)
- AUM of the fund stands at 1.7K Cr as of Jan'25
- AUM decreased by 85.6 Cr between Jan'25 and Dec'24
Top 3 Sectors in January were Financial Services, Industrial & Consumer Cyclical
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 ICICI Bank Ltd | 7.5% | 0% | |
 Infosys Ltd | 5.1% | 0% | |
 Kotak Mahindra Bank Ltd | 4.99% | 0% | |
 Reliance Industries Ltd | 4.8% | 0% | |
 Larsen & Toubro Ltd | 3.54% | 0% |
Top Growth Drivers | 1M Return |
|---|---|
 Shriram Finance Ltd | 13% |
 Jindal Steel & Power Ltd | 6% |
 Cholamandalam Investment & Finance Company Ltd | 4.7% |
Aditya Birla Sun Life Business Cycle Fund Direct Growth Highlights
Very High Risk
About the fund
Fund Allocations
AUM size ₹1713 Cr
Expense Ratio 1.15%
Frequently Asked Questions for Aditya Birla Sun Life Business Cycle Fund Direct Growth
Aditya Birla Sun Life Business Cycle Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | -7.3% | -7.3% |
6 Month Returns | -14.46% | -14.46% |
1 Year Returns | 2.24% | 2.24% |
3 Years Returns | 39.71% | 11.79% |
5 Years Returns | 0% | 0% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Aditya Birla Sun Life Business Cycle Fund Direct Growth | 2.9 | -0.45 | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Aditya Birla Sun Life Business Cycle Fund Direct Growth | 1.03 | 0.94 | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Aditya Birla Sun Life Business Cycle Fund Direct Growth | -0.22 | 0.42 | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Aditya Birla Sun Life Business Cycle Fund Direct Growth | 15.63 | 13.98 | - |