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Fund Overview of Aditya Birla Sun Life Business Cycle Fund Direct-growth
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₹1,682.9 CrAUM
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₹16.10NAV
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1.82%Expense Ratio
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Aditya Birla Sun Life Business Cycle Fund Direct-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 7.84% | NA | NA |
| 6 Months | -0.74% | NA | NA |
| 1 Year | 1.77% | 1.77% | NA |
| 2 Years | 8.76% | 4.29% | NA |
| 3 Years | 45.52% | 13.32% | NA |
Compare Aditya Birla Sun Life Business Cycle Fund Direct-growth with other mutual funds in the same category
Aditya Birla Sun Life Business Cycle Fund Direct-growth
ICICI Prudential Business Cycle Fund Direct-growth
ICICI Prudential Business Cycle Fund Direct-idcw
Asset Allocation
equities
97.77%other assets or cash equivalents
2.23%Launched on 03 Dec 2021, the fund aims Long term capital appreciation. An equity scheme investing in Indian equity & equity related securities with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. It manages assets worth ₹1,682.9 crore as on Sun May 31, 2026. The expense ratio stands at 1.82%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Aditya Birla Sun Life Business Cycle Fund Direct-growth
The portfolio allocation consists of 97.77% in equities, 2.23% in other assets or cash equivalents.Managed by Dhaval Joshi, it has delivered a return of 1.77% in the last year, a total return since inception of 11.07%.
When exploring long-term investments many investors also look at best sip plans based on investment horizon.
Key Metrics of Aditya Birla Sun Life Business Cycle Fund Direct-growth
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Standard Deviation14.90%
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Sharpe Ratio0.53%
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Alpha0.29%
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Beta0.95%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
ICICI Prudential Business Cycle Fund Direct-growth  |
₹15,798 | 2.45% | 5.78% | 3.78% | 19.31% | 17.79% |
| ICICI Prudential Business Cycle Fund Direct-idcw |
₹15,798 | 2.45% | 5.78% | 3.78% | 19.31% | 17.79% |
| HSBC Business Cycles Fund Direct-growth |
₹1,142 | 3.13% | 12.10% | -0.16% | 17.62% | 17.22% |
| HSBC Business Cycles Fund Direct-idcw |
₹1,142 | 3.13% | 12.10% | -0.16% | 17.62% | 17.22% |
| ICICI Prudential Business Cycle Fund-growth |
₹15,798 | 2.36% | 5.55% | 2.83% | 18.14% | 16.46% |
| ICICI Prudential Business Cycle Fund-idcw |
₹15,798 | 2.36% | 5.55% | 2.83% | 18.14% | 16.46% |
| HSBC Business Cycles Fund Regular-growth |
₹1,142 | 3.02% | 11.76% | -1.32% | 16.31% | 15.94% |
| HSBC Business Cycles Fund Regular-idcw |
₹1,142 | 3.02% | 11.76% | -1.32% | 16.31% | 15.94% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Aditya Birla Sun Life Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Aditya Birla Sun Life Business Cycle Fund Regular-growth
|
₹1,683 | 3.47% | 7.57% | -1.23% | 0.80% | 12.12% |
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Aditya Birla Sun Life Business Cycle Fund Regular-idcw
|
₹1,683 | 3.47% | 7.57% | -1.23% | 0.80% | 12.12% |
|
Aditya Birla Sun Life Business Cycle Fund Direct-idcw
|
₹1,683 | 3.60% | 7.84% | -0.74% | 1.77% | 13.32% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Business Cycle Fund-growth |
₹15,798 | ₹24.73 | 18.14% | 16.46% | - |
| ICICI Prudential Business Cycle Fund Direct-growth |
₹15,798 | ₹26.34 | 19.31% | 17.79% | - |
| ICICI Prudential Business Cycle Fund-idcw |
₹15,798 | ₹17.68 | 18.14% | 16.46% | - |
| ICICI Prudential Business Cycle Fund Direct-idcw |
₹15,798 | ₹19.18 | 19.31% | 17.79% | - |
| Kotak Business Cycle Fund Regular-growth |
₹3,135 | ₹16.61 | 15.18% | - | - |
| Kotak Business Cycle Fund Direct-growth |
₹3,135 | ₹17.57 | 16.85% | - | - |
| Kotak Business Cycle Fund Regular-idcw |
₹3,135 | ₹15.44 | 15.18% | - | - |
| Kotak Business Cycle Fund Direct-idcw |
₹3,135 | ₹16.33 | 16.85% | - | - |
| Tata Business Cycle Fund Regular-growth |
₹2,675 | ₹19.01 | 14.95% | - | - |
| Tata Business Cycle Fund Direct-growth |
₹2,675 | ₹20.53 | 16.67% | - | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Icici Bank Ltd | Financial | 3.94% | ₹66.27 Cr |
| State Bank Of India | Financial | 3.67% | ₹61.72 Cr |
| The Federal Bank Ltd | Financial | 3.06% | ₹51.58 Cr |
| Muthoot Finance Ltd | Financial | 2.85% | ₹47.96 Cr |
| Jindal Steel & Power Ltd | Materials | 2.28% | ₹38.33 Cr |
| Karur Vysya Bank Ltd | Financial | 2.27% | ₹38.22 Cr |
| R R Kabel Ltd. | Industrials | 2.18% | ₹36.63 Cr |
| S.j.s Enterprises Ltd | Consumer Discretionary | 2.14% | ₹36.02 Cr |
| Bharat Forge Ltd | Consumer Discretionary | 2.04% | ₹34.25 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.96% | ₹32.99 Cr |
| Ajanta Pharma Ltd | Healthcare | 1.89% | ₹31.78 Cr |
| Lenskart Solutions Ltd. | 1.87% | ₹31.43 Cr | |
| Sona Blw Precision Forgings Ltd | Consumer Discretionary | 1.71% | ₹28.85 Cr |
| Fsn E-commerce Ventures Ltd | Consumer Discretionary | 1.71% | ₹28.85 Cr |
| Marico Ltd | Consumer Staples | 1.71% | ₹28.76 Cr |
| Sai Life Sciences Ltd. | Healthcare | 1.69% | ₹28.48 Cr |
| Bank Of Maharashtra | Financial | 1.69% | ₹28.44 Cr |
| Happy Forgings Ltd. | Materials | 1.65% | ₹27.75 Cr |
| Adani Power Ltd | Energy & Utilities | 1.62% | ₹27.31 Cr |
| Aia Engineering Ltd | Industrials | 1.59% | ₹26.78 Cr |
Top Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential Business Cycle Fund Direct-growth |
₹26.34 | 19.31% | 17.79% | - |
| ICICI Prudential Business Cycle Fund Direct-idcw |
₹19.18 | 19.31% | 17.79% | - |
| HSBC Business Cycles Fund Direct-growth |
₹47.28 | 17.62% | 17.22% | - |
| HSBC Business Cycles Fund Direct-idcw |
₹27.25 | 17.62% | 17.22% | - |
| ICICI Prudential Business Cycle Fund-growth |
₹24.73 | 18.14% | 16.46% | - |
| ICICI Prudential Business Cycle Fund-idcw |
₹17.68 | 18.14% | 16.46% | - |
| HSBC Business Cycles Fund Regular-growth |
₹42.50 | 16.31% | 15.94% | - |
| HSBC Business Cycles Fund Regular-idcw |
₹24.63 | 16.31% | 15.94% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Aditya Birla Sun Life Business Cycle Fund Direct-growth
What is the current AUM of Aditya Birla Sun Life Business Cycle Fund Direct-growth?
As of Sun May 31, 2026, Aditya Birla Sun Life Business Cycle Fund Direct-growth manages assets worth ₹1,682.9 crore
How has Aditya Birla Sun Life Business Cycle Fund Direct-growth performed recently?
- 3 Months: 7.84%
- 6 Months: -0.74%
What is the long-term performance of Aditya Birla Sun Life Business Cycle Fund Direct-growth?
- 3 Years CAGR: 13.32%
- Since Inception: 11.07%
What is the portfolio composition of Aditya Birla Sun Life Business Cycle Fund Direct-growth?
Equity: 97.77%, Others: 2.23%.
Who manages Aditya Birla Sun Life Business Cycle Fund Direct-growth?
Aditya Birla Sun Life Business Cycle Fund Direct-growth is managed by Dhaval Joshi from Aditya Birla Sun Life Mutual Fund.
What is the market-cap allocation of Aditya Birla Sun Life Business Cycle Fund Direct-growth?
Large Cap: 29.61%, Mid Cap: 33.73%, Small Cap: 36.66%.
Which are the top companies Aditya Birla Sun Life Business Cycle Fund Direct-growth has invested in?
- ICICI Bank Ltd – 3.94% of the fund's portfolio
- State Bank of India – 3.67% of the fund's portfolio
- The Federal Bank Ltd – 3.06% of the fund's portfolio
- Muthoot Finance Ltd – 2.85% of the fund's portfolio
- Jindal Steel & Power Ltd – 2.28% of the fund's portfolio
Which are the major sectors Aditya Birla Sun Life Business Cycle Fund Direct-growth focuses on?
- Financial – 17.48% of the fund's portfolio
- Consumer Discretionary – 7.60% of the fund's portfolio
- Industrials – 5.73% of the fund's portfolio
- Materials – 3.93% of the fund's portfolio
- Healthcare – 3.58% of the fund's portfolio
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
