Fund Overview of Aditya Birla Sun Life Business Cycle Fund Direct-growth
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₹1,758.6 CrAUM
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₹15.90NAV
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1.23%Expense Ratio
Returns of Aditya Birla Sun Life Business Cycle Fund Direct-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -1.61% | NA | NA |
| 6 Months | 14.72% | NA | NA |
| 1 Year | -2.15% | -2.15% | NA |
| 2 Years | 36.19% | 16.70% | NA |
| 3 Years | 53.89% | 15.45% | NA |
Asset Allocation
equities
98.10%other assets or cash equivalents
1.90%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 ₹1,758.6 crore as on Thu Jul 31, 2025. The expense ratio stands at 1.23%. 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 98.10% in equities, 1.90% in other assets or cash equivalents. Managed by Dhaval Joshi, it has delivered a return of -2.15% in the last year, a total return since inception of 12.79%.
Key Metrics of Aditya Birla Sun Life Business Cycle Fund Direct-growth
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Standard Deviation13.00%
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Sharpe Ratio0.57%
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Alpha-0.36%
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Beta0.95%
Fund Details
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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
|
₹1,759 | 1.14% | -1.88% | 14.21% | -3.14% | 14.07% |
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Aditya Birla Sun Life Business Cycle Fund Regular-growth
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₹1,759 | 1.14% | -1.88% | 14.21% | -3.14% | 14.07% |
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Aditya Birla Sun Life Business Cycle Fund Regular-growth
|
₹1,759 | 1.14% | -1.88% | 14.21% | -3.14% | 14.07% |
|
Aditya Birla Sun Life Business Cycle Fund Regular-growth
|
₹1,759 | 1.14% | -1.88% | 14.21% | -3.14% | 14.07% |
|
Aditya Birla Sun Life Business Cycle Fund Direct-idcw
|
₹1,759 | 1.27% | -1.61% | 14.72% | -2.15% | 15.45% |
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Aditya Birla Sun Life Business Cycle Fund Direct-idcw
|
₹1,759 | 1.27% | -1.61% | 14.72% | -2.15% | 15.45% |
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 |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Business Cycle Fund Regular-growth |
₹1,759 | ₹15.11 | 14.07% | - | - |
| Aditya Birla Sun Life Business Cycle Fund Regular-growth |
₹1,759 | ₹15.11 | 14.07% | - | - |
| Aditya Birla Sun Life Business Cycle Fund Direct-growth |
₹1,759 | ₹15.90 | 15.45% | - | - |
| Aditya Birla Sun Life Business Cycle Fund Direct-growth |
₹1,759 | ₹15.90 | 15.45% | - | - |
| Aditya Birla Sun Life Business Cycle Fund Direct-growth |
₹1,759 | ₹15.90 | 15.45% | - | - |
| Aditya Birla Sun Life Business Cycle Fund Regular-growth |
₹1,759 | ₹15.11 | 14.07% | - | - |
| Aditya Birla Sun Life Business Cycle Fund Regular-growth |
₹1,759 | ₹15.11 | 14.07% | - | - |
| Aditya Birla Sun Life Business Cycle Fund Direct-growth |
₹1,759 | ₹15.90 | 15.45% | - | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Icici Bank Ltd | Financial | 8.40% | ₹147.78 Cr |
| Kotak Mahindra Bank Ltd | Financial | 4.40% | ₹77.45 Cr |
| Hdfc Bank Ltd | Financial | 3.74% | ₹65.80 Cr |
| Infosys Ltd | Technology | 3.48% | ₹61.25 Cr |
| Reliance Industries Ltd | Energy & Utilities | 3.26% | ₹57.37 Cr |
| State Bank Of India | Financial | 3.21% | ₹56.42 Cr |
| Bharti Airtel Ltd | Technology | 2.83% | ₹49.77 Cr |
| Sun Pharmaceutical Industries Ltd | Healthcare | 2.57% | ₹45.12 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 2.46% | ₹43.24 Cr |
| Axis Bank Ltd | Financial | 2.12% | ₹37.33 Cr |
| Larsen & Toubro Ltd | Industrials | 2.05% | ₹36.08 Cr |
| Jindal Steel & Power Ltd | Materials | 1.96% | ₹34.54 Cr |
| Au Small Finance Bank Ltd | Financial | 1.77% | ₹31.14 Cr |
| Icici Lombard General Insurance Company Ltd | Financial | 1.75% | ₹30.77 Cr |
| Jk Cement Ltd | Materials | 1.69% | ₹29.73 Cr |
| Hcl Technologies Ltd | Technology | 1.69% | ₹29.67 Cr |
| Tech Mahindra Ltd | Technology | 1.58% | ₹27.70 Cr |
| Cognizant Technology Solutions Corp Forgn. Eq (ctsh) | Technology | 1.49% | ₹26.23 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 1.44% | ₹25.32 Cr |
| Ambuja Cements Ltd | Materials | 1.43% | ₹25.19 Cr |
| Sbfc Finance Ltd | Financial | 1.43% | ₹25.13 Cr |
| Shivalik Bimetal Controls Ltd | Industrials | 1.35% | ₹23.67 Cr |
| Cg Power & Industrial Solutions Ltd | Industrials | 1.32% | ₹23.19 Cr |
| Welspun Corp Ltd | Materials | 1.32% | ₹23.17 Cr |
| Blue Star Ltd | Industrials | 1.32% | ₹23.17 Cr |
| Schaeffler India Ltd | Industrials | 1.29% | ₹22.67 Cr |
| Zomato Ltd | Technology | 1.29% | ₹22.65 Cr |
| Cholamandalam Investment & Finance Company Ltd | Financial | 1.23% | ₹21.65 Cr |
| Ultratech Cement Ltd | Materials | 1.22% | ₹21.39 Cr |
| Net Receivables | Unspecified | 1.20% | ₹21.02 Cr |
| Vedanta Ltd | Materials | 1.18% | ₹20.68 Cr |
| Shriram Transport Finance Company Ltd | Financial | 1.17% | ₹20.50 Cr |
| Bharat Forge Ltd | Consumer Discretionary | 1.16% | ₹20.46 Cr |
| Godrej Consumer Products Ltd | Consumer Staples | 1.15% | ₹20.14 Cr |
| Sona Blw Precision Forgings Ltd | Consumer Discretionary | 1.14% | ₹19.97 Cr |
| Ajanta Pharma Ltd | Healthcare | 1.10% | ₹19.26 Cr |
| Whirlpool Of India Ltd | Consumer Discretionary | 1.09% | ₹19.19 Cr |
| V-guard Industries Ltd | Industrials | 1.09% | ₹19.10 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 1.07% | ₹18.75 Cr |
| Sundram Fasteners Ltd | Industrials | 1.06% | ₹18.72 Cr |
| Aia Engineering Ltd | Industrials | 1.06% | ₹18.63 Cr |
| Go Digit General Insurance Ltd. | Financial | 1.04% | ₹18.35 Cr |
| Cms Info Systems Ltd | Industrials | 1.04% | ₹18.33 Cr |
| Happy Forgings Ltd. | Materials | 1.04% | ₹18.33 Cr |
| Gokaldas Exports Ltd | Consumer Discretionary | 0.99% | ₹17.42 Cr |
| Angel One Ltd | Financial | 0.98% | ₹17.23 Cr |
| Apl Apollo Tubes Ltd | Industrials | 0.97% | ₹17.13 Cr |
| Lakshmi Machine Works Ltd | Industrials | 0.97% | ₹17.00 Cr |
| Nocil Ltd | Materials | 0.95% | ₹16.71 Cr |
| Ather Energy Ltd. | Consumer Discretionary | 0.92% | ₹16.13 Cr |
| Sobha Ltd | Real Estate | 0.91% | ₹16.00 Cr |
| Lic Housing Finance Ltd | Financial | 0.84% | ₹14.75 Cr |
| Gujarat Gas Ltd | Energy & Utilities | 0.82% | ₹14.38 Cr |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | 0.82% | ₹14.34 Cr |
| Cello World Ltd. | Consumer Discretionary | 0.78% | ₹13.65 Cr |
| Medi Assist Healthcare Services Ltd. | Industrials | 0.75% | ₹13.23 Cr |
| Pi Industries Ltd | Materials | 0.75% | ₹13.21 Cr |
| Reverse Repo | Unspecified | 0.70% | ₹12.35 Cr |
| Persistent Systems Ltd | Technology | 0.59% | ₹10.32 Cr |
| Bandhan Bank Ltd | Financial | 0.57% | ₹9.99 Cr |
| Rhi Magnesita India Ltd | Materials | 0.57% | ₹9.97 Cr |
| Praj Industries Ltd | Industrials | 0.53% | ₹9.34 Cr |
| Tata Chemicals Ltd | Materials | 0.50% | ₹8.76 Cr |
| Poonawalla Fincorp Ltd | Financial | 0.48% | ₹8.45 Cr |
| Radico Khaitan Ltd | Consumer Staples | 0.47% | ₹8.20 Cr |
| Sbi Cards & Payments Services Ltd | Financial | 0.43% | ₹7.61 Cr |
| Finolex Industries Ltd | Industrials | 0.40% | ₹7.12 Cr |
| Vst Tillers Tractors Ltd | Industrials | 0.40% | ₹6.95 Cr |
| Dalmia Bharat Ltd | Materials | 0.32% | ₹5.71 Cr |
| Sai Life Sciences Ltd. | Healthcare | 0.32% | ₹5.60 Cr |
| Others Futures | Unspecified | 0.31% | ₹5.50 Cr |
| Xtrackers Hvst Csi500 China A-shs Sc Etf | Unspecified | 0.31% | ₹5.48 Cr |
| Cash | Unspecified | 0.00% | ₹0.01 Cr |
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 Thu Jul 31, 2025, Aditya Birla Sun Life Business Cycle Fund Direct-growth manages assets worth ₹1,758.6 crore
How has Aditya Birla Sun Life Business Cycle Fund Direct-growth performed recently?
- 3 Months: -1.61%
- 6 Months: 14.72%
What is the long-term performance of Aditya Birla Sun Life Business Cycle Fund Direct-growth?
- 3 Years CAGR: 15.45%
- Since Inception: 12.79%
What is the portfolio composition of Aditya Birla Sun Life Business Cycle Fund Direct-growth?
Equity: 98.10%, Others: 1.90%.
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: 59.22%, Mid Cap: 18.75%, Small Cap: 22.02%.
Which are the top companies Aditya Birla Sun Life Business Cycle Fund Direct-growth has invested in?
- ICICI Bank Ltd – 8.40% of the fund's portfolio
- Kotak Mahindra Bank Ltd – 4.40% of the fund's portfolio
- HDFC Bank Ltd – 3.74% of the fund's portfolio
- Infosys Ltd – 3.48% of the fund's portfolio
- Reliance Industries Ltd – 3.26% of the fund's portfolio
Which are the major sectors Aditya Birla Sun Life Business Cycle Fund Direct-growth focuses on?
- Financial – 33.57% of the fund's portfolio
- Industrials – 15.60% of the fund's portfolio
- Technology – 12.94% of the fund's portfolio
- Materials – 12.93% of the fund's portfolio
- Consumer Discretionary – 9.97% of the fund's portfolio
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