Aditya Birla Sun Life Business Cycle Fund Direct-IDCW

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -1.32%
NAV: ₹15.01 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of Aditya Birla Sun Life Business Cycle Fund Direct-IDCW

  • ₹1,725.1 Cr
    AUM
  • ₹15.01
    NAV
  • 1.50%
    Expense Ratio
As on Thu Nov 05, 2026
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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.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Aditya Birla Sun Life Business Cycle Fund Direct-IDCW Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -1.32% NA NA
6 Months 8.07% NA NA
1 Year 4.64% 4.64% NA
2 Years 9.24% 4.52% NA
3 Years 47.69% 13.88% NA
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As on Thu Nov 05, 2026

Dividend of Aditya Birla Sun Life Business Cycle Fund Direct-IDCW : 9.19%

Dividends are declared by the fund house based on the income generated from the underlying assets. While many mutual funds distribute dividends annually, the payout frequency ultimately depends on the fund house’s decision

Asset Allocation of Aditya Birla Sun Life Business Cycle Fund Direct-IDCW

equities

98.95%

other assets or cash equivalents

1.05%
Large Cap: 34.29%
Mid Cap: 25.21%
Small Cap: 40.50%
Other: 0.00%
Top Holdings
Icici Bank Ltd
8.40%
Icici Bank Ltd
7.54%
Icici Bank Ltd
7.54%
Icici Bank Ltd
6.41%
Icici Bank Ltd
6.41%
 
Top Sectors
Financial
112.86%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Aditya Birla Sun Life Business Cycle Fund Direct-IDCW

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 ₹1,725.1 crore as on Wed Sep 30, 2026. The expense ratio stands at 1.5%.
The portfolio allocation consists of 98.95% in equities, 1.05% in other assets or cash equivalents.Managed by Dhaval Joshi, it has delivered a return of 4.64% in the last year, a total return since inception of 11.57%.
The latest dividend was declared on 21 Nov 2025 at 9.19% of face value.
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  • Harish Krishnan

    Fund Manager

  • Mr. Krishnan is a Graduate from Government Engineering College Trichur and MBA from IIM Kozhikode

    Manager Education

  • Dhaval Gala

    Fund Manager

  • Mr. Gala has done BMS from Mithibai College and PGDBM-Finance from N.L.Dalmia Institute of Management Studies & Research.

    Manager Education

  • Dhaval Joshi

    Fund Manager

  • Mr. Joshi has done B.Com, M.Com. and MBA (Finance)

    Manager Education

Key Metrics of Aditya Birla Sun Life Business Cycle Fund Direct-IDCW

  • Standard Deviation
    15.35%
  • Mean
    13.32%
  • Sharpe Ratio
    0.50%
  • Alpha
    2.82%
  • Beta
    0.96%
  • Sortino Ratio
    0.68%

Aditya Birla Sun Life Business Cycle Fund Direct-IDCW Fund Details

Fund Names Aditya Birla Sun Life Business Cycle Fund Direct-IDCW
Inception Date 03 Dec 2021
Lock In No Lock-in
 
Risk Principal at very high risk
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Compare Mutual Funds
Aditya Birla Sun Life Business Cycle Fund Direct-IDCW Fund Returns Comparison

Compare Aditya Birla Sun Life Business Cycle Fund Direct-IDCW with other mutual funds in the same category

Aditya Birla Sun Life Business Cycle Fund Direct-IDCW

ICICI Prudential Business Cycle Fund Direct-Growth

ICICI Prudential Business Cycle Fund Direct-IDCW

Compare more funds

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
ICICI Prudential Business Cycle Fund Direct-Growth trend ₹14,889 6.00% -1.97% -1.94% 16.03% 14.65%
ICICI Prudential Business Cycle Fund Direct-IDCW trend ₹14,889 6.00% -1.97% -1.94% 16.03% 14.65%
HSBC Business Cycles Fund Direct-Growth trend ₹1,179 1.14% -1.23% 1.58% 16.60% 14.14%
HSBC Business Cycles Fund Direct-IDCW trend ₹1,179 1.14% -1.23% 1.58% 16.60% 14.14%
ICICI Prudential Business Cycle Fund-Growth trend ₹14,889 5.94% -2.18% -2.80% 14.92% 13.42%
ICICI Prudential Business Cycle Fund-IDCW trend ₹14,889 5.94% -2.18% -2.80% 14.92% 13.42%
Tata Business Cycle Fund Direct-Growth trend ₹2,416 1.91% -5.61% -3.86% 10.76% 12.89%
Tata Business Cycle Fund Direct-IDCW trend ₹2,416 1.91% -5.61% -3.86% 10.76% 12.89%
HSBC Business Cycles Fund Regular-Growth trend ₹1,179 1.04% -1.53% 0.37% 15.29% 12.89%
HSBC Business Cycles Fund Regular-IDCW trend ₹1,179 1.04% -1.53% 0.37% 15.29% 12.89%
View More
increase 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 increase ₹1,725 3.86% -1.59% 7.53% 3.66% 12.69%
Aditya Birla Sun Life Business Cycle Fund Direct-Growth increase ₹1,725 4.00% -1.32% 8.07% 4.64% 13.88%
Aditya Birla Sun Life Business Cycle Fund Regular-IDCW increase ₹1,725 3.86% -1.59% 7.53% 3.66% 12.69%
increase growth is based on 1-month returns of the funds

Aditya Birla Sun Life Business Cycle Fund Direct-IDCW Calculator

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
ICICI Prudential Business Cycle Fund-Growth trend ₹14,889 ₹24.63 14.92% 13.42% -
ICICI Prudential Business Cycle Fund Direct-Growth trend ₹14,889 ₹26.32 16.03% 14.65% -
ICICI Prudential Business Cycle Fund-IDCW trend ₹14,889 ₹17.61 14.92% 13.42% -
ICICI Prudential Business Cycle Fund Direct-IDCW trend ₹14,889 ₹19.16 16.03% 14.65% -
Kotak Business Cycle Fund Direct-Growth trend ₹3,414 ₹18.65 17.77% - -
Kotak Business Cycle Fund Regular-Growth trend ₹3,414 ₹17.55 16.14% - -
Kotak Business Cycle Fund Regular-IDCW trend ₹3,414 ₹16.31 16.14% - -
Kotak Business Cycle Fund Direct-IDCW trend ₹3,414 ₹17.34 17.77% - -
HDFC Business Cycle Fund Regular-Growth trend ₹2,646 ₹15.25 10.85% - -
HDFC Business Cycle Fund Direct-Growth trend ₹2,646 ₹15.99 12.09% - -
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Top funds are based on Fund AUM

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Aditya Birla Sun Life Business Cycle Fund Direct-IDCW Detailed Portfolio

Stocks Sector % of Holding Value
Icici Bank LtdFinancial8.40%₹147.78 Cr
Icici Bank LtdFinancial7.54%₹129.41 Cr
Icici Bank LtdFinancial7.54%₹129.41 Cr
Icici Bank LtdFinancial6.41%₹115.36 Cr
Icici Bank LtdFinancial6.41%₹115.36 Cr
Icici Bank LtdFinancial6.38%₹114.92 Cr
Icici Bank LtdFinancial6.59%₹114.10 Cr
Icici Bank LtdFinancial6.46%₹112.12 Cr
Icici Bank LtdFinancial6.23%₹111.12 Cr
Icici Bank LtdFinancial6.20%₹104.54 Cr
Icici Bank LtdFinancial6.48%₹99.78 Cr
Kotak Mahindra Bank LtdFinancial4.40%₹77.45 Cr
State Bank Of IndiaFinancial4.44%₹76.91 Cr
Icici Bank LtdFinancial4.16%₹76.69 Cr
Icici Bank LtdFinancial4.16%₹76.69 Cr
Icici Bank LtdFinancial4.16%₹76.69 Cr
Icici Bank LtdFinancial4.16%₹76.69 Cr
Icici Bank LtdFinancial4.16%₹76.69 Cr
Icici Bank LtdFinancial4.16%₹76.69 Cr
Kotak Mahindra Bank LtdFinancial4.41%₹75.72 Cr
View More

Top Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
ICICI Prudential Business Cycle Fund Direct-Growth increase ₹26.32 16.03% 14.65% -
ICICI Prudential Business Cycle Fund Direct-IDCW increase ₹19.16 16.03% 14.65% -
HSBC Business Cycles Fund Direct-Growth increase ₹48.14 16.60% 14.14% -
HSBC Business Cycles Fund Direct-IDCW increase ₹25.52 16.60% 14.14% -
ICICI Prudential Business Cycle Fund-Growth increase ₹24.63 14.92% 13.42% -
ICICI Prudential Business Cycle Fund-IDCW increase ₹17.61 14.92% 13.42% -
Tata Business Cycle Fund Direct-Growth increase ₹19.76 10.76% 12.89% -
Tata Business Cycle Fund Direct-IDCW increase ₹19.76 10.76% 12.89% -
HSBC Business Cycles Fund Regular-Growth increase ₹43.07 15.29% 12.89% -
HSBC Business Cycles Fund Regular-IDCW increase ₹22.84 15.29% 12.89% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Aditya Birla Sun Life Business Cycle Fund Direct-IDCW

What is the current AUM of Aditya Birla Sun Life Business Cycle Fund Direct-IDCW?

As of Wed Sep 30, 2026, Aditya Birla Sun Life Business Cycle Fund Direct-IDCW manages assets worth ₹1,725.1 crore

How has Aditya Birla Sun Life Business Cycle Fund Direct-IDCW performed recently?

  • 3 Months: -1.32%
  • 6 Months: 8.07%

What is the long-term performance of Aditya Birla Sun Life Business Cycle Fund Direct-IDCW?

  • 3 Years CAGR: 13.88%
  • Since Inception: 11.57%

What is the portfolio composition of Aditya Birla Sun Life Business Cycle Fund Direct-IDCW?

Equity: 98.95%, Others: 1.05%.

Who manages Aditya Birla Sun Life Business Cycle Fund Direct-IDCW?

Aditya Birla Sun Life Business Cycle Fund Direct-IDCW is managed by Dhaval Joshi from Aditya Birla Sun Life Mutual Fund.

When was the last dividend declared by Aditya Birla Sun Life Business Cycle Fund Direct-IDCW?

Latest dividend was declared on 21 Nov 2025 at 9.19% of face value.

What is the market-cap allocation of Aditya Birla Sun Life Business Cycle Fund Direct-IDCW?

Large Cap: 34.29%, Mid Cap: 25.21%, Small Cap: 40.50%.

Which are the top companies Aditya Birla Sun Life Business Cycle Fund Direct-IDCW has invested in?

  • ICICI Bank Ltd – 8.40% of the fund's portfolio
  • ICICI Bank Ltd – 7.54% of the fund's portfolio
  • ICICI Bank Ltd – 7.54% of the fund's portfolio
  • ICICI Bank Ltd – 6.41% of the fund's portfolio
  • ICICI Bank Ltd – 6.41% of the fund's portfolio

Which are the major sectors Aditya Birla Sun Life Business Cycle Fund Direct-IDCW focuses on?

  • Financial – 112.86% of the fund's portfolio
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