- Home
- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Business Cycle Fund Regular-Growth
Fund Overview of Aditya Birla Sun Life Business Cycle Fund Regular-Growth
-
₹1,725.1 CrAUM
-
₹16.13NAV
-
2.46%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.
Aditya Birla Sun Life Business Cycle Fund Regular-Growth Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -1.59% | NA | NA |
| 6 Months | 7.53% | NA | NA |
| 1 Year | 3.66% | 3.66% | NA |
| 2 Years | 7.10% | 3.49% | NA |
| 3 Years | 43.11% | 12.69% | NA |
Asset Allocation of Aditya Birla Sun Life Business Cycle Fund Regular-Growth
equities
98.95%other assets or cash equivalents
1.05%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 2.46%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Aditya Birla Sun Life Business Cycle Fund Regular-Growth
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 3.66% in the last year, a total return since inception of 10.19%.
Investors often compare various best sip to invest to plan systematic wealth.
Key Metrics of Aditya Birla Sun Life Business Cycle Fund Regular-Growth
-
Standard Deviation15.33%
-
Mean12.28%
-
Sharpe Ratio0.44%
-
Alpha1.79%
-
Beta0.96%
-
Sortino Ratio0.59%
Aditya Birla Sun Life Business Cycle Fund Regular-Growth Fund Details
|
|
Compare Aditya Birla Sun Life Business Cycle Fund Regular-Growth with other mutual funds in the same category
Aditya Birla Sun Life Business Cycle Fund Regular-Growth
ICICI Prudential Business Cycle Fund Direct-Growth
ICICI Prudential Business Cycle Fund Direct-IDCW
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
ICICI Prudential Business Cycle Fund Direct-Growth  |
₹14,889 | 6.00% | -1.97% | -1.94% | 16.03% | 14.65% |
| ICICI Prudential Business Cycle Fund Direct-IDCW |
₹14,889 | 6.00% | -1.97% | -1.94% | 16.03% | 14.65% |
| HSBC Business Cycles Fund Direct-Growth |
₹1,179 | 1.14% | -1.23% | 1.58% | 16.60% | 14.14% |
| HSBC Business Cycles Fund Direct-IDCW |
₹1,179 | 1.14% | -1.23% | 1.58% | 16.60% | 14.14% |
| ICICI Prudential Business Cycle Fund-Growth |
₹14,889 | 5.94% | -2.18% | -2.80% | 14.92% | 13.42% |
| ICICI Prudential Business Cycle Fund-IDCW |
₹14,889 | 5.94% | -2.18% | -2.80% | 14.92% | 13.42% |
| Tata Business Cycle Fund Direct-Growth |
₹2,416 | 1.91% | -5.61% | -3.86% | 10.76% | 12.89% |
| Tata Business Cycle Fund Direct-IDCW |
₹2,416 | 1.91% | -5.61% | -3.86% | 10.76% | 12.89% |
| HSBC Business Cycles Fund Regular-Growth |
₹1,179 | 1.04% | -1.53% | 0.37% | 15.29% | 12.89% |
| HSBC Business Cycles Fund Regular-IDCW |
₹1,179 | 1.04% | -1.53% | 0.37% | 15.29% | 12.89% |
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 Direct-Growth
|
₹1,725 | 4.00% | -1.32% | 8.07% | 4.64% | 13.88% |
|
Aditya Birla Sun Life Business Cycle Fund Regular-IDCW
|
₹1,725 | 3.86% | -1.59% | 7.53% | 3.66% | 12.69% |
|
Aditya Birla Sun Life Business Cycle Fund Direct-IDCW
|
₹1,725 | 4.00% | -1.32% | 8.07% | 4.64% | 13.88% |
growth is based on 1-month returns of the fundsAditya Birla Sun Life Business Cycle Fund Regular-Growth Calculator
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Business Cycle Fund-Growth |
₹14,889 | ₹24.63 | 14.92% | 13.42% | - |
| ICICI Prudential Business Cycle Fund Direct-Growth |
₹14,889 | ₹26.32 | 16.03% | 14.65% | - |
| ICICI Prudential Business Cycle Fund-IDCW |
₹14,889 | ₹17.61 | 14.92% | 13.42% | - |
| ICICI Prudential Business Cycle Fund Direct-IDCW |
₹14,889 | ₹19.16 | 16.03% | 14.65% | - |
| Kotak Business Cycle Fund Direct-Growth |
₹3,414 | ₹18.65 | 17.77% | - | - |
| Kotak Business Cycle Fund Regular-Growth |
₹3,414 | ₹17.55 | 16.14% | - | - |
| Kotak Business Cycle Fund Regular-IDCW |
₹3,414 | ₹16.31 | 16.14% | - | - |
| Kotak Business Cycle Fund Direct-IDCW |
₹3,414 | ₹17.34 | 17.77% | - | - |
| HDFC Business Cycle Fund Regular-Growth |
₹2,646 | ₹15.25 | 10.85% | - | - |
| HDFC Business Cycle Fund Direct-Growth |
₹2,646 | ₹15.99 | 12.09% | - | - |
Aditya Birla Sun Life Business Cycle Fund Regular-Growth Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Icici Bank Ltd | Financial | 8.40% | ₹147.78 Cr |
| Icici Bank Ltd | Financial | 7.54% | ₹129.41 Cr |
| Icici Bank Ltd | Financial | 7.54% | ₹129.41 Cr |
| Icici Bank Ltd | Financial | 6.41% | ₹115.36 Cr |
| Icici Bank Ltd | Financial | 6.41% | ₹115.36 Cr |
| Icici Bank Ltd | Financial | 6.38% | ₹114.92 Cr |
| Icici Bank Ltd | Financial | 6.59% | ₹114.10 Cr |
| Icici Bank Ltd | Financial | 6.46% | ₹112.12 Cr |
| Icici Bank Ltd | Financial | 6.23% | ₹111.12 Cr |
| Icici Bank Ltd | Financial | 6.20% | ₹104.54 Cr |
| Icici Bank Ltd | Financial | 6.48% | ₹99.78 Cr |
| Kotak Mahindra Bank Ltd | Financial | 4.40% | ₹77.45 Cr |
| State Bank Of India | Financial | 4.44% | ₹76.91 Cr |
| Icici Bank Ltd | Financial | 4.16% | ₹76.69 Cr |
| Icici Bank Ltd | Financial | 4.16% | ₹76.69 Cr |
| Icici Bank Ltd | Financial | 4.16% | ₹76.69 Cr |
| Icici Bank Ltd | Financial | 4.16% | ₹76.69 Cr |
| Icici Bank Ltd | Financial | 4.16% | ₹76.69 Cr |
| Icici Bank Ltd | Financial | 4.16% | ₹76.69 Cr |
| Kotak Mahindra Bank Ltd | Financial | 4.41% | ₹75.72 Cr |
Top Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential Business Cycle Fund Direct-Growth |
₹26.32 | 16.03% | 14.65% | - |
| ICICI Prudential Business Cycle Fund Direct-IDCW |
₹19.16 | 16.03% | 14.65% | - |
| HSBC Business Cycles Fund Direct-Growth |
₹48.14 | 16.60% | 14.14% | - |
| HSBC Business Cycles Fund Direct-IDCW |
₹25.52 | 16.60% | 14.14% | - |
| ICICI Prudential Business Cycle Fund-Growth |
₹24.63 | 14.92% | 13.42% | - |
| ICICI Prudential Business Cycle Fund-IDCW |
₹17.61 | 14.92% | 13.42% | - |
| Tata Business Cycle Fund Direct-Growth |
₹19.76 | 10.76% | 12.89% | - |
| Tata Business Cycle Fund Direct-IDCW |
₹19.76 | 10.76% | 12.89% | - |
| HSBC Business Cycles Fund Regular-Growth |
₹43.07 | 15.29% | 12.89% | - |
| HSBC Business Cycles Fund Regular-IDCW |
₹22.84 | 15.29% | 12.89% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Aditya Birla Sun Life Business Cycle Fund Regular-Growth
What is the current AUM of Aditya Birla Sun Life Business Cycle Fund Regular-Growth?
As of Wed Sep 30, 2026, Aditya Birla Sun Life Business Cycle Fund Regular-Growth manages assets worth ₹1,725.1 crore
How has Aditya Birla Sun Life Business Cycle Fund Regular-Growth performed recently?
- 3 Months: -1.59%
- 6 Months: 7.53%
What is the long-term performance of Aditya Birla Sun Life Business Cycle Fund Regular-Growth?
- 3 Years CAGR: 12.69%
- Since Inception: 10.19%
What is the portfolio composition of Aditya Birla Sun Life Business Cycle Fund Regular-Growth?
Equity: 98.95%, Others: 1.05%.
Who manages Aditya Birla Sun Life Business Cycle Fund Regular-Growth?
Aditya Birla Sun Life Business Cycle Fund Regular-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 Regular-Growth?
Large Cap: 34.29%, Mid Cap: 25.21%, Small Cap: 40.50%.
Which are the top companies Aditya Birla Sun Life Business Cycle Fund Regular-Growth 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 Regular-Growth focuses on?
- Financial – 112.86% of the fund's portfolio
