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Fund Overview of Aditya Birla Sun Life Business Cycle Fund Regular-growth
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₹1,745.3 CrAUM
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₹15.66NAV
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2.77%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 Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 3.23% | NA | NA |
| 6 Months | 1.42% | NA | NA |
| 1 Year | 2.09% | 2.09% | NA |
| 2 Years | 4.26% | 2.11% | NA |
| 3 Years | 38.91% | 11.58% | NA |
Asset Allocation
equities
98.65%other assets or cash equivalents
1.35%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 ₹1,745.3 crore as on Tue Jun 30, 2026. The expense ratio stands at 2.77%. 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 98.65% in equities, 1.35% in other assets or cash equivalents.Managed by Dhaval Joshi, it has delivered a return of 2.09% 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
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Standard Deviation14.89%
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Mean12.75%
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Sharpe Ratio0.47%
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Alpha0.06%
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Beta0.96%
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Sortino Ratio0.64%
Fund Details
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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  |
₹16,138 | 0.57% | 0.95% | 2.67% | 17.77% | 17.66% |
| ICICI Prudential Business Cycle Fund Direct-idcw |
₹16,138 | 0.57% | 0.95% | 2.67% | 17.77% | 17.66% |
HSBC Business Cycles Fund Direct-growth  |
₹1,183 | -0.86% | 3.68% | -1.76% | 16.24% | 16.71% |
| HSBC Business Cycles Fund Direct-idcw |
₹1,183 | -0.86% | 3.68% | -1.76% | 16.24% | 16.71% |
| ICICI Prudential Business Cycle Fund-growth |
₹16,138 | 0.48% | 0.73% | 1.67% | 16.61% | 16.35% |
| ICICI Prudential Business Cycle Fund-idcw |
₹16,138 | 0.48% | 0.73% | 1.67% | 16.61% | 16.35% |
| HSBC Business Cycles Fund Regular-growth |
₹1,183 | -0.96% | 3.38% | -2.90% | 14.95% | 15.43% |
| HSBC Business Cycles Fund Regular-idcw |
₹1,183 | -0.96% | 3.38% | -2.90% | 14.95% | 15.43% |
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
|
₹1,745 | 2.60% | 3.49% | 1.90% | 3.11% | 12.77% |
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Aditya Birla Sun Life Business Cycle Fund Regular-idcw
|
₹1,745 | 2.49% | 3.23% | 1.42% | 2.09% | 11.58% |
|
Aditya Birla Sun Life Business Cycle Fund Direct-idcw
|
₹1,745 | 2.60% | 3.49% | 1.90% | 3.11% | 12.77% |
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 |
₹16,138 | ₹24.92 | 16.61% | 16.35% | - |
| ICICI Prudential Business Cycle Fund Direct-growth |
₹16,138 | ₹26.57 | 17.77% | 17.66% | - |
| ICICI Prudential Business Cycle Fund-idcw |
₹16,138 | ₹17.82 | 16.61% | 16.35% | - |
| ICICI Prudential Business Cycle Fund Direct-idcw |
₹16,138 | ₹19.34 | 17.77% | 17.66% | - |
| Kotak Business Cycle Fund Regular-growth |
₹3,302 | ₹17.10 | 14.90% | - | - |
| Kotak Business Cycle Fund Direct-growth |
₹3,302 | ₹18.10 | 16.55% | - | - |
| Kotak Business Cycle Fund Regular-idcw |
₹3,302 | ₹15.89 | 14.90% | - | - |
| Kotak Business Cycle Fund Direct-idcw |
₹3,302 | ₹16.83 | 16.55% | - | - |
| HDFC Business Cycle Fund Regular-growth |
₹2,703 | ₹15.19 | 10.78% | - | - |
| HDFC Business Cycle Fund Direct-growth |
₹2,703 | ₹15.88 | 12.08% | - | - |
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 |
| Kotak Mahindra Bank Ltd | Financial | 4.41% | ₹75.72 Cr |
| Kotak Mahindra Bank Ltd | Financial | 4.41% | ₹75.72 Cr |
| Icici Bank Ltd | Financial | 4.16% | ₹72.54 Cr |
| Icici Bank Ltd | Financial | 4.16% | ₹72.54 Cr |
| Icici Bank Ltd | Financial | 4.16% | ₹72.54 Cr |
| Icici Bank Ltd | Financial | 4.16% | ₹72.54 Cr |
| State Bank Of India | Financial | 3.85% | ₹69.35 Cr |
Top Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential Business Cycle Fund Direct-growth |
₹26.57 | 17.77% | 17.66% | - |
| ICICI Prudential Business Cycle Fund Direct-idcw |
₹19.34 | 17.77% | 17.66% | - |
| HSBC Business Cycles Fund Direct-growth |
₹47.51 | 16.24% | 16.71% | - |
| HSBC Business Cycles Fund Direct-idcw |
₹27.38 | 16.24% | 16.71% | - |
| ICICI Prudential Business Cycle Fund-growth |
₹24.92 | 16.61% | 16.35% | - |
| ICICI Prudential Business Cycle Fund-idcw |
₹17.82 | 16.61% | 16.35% | - |
| HSBC Business Cycles Fund Regular-growth |
₹42.66 | 14.95% | 15.43% | - |
| HSBC Business Cycles Fund Regular-idcw |
₹24.72 | 14.95% | 15.43% | - |
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 Tue Jun 30, 2026, Aditya Birla Sun Life Business Cycle Fund Regular-growth manages assets worth ₹1,745.3 crore
How has Aditya Birla Sun Life Business Cycle Fund Regular-growth performed recently?
- 3 Months: 3.23%
- 6 Months: 1.42%
What is the long-term performance of Aditya Birla Sun Life Business Cycle Fund Regular-growth?
- 3 Years CAGR: 11.58%
- Since Inception: 10.19%
What is the portfolio composition of Aditya Birla Sun Life Business Cycle Fund Regular-growth?
Equity: 98.65%, Others: 1.35%.
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: 33.61%, Mid Cap: 33.46%, Small Cap: 32.93%.
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 – 112.78% 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.
