← Equity: Thematic-Business-Cycle
Start this SIP →
Aditya Birla Sun Life Mutual Fund · Equity: Thematic-Business-Cycle
Aditya Birla Sun Life BusIness Cycle Fund-Regular-Growth
The investment objective of the scheme is to provide long term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. The Scheme does not guarantee/indicate any returns. There can be no assurance that the objective of the Scheme will be achieved.
EquityBenchmark · BSE 500 TRITER · 2.61%Inception · 06-12-2021
NAV
₹15.59
+0.83% · as of 13-10-2026
Since inception
9.41%
CAGR
Benchmark (inception)
11.88%
CAGR
Fund size
₹1,725 Cr
AUM
Expense ratio
2.61%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +9.41% CAGR vs benchmark +11.88%.
Portfolio
Where the money is invested
Top holdings
ICICI BANK LIMITED EQ NEW FV RS. 2/-4.16%
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-3.38%
R R KABEL LIMITED EQ NEW FV RS 5/-2.60%
MUTHOOT FINANCE LIMITED EQ2.46%
S.J.S. ENTERPRISES LIMITED EQ2.43%
Shaily Engineering Plastics Limited2.42%
CRAFTSMAN AUTOMATION LIMITED EQ2.28%
THE KARUR VYSYA BANK LIMITED EQ NEW FV RS. 2/-2.25%
THYROCARE TECHNOLOGIES LIMITED EQ2.22%
BHARAT FORGE LIMITED EQ NEW FV RS. 2/-2.15%
Sector allocation
Financial Services21.27%
Healthcare14.87%
Capital Goods14.83%
Automobile and Auto Components13.25%
Consumer Services9.40%
Metals & Mining8.13%
Construction Materials3.63%
Fast Moving Consumer Goods3.12%
Services2.55%
Realty2.40%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 9.4% p.a.₹10,000
10 years
Projected value
₹19,96,175
Invested: ₹12,00,000
Gained: ₹7,96,175
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Pavas Pethia, Mr. Harish Krishnan
Manager since fund inception data not available
ISIN & identifiers
AMFI code
149296
ISIN (Growth)
INF209KB12D6
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-Business-Cycle funds
Invesco India BusIness Cycle Fund Gr
₹13.74
1Y
+7.1%
3Y
+0.0%
5Y
+0.0%
Kotak BusIness Cycle Fund Reg Gr
₹16.92
1Y
+3.1%
3Y
+13.7%
5Y
+0.0%
Quant BusIness Cycle Fund Gr Reg Plan
₹15.79
1Y
+2.0%
3Y
+8.7%
5Y
+0.0%
Bank Of India BusIness Cycle Fund Reg Gr
₹9.43
1Y
+1.9%
3Y
+0.0%
5Y
+0.0%
Mahindra Manulife Business Cycle Fund Reg Gr
₹14.75
1Y
+0.8%
3Y
+13.6%
5Y
+0.0%
Want a personalised recommendation?
Our team will tell you whether this fund fits your goals, allocation and risk profile — and suggest peers if it doesn't.