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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 · 2.77%Inception · 06-12-2021
NAV
₹16.67
+0.66% · as of 28-08-2026
Since inception
11.24%
CAGR
Benchmark (inception)
12.15%
CAGR
Fund size
₹1,793 Cr
AUM
Expense ratio
2.77%
31-07-2026
Performance
Returns vs benchmark & category
Since inception: +11.24% CAGR vs benchmark +12.15%.
Portfolio
Where the money is invested
Top holdings
ICICI BANK LIMITED EQ NEW FV RS. 2/-3.94%
STATE BANK OF INDIA EQ NEW RE. 1/-3.67%
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-3.06%
MUTHOOT FINANCE LIMITED EQ2.85%
JINDAL STEEL & POWER LIMITED EQ. NEW RS.12.28%
THE KARUR VYSYA BANK LIMITED EQ NEW FV RS. 2/-2.27%
R R KABEL LIMITED EQ NEW FV RS 5/-2.18%
S.J.S. ENTERPRISES LIMITED EQ2.14%
BHARAT FORGE LIMITED EQ NEW FV RS. 2/-2.04%
SHIVALIK BIMETAL CONTROLS LIMITED EQ NEW FV RS.2/-1.96%
Sector allocation
Financial Services26.93%
Healthcare12.68%
Capital Goods11.72%
Automobile and Auto Components11.31%
Consumer Services8.32%
Metals & Mining4.33%
Construction Materials3.77%
Consumer Durables2.63%
Services2.45%
Realty2.36%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 11.2% p.a.₹10,000
10 years
Projected value
₹22,21,055
Invested: ₹12,00,000
Gained: ₹10,21,055
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
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+16.5%
3Y
+0.0%
5Y
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MahIndra Manulife BusIness Cycle Fund Reg Gr
₹15.96
1Y
+12.3%
3Y
+0.0%
5Y
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Quant BusIness Cycle Fund Gr Reg Plan
₹16.66
1Y
+10.3%
3Y
+13.3%
5Y
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Bank Of India BusIness Cycle Fund Reg Gr
₹9.82
1Y
+9.8%
3Y
+0.0%
5Y
+0.0%
Union BusIness Cycle Reg Gr
₹11.95
1Y
+9.4%
3Y
+0.0%
5Y
+0.0%
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