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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 · 2.08%Inception · 06-12-2021
NAV
₹15.67
-0.45% · as of 14-07-2026
Since inception
10.07%
CAGR
Benchmark (inception)
12.15%
CAGR
Fund size
₹1,684 Cr
AUM
Expense ratio
2.08%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +10.07% 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?
@ 10.1% p.a.₹10,000
10 years
Projected value
₹20,73,941
Invested: ₹12,00,000
Gained: ₹8,73,941
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. Harish Krishnan, Mr. Dhaval Gala
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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₹14.22
1Y
+13.6%
3Y
+0.0%
5Y
+0.0%
Kotak BusIness Cycle Fund Reg Gr
₹17.22
1Y
+5.7%
3Y
+15.7%
5Y
+0.0%
MahIndra Manulife BusIness Cycle Fund Reg Gr
₹15.71
1Y
+5.4%
3Y
+0.0%
5Y
+0.0%
Union BusIness Cycle Reg Gr
₹11.72
1Y
+4.9%
3Y
+0.0%
5Y
+0.0%
Quant BusIness Cycle Fund Gr Reg Plan
₹16.71
1Y
+2.5%
3Y
+16.2%
5Y
+0.0%
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