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Fund Overview

Fund Size

Fund Size

₹1,586 Cr

Expense Ratio

Expense Ratio

1.17%

ISIN

ISIN

INF209KB14D2

Minimum SIP

Minimum SIP

₹500

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

03 Dec 2021

About this fund

Aditya Birla Sun Life Business Cycle Fund Direct Growth is a Equity - Other mutual fund schemes offered by Aditya Birla SL Mutual Fund. This fund has been in existence for 3 years, 3 months and 25 days, having been launched on 03-Dec-21.
As of 26-Mar-25, it has a Net Asset Value (NAV) of ₹14.64, Assets Under Management (AUM) of 1585.61 Crores, and an expense ratio of 1.17%.
  • Aditya Birla Sun Life Business Cycle Fund Direct Growth has given a CAGR return of 12.20% since inception.
  • The fund's asset allocation comprises around 98.32% in equities, 0.00% in debts, and 1.68% in cash & cash equivalents.
  • You can start investing in Aditya Birla Sun Life Business Cycle Fund Direct Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+10.16%

(Cat Avg.)

3 Years

+14.47%

(Cat Avg.)

Since Inception

+12.20%

(Cat Avg.)

Portfolio Summaryas of 28th February 2025

Equity1,558.96 Cr98.32%
Others26.65 Cr1.68%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
ICICI Bank LtdEquity123.42 Cr7.78%
Kotak Mahindra Bank LtdEquity85.63 Cr5.40%
Infosys LtdEquity78.38 Cr4.94%
Reliance Industries LtdEquity78.01 Cr4.92%
HDFC Bank LtdEquity56.48 Cr3.56%
Sun Pharmaceuticals Industries LtdEquity42.12 Cr2.66%
Bharti Airtel LtdEquity40.83 Cr2.57%
Axis Bank LtdEquity35.48 Cr2.24%
Mahindra & Mahindra LtdEquity34.9 Cr2.20%
HCL Technologies LtdEquity33.86 Cr2.14%
State Bank of IndiaEquity32.77 Cr2.07%
ICICI Lombard General Insurance Co LtdEquity31.79 Cr2.01%
Larsen & Toubro LtdEquity31.39 Cr1.98%
Cognizant Technology Solutions Corp Class AEquity30.38 Cr1.92%
Jindal Steel & Power LtdEquity30.24 Cr1.91%
Welspun Corp LtdEquity27.63 Cr1.74%
Maruti Suzuki India LtdEquity26.88 Cr1.70%
JK Cement LtdEquity26.34 Cr1.66%
AU Small Finance Bank LtdEquity26.16 Cr1.65%
CG Power & Industrial Solutions LtdEquity25.77 Cr1.63%
Cholamandalam Investment and Finance Co LtdEquity24.51 Cr1.55%
SBFC Finance LtdEquity23.41 Cr1.48%
Tech Mahindra LtdEquity22.69 Cr1.43%
Clearing Corporation Of India LimitedCash - Repurchase Agreement22.57 Cr1.42%
Shriram Finance LtdEquity20.06 Cr1.27%
Ambuja Cements LtdEquity19.76 Cr1.25%
Blue Star LtdEquity19.18 Cr1.21%
Vedanta LtdEquity19.17 Cr1.21%
AIA Engineering LtdEquity18.68 Cr1.18%
CMS Info Systems LtdEquity18.31 Cr1.16%
Shivalik Bimetal Controls LtdEquity18.1 Cr1.14%
Bharat Forge LtdEquity17.79 Cr1.12%
Zomato LtdEquity17.77 Cr1.12%
Sundaram Fasteners LtdEquity17.74 Cr1.12%
UltraTech Cement LtdEquity17.69 Cr1.12%
Radico Khaitan LtdEquity17.62 Cr1.11%
Ajanta Pharma LtdEquity17.4 Cr1.10%
Schaeffler India LtdEquity16.84 Cr1.06%
Gokaldas Exports LtdEquity16.68 Cr1.05%
Happy Forgings LtdEquity16.34 Cr1.03%
Godrej Consumer Products LtdEquity16.08 Cr1.01%
Waaree Energies LtdEquity15.9 Cr1.00%
NOCIL LtdEquity15.57 Cr0.98%
V-Guard Industries LtdEquity15.47 Cr0.98%
Apollo Hospitals Enterprise LtdEquity15.13 Cr0.95%
Hindustan Petroleum Corp LtdEquity14.69 Cr0.93%
Cipla LtdEquity14.53 Cr0.92%
Angel One Ltd Ordinary SharesEquity14.37 Cr0.91%
Whirlpool of India LtdEquity13.35 Cr0.84%
Cello World LtdEquity12.71 Cr0.80%
LIC Housing Finance LtdEquity12.51 Cr0.79%
Gujarat Gas LtdEquity12.09 Cr0.76%
Sobha LtdEquity12.01 Cr0.76%
Vishal Mega Mart LtdEquity10.81 Cr0.68%
Persistent Systems LtdEquity10.61 Cr0.67%
LMW LtdEquity9.9 Cr0.62%
Sona BLW Precision Forgings LtdEquity8.68 Cr0.55%
APL Apollo Tubes LtdEquity8.67 Cr0.55%
RHI Magnesita India LtdEquity7.8 Cr0.49%
Ecos (India) Mobility & Hospitality LtdEquity7.53 Cr0.47%
Margin (Future And Options)Cash - Collateral7.49 Cr0.47%
Praj Industries LtdEquity7.33 Cr0.46%
Craftsman Automation LtdEquity6.9 Cr0.43%
Kajaria Ceramics LtdEquity6.36 Cr0.40%
Finolex Industries LtdEquity5.9 Cr0.37%
KEC International LtdEquity5.76 Cr0.36%
SBI Cards and Payment Services Ltd Ordinary SharesEquity5.42 Cr0.34%
VST Tillers Tractors LtdEquity5.17 Cr0.33%
Xtrackers Harvest CSI 500 CHN A SmCp ETFMutual Fund - ETF5.07 Cr0.32%
Net Receivables / (Payables)Cash-3.42 Cr0.22%
Bandhan Bank LtdEquity3.12 Cr0.20%
Grasim Industries LtdEquity0.77 Cr0.05%
Cyient LtdEquity0.57 Cr0.04%
Cash And BankCash - Collateral0 Cr0.00%

Allocation By Market Cap (Equity)

Large Cap Stocks

56.70%

Mid Cap Stocks

20.11%

Small Cap Stocks

19.28%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services495.14 Cr31.23%
Industrials219.56 Cr13.85%
Consumer Cyclical201.03 Cr12.68%
Technology191.82 Cr12.10%
Basic Materials165.85 Cr10.46%
Energy92.69 Cr5.85%
Healthcare89.19 Cr5.62%
Communication Services40.83 Cr2.57%
Consumer Defensive33.7 Cr2.13%
Utilities12.09 Cr0.76%
Real Estate12.01 Cr0.76%

Risk & Performance Ratios

Standard Deviation

This fund

13.98%

Cat. avg.

--

Lower the better

Sharpe Ratio

This fund

0.42

Cat. avg.

--

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

--

Higher the better

Fund Managers

HK

Harish Krishnan

Since November 2023

Dhaval Gala

Dhaval Gala

Since February 2023

Dhaval Joshi

Dhaval Joshi

Since November 2022

Additional Scheme Detailsas of 28th February 2025

ISIN
INF209KB14D2
Expense Ratio
1.17%
Exit Load
1.00%
Fund Size
₹1,586 Cr
Age
3 years 3 months
Lumpsum Minimum
₹500
Fund Status
Open Ended Investment Company
Benchmark
BSE 500 India TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Equity - Other Funds

Fund nameExpense RatioExit LoadFund size
1Y
SBI Equity Minimum Variance Fund Direct Growth

Very High Risk

0.4%0.0%₹197.90 Cr2.1%
SBI Equity Minimum Variance Fund Regular Growth

Very High Risk

0.7%0.0%₹197.90 Cr1.8%
Bandhan Transportation and Logistics Fund Direct Growth

Very High Risk

0.9%0.0%₹476.44 Cr3.1%
Bandhan Transportation and Logistics Fund Regular Growth

Very High Risk

2.4%0.0%₹476.44 Cr1.6%
ICICI Prudential Transportation and Logistics Fund Direct Growth

Very High Risk

0.7%1.0%₹2739.18 Cr7.7%
ICICI Prudential Transportation and Logistics Fund Regular Growth

Very High Risk

2.0%1.0%₹2739.18 Cr6.5%
HDFC NIFTY200 Momentum 30 ETF

Very High Risk

0.3%-₹11.35 Cr63.0%
HDFC NIFTY100 Low Volatility 30 ETF

Very High Risk

0.3%-₹5.95 Cr34.7%
ICICI Prudential Nifty 200 Momentum 30 ETF

Very High Risk

0.3%-₹397.64 Cr-6.5%
DSP Nifty Midcap 150 Quality 50 ETF

Very High Risk

0.3%-₹93.15 Cr9.1%

About the AMC

Aditya Birla SL Mutual Fund

Aditya Birla SL Mutual Fund

Total AUM

₹3,75,807 Cr

Address

One World Centre, Tower 1, 17th Floor, Mumbai, 400 013

Other Funds by Aditya Birla SL Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Aditya Birla Sun Life Fixed Maturity Plan-Series US (100 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Maturity Plan-Series UR (85 days) Direct Growth

Low to Moderate Risk

-0.0%₹104.95 Cr-
Aditya Birla Sun Life Crisil IBX Gilt April 2033 Index Fund Direct Growth

Moderate Risk

0.2%0.0%₹91.97 Cr9.9%
Aditya Birla Sun Life Fixed Maturity Plan-Series UQ (92 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth

Very High Risk

1.0%1.0%₹1297.95 Cr0.4%
Aditya Birla Sun Life US Treasury 1-3 year Bond ETFs Fund of Funds Direct Growth

Very High Risk

0.3%0.0%₹89.04 Cr8.1%
Aditya Birla Sun Life US Treasury 3-10 Year Bond ETFs Fund of Funds Direct Growth

Very High Risk

0.2%0.0%₹185.52 Cr7.6%
Aditya Birla Sun Life Fixed Term Plan - Series SY (1259 days) Direct Growth

Low to Moderate Risk

----
Aditya Birla Sun Life Fixed Term Plan Series SP Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan - Series TV (1169 Days) Direct Growth

Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series SC(1170 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series SM Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series TN Direct Growth

Low to Moderate Risk

----
Aditya Birla Sun Life Fixed Term Plan - Series TL (1839 days) Direct Growth

Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series RM (91 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series SE(1163 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan - Series TM (1842 days) Direct Growth

Moderate Risk

----
Aditya Birla Sun Life Fixed Term Plan - Series TP (1923 Days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan - Series TK (1833 days) Direct Growth

Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series RG(1283 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series SD(1168 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series TO (1214 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan - Series TE (1095 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan - Series TF (1098 days) Direct Growth

Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan SeriesSH (1146 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Interval Income Fund Quarterly Series I Direct Growth

Low Risk

-0.0%₹28.67 Cr7.2%
Aditya BSL Fixed Term Plan Series RZ(1187 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series SB(1174 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series TC (1119 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series UB (1224 Days) Direct Growth

Low to Moderate Risk

-0.0%₹24.33 Cr7.7%
Aditya Birla Sun Life Fixed Term Plan - Series TJ (1838 days) Direct Growth

Low to Moderate Risk

-0.0%₹25.48 Cr8.2%
Aditya Birla Sun Life Fixed Term Plan Series TI (1837 days) Direct Growth

Low to Moderate Risk

-0.0%₹309.85 Cr8.1%
Aditya Birla Sun Life Fixed Term Plan - Series TG (1099 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series TW (167 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series UC (95 days) Direct Growth

Low to Moderate Risk

----
Aditya Birla Sun Life Fixed Term Plan Series UF (180 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series RT (1223 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series SX Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan - Series TD (1100 days) Direct Growth

Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series TQ (1879 days) Direct Growth

Low to Moderate Risk

-0.0%₹215.32 Cr8.3%
Aditya Birla Sun Life Fixed Term Plan Series TH (1098 days) Direct Growth

Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series RS (1232 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series TU (1789 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series UD (79 days) Direct Growth

Low to Moderate Risk

----
Aditya Birla Sun Life Fixed Term Plan - Series UJ (1110 days) Direct Growth

Low to Moderate Risk

-0.0%₹73.34 Cr7.8%
Aditya Birla Sun Life Fixed Term Plan - Series UA (1231 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series SW Direct Growth

Low to Moderate Risk

----
Aditya BSL Fixed Term Plan Series QZ(1100 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series UE (1275 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series TB (1125 days) Direct Growth

Moderate Risk

-0.0%--

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

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The NAV of Aditya Birla Sun Life Business Cycle Fund Direct Growth, as of 26-Mar-2025, is ₹14.64.
The fund has generated 10.16% over the last 1 year and 14.47% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 98.32% in equities, 0.00% in bonds, and 1.68% in cash and cash equivalents.
The fund managers responsible for Aditya Birla Sun Life Business Cycle Fund Direct Growth are:-
  1. Harish Krishnan
  2. Dhaval Gala
  3. Dhaval Joshi

Fund Overview

Fund Size

Fund Size

₹1,586 Cr

Expense Ratio

Expense Ratio

1.17%

ISIN

ISIN

INF209KB14D2

Minimum SIP

Minimum SIP

₹500

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

03 Dec 2021

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

About this fund

Aditya Birla Sun Life Business Cycle Fund Direct Growth is a Equity - Other mutual fund schemes offered by Aditya Birla SL Mutual Fund. This fund has been in existence for 3 years, 3 months and 25 days, having been launched on 03-Dec-21.
As of 26-Mar-25, it has a Net Asset Value (NAV) of ₹14.64, Assets Under Management (AUM) of 1585.61 Crores, and an expense ratio of 1.17%.
  • Aditya Birla Sun Life Business Cycle Fund Direct Growth has given a CAGR return of 12.20% since inception.
  • The fund's asset allocation comprises around 98.32% in equities, 0.00% in debts, and 1.68% in cash & cash equivalents.
  • You can start investing in Aditya Birla Sun Life Business Cycle Fund Direct Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+10.16%

(Cat Avg.)

3 Years

+14.47%

(Cat Avg.)

Since Inception

+12.20%

(Cat Avg.)

Portfolio Summaryas of 28th February 2025

Equity1,558.96 Cr98.32%
Others26.65 Cr1.68%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
ICICI Bank LtdEquity123.42 Cr7.78%
Kotak Mahindra Bank LtdEquity85.63 Cr5.40%
Infosys LtdEquity78.38 Cr4.94%
Reliance Industries LtdEquity78.01 Cr4.92%
HDFC Bank LtdEquity56.48 Cr3.56%
Sun Pharmaceuticals Industries LtdEquity42.12 Cr2.66%
Bharti Airtel LtdEquity40.83 Cr2.57%
Axis Bank LtdEquity35.48 Cr2.24%
Mahindra & Mahindra LtdEquity34.9 Cr2.20%
HCL Technologies LtdEquity33.86 Cr2.14%
State Bank of IndiaEquity32.77 Cr2.07%
ICICI Lombard General Insurance Co LtdEquity31.79 Cr2.01%
Larsen & Toubro LtdEquity31.39 Cr1.98%
Cognizant Technology Solutions Corp Class AEquity30.38 Cr1.92%
Jindal Steel & Power LtdEquity30.24 Cr1.91%
Welspun Corp LtdEquity27.63 Cr1.74%
Maruti Suzuki India LtdEquity26.88 Cr1.70%
JK Cement LtdEquity26.34 Cr1.66%
AU Small Finance Bank LtdEquity26.16 Cr1.65%
CG Power & Industrial Solutions LtdEquity25.77 Cr1.63%
Cholamandalam Investment and Finance Co LtdEquity24.51 Cr1.55%
SBFC Finance LtdEquity23.41 Cr1.48%
Tech Mahindra LtdEquity22.69 Cr1.43%
Clearing Corporation Of India LimitedCash - Repurchase Agreement22.57 Cr1.42%
Shriram Finance LtdEquity20.06 Cr1.27%
Ambuja Cements LtdEquity19.76 Cr1.25%
Blue Star LtdEquity19.18 Cr1.21%
Vedanta LtdEquity19.17 Cr1.21%
AIA Engineering LtdEquity18.68 Cr1.18%
CMS Info Systems LtdEquity18.31 Cr1.16%
Shivalik Bimetal Controls LtdEquity18.1 Cr1.14%
Bharat Forge LtdEquity17.79 Cr1.12%
Zomato LtdEquity17.77 Cr1.12%
Sundaram Fasteners LtdEquity17.74 Cr1.12%
UltraTech Cement LtdEquity17.69 Cr1.12%
Radico Khaitan LtdEquity17.62 Cr1.11%
Ajanta Pharma LtdEquity17.4 Cr1.10%
Schaeffler India LtdEquity16.84 Cr1.06%
Gokaldas Exports LtdEquity16.68 Cr1.05%
Happy Forgings LtdEquity16.34 Cr1.03%
Godrej Consumer Products LtdEquity16.08 Cr1.01%
Waaree Energies LtdEquity15.9 Cr1.00%
NOCIL LtdEquity15.57 Cr0.98%
V-Guard Industries LtdEquity15.47 Cr0.98%
Apollo Hospitals Enterprise LtdEquity15.13 Cr0.95%
Hindustan Petroleum Corp LtdEquity14.69 Cr0.93%
Cipla LtdEquity14.53 Cr0.92%
Angel One Ltd Ordinary SharesEquity14.37 Cr0.91%
Whirlpool of India LtdEquity13.35 Cr0.84%
Cello World LtdEquity12.71 Cr0.80%
LIC Housing Finance LtdEquity12.51 Cr0.79%
Gujarat Gas LtdEquity12.09 Cr0.76%
Sobha LtdEquity12.01 Cr0.76%
Vishal Mega Mart LtdEquity10.81 Cr0.68%
Persistent Systems LtdEquity10.61 Cr0.67%
LMW LtdEquity9.9 Cr0.62%
Sona BLW Precision Forgings LtdEquity8.68 Cr0.55%
APL Apollo Tubes LtdEquity8.67 Cr0.55%
RHI Magnesita India LtdEquity7.8 Cr0.49%
Ecos (India) Mobility & Hospitality LtdEquity7.53 Cr0.47%
Margin (Future And Options)Cash - Collateral7.49 Cr0.47%
Praj Industries LtdEquity7.33 Cr0.46%
Craftsman Automation LtdEquity6.9 Cr0.43%
Kajaria Ceramics LtdEquity6.36 Cr0.40%
Finolex Industries LtdEquity5.9 Cr0.37%
KEC International LtdEquity5.76 Cr0.36%
SBI Cards and Payment Services Ltd Ordinary SharesEquity5.42 Cr0.34%
VST Tillers Tractors LtdEquity5.17 Cr0.33%
Xtrackers Harvest CSI 500 CHN A SmCp ETFMutual Fund - ETF5.07 Cr0.32%
Net Receivables / (Payables)Cash-3.42 Cr0.22%
Bandhan Bank LtdEquity3.12 Cr0.20%
Grasim Industries LtdEquity0.77 Cr0.05%
Cyient LtdEquity0.57 Cr0.04%
Cash And BankCash - Collateral0 Cr0.00%

Allocation By Market Cap (Equity)

Large Cap Stocks

56.70%

Mid Cap Stocks

20.11%

Small Cap Stocks

19.28%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services495.14 Cr31.23%
Industrials219.56 Cr13.85%
Consumer Cyclical201.03 Cr12.68%
Technology191.82 Cr12.10%
Basic Materials165.85 Cr10.46%
Energy92.69 Cr5.85%
Healthcare89.19 Cr5.62%
Communication Services40.83 Cr2.57%
Consumer Defensive33.7 Cr2.13%
Utilities12.09 Cr0.76%
Real Estate12.01 Cr0.76%

Risk & Performance Ratios

Standard Deviation

This fund

13.98%

Cat. avg.

--

Lower the better

Sharpe Ratio

This fund

0.42

Cat. avg.

--

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

--

Higher the better

Fund Managers

HK

Harish Krishnan

Since November 2023

Dhaval Gala

Dhaval Gala

Since February 2023

Dhaval Joshi

Dhaval Joshi

Since November 2022

Additional Scheme Detailsas of 28th February 2025

ISIN
INF209KB14D2
Expense Ratio
1.17%
Exit Load
1.00%
Fund Size
₹1,586 Cr
Age
3 years 3 months
Lumpsum Minimum
₹500
Fund Status
Open Ended Investment Company
Benchmark
BSE 500 India TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Equity - Other Funds

Fund nameExpense RatioExit LoadFund size
1Y
SBI Equity Minimum Variance Fund Direct Growth

Very High Risk

0.4%0.0%₹197.90 Cr2.1%
SBI Equity Minimum Variance Fund Regular Growth

Very High Risk

0.7%0.0%₹197.90 Cr1.8%
Bandhan Transportation and Logistics Fund Direct Growth

Very High Risk

0.9%0.0%₹476.44 Cr3.1%
Bandhan Transportation and Logistics Fund Regular Growth

Very High Risk

2.4%0.0%₹476.44 Cr1.6%
ICICI Prudential Transportation and Logistics Fund Direct Growth

Very High Risk

0.7%1.0%₹2739.18 Cr7.7%
ICICI Prudential Transportation and Logistics Fund Regular Growth

Very High Risk

2.0%1.0%₹2739.18 Cr6.5%
HDFC NIFTY200 Momentum 30 ETF

Very High Risk

0.3%-₹11.35 Cr63.0%
HDFC NIFTY100 Low Volatility 30 ETF

Very High Risk

0.3%-₹5.95 Cr34.7%
ICICI Prudential Nifty 200 Momentum 30 ETF

Very High Risk

0.3%-₹397.64 Cr-6.5%
DSP Nifty Midcap 150 Quality 50 ETF

Very High Risk

0.3%-₹93.15 Cr9.1%

About the AMC

Aditya Birla SL Mutual Fund

Aditya Birla SL Mutual Fund

Total AUM

₹3,75,807 Cr

Address

One World Centre, Tower 1, 17th Floor, Mumbai, 400 013

Other Funds by Aditya Birla SL Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Aditya Birla Sun Life Fixed Maturity Plan-Series US (100 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Maturity Plan-Series UR (85 days) Direct Growth

Low to Moderate Risk

-0.0%₹104.95 Cr-
Aditya Birla Sun Life Crisil IBX Gilt April 2033 Index Fund Direct Growth

Moderate Risk

0.2%0.0%₹91.97 Cr9.9%
Aditya Birla Sun Life Fixed Maturity Plan-Series UQ (92 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth

Very High Risk

1.0%1.0%₹1297.95 Cr0.4%
Aditya Birla Sun Life US Treasury 1-3 year Bond ETFs Fund of Funds Direct Growth

Very High Risk

0.3%0.0%₹89.04 Cr8.1%
Aditya Birla Sun Life US Treasury 3-10 Year Bond ETFs Fund of Funds Direct Growth

Very High Risk

0.2%0.0%₹185.52 Cr7.6%
Aditya Birla Sun Life Fixed Term Plan - Series SY (1259 days) Direct Growth

Low to Moderate Risk

----
Aditya Birla Sun Life Fixed Term Plan Series SP Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan - Series TV (1169 Days) Direct Growth

Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series SC(1170 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series SM Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series TN Direct Growth

Low to Moderate Risk

----
Aditya Birla Sun Life Fixed Term Plan - Series TL (1839 days) Direct Growth

Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series RM (91 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series SE(1163 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan - Series TM (1842 days) Direct Growth

Moderate Risk

----
Aditya Birla Sun Life Fixed Term Plan - Series TP (1923 Days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan - Series TK (1833 days) Direct Growth

Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series RG(1283 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series SD(1168 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series TO (1214 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan - Series TE (1095 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan - Series TF (1098 days) Direct Growth

Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan SeriesSH (1146 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Interval Income Fund Quarterly Series I Direct Growth

Low Risk

-0.0%₹28.67 Cr7.2%
Aditya BSL Fixed Term Plan Series RZ(1187 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series SB(1174 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series TC (1119 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series UB (1224 Days) Direct Growth

Low to Moderate Risk

-0.0%₹24.33 Cr7.7%
Aditya Birla Sun Life Fixed Term Plan - Series TJ (1838 days) Direct Growth

Low to Moderate Risk

-0.0%₹25.48 Cr8.2%
Aditya Birla Sun Life Fixed Term Plan Series TI (1837 days) Direct Growth

Low to Moderate Risk

-0.0%₹309.85 Cr8.1%
Aditya Birla Sun Life Fixed Term Plan - Series TG (1099 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series TW (167 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series UC (95 days) Direct Growth

Low to Moderate Risk

----
Aditya Birla Sun Life Fixed Term Plan Series UF (180 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series RT (1223 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series SX Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan - Series TD (1100 days) Direct Growth

Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series TQ (1879 days) Direct Growth

Low to Moderate Risk

-0.0%₹215.32 Cr8.3%
Aditya Birla Sun Life Fixed Term Plan Series TH (1098 days) Direct Growth

Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series RS (1232 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series TU (1789 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series UD (79 days) Direct Growth

Low to Moderate Risk

----
Aditya Birla Sun Life Fixed Term Plan - Series UJ (1110 days) Direct Growth

Low to Moderate Risk

-0.0%₹73.34 Cr7.8%
Aditya Birla Sun Life Fixed Term Plan - Series UA (1231 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series SW Direct Growth

Low to Moderate Risk

----
Aditya BSL Fixed Term Plan Series QZ(1100 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series UE (1275 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series TB (1125 days) Direct Growth

Moderate Risk

-0.0%--

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The NAV of Aditya Birla Sun Life Business Cycle Fund Direct Growth, as of 26-Mar-2025, is ₹14.64.
The fund has generated 10.16% over the last 1 year and 14.47% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 98.32% in equities, 0.00% in bonds, and 1.68% in cash and cash equivalents.
The fund managers responsible for Aditya Birla Sun Life Business Cycle Fund Direct Growth are:-
  1. Harish Krishnan
  2. Dhaval Gala
  3. Dhaval Joshi
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