Loading...

Fund Overview

Fund Size

Fund Size

₹1,688 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, 4 months and 16 days, having been launched on 03-Dec-21.
As of 17-Apr-25, it has a Net Asset Value (NAV) of ₹14.73, Assets Under Management (AUM) of 1687.96 Crores, and an expense ratio of 1.17%.
  • Aditya Birla Sun Life Business Cycle Fund Direct Growth has given a CAGR return of 12.18% since inception.
  • The fund's asset allocation comprises around 98.00% in equities, 0.00% in debts, and 2.00% 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

+9.27%

(Cat Avg.)

3 Years

+13.40%

(Cat Avg.)

Since Inception

+12.18%

(Cat Avg.)

Portfolio Summaryas of 31st March 2025

Equity1,654.28 Cr98.00%
Others33.68 Cr2.00%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
ICICI Bank LtdEquity138.21 Cr8.19%
Kotak Mahindra Bank LtdEquity97.7 Cr5.79%
Reliance Industries LtdEquity82.88 Cr4.91%
Infosys LtdEquity63.75 Cr3.78%
HDFC Bank LtdEquity59.6 Cr3.53%
Sun Pharmaceuticals Industries LtdEquity45.86 Cr2.72%
Bharti Airtel LtdEquity45.07 Cr2.67%
Axis Bank LtdEquity38.5 Cr2.28%
State Bank of IndiaEquity36.71 Cr2.17%
Mahindra & Mahindra LtdEquity35.99 Cr2.13%
Larsen & Toubro LtdEquity34.65 Cr2.05%
ICICI Lombard General Insurance Co LtdEquity33.71 Cr2.00%
Jindal Steel & Power LtdEquity32.22 Cr1.91%
Welspun Corp LtdEquity30 Cr1.78%
JK Cement LtdEquity29.6 Cr1.75%
HCL Technologies LtdEquity29.13 Cr1.73%
CG Power & Industrial Solutions LtdEquity28.73 Cr1.70%
Cognizant Technology Solutions Corp Class AEquity27.26 Cr1.61%
Clearing Corporation Of India LimitedCash - Repurchase Agreement26.82 Cr1.59%
Maruti Suzuki India LtdEquity25.92 Cr1.54%
Cholamandalam Investment and Finance Co LtdEquity25.08 Cr1.49%
AU Small Finance Bank LtdEquity24.73 Cr1.46%
SBFC Finance LtdEquity23.4 Cr1.39%
Ambuja Cements LtdEquity22.88 Cr1.36%
Vedanta LtdEquity22.51 Cr1.33%
Tech Mahindra LtdEquity21.63 Cr1.28%
Blue Star LtdEquity21.36 Cr1.27%
Shriram Finance LtdEquity21.32 Cr1.26%
Radico Khaitan LtdEquity20.65 Cr1.22%
Shivalik Bimetal Controls LtdEquity20.6 Cr1.22%
Bharat Forge LtdEquity20.46 Cr1.21%
UltraTech Cement LtdEquity20.1 Cr1.19%
AIA Engineering LtdEquity19.93 Cr1.18%
Schaeffler India LtdEquity18.57 Cr1.10%
Godrej Consumer Products LtdEquity18.55 Cr1.10%
CMS Info Systems LtdEquity18.46 Cr1.09%
Ajanta Pharma LtdEquity18.36 Cr1.09%
Hindustan Petroleum Corp LtdEquity18.02 Cr1.07%
V-Guard Industries LtdEquity17.78 Cr1.05%
Waaree Energies LtdEquity17.71 Cr1.05%
Sundaram Fasteners LtdEquity17.35 Cr1.03%
Apollo Hospitals Enterprise LtdEquity16.54 Cr0.98%
Gokaldas Exports LtdEquity16.53 Cr0.98%
Eternal LtdEquity16.14 Cr0.96%
NOCIL LtdEquity15.75 Cr0.93%
Angel One Ltd Ordinary SharesEquity15.32 Cr0.91%
Happy Forgings LtdEquity15.25 Cr0.90%
Cipla LtdEquity14.89 Cr0.88%
Whirlpool of India LtdEquity14.24 Cr0.84%
LIC Housing Finance LtdEquity14.19 Cr0.84%
Gujarat Gas LtdEquity13.46 Cr0.80%
Sona BLW Precision Forgings LtdEquity12.61 Cr0.75%
Cello World LtdEquity12.54 Cr0.74%
Sobha LtdEquity12.25 Cr0.73%
LMW LtdEquity11.59 Cr0.69%
Vishal Mega Mart LtdEquity11.24 Cr0.67%
Persistent Systems LtdEquity11.03 Cr0.65%
RHI Magnesita India LtdEquity10.1 Cr0.60%
APL Apollo Tubes LtdEquity9.19 Cr0.54%
Poonawalla Fincorp LtdEquity8.76 Cr0.52%
Bandhan Bank LtdEquity8.7 Cr0.52%
Praj Industries LtdEquity8.32 Cr0.49%
SBI Cards and Payment Services Ltd Ordinary SharesEquity8.3 Cr0.49%
Margin (Future And Options)Cash - Collateral7.5 Cr0.44%
KEC International LtdEquity6.56 Cr0.39%
Kajaria Ceramics LtdEquity6.41 Cr0.38%
Finolex Industries LtdEquity6.21 Cr0.37%
VST Tillers Tractors LtdEquity5.9 Cr0.35%
Xtrackers Harvest CSI 500 CHN A SmCp ETFMutual Fund - ETF4.97 Cr0.29%
Craftsman Automation LtdEquity2.29 Cr0.14%
Net Receivables / (Payables)Cash-0.65 Cr0.04%
Ecos (India) Mobility & Hospitality LtdEquity0.07 Cr0.00%
Cash And BankCash - Collateral0.01 Cr0.00%

Allocation By Market Cap (Equity)

Large Cap Stocks

56.03%

Mid Cap Stocks

20.81%

Small Cap Stocks

19.25%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services554.23 Cr32.83%
Industrials231.93 Cr13.74%
Consumer Cyclical203.87 Cr12.08%
Basic Materials182.25 Cr10.80%
Technology170.51 Cr10.10%
Energy100.9 Cr5.98%
Healthcare95.66 Cr5.67%
Communication Services45.07 Cr2.67%
Consumer Defensive39.19 Cr2.32%
Utilities13.46 Cr0.80%
Real Estate12.25 Cr0.73%

Risk & Performance Ratios

Standard Deviation

This fund

14.36%

Cat. avg.

--

Lower the better

Sharpe Ratio

This fund

0.52

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 31st March 2025

ISIN
INF209KB14D2
Expense Ratio
1.17%
Exit Load
1.00%
Fund Size
₹1,688 Cr
Age
3 years 4 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
Motilal Oswal Nifty Capital Market ETF

Very High Risk

0.3%-₹5.38 Cr-
Mirae Asset BSE Select IPO ETF

Very High Risk

--₹14.61 Cr-
Motilal Oswal Active Momentum Fund Direct Growth

Very High Risk

2.6%1.0%₹46.20 Cr-
Motilal Oswal Active Momentum Fund Regular Growth

Very High Risk

2.7%1.0%₹46.20 Cr-
Nippon India Active Momentum Fund Regular Growth

Very High Risk

-1.0%₹130.97 Cr-
Nippon India Active Momentum Fund Direct Growth

Very High Risk

-1.0%₹130.97 Cr-
Groww Nifty 200 ETF

Very High Risk

0.3%-₹13.49 Cr-
Invesco India Business Cycle Fund Direct Growth

Very High Risk

0.6%0.0%₹267.72 Cr-
Invesco India Business Cycle Fund Regular Growth

Very High Risk

2.3%0.0%₹267.72 Cr-
Kotak MSCI India ETF

Very High Risk

0.4%-₹1018.03 Cr-

About the AMC

Aditya Birla SL Mutual Fund

Aditya Birla SL Mutual Fund

Total AUM

₹3,67,306 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%₹80.71 Cr12.4%
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%₹1343.85 Cr-1.2%
Aditya Birla Sun Life US Treasury 1-3 year Bond ETFs Fund of Funds Direct Growth

Very High Risk

0.3%0.0%₹87.20 Cr8.4%
Aditya Birla Sun Life US Treasury 3-10 Year Bond ETFs Fund of Funds Direct Growth

Very High Risk

0.2%0.0%₹182.16 Cr9.7%
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%₹28.75 Cr7.1%
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 Cr8.2%
Aditya Birla Sun Life Fixed Term Plan - Series TJ (1838 days) Direct Growth

Low to Moderate Risk

-0.0%₹25.60 Cr8.6%
Aditya Birla Sun Life Fixed Term Plan Series TI (1837 days) Direct Growth

Low to Moderate Risk

-0.0%₹311.04 Cr8.5%
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%₹216.34 Cr9.3%
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 Cr8.2%
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

Take control of your wealth

Track and Analyse all your investments with Wealth Monitor

qr

Rated ★ 4.3+ on

playstoreappstore

Still got questions?
We're here to help.

The NAV of Aditya Birla Sun Life Business Cycle Fund Direct Growth, as of 17-Apr-2025, is ₹14.73.
The fund has generated 9.27% over the last 1 year and 13.40% 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 98.00% in equities, 0.00% in bonds, and 2.00% 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

₹1,688 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, 4 months and 16 days, having been launched on 03-Dec-21.
As of 17-Apr-25, it has a Net Asset Value (NAV) of ₹14.73, Assets Under Management (AUM) of 1687.96 Crores, and an expense ratio of 1.17%.
  • Aditya Birla Sun Life Business Cycle Fund Direct Growth has given a CAGR return of 12.18% since inception.
  • The fund's asset allocation comprises around 98.00% in equities, 0.00% in debts, and 2.00% 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

+9.27%

(Cat Avg.)

3 Years

+13.40%

(Cat Avg.)

Since Inception

+12.18%

(Cat Avg.)

Portfolio Summaryas of 31st March 2025

Equity1,654.28 Cr98.00%
Others33.68 Cr2.00%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
ICICI Bank LtdEquity138.21 Cr8.19%
Kotak Mahindra Bank LtdEquity97.7 Cr5.79%
Reliance Industries LtdEquity82.88 Cr4.91%
Infosys LtdEquity63.75 Cr3.78%
HDFC Bank LtdEquity59.6 Cr3.53%
Sun Pharmaceuticals Industries LtdEquity45.86 Cr2.72%
Bharti Airtel LtdEquity45.07 Cr2.67%
Axis Bank LtdEquity38.5 Cr2.28%
State Bank of IndiaEquity36.71 Cr2.17%
Mahindra & Mahindra LtdEquity35.99 Cr2.13%
Larsen & Toubro LtdEquity34.65 Cr2.05%
ICICI Lombard General Insurance Co LtdEquity33.71 Cr2.00%
Jindal Steel & Power LtdEquity32.22 Cr1.91%
Welspun Corp LtdEquity30 Cr1.78%
JK Cement LtdEquity29.6 Cr1.75%
HCL Technologies LtdEquity29.13 Cr1.73%
CG Power & Industrial Solutions LtdEquity28.73 Cr1.70%
Cognizant Technology Solutions Corp Class AEquity27.26 Cr1.61%
Clearing Corporation Of India LimitedCash - Repurchase Agreement26.82 Cr1.59%
Maruti Suzuki India LtdEquity25.92 Cr1.54%
Cholamandalam Investment and Finance Co LtdEquity25.08 Cr1.49%
AU Small Finance Bank LtdEquity24.73 Cr1.46%
SBFC Finance LtdEquity23.4 Cr1.39%
Ambuja Cements LtdEquity22.88 Cr1.36%
Vedanta LtdEquity22.51 Cr1.33%
Tech Mahindra LtdEquity21.63 Cr1.28%
Blue Star LtdEquity21.36 Cr1.27%
Shriram Finance LtdEquity21.32 Cr1.26%
Radico Khaitan LtdEquity20.65 Cr1.22%
Shivalik Bimetal Controls LtdEquity20.6 Cr1.22%
Bharat Forge LtdEquity20.46 Cr1.21%
UltraTech Cement LtdEquity20.1 Cr1.19%
AIA Engineering LtdEquity19.93 Cr1.18%
Schaeffler India LtdEquity18.57 Cr1.10%
Godrej Consumer Products LtdEquity18.55 Cr1.10%
CMS Info Systems LtdEquity18.46 Cr1.09%
Ajanta Pharma LtdEquity18.36 Cr1.09%
Hindustan Petroleum Corp LtdEquity18.02 Cr1.07%
V-Guard Industries LtdEquity17.78 Cr1.05%
Waaree Energies LtdEquity17.71 Cr1.05%
Sundaram Fasteners LtdEquity17.35 Cr1.03%
Apollo Hospitals Enterprise LtdEquity16.54 Cr0.98%
Gokaldas Exports LtdEquity16.53 Cr0.98%
Eternal LtdEquity16.14 Cr0.96%
NOCIL LtdEquity15.75 Cr0.93%
Angel One Ltd Ordinary SharesEquity15.32 Cr0.91%
Happy Forgings LtdEquity15.25 Cr0.90%
Cipla LtdEquity14.89 Cr0.88%
Whirlpool of India LtdEquity14.24 Cr0.84%
LIC Housing Finance LtdEquity14.19 Cr0.84%
Gujarat Gas LtdEquity13.46 Cr0.80%
Sona BLW Precision Forgings LtdEquity12.61 Cr0.75%
Cello World LtdEquity12.54 Cr0.74%
Sobha LtdEquity12.25 Cr0.73%
LMW LtdEquity11.59 Cr0.69%
Vishal Mega Mart LtdEquity11.24 Cr0.67%
Persistent Systems LtdEquity11.03 Cr0.65%
RHI Magnesita India LtdEquity10.1 Cr0.60%
APL Apollo Tubes LtdEquity9.19 Cr0.54%
Poonawalla Fincorp LtdEquity8.76 Cr0.52%
Bandhan Bank LtdEquity8.7 Cr0.52%
Praj Industries LtdEquity8.32 Cr0.49%
SBI Cards and Payment Services Ltd Ordinary SharesEquity8.3 Cr0.49%
Margin (Future And Options)Cash - Collateral7.5 Cr0.44%
KEC International LtdEquity6.56 Cr0.39%
Kajaria Ceramics LtdEquity6.41 Cr0.38%
Finolex Industries LtdEquity6.21 Cr0.37%
VST Tillers Tractors LtdEquity5.9 Cr0.35%
Xtrackers Harvest CSI 500 CHN A SmCp ETFMutual Fund - ETF4.97 Cr0.29%
Craftsman Automation LtdEquity2.29 Cr0.14%
Net Receivables / (Payables)Cash-0.65 Cr0.04%
Ecos (India) Mobility & Hospitality LtdEquity0.07 Cr0.00%
Cash And BankCash - Collateral0.01 Cr0.00%

Allocation By Market Cap (Equity)

Large Cap Stocks

56.03%

Mid Cap Stocks

20.81%

Small Cap Stocks

19.25%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services554.23 Cr32.83%
Industrials231.93 Cr13.74%
Consumer Cyclical203.87 Cr12.08%
Basic Materials182.25 Cr10.80%
Technology170.51 Cr10.10%
Energy100.9 Cr5.98%
Healthcare95.66 Cr5.67%
Communication Services45.07 Cr2.67%
Consumer Defensive39.19 Cr2.32%
Utilities13.46 Cr0.80%
Real Estate12.25 Cr0.73%

Risk & Performance Ratios

Standard Deviation

This fund

14.36%

Cat. avg.

--

Lower the better

Sharpe Ratio

This fund

0.52

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 31st March 2025

ISIN
INF209KB14D2
Expense Ratio
1.17%
Exit Load
1.00%
Fund Size
₹1,688 Cr
Age
3 years 4 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
Motilal Oswal Nifty Capital Market ETF

Very High Risk

0.3%-₹5.38 Cr-
Mirae Asset BSE Select IPO ETF

Very High Risk

--₹14.61 Cr-
Motilal Oswal Active Momentum Fund Direct Growth

Very High Risk

2.6%1.0%₹46.20 Cr-
Motilal Oswal Active Momentum Fund Regular Growth

Very High Risk

2.7%1.0%₹46.20 Cr-
Nippon India Active Momentum Fund Regular Growth

Very High Risk

-1.0%₹130.97 Cr-
Nippon India Active Momentum Fund Direct Growth

Very High Risk

-1.0%₹130.97 Cr-
Groww Nifty 200 ETF

Very High Risk

0.3%-₹13.49 Cr-
Invesco India Business Cycle Fund Direct Growth

Very High Risk

0.6%0.0%₹267.72 Cr-
Invesco India Business Cycle Fund Regular Growth

Very High Risk

2.3%0.0%₹267.72 Cr-
Kotak MSCI India ETF

Very High Risk

0.4%-₹1018.03 Cr-

About the AMC

Aditya Birla SL Mutual Fund

Aditya Birla SL Mutual Fund

Total AUM

₹3,67,306 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%₹80.71 Cr12.4%
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%₹1343.85 Cr-1.2%
Aditya Birla Sun Life US Treasury 1-3 year Bond ETFs Fund of Funds Direct Growth

Very High Risk

0.3%0.0%₹87.20 Cr8.4%
Aditya Birla Sun Life US Treasury 3-10 Year Bond ETFs Fund of Funds Direct Growth

Very High Risk

0.2%0.0%₹182.16 Cr9.7%
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%₹28.75 Cr7.1%
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 Cr8.2%
Aditya Birla Sun Life Fixed Term Plan - Series TJ (1838 days) Direct Growth

Low to Moderate Risk

-0.0%₹25.60 Cr8.6%
Aditya Birla Sun Life Fixed Term Plan Series TI (1837 days) Direct Growth

Low to Moderate Risk

-0.0%₹311.04 Cr8.5%
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%₹216.34 Cr9.3%
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 Cr8.2%
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%--

Still got questions?
We're here to help.

The NAV of Aditya Birla Sun Life Business Cycle Fund Direct Growth, as of 17-Apr-2025, is ₹14.73.
The fund has generated 9.27% over the last 1 year and 13.40% 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 98.00% in equities, 0.00% in bonds, and 2.00% 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
close

Get your portfolio reviewed by experts

qr

Track all your investments in one place

Download Wealth Monitor App

cross
wm logo

Track and monitor all
your investments