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Fund Overview

Fund Size

Fund Size

₹1,713 Cr

Expense Ratio

Expense Ratio

2.14%

ISIN

ISIN

INF209KB12D6

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 Regular Growth is a Equity - Other mutual fund schemes offered by Aditya Birla SL Mutual Fund. This fund has been in existence for 3 years, 2 months and 19 days, having been launched on 03-Dec-21.
As of 20-Feb-25, it has a Net Asset Value (NAV) of ₹13.73, Assets Under Management (AUM) of 1712.96 Crores, and an expense ratio of 2.14%.
  • Aditya Birla Sun Life Business Cycle Fund Regular Growth has given a CAGR return of 10.36% since inception.
  • The fund's asset allocation comprises around 99.08% in equities, 0.00% in debts, and 0.92% in cash & cash equivalents.
  • You can start investing in Aditya Birla Sun Life Business Cycle Fund Regular 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

+4.97%

(Cat Avg.)

3 Years

+11.11%

(Cat Avg.)

Since Inception

+10.36%

(Cat Avg.)

Portfolio Summaryas of 31st January 2025

Equity1,697.15 Cr99.08%
Others15.81 Cr0.92%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
ICICI Bank LtdEquity128.41 Cr7.50%
Infosys LtdEquity87.3 Cr5.10%
Kotak Mahindra Bank LtdEquity85.56 Cr4.99%
Reliance Industries LtdEquity82.23 Cr4.80%
Larsen & Toubro LtdEquity60.65 Cr3.54%
Sun Pharmaceuticals Industries LtdEquity53.65 Cr3.13%
Bharti Airtel LtdEquity42.28 Cr2.47%
Mahindra & Mahindra LtdEquity40.36 Cr2.36%
HCL Technologies LtdEquity37.1 Cr2.17%
State Bank of IndiaEquity36.78 Cr2.15%
HDFC Bank LtdEquity33.98 Cr1.98%
Cognizant Technology Solutions Corp Class AEquity29.85 Cr1.74%
ICICI Lombard General Insurance Co LtdEquity29.74 Cr1.74%
Axis Bank LtdEquity29.58 Cr1.73%
JK Cement LtdEquity29.01 Cr1.69%
CG Power & Industrial Solutions LtdEquity28.57 Cr1.67%
Jindal Steel & Power LtdEquity27.96 Cr1.63%
Welspun Corp LtdEquity27.83 Cr1.62%
Maruti Suzuki India LtdEquity27.7 Cr1.62%
Tech Mahindra LtdEquity25.54 Cr1.49%
Shivalik Bimetal Controls LtdEquity23.09 Cr1.35%
AU Small Finance Bank LtdEquity22.66 Cr1.32%
SBFC Finance LtdEquity22.61 Cr1.32%
Cholamandalam Investment and Finance Co LtdEquity22.5 Cr1.31%
AIA Engineering LtdEquity21.88 Cr1.28%
Ambuja Cements LtdEquity21.79 Cr1.27%
Vedanta LtdEquity21.44 Cr1.25%
Bharat Forge LtdEquity21.42 Cr1.25%
NOCIL LtdEquity20.99 Cr1.23%
Happy Forgings LtdEquity20.56 Cr1.20%
UltraTech Cement LtdEquity20.06 Cr1.17%
Sundaram Fasteners LtdEquity19.84 Cr1.16%
Gokaldas Exports LtdEquity19.42 Cr1.13%
Ajanta Pharma LtdEquity18.86 Cr1.10%
Schaeffler India LtdEquity18.84 Cr1.10%
Radico Khaitan LtdEquity18.52 Cr1.08%
V-Guard Industries LtdEquity18.22 Cr1.06%
REC LtdEquity18.2 Cr1.06%
Blue Star LtdEquity18.18 Cr1.06%
Godrej Consumer Products LtdEquity17.94 Cr1.05%
Hindustan Petroleum Corp LtdEquity17.91 Cr1.05%
Oil India LtdEquity17.87 Cr1.04%
Shriram Finance LtdEquity17.67 Cr1.03%
Zomato LtdEquity17.63 Cr1.03%
Waaree Energies LtdEquity17.62 Cr1.03%
CMS Info Systems LtdEquity17.33 Cr1.01%
Apollo Hospitals Enterprise LtdEquity17.03 Cr0.99%
Whirlpool of India LtdEquity16.39 Cr0.96%
Gujarat Gas LtdEquity15.86 Cr0.93%
Angel One Ltd Ordinary SharesEquity15.54 Cr0.91%
Cipla LtdEquity15.27 Cr0.89%
LIC Housing Finance LtdEquity15.06 Cr0.88%
Cello World LtdEquity14.98 Cr0.87%
Sobha LtdEquity13.26 Cr0.77%
Persistent Systems LtdEquity12.07 Cr0.70%
Vishal Mega Mart LtdEquity11.64 Cr0.68%
LMW LtdEquity11.35 Cr0.66%
Ecos (India) Mobility & Hospitality LtdEquity10.66 Cr0.62%
Praj Industries LtdEquity9.47 Cr0.55%
RHI Magnesita India LtdEquity9.4 Cr0.55%
Clearing Corporation Of India LimitedCash - Repurchase Agreement8.88 Cr0.52%
KEC International LtdEquity8.41 Cr0.49%
Margin (Future And Options)Cash - Collateral7.5 Cr0.44%
Kajaria Ceramics LtdEquity7.39 Cr0.43%
Finolex Industries LtdEquity7.09 Cr0.41%
VST Tillers Tractors LtdEquity6.95 Cr0.41%
Craftsman Automation LtdEquity6.4 Cr0.37%
SBI Cards and Payment Services Ltd Ordinary SharesEquity5.03 Cr0.29%
Xtrackers Harvest CSI 500 CHN A SmCp ETFMutual Fund - ETF4.82 Cr0.28%
APL Apollo Tubes LtdEquity4.48 Cr0.26%
Grasim Industries LtdEquity0.84 Cr0.05%
Cyient LtdEquity0.66 Cr0.04%
Net Receivables / (Payables)Cash-0.58 Cr0.03%
Cash And BankCash - Collateral0.01 Cr0.00%

Allocation By Market Cap (Equity)

Large Cap Stocks

56.80%

Mid Cap Stocks

20.03%

Small Cap Stocks

20.22%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services483.3 Cr28.21%
Industrials279.86 Cr16.34%
Consumer Cyclical214.62 Cr12.53%
Technology209.47 Cr12.23%
Basic Materials174.39 Cr10.18%
Energy118.01 Cr6.89%
Healthcare104.82 Cr6.12%
Communication Services42.28 Cr2.47%
Consumer Defensive36.46 Cr2.13%
Utilities15.86 Cr0.93%
Real Estate13.26 Cr0.77%

Risk & Performance Ratios

Standard Deviation

This fund

13.27%

Cat. avg.

--

Lower the better

Sharpe Ratio

This fund

0.45

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 January 2025

ISIN
INF209KB12D6
Expense Ratio
2.14%
Exit Load
1.00%
Fund Size
₹1,713 Cr
Age
3 years 2 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%₹214.12 Cr-0.6%
SBI Equity Minimum Variance Fund Regular Growth

Very High Risk

0.8%0.0%₹214.12 Cr-1.0%
Bandhan Transportation and Logistics Fund Direct Growth

Very High Risk

0.9%0.0%₹524.52 Cr3.1%
Bandhan Transportation and Logistics Fund Regular Growth

Very High Risk

2.4%0.0%₹524.52 Cr1.5%
ICICI Prudential Transportation and Logistics Fund Direct Growth

Very High Risk

0.7%1.0%₹3040.04 Cr9.6%
ICICI Prudential Transportation and Logistics Fund Regular Growth

Very High Risk

1.9%1.0%₹3040.04 Cr8.3%
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%-₹411.67 Cr-5.0%
DSP Nifty Midcap 150 Quality 50 ETF

Very High Risk

0.3%-₹93.15 Cr4.3%

About the AMC

Aditya Birla SL Mutual Fund

Aditya Birla SL Mutual Fund

Total AUM

₹3,81,786 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%₹98.28 Cr8.7%
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

0.9%1.0%₹1430.20 Cr3.7%
Aditya Birla Sun Life US Treasury 1-3 year Bond ETFs Fund of Funds Direct Growth

Very High Risk

0.3%0.0%₹87.67 Cr9.1%
Aditya Birla Sun Life US Treasury 3-10 Year Bond ETFs Fund of Funds Direct Growth

Very High Risk

0.2%0.0%₹183.90 Cr8.0%
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 to Moderate Risk

-0.0%₹28.45 Cr7.4%
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 Cr7.5%
Aditya Birla Sun Life Fixed Term Plan - Series TJ (1838 days) Direct Growth

Low to Moderate Risk

-0.0%₹25.25 Cr8.1%
Aditya Birla Sun Life Fixed Term Plan Series TI (1837 days) Direct Growth

Low to Moderate Risk

-0.0%₹307.05 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%₹213.51 Cr8.1%
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 Cr7.6%
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 Regular Growth, as of 20-Feb-2025, is ₹13.73.
The fund has generated 4.97% over the last 1 year and 11.11% 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 99.08% in equities, 0.00% in bonds, and 0.92% in cash and cash equivalents.
The fund managers responsible for Aditya Birla Sun Life Business Cycle Fund Regular Growth are:-
  1. Harish Krishnan
  2. Dhaval Gala
  3. Dhaval Joshi

Fund Overview

Fund Size

Fund Size

₹1,713 Cr

Expense Ratio

Expense Ratio

2.14%

ISIN

ISIN

INF209KB12D6

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 Regular Growth is a Equity - Other mutual fund schemes offered by Aditya Birla SL Mutual Fund. This fund has been in existence for 3 years, 2 months and 19 days, having been launched on 03-Dec-21.
As of 20-Feb-25, it has a Net Asset Value (NAV) of ₹13.73, Assets Under Management (AUM) of 1712.96 Crores, and an expense ratio of 2.14%.
  • Aditya Birla Sun Life Business Cycle Fund Regular Growth has given a CAGR return of 10.36% since inception.
  • The fund's asset allocation comprises around 99.08% in equities, 0.00% in debts, and 0.92% in cash & cash equivalents.
  • You can start investing in Aditya Birla Sun Life Business Cycle Fund Regular 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

+4.97%

(Cat Avg.)

3 Years

+11.11%

(Cat Avg.)

Since Inception

+10.36%

(Cat Avg.)

Portfolio Summaryas of 31st January 2025

Equity1,697.15 Cr99.08%
Others15.81 Cr0.92%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
ICICI Bank LtdEquity128.41 Cr7.50%
Infosys LtdEquity87.3 Cr5.10%
Kotak Mahindra Bank LtdEquity85.56 Cr4.99%
Reliance Industries LtdEquity82.23 Cr4.80%
Larsen & Toubro LtdEquity60.65 Cr3.54%
Sun Pharmaceuticals Industries LtdEquity53.65 Cr3.13%
Bharti Airtel LtdEquity42.28 Cr2.47%
Mahindra & Mahindra LtdEquity40.36 Cr2.36%
HCL Technologies LtdEquity37.1 Cr2.17%
State Bank of IndiaEquity36.78 Cr2.15%
HDFC Bank LtdEquity33.98 Cr1.98%
Cognizant Technology Solutions Corp Class AEquity29.85 Cr1.74%
ICICI Lombard General Insurance Co LtdEquity29.74 Cr1.74%
Axis Bank LtdEquity29.58 Cr1.73%
JK Cement LtdEquity29.01 Cr1.69%
CG Power & Industrial Solutions LtdEquity28.57 Cr1.67%
Jindal Steel & Power LtdEquity27.96 Cr1.63%
Welspun Corp LtdEquity27.83 Cr1.62%
Maruti Suzuki India LtdEquity27.7 Cr1.62%
Tech Mahindra LtdEquity25.54 Cr1.49%
Shivalik Bimetal Controls LtdEquity23.09 Cr1.35%
AU Small Finance Bank LtdEquity22.66 Cr1.32%
SBFC Finance LtdEquity22.61 Cr1.32%
Cholamandalam Investment and Finance Co LtdEquity22.5 Cr1.31%
AIA Engineering LtdEquity21.88 Cr1.28%
Ambuja Cements LtdEquity21.79 Cr1.27%
Vedanta LtdEquity21.44 Cr1.25%
Bharat Forge LtdEquity21.42 Cr1.25%
NOCIL LtdEquity20.99 Cr1.23%
Happy Forgings LtdEquity20.56 Cr1.20%
UltraTech Cement LtdEquity20.06 Cr1.17%
Sundaram Fasteners LtdEquity19.84 Cr1.16%
Gokaldas Exports LtdEquity19.42 Cr1.13%
Ajanta Pharma LtdEquity18.86 Cr1.10%
Schaeffler India LtdEquity18.84 Cr1.10%
Radico Khaitan LtdEquity18.52 Cr1.08%
V-Guard Industries LtdEquity18.22 Cr1.06%
REC LtdEquity18.2 Cr1.06%
Blue Star LtdEquity18.18 Cr1.06%
Godrej Consumer Products LtdEquity17.94 Cr1.05%
Hindustan Petroleum Corp LtdEquity17.91 Cr1.05%
Oil India LtdEquity17.87 Cr1.04%
Shriram Finance LtdEquity17.67 Cr1.03%
Zomato LtdEquity17.63 Cr1.03%
Waaree Energies LtdEquity17.62 Cr1.03%
CMS Info Systems LtdEquity17.33 Cr1.01%
Apollo Hospitals Enterprise LtdEquity17.03 Cr0.99%
Whirlpool of India LtdEquity16.39 Cr0.96%
Gujarat Gas LtdEquity15.86 Cr0.93%
Angel One Ltd Ordinary SharesEquity15.54 Cr0.91%
Cipla LtdEquity15.27 Cr0.89%
LIC Housing Finance LtdEquity15.06 Cr0.88%
Cello World LtdEquity14.98 Cr0.87%
Sobha LtdEquity13.26 Cr0.77%
Persistent Systems LtdEquity12.07 Cr0.70%
Vishal Mega Mart LtdEquity11.64 Cr0.68%
LMW LtdEquity11.35 Cr0.66%
Ecos (India) Mobility & Hospitality LtdEquity10.66 Cr0.62%
Praj Industries LtdEquity9.47 Cr0.55%
RHI Magnesita India LtdEquity9.4 Cr0.55%
Clearing Corporation Of India LimitedCash - Repurchase Agreement8.88 Cr0.52%
KEC International LtdEquity8.41 Cr0.49%
Margin (Future And Options)Cash - Collateral7.5 Cr0.44%
Kajaria Ceramics LtdEquity7.39 Cr0.43%
Finolex Industries LtdEquity7.09 Cr0.41%
VST Tillers Tractors LtdEquity6.95 Cr0.41%
Craftsman Automation LtdEquity6.4 Cr0.37%
SBI Cards and Payment Services Ltd Ordinary SharesEquity5.03 Cr0.29%
Xtrackers Harvest CSI 500 CHN A SmCp ETFMutual Fund - ETF4.82 Cr0.28%
APL Apollo Tubes LtdEquity4.48 Cr0.26%
Grasim Industries LtdEquity0.84 Cr0.05%
Cyient LtdEquity0.66 Cr0.04%
Net Receivables / (Payables)Cash-0.58 Cr0.03%
Cash And BankCash - Collateral0.01 Cr0.00%

Allocation By Market Cap (Equity)

Large Cap Stocks

56.80%

Mid Cap Stocks

20.03%

Small Cap Stocks

20.22%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services483.3 Cr28.21%
Industrials279.86 Cr16.34%
Consumer Cyclical214.62 Cr12.53%
Technology209.47 Cr12.23%
Basic Materials174.39 Cr10.18%
Energy118.01 Cr6.89%
Healthcare104.82 Cr6.12%
Communication Services42.28 Cr2.47%
Consumer Defensive36.46 Cr2.13%
Utilities15.86 Cr0.93%
Real Estate13.26 Cr0.77%

Risk & Performance Ratios

Standard Deviation

This fund

13.27%

Cat. avg.

--

Lower the better

Sharpe Ratio

This fund

0.45

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 January 2025

ISIN
INF209KB12D6
Expense Ratio
2.14%
Exit Load
1.00%
Fund Size
₹1,713 Cr
Age
3 years 2 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%₹214.12 Cr-0.6%
SBI Equity Minimum Variance Fund Regular Growth

Very High Risk

0.8%0.0%₹214.12 Cr-1.0%
Bandhan Transportation and Logistics Fund Direct Growth

Very High Risk

0.9%0.0%₹524.52 Cr3.1%
Bandhan Transportation and Logistics Fund Regular Growth

Very High Risk

2.4%0.0%₹524.52 Cr1.5%
ICICI Prudential Transportation and Logistics Fund Direct Growth

Very High Risk

0.7%1.0%₹3040.04 Cr9.6%
ICICI Prudential Transportation and Logistics Fund Regular Growth

Very High Risk

1.9%1.0%₹3040.04 Cr8.3%
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%-₹411.67 Cr-5.0%
DSP Nifty Midcap 150 Quality 50 ETF

Very High Risk

0.3%-₹93.15 Cr4.3%

About the AMC

Aditya Birla SL Mutual Fund

Aditya Birla SL Mutual Fund

Total AUM

₹3,81,786 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%₹98.28 Cr8.7%
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

0.9%1.0%₹1430.20 Cr3.7%
Aditya Birla Sun Life US Treasury 1-3 year Bond ETFs Fund of Funds Direct Growth

Very High Risk

0.3%0.0%₹87.67 Cr9.1%
Aditya Birla Sun Life US Treasury 3-10 Year Bond ETFs Fund of Funds Direct Growth

Very High Risk

0.2%0.0%₹183.90 Cr8.0%
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 to Moderate Risk

-0.0%₹28.45 Cr7.4%
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 Cr7.5%
Aditya Birla Sun Life Fixed Term Plan - Series TJ (1838 days) Direct Growth

Low to Moderate Risk

-0.0%₹25.25 Cr8.1%
Aditya Birla Sun Life Fixed Term Plan Series TI (1837 days) Direct Growth

Low to Moderate Risk

-0.0%₹307.05 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%₹213.51 Cr8.1%
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 Cr7.6%
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 Regular Growth, as of 20-Feb-2025, is ₹13.73.
The fund has generated 4.97% over the last 1 year and 11.11% 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 99.08% in equities, 0.00% in bonds, and 0.92% in cash and cash equivalents.
The fund managers responsible for Aditya Birla Sun Life Business Cycle Fund Regular Growth are:-
  1. Harish Krishnan
  2. Dhaval Gala
  3. Dhaval Joshi
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