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  • Mutual Fund
  • Aditya Birla SL Business Cycle Fund (IDCW)

May 20, 2025

Category

Equity

AUM (Cr.)

1,687.96

Exit Load (%)

1.00

Min Inv Lumpsum

500

Expense Ratio

2.14

Sharpe Ratio

4.32

Beta Ratio

0.00

Fund Manager

Harish Krishnan

Inception Date

Dec 03, 2021

Risk Level

Very High

Investment Objective

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.

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S&P BSE 500 TRI

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Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Aditya Birla SL Business Cycle Fund (IDCW) 6.03 2.7 10.63 18.07 0 12.24
Benchmark - S&P BSE 500 TRI 0 -5.61 3.27 13.63 23.97 0
Category Average - BEST EQUITY PERFORMERS 4.35 0.46 7.3 20.93 26.61 11.99
Category Rank 3/10 6/10 6/10 7/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
HDFC Defence Fund - Regular (G) 23.8710 3.00 16.02 0.00 0.00 4,975.51 1.80 100.00 invest
HDFC Defence Fund - Regular (IDCW) 23.8710 3.00 16.02 0.00 0.00 4,975.51 1.80 100.00 invest
Nippon India Taiwan Equity Fund (G) 11.4505 1.78 6.15 10.57 0.00 275.04 2.43 500.00 invest
Nippon India Taiwan Equity Fund (IDCW) 11.4505 1.78 6.15 10.57 0.00 275.04 2.43 500.00 invest
Nippon India US Equity Opportunities Fund (G) 33.4710 -1.45 9.13 16.29 13.43 670.53 2.41 100.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Equity-ICICI Bank Apr 30, 2025 146.27 8.47 5.83
Equity-Kotak Mah. Bank Apr 30, 2025 99.36 5.76 1.70
Equity-Reliance Industr Apr 30, 2025 91.33 5.29 10.19
Equity-HDFC Bank Apr 30, 2025 62.76 3.64 5.29
Equity-Infosys Apr 30, 2025 60.88 3.53 -4.49
Equity-Bharti Airtel Apr 30, 2025 48.48 2.81 7.56
Equity-Sun Pharma.Inds. Apr 30, 2025 48.44 2.81 5.63
Equity-Axis Bank Apr 30, 2025 41.40 2.40 7.53
Equity-M & M Apr 30, 2025 39.54 2.29 9.87
Equity-St Bk of India Apr 30, 2025 37.52 2.17 2.22

latest news

Aditya Birla Sun Life MF announces Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Aditya Birla Sun Life Mutual Fund has announced 23 May 2025 as the record d...

May 21, 2025 09:35

Aditya Birla Sun Life MF announces Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Aditya Birla Sun Life Mutual Fund has announced 22 April 2025 as the record...

Apr 17, 2025 09:30

Aditya Birla Sun Life MF announces change in fund manager & Exit Load under its scheme

Aditya Birla Sun Life Mutual Fund has announced change in fund managers & E...

Mar 28, 2025 12:42

Aditya Birla Sun Life CRISIL IBX 60:40 SDL + AAA PSU - Apr 2025 Index Fund Merger into Aditya Birla Sun Life Corporate Bond Fund

Aditya Birla Sun Life Mutual Fund has approved the merger of Aditya Birla S...

Mar 25, 2025 11:53

Aditya Birla Sun Life MF announces change in Fund Manager of the following schemes

Aditya Birla Sun Life Mutual Fund has announced change in Fund Manager of t...

Mar 01, 2025 10:26

Aditya Birla Sun Life MF announces change in benchmark index under its scheme

Aditya Birla Sun Life Mutual Fund has announced change in the benchmark of ...

Jan 29, 2025 14:43

SCHEME DETAILS

AMC Name : Aditya Birla Sun Life Mutual Fund
Fund Name : Aditya Birla SL Business Cycle Fund (IDCW)
Contact Persone : Harish Krishnan
Registered Address : One World Centre,Tower 1,17th Flr,Jupiter Mills,senapati BapatMarg,Elphinstone Road, Mumbai 400013
Telephone No : 022 43568000 / 022 43568008
Fax No. : 022 43568110/8111
Email : abslamc.cs:adityabirlacapital.com
Website : https://mutualfund.adityabirlacapital.com