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

Dec 12, 2024

Category

Equity

AUM (Cr.)

1,823.23

Exit Load (%)

1.00

Min Inv Lumpsum

500

Expense Ratio

2.10

Sharpe Ratio

17.12

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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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) 4.53 9.18 28.12 15.23 0 15.42
Benchmark - S&P BSE 500 TRI -1.25 9.16 30.4 17.09 18.35 0
Category Average - BEST EQUITY PERFORMERS 3.96 7.88 30.49 18.84 22.72 18.34
Category Rank 6/5 7/5 6/5 7/5 7/5 5/5
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
SBI Technology Opportunities Fund (IDCW) 139.6400 0.57 39.47 13.90 29.15 4,585.67 1.89 5,000.00 invest
SBI Technology Opportunities Fund (G) 231.8886 0.57 39.47 13.90 29.13 4,585.67 1.89 5,000.00 invest
Franklin Asian Equity Fund (G) 29.1810 0.51 21.94 -1.25 4.30 245.50 0.00 5,000.00 invest
Franklin Asian Equity Fund (IDCW) 13.7740 0.51 21.94 -1.25 4.30 245.50 0.00 5,000.00 invest
Edelweiss Recently Listed IPO Fund (IDCW) 28.4394 -1.38 29.37 10.35 24.35 973.95 2.27 100.00 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 Nov 30, 2024 130.01 7.13 0.61
Equity-Infosys Nov 30, 2024 88.25 4.84 5.72
Equity-Reliance Industr Nov 30, 2024 83.99 4.61 3.60
Equity-Kotak Mah. Bank Nov 30, 2024 75.91 4.16 4.40
Equity-Larsen & Toubro Nov 30, 2024 68.91 3.78 2.83
Equity-Sun Pharma.Inds. Nov 30, 2024 56.77 3.11 -3.68
Equity-Bharti Airtel Nov 30, 2024 42.31 2.32 -8.94
Equity-M & M Nov 30, 2024 41.53 2.28 8.71
Equity-St Bk of India Nov 30, 2024 39.92 2.19 2.29
Equity-HCL Technologies Nov 30, 2024 39.73 2.18 2.27

latest news

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

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

Nov 25, 2024 10:44

Aditya Birla MF announces Income Distribution cum capital withdrawal (IDCW) under its schemes

Aditya Birla Sun Life Mutual Fund has announced 22 November 2024 as the rec...

Nov 19, 2024 10:47

Aditya Birla MF announces Income Distribution cum capital withdrawal (IDCW) under its schemes

Aditya Birla Sun Life Mutual Fund has announced 25 October 2024 as the reco...

Oct 23, 2024 16:39

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 Managers of ...

Oct 03, 2024 11:47

Aditya Birla Sun Life Mutual Fund announces change in Key Personnel

Aditya Birla Sun Life Mutual Fund has announced that Mr. Pradeep Sharma has...

Aug 31, 2024 14:32

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

Aditya Birla Sun Life Mutual Fund has announced 19 July 2024 as the record ...

Jul 16, 2024 09:41

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