loader2
Login OPEN ICICI 3-in-1 Account

Jul 18, 2025


Category

Equity

AUM (Cr.)

1,818.66

Exit Load (%)

1.00

Min Inv Lumpsum

500

Expense Ratio

2.14

Sharpe Ratio

0.00

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.

Invest Now

Return Calculator

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 (G) 2.2 6.9 2.13 17.94 0 12.54
Benchmark - S&P BSE 500 TRI 0 -5.61 3.27 13.63 23.97 0
Category Average - BEST EQUITY PERFORMERS 2.36 5.86 1.81 22.05 23.86 13.36
Category Rank 4/10 7/10 5/10 7/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India Taiwan Equity Fund (IDCW) 13.4601 1.35 23.00 24.67 0.00 349.43 2.43 500.00 invest
Nippon India Taiwan Equity Fund (G) 13.4601 1.35 23.00 24.67 0.00 349.43 2.43 500.00 invest
Franklin Asian Equity Fund (G) 31.1765 0.54 10.36 7.13 4.21 263.26 0.00 5,000.00 invest
Franklin Asian Equity Fund (IDCW) 14.7159 0.54 10.36 7.13 4.21 263.26 0.00 5,000.00 invest
HDFC Defence Fund - Regular (G) 24.0700 -2.05 1.72 0.00 0.00 7,055.48 1.77 100.00 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 May 31, 2025 148.19 8.37 1.32
Equity-Reliance Industr May 31, 2025 92.36 5.21 1.13
Equity-Kotak Mah. Bank May 31, 2025 91.44 5.16 -7.97
Equity-Infosys May 31, 2025 63.43 3.58 4.17
Equity-HDFC Bank May 31, 2025 63.41 3.58 1.03
Equity-Bharti Airtel May 31, 2025 48.26 2.73 -0.45
Equity-Sun Pharma.Inds. May 31, 2025 44.35 2.50 -8.44
Equity-Axis Bank May 31, 2025 41.65 2.35 0.61
Equity-M & M May 31, 2025 40.19 2.27 1.64
Equity-St Bk of India May 31, 2025 38.65 2.18 3.00

latest news

Aditya Birla Sun Life Mutual Fund announces change in scheme name

Aditya Birla Sun Life Mutual Fund has announced change in scheme name under...

Jun 26, 2025 10:36

Aditya Birla Sun Life Mutual Fund announces change in scheme name

Aditya Birla Sun Life Mutual Fund has announced change in scheme name under...

Jun 24, 2025 11:51

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

Aditya Birla Sun Life Mutual Fund has announced 20 June 2025 as the record ...

Jun 18, 2025 09:36

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

SCHEME DETAILS

AMC Name : Aditya Birla Sun Life Mutual Fund
Fund Name : Aditya Birla SL Business Cycle Fund (G)
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