Aditya Birla Sun Life Business Cycle Fund-Regular IDCW Payout

Fund House: Aditya Birla Sun Life Mutual Fund

Category: Equity: Thematic-Business-Cycle

Status: Open Ended Schemes

Launch Date: 03-12-2021

Minimum Investment: 500.0

Asset Class:

Minimum Topup: 500.0

Benchmark: BSE 500 TRI

Total Assets: 1716.28 As on (29-08-2025)

Expense Ratio: 2.15% As on (31-08-2025)

Turn over: 81.00% | Exit Load: For redemption /switch-out of units on or before 30 days from the date of allotment: 1% of applicable NAV. For redemption / switch-out of units a er 30 days from the date of allotment: Nil.

NAV as on 06-10-2025

13.98

0.09

CAGR Since Inception

10.84%

BSE 500 TRI 12.44%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Aditya Birla Sun Life Business Cycle Fund-Regular IDCW Payout -3.86 13.65 - - 10.84
Benchmark - - - - -
Equity: Thematic-Business-Cycle -0.7 18.55 24.25 13.36 12.22

Funds Manager

Mr. Harish Krishnan

RETURNS CALCULATORS for Aditya Birla Sun Life Business Cycle Fund-Regular IDCW Payout

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Aditya Birla Sun Life Business Cycle Fund-Regular IDCW Payout

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Aditya Birla Sun Life Business Cycle Fund-Regular IDCW Payout

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
ABSL Business Cycle Fund Reg IDCW Payout 03-12-2021 -3.86 14.2 13.65 0.0 0.0
Motilal Oswal Business Cycle Fund Reg Gr 27-08-2024 14.35 0.0 0.0 0.0 0.0
ICICI Pru Business Cycle Fund Gr 05-01-2021 5.99 23.85 23.11 0.0 0.0
Kotak Business Cycle Fund Reg Gr 05-09-2022 5.09 20.08 18.01 0.0 0.0
Sundaram Business Cycle Fund Reg Gr 25-06-2024 4.84 0.0 0.0 0.0 0.0
HDFC Business Cycle Fund Gr 05-11-2022 1.89 14.66 0.0 0.0 0.0
Axis Business Cycles Fund Reg Gr 05-02-2023 1.65 17.37 0.0 0.0 0.0
Bandhan Business Cycle Fund Reg Gr 01-09-2024 1.35 0.0 0.0 0.0 0.0
HSBC Business Cycles Fund Reg Gr 20-08-2014 0.44 21.86 20.73 24.25 13.36
Union Business Cycle Reg Gr 05-03-2024 -1.39 0.0 0.0 0.0 0.0

Asset Allocation (%)

Key Performance and Risk Statistics of Aditya Birla Sun Life Business Cycle Fund-Regular IDCW Payout

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Aditya Birla Sun Life Business Cycle Fund-Regular IDCW Payout - -
Equity: Thematic-Business-Cycle - - - - - -