Aditya Birla Sun Life Business Cycle Fund-Regular-Growth
Fund House: Aditya Birla Sun Life Mutual Fund
Category: Equity: Thematic-Business-Cycle
Status: Open Ended Schemes
Launch Date: 06-12-2021
Minimum Investment: 500.0
Asset Class:
Minimum Topup: 500.0
Benchmark: BSE 500 TRI
Total Assets: 1818.66 As on (30-06-2025)
Expense Ratio: 2.13% As on (30-06-2025)
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 25-07-2025
15.09
-0.19
CAGR Since Inception
11.76%
BSE 500 TRI 12.49%
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-Growth | 1.34 | 15.74 | - | - | 11.76 |
| Benchmark | - | - | - | - | - |
| Equity: Thematic-Business-Cycle | -1.26 | 20.16 | 25.93 | 12.99 | 11.82 |
Funds Manager
Mr. Harish Krishnan
RETURNS CALCULATORS for Aditya Birla Sun Life Business Cycle Fund-Regular-Growth
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-Growth
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Aditya Birla Sun Life Business Cycle Fund-Regular-Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| ABSL Business Cycle Fund Reg Gr | 06-12-2021 | 1.34 | 15.28 | 15.74 | 0.0 | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 05-01-2021 | 7.06 | 23.56 | 23.67 | 0.0 | 0.0 |
| Sundaram Business Cycle Fund Reg Gr | 25-06-2024 | 6.39 | 0.0 | 0.0 | 0.0 | 0.0 |
| Kotak Business Cycle Fund Reg Gr | 05-09-2022 | 4.39 | 19.49 | 0.0 | 0.0 | 0.0 |
| HSBC Business Cycles Fund Reg Gr | 20-08-2014 | 1.2 | 22.71 | 23.01 | 25.93 | 12.99 |
| HDFC Business Cycle Fund Gr | 05-11-2022 | 0.47 | 14.75 | 0.0 | 0.0 | 0.0 |
| Axis Business Cycles Fund Reg Gr | 05-02-2023 | -0.73 | 18.35 | 0.0 | 0.0 | 0.0 |
| Union Business Cycle Reg Gr | 05-03-2024 | -4.53 | 0.0 | 0.0 | 0.0 | 0.0 |
| Tata Business Cycle Fund Reg Gr | 04-08-2021 | -5.23 | 17.69 | 21.16 | 0.0 | 0.0 |
| Baroda BNP Paribas Business Cycle Fund Reg Gr | 15-09-2021 | -6.05 | 16.57 | 17.22 | 0.0 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Aditya Birla Sun Life Business Cycle Fund-Regular-Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Business Cycle Fund-Regular-Growth | 14.76 | 0.96 | -1.89 | 0.96 | - | - |
| Equity: Thematic-Business-Cycle | - | - | - | - | - | - |