Aditya Birla Sun Life Business Cycle Fund
All Cap
Diversified
Equity
India Super Value
Others
Aggressive growth
Investor Profile1–7 yearsInvestment Horizon
HNI, UHNI, Retail Investor, Mass AffluentTarget Segments
SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit
Aditya Birla Sun Life Business Cycle Fund Growth invests in sectors poised to grow during economic expansion.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
0.0% AnnuallyAlpha
+0.0% vs +0.0% benchmarkSince Inception
+0.0% vs +0.0% benchmark3Y Annualized
+0.0% vs +0.0% benchmark5Y Annualized
Aditya Birla Sun Life Business Cycle Fund
Benchmark Index
Benchmark Performance Comparison
Aditya Birla Sun Life Business Cycle Fund
NIFTY 50
Risk Profile
Standard Deviation15.2%
Sharpe Ratio-0.03
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic98.07524%
International1.92475%
Top Stock Holdings
CompanySectorAllocation
ICICI Bank LtdFinancial Services8.37%
Reliance Industries LtdEnergy & Infra5.21%
Kotak Mahindra Bank LtdFinancial Services5.16%
Infosys LtdTechnology3.58%
HDFC Bank LtdFinancial Services3.58%
Bharti Airtel LtdServices2.73%
Sun Pharmaceuticals Industries LtdServices2.50%
Axis Bank LtdFinancial Services2.35%
Mahindra & Mahindra LtdConsumers2.27%
State Bank of IndiaFinancial Services2.18%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.14%
Exit Load1
Regulatory & Tax Information
INF209KB12D6
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)