Aditya Birla Sun Life Business Cycle Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation15.3%
Sharpe Ratio-0.06
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%
Regulatory & Tax Information
INF209KB13D4
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)