Aditya BSL Business Cycle
All Cap
Diversified
Equity
India Super Value
Others
Emotionally driven
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 BSL Business Cycle
Benchmark Index
Benchmark Performance Comparison
Aditya Birla Sun Life Business Cycle Fund
NIFTY 50
Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.
Risk Profile
Standard Deviation18.5%
Maximum Drawdown-17.5% | Oct 2024
Sharpe Ratio0.11
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic98.65711%
International1.34289%
Top Stock Holdings
CompanySectorAllocation
ICICI Bank LtdFinancial Services4.04%
The Federal Bank LtdFinancial Services3.28%
Shivalik Bimetal Controls LtdCapital Goods2.92%
R R Kabel LtdCapital Goods2.76%
Birlasoft LtdTechnology2.63%
Shaily Engineering Plastics LtdCapital Goods2.59%
Sai Life Sciences LtdServices2.57%
Craftsman Automation LtdConsumers2.54%
SJS Enterprises LtdConsumers2.50%
Karur Vysya Bank LtdFinancial Services2.49%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.69%
Exit Load1%
Regulatory & Tax Information
INF209KB12D6
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)