Aditya Birla Sun Life Business Cycle Fund Direct Growth

Aditya Birla Sun Life Business Cycle Fund Direct Growth

+13.66%
3Y annualised
-2.88% 1D
1M
6M
1Y
3Y
All
NAV: 20 Mar '26
₹14.93
Min. for SIP
₹100
Fund size
₹1,730.31 Cr
Expense ratio
1.18%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹14,235
-5.10%
6 months₹30,000₹28,018
-6.61%
1 year₹60,000₹56,883
-5.20%
3 years₹1,80,000₹1,91,505
+6.39%

Holdings (69)

NameSectorInstrumentsAssets
ICICI Bank Ltd.FinancialEquity6.59%
State Bank of IndiaFinancialEquity4.44%
Kotak Mahindra Bank Ltd.FinancialEquity3.72%
HDFC Bank Ltd.FinancialEquity3.35%
Reliance Industries Ltd.EnergyEquity3.32%
Infosys Ltd.TechnologyEquity2.94%
Mahindra & Mahindra Ltd.AutomobileEquity2.59%
Bharti Airtel Ltd.CommunicationEquity2.39%
Jindal Steel Ltd.Metals & MiningEquity2.28%
Godrej Consumer Products Ltd.Consumer StaplesEquity2.11%
HCL Technologies Ltd.TechnologyEquity2.06%
Lenskart Solutions Ltd.Consumer DiscretionaryEquity2.00%
Bharat Forge Ltd.AutomobileEquity1.93%
Tech Mahindra Ltd.TechnologyEquity1.80%
Shriram Finance LtdFinancialEquity1.72%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity1.65%
Ajanta Pharma Ltd.HealthcareEquity1.63%
The Federal Bank Ltd.FinancialEquity1.62%
Marico Ltd.Consumer StaplesEquity1.60%
Happy Forgings Ltd.Metals & MiningEquity1.54%
Larsen & Toubro Ltd.ConstructionEquity1.47%
Sona BLW Precision Forgings Ltd.AutomobileEquity1.47%
Blue Star Ltd.Consumer DiscretionaryEquity1.43%
Cognizant Technology Solutions Corp.TechnologyForgn. Eq1.41%
APL Apollo Tubes Ltd.Metals & MiningEquity1.38%
Apollo Hospitals Enterprise Ltd.HealthcareEquity1.36%
AIA Engineering Ltd.Metals & MiningEquity1.32%
JK Cement Ltd.ConstructionEquity1.31%
Persistent Systems Ltd.TechnologyEquity1.30%
SBFC Finance Ltd.FinancialEquity1.29%
Ultratech Cement Ltd.ConstructionEquity1.28%
BlueStone Jewellery and Lifestyle Ltd.Consumer DiscretionaryEquity1.26%
Axis Bank Ltd.FinancialEquity1.20%
GMR Airports Ltd.ConstructionEquity1.16%
Shivalik Bimetal Controls Ltd.Capital GoodsEquity1.16%
Schaeffler India Ltd.Capital GoodsEquity1.13%
Maruti Suzuki India Ltd.AutomobileEquity1.11%
AU Small Finance Bank Ltd.FinancialEquity1.05%
Eternal Ltd.ServicesEquity1.05%
Ather Energy Ltd.AutomobileEquity1.03%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity1.01%
Pine Labs Ltd.FinancialEquity0.99%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity0.96%
Go Digit General Insurance Ltd.InsuranceEquity0.96%
LMW Ltd.Capital GoodsEquity0.96%
Sundram Fasteners Ltd.Capital GoodsEquity0.96%
Bank of MaharashtraFinancialEquity0.95%
Angel One Ltd.FinancialEquity0.94%
Dr. Lal Pathlabs Ltd.HealthcareEquity0.93%
V-Guard Industries Ltd.Consumer DiscretionaryEquity0.91%
Adani Power Ltd.EnergyEquity0.91%
PI Industries Ltd.ChemicalsEquity0.90%
Vishal Mega Mart Ltd.ServicesEquity0.89%
Medi Assist Healthcare Services Ltd.ServicesEquity0.87%
Meesho Ltd.ServicesEquity0.86%
Vedanta Ltd.Metals & MiningEquity0.83%
Sobha Ltd.ConstructionEquity0.81%
Gokaldas Exports Ltd.TextilesEquity0.79%
Gujarat Gas Ltd.EnergyEquity0.77%
Whirlpool Of India Ltd.Consumer DiscretionaryEquity0.77%
NOCIL Ltd.ChemicalsEquity0.75%
CMS Info Systems Ltd.ServicesEquity0.70%
Hexaware Technologies Ltd.TechnologyEquity0.64%
Alkyl Amines Chemicals Ltd.ChemicalsEquity0.62%
Cello World Ltd.Consumer DiscretionaryEquity0.55%
Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF--Foreign MF0.49%
Praj Industries Ltd.Capital GoodsEquity0.47%
Sai Life Sciences Ltd.HealthcareEquity0.43%
Tata Chemicals Ltd.ChemicalsEquity0.00%
See All

Minimum investments

Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹100

Returns and rankings

Annualised returns
Absolute returns
Name6M1Y3YAll
Fund returns-7.6%+3.3%+13.7%+9.6%
Category average (Equity Thematic)-1.0%-0.6%+16.8%--
Rank (Equity Thematic)--97--

Exit load, stamp duty and tax

Exit load

Exit load of 1%, if redeemed within 30 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Fund management

HK
Harish Krishnan
Nov 2023 - Present
View details

Education
Mr. Krishnan is a Graduate from Government Engineering College Trichur and MBA from IIM Kozhikode
Experience
Prior to joining Aditya Birla Sun Life Mutual Fund, he has also worked at Kotak Mahindra Mutual Fund, Infosys Technologies Ltd in his earlier stint.

DG
Dhaval Gala
Feb 2023 - Present
View details

Education
Mr. Gala has done BMS from Mithibai College and PGDBM-Finance from N.L.Dalmia Institute of Management Studies & Research.
Experience
Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with B&K Securities( January 2008- February 2011) and J.P.Morgan Chase India Private Ltd ( May 2005-July 2006).

About Aditya Birla Sun Life Business Cycle Fund Direct Growth

Aditya Birla Sun Life Business Cycle Fund Direct Growth is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 23 Dec 1994. Harish Krishnan is the Current Fund Manager of Aditya Birla Sun Life Business Cycle Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,35,493 Cr and the Latest NAV as of 20 Mar 2026 is ₹14.93. The Aditya Birla Sun Life Business Cycle Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹500. Exit load of 1%, if redeemed within 30 days. ;

Investment Objective

The scheme seeks to provide long term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Fund benchmarkBSE 500 Total Return Index

Fund house

Rank (total assets)#4 in India
Total AUM₹4,35,493.48 Cr
Date of Incorporation23 Dec 1994
Launch Date23 Dec 1994
AddressOne World Center, Tower 1, 17th Floor, Jupiter Mill CompoundSenapati Bapat Marg, Elphinstone Road Mumbai 400013
CustodianCitibank NA
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,