Aditya Birla Sun Life Business Cycle Fund Direct Growth

Aditya Birla Sun Life Business Cycle Fund Direct Growth

Equity
Thematic
Very High Risk
+15.38%
3Y annualised
+0.74% 1D
1M
6M
1Y
3Y
All
NAV: 16 Jan '26
₹16.29
Min. SIP amount
₹100
Fund size
₹1,783.57 Cr
Expense ratio
1.16%

Return calculator

Monthly SIP
One time
Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹63,087
+5.15%
3 years₹1,80,000₹2,15,154
+19.53%

Holdings (71)

NameSectorInstrumentsAssets
ICICI Bank Ltd.FinancialEquity6.23%
Kotak Mahindra Bank Ltd.FinancialEquity3.83%
Reliance Industries Ltd.EnergyEquity3.63%
HDFC Bank Ltd.FinancialEquity3.62%
Infosys Ltd.TechnologyEquity3.54%
State Bank of IndiaFinancialEquity3.52%
Mahindra & Mahindra Ltd.AutomobileEquity2.75%
Bharti Airtel Ltd.CommunicationEquity2.60%
HCL Technologies Ltd.TechnologyEquity2.34%
Godrej Consumer Products Ltd.Consumer StaplesEquity2.06%
Tech Mahindra Ltd.TechnologyEquity2.05%
Jindal Steel Ltd.Metals & MiningEquity1.88%
Cognizant Technology Solutions Corp.TechnologyForgn. Eq1.74%
Shriram Finance LtdFinancialEquity1.68%
Persistent Systems Ltd.TechnologyEquity1.67%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity1.65%
Lenskart Solutions Ltd.Consumer DiscretionaryEquity1.63%
BlueStone Jewellery and Lifestyle Ltd.Consumer DiscretionaryEquity1.54%
Marico Ltd.Consumer StaplesEquity1.47%
Ajanta Pharma Ltd.HealthcareEquity1.46%
Bharat Forge Ltd.AutomobileEquity1.44%
The Federal Bank Ltd.FinancialEquity1.40%
SBFC Finance Ltd.FinancialEquity1.40%
Larsen & Toubro Ltd.ConstructionEquity1.36%
Pine Labs Ltd.FinancialEquity1.34%
AIA Engineering Ltd.Metals & MiningEquity1.34%
Happy Forgings Ltd.Metals & MiningEquity1.29%
Sona BLW Precision Forgings Ltd.AutomobileEquity1.28%
JK Cement Ltd.ConstructionEquity1.24%
Maruti Suzuki India Ltd.AutomobileEquity1.24%
Blue Star Ltd.Consumer DiscretionaryEquity1.24%
Apollo Hospitals Enterprise Ltd.HealthcareEquity1.18%
GMR Airports Ltd.ConstructionEquity1.17%
Ultratech Cement Ltd.ConstructionEquity1.15%
APL Apollo Tubes Ltd.Metals & MiningEquity1.15%
Eternal Ltd.ServicesEquity1.15%
AU Small Finance Bank Ltd.FinancialEquity1.12%
Shivalik Bimetal Controls Ltd.Capital GoodsEquity1.07%
Axis Bank Ltd.FinancialEquity1.07%
Ather Energy Ltd.AutomobileEquity1.06%
Medi Assist Healthcare Services Ltd.ServicesEquity1.05%
Hexaware Technologies Ltd.TechnologyEquity1.00%
Sundram Fasteners Ltd.Capital GoodsEquity1.00%
Schaeffler India Ltd.Capital GoodsEquity0.98%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity0.96%
Dr. Lal Pathlabs Ltd.HealthcareEquity0.96%
Go Digit General Insurance Ltd.InsuranceEquity0.96%
LMW Ltd.Capital GoodsEquity0.95%
V-Guard Industries Ltd.Consumer DiscretionaryEquity0.93%
Angel One Ltd.FinancialEquity0.92%
PI Industries Ltd.ChemicalsEquity0.91%
Adani Power Ltd.EnergyEquity0.90%
Gokaldas Exports Ltd.TextilesEquity0.89%
Bank of MaharashtraFinancialEquity0.89%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity0.84%
Tata Chemicals Ltd.ChemicalsEquity0.83%
Sobha Ltd.ConstructionEquity0.82%
NOCIL Ltd.ChemicalsEquity0.78%
CMS Info Systems Ltd.ServicesEquity0.76%
Gujarat Gas Ltd.EnergyEquity0.75%
Whirlpool Of India Ltd.Consumer DiscretionaryEquity0.72%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.70%
Cello World Ltd.Consumer DiscretionaryEquity0.70%
Vedanta Ltd.Metals & MiningEquity0.68%
Alkyl Amines Chemicals Ltd.ChemicalsEquity0.64%
Xtrackers Harvest CSI 500 China A-Shares Small Cap ETFNAForeign MF0.39%
Sai Life Sciences Ltd.HealthcareEquity0.38%
Praj Industries Ltd.Capital GoodsEquity0.36%
Finolex Industries Ltd.ChemicalsEquity0.34%
Meesho Ltd.ServicesEquity0.13%
Physicswallah Ltd.ServicesEquity0.00%
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+1.2%+8.3%+15.4%+12.6%
Category average (Equity Thematic)-1.0%-0.6%+16.8%--
Rank (Equity Thematic)--47--

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 ₹4,30,736 Cr and the Latest NAV as of 16 Jan 2026 is ₹16.29. 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₹4,30,735.61 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,