Aditya Birla Sun Life Business Cycle Fund Direct IDCW

Equity
Sectoral / Thematic
Very High Risk
3.84%
1M return
-0.09% 1D
1M
6M
All
NAV: 02 Dec 2022₹11.10
Min. SIP amountNot Supported
RatingNA
Fund size₹2,399.75Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Sectoral / Thematic
Absolute returns
1M3M6MAll
Fund returns3.8%7.2%15.6%11.0%
Category averageNANANANA
Rank with in categoryNA98NA
Understand terms

Holdings (49)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity9.8%
HDFC Bank Ltd.FinancialEquity7.0%
Infosys Ltd.TechnologyEquity5.5%
Axis Bank Ltd.FinancialEquity4.5%
State Bank of IndiaFinancialEquity4.4%
Reliance Industries Ltd.EnergyEquity3.6%
Bajaj Finance Ltd.FinancialEquity3.3%
Housing Development Finance Corpn. Ltd.FinancialEquity3.2%
Larsen & Toubro Ltd.ConstructionEquity3.0%
Tata Steel Ltd.Metals & MiningEquity3.0%
See All

Expense ratio, exit load and tax

Expense ratio: 0.41%

Inclusive of GST

Exit load

1% for redemption within 30 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Anil Shah
Apr 2022 - Present
View details

Education
Mr.Shah is a B.com, CA and a cost accountant
Experience
Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with RBS Equities (India) Ltd. (formerly known as ABN AMRO Asia Equities (India) Ltd.) for around 15 years.
Also manages these schemes

Vinod Bhat
Nov 2021 - Present
View details

Education
Vinod is a CFA (USA) and has done his MBA in Finance from Wharton University of Pennsylvania (USA). He is an M.S. in Industrial Engineering from Pennsylvania State University (USA) and holds a B.Tech degree in Mechanical Engineering from IIT Bombay.
Experience
Prior to joining ABSLAMC, he was the Vice President - Corporate Strategy and Business Development with Aditya Birla Management Corporation Pvt. Ltd. He had also worked with Ocean Park Advisors (USA) as a Senior Associate- Investment Banking. He was also part of Credit Suisse (USA) as an Associate - Investment Banking.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
One India Bulls Center - Tower 1,17th Floor - Jupiter Mills Compound,841 Senapati Bhawan, Elphinstone Road, Mumbai 400013
Phone
022-43568000 / 1800-270-7000 / 1800-22-7000
Launch Date
23 Dec 1994
E-mail
NA
Website
NA
Aditya Birla Sun Life Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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