Aditya Birla Sun Life Business Cycle Fund Growth

Aditya Birla Sun Life Business Cycle Fund Growth

+14.67%
3Y annualised
-0.98% 1D
1M
6M
1Y
3Y
All
NAV: 23 Apr '26
₹15.14
Min. for SIP
₹100
Fund size (AUM)
₹1,540.43 Cr
Expense ratio
2.07%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,410
+2.73%
6 months₹30,000₹30,287
+0.96%
1 year₹60,000₹61,170
+1.95%
3 years₹1,80,000₹2,02,470
+12.48%

Holdings (68)

NameSectorInstrumentsAssets
ICICI Bank Ltd.FinancialEquity6.48%
State Bank of IndiaFinancialEquity4.07%
Reliance Industries Ltd.EnergyEquity3.60%
Infosys Ltd.TechnologyEquity3.18%
HDFC Bank Ltd.FinancialEquity3.10%
Kotak Mahindra Bank Ltd.FinancialEquity3.09%
Bharti Airtel Ltd.CommunicationEquity2.55%
Mahindra & Mahindra Ltd.AutomobileEquity2.53%
Jindal Steel Ltd.Metals & MiningEquity2.29%
HCL Technologies Ltd.TechnologyEquity2.24%
Lenskart Solutions Ltd.Consumer DiscretionaryEquity1.94%
Tech Mahindra Ltd.TechnologyEquity1.93%
Godrej Consumer Products Ltd.Consumer StaplesEquity1.92%
Bharat Forge Ltd.AutomobileEquity1.90%
Ajanta Pharma Ltd.HealthcareEquity1.72%
Marico Ltd.Consumer StaplesEquity1.67%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity1.66%
JK Cement Ltd.ConstructionEquity1.65%
The Federal Bank Ltd.FinancialEquity1.57%
Cognizant Technology Solutions Corp.TechnologyForgn. Eq1.56%
Shriram Finance LtdFinancialEquity1.56%
BlueStone Jewellery and Lifestyle Ltd.Consumer DiscretionaryEquity1.52%
Persistent Systems Ltd.TechnologyEquity1.50%
Happy Forgings Ltd.Metals & MiningEquity1.50%
Sona BLW Precision Forgings Ltd.AutomobileEquity1.48%
Apollo Hospitals Enterprise Ltd.HealthcareEquity1.44%
AIA Engineering Ltd.Metals & MiningEquity1.40%
Larsen & Toubro Ltd.ConstructionEquity1.35%
APL Apollo Tubes Ltd.Metals & MiningEquity1.34%
Blue Star Ltd.Consumer DiscretionaryEquity1.34%
SBFC Finance Ltd.FinancialEquity1.26%
Ather Energy Ltd.AutomobileEquity1.22%
Ultratech Cement Ltd.ConstructionEquity1.22%
Axis Bank Ltd.FinancialEquity1.13%
Schaeffler India Ltd.Capital GoodsEquity1.12%
Shivalik Bimetal Controls Ltd.Capital GoodsEquity1.12%
GMR Airports Ltd.ConstructionEquity1.10%
Adani Power Ltd.EnergyEquity1.10%
Eternal Ltd.ServicesEquity1.09%
Go Digit General Insurance Ltd.InsuranceEquity1.05%
AU Small Finance Bank Ltd.FinancialEquity1.04%
Maruti Suzuki India Ltd.AutomobileEquity1.03%
Angel One Ltd.FinancialEquity1.03%
V-Guard Industries Ltd.Consumer DiscretionaryEquity1.03%
Ambuja Cements Ltd.ConstructionEquity1.02%
Dr. Lal Pathlabs Ltd.HealthcareEquity0.98%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity0.98%
Vishal Mega Mart Ltd.ServicesEquity0.96%
Sundram Fasteners Ltd.Capital GoodsEquity0.92%
Pine Labs Ltd.FinancialEquity0.91%
NOCIL Ltd.ChemicalsEquity0.90%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity0.89%
PI Industries Ltd.ChemicalsEquity0.88%
LMW Ltd.Capital GoodsEquity0.88%
Vedanta Ltd.Metals & MiningEquity0.85%
Meesho Ltd.ServicesEquity0.84%
Gokaldas Exports Ltd.TextilesEquity0.81%
Medi Assist Healthcare Services Ltd.ServicesEquity0.79%
Sobha Ltd.ConstructionEquity0.77%
Whirlpool Of India Ltd.Consumer DiscretionaryEquity0.74%
CMS Info Systems Ltd.ServicesEquity0.69%
Gujarat Gas Ltd.EnergyEquity0.65%
Hexaware Technologies Ltd.TechnologyEquity0.64%
Bank of MaharashtraFinancialEquity0.59%
Alkyl Amines Chemicals Ltd.ChemicalsEquity0.58%
Praj Industries Ltd.Capital GoodsEquity0.53%
Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF--Foreign MF0.50%
Sai Life Sciences Ltd.HealthcareEquity0.47%
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-2.7%+4.7%+14.7%+9.9%
Category average (Equity Thematic)-1.0%-0.6%+16.8%--
Rank (Equity Thematic)--77--

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

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
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 Growth

Aditya Birla Sun Life Business Cycle Fund 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,86,321 Cr and the Latest NAV as of 23 Apr 2026 is ₹15.14. The Aditya Birla Sun Life Business Cycle Fund 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₹3,86,320.68 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,