AS
Anil ShahFund Manager Since 1 Apr 2022
EquityEquity - Other
Aditya Birla Sun Life Business Cycle Fund Direct Growth
3Y Annualised
14.24%
1.17% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
3.02%
1.17% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
5 years 2 months
NIFTY 50
6 years 2 months
FD
9 years 7 months
Fund info
Fund size
₹1585.61 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹500
Exit load
0.01%
For redemption / switch-out of units on or before 365 days from the date of allotment - 1.00%. For redemption / switch-out of units after 365 days from the date of allotment - Nil.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Motilal Oswal Nifty India Defence ETF
16.91%
2nd
Groww Nifty India Defence ETF
16.88%
3rd
HDFC Defence Fund Direct Payout Inc Dist cum Cap Wdrl
11.15%
4th
HDFC Defence Fund Direct Reinvestment Inc Dist cum Cap Wdrl
11.15%
5th
HDFC Defence Fund Direct Growth
11.15%
235th
Aditya Birla Sun Life Business Cycle Fund Direct Growth
3.02%
Fund Managers
VB
Vinod BhatFund Manager Since 3 Dec 2021
NJ
Nitesh JainFund Manager Since 3 Dec 2021
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 from Aditya Birla Sun Life AMC Ltd. This fund has been in existence for 3 years, having been launched on 2021-12-03. Aditya Birla Sun Life Business Cycle Fund Direct Growth has ₹1585.61 Cr worth of assets under management (AUM) as of Sun Mar 23 2025. The latest Net Asset Value (NAV) of Aditya Birla Sun Life Business Cycle Fund Direct Growth as of Fri Mar 21 2025 is ₹14.67. The fund has an expense ratio of 1.15%, which is medium comparable to most other Equity funds.
Aditya Birla Sun Life Business Cycle Fund Direct Growth returns for the last 1 year are 10.80%. Since launch, it has delivered 12.33% average annual returns.
The Aditya Birla Sun Life Business Cycle Fund Direct Growth has the majority of its money invested in Financial Services, Technology, Energy, Healthcare, Communication Services, Consumer Cyclical sectors.
Top 5 Holdings of Aditya Birla Sun Life Business Cycle Fund Direct Growth.
- ICICI Bank Ltd: 7.78%
- Kotak Mahindra Bank Ltd: 5.40%
- Infosys Ltd: 4.94%
- Reliance Industries Ltd: 4.92%
- HDFC Bank Ltd: 3.56%
AMC Information
| Name | Aditya Birla Sun Life AMC Ltd |
|---|---|
| Founding Date | 2021-12-03 |
| care.mutualfunds@adityabirlacapital.com | |
| Phone | +91 22 43568000 |
| Website | www.adityabirlasunlifemf.com |
| Address | Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone Road |
Tax Implications of Aditya Birla Sun Life Business Cycle Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Aditya Birla Sun Life AMC Ltd
Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth
AllocationEquity Savings
3Y CAGR
8.05%
expense ratio
0.62%
fund size
₹653.00 Cr
Aditya Birla Sun Life India Gennext Fund Direct Plan Growth
EquityEquity - Consumption
3Y CAGR
16.01%
expense ratio
0.83%
fund size
₹5266.89 Cr
Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth
AllocationConservative Allocation
3Y CAGR
8.78%
expense ratio
1.02%
fund size
₹1373.98 Cr
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth
EquityELSS (Tax Savings)
3Y CAGR
12.35%
expense ratio
1.02%
fund size
₹13629.04 Cr
Aditya Birla Sun Life Medium Term Plan Institutional Growth
Fixed IncomeMedium Duration
3Y CAGR
6.84%
expense ratio
1.56%
fund size
₹2144.49 Cr
FAQs
What is the current NAV of Aditya Birla Sun Life Business Cycle Fund Direct Growth?
What are the average returns of Aditya Birla Sun Life Business Cycle Fund Direct Growth?
How do I invest in Aditya Birla Sun Life Business Cycle Fund Direct Growth?
What is the expense ratio of Aditya Birla Sun Life Business Cycle Fund Direct Growth?
What are net assets under management (AUM) of Aditya Birla Sun Life Business Cycle Fund Direct Growth?
What is the PE and PB ratio of Aditya Birla Sun Life Business Cycle Fund Direct Growth?
What are the top 5 holdings of Aditya Birla Sun Life Business Cycle Fund Direct Growth?
What are the top 3 sectors that Aditya Birla Sun Life Business Cycle Fund Direct Growth has invested in?
Who is the manager of Aditya Birla Sun Life Business Cycle Fund Direct Growth?
What is the exit load of Aditya Birla Sun Life Business Cycle Fund Direct Growth?
How to Redeem Aditya Birla Sun Life Business Cycle Fund Direct Growth?
Can I invest in SIP and a Lump Sum of Aditya Birla Sun Life Business Cycle Fund Direct Growth?
