Aditya Birla Sun Life Business Cycle Fund-Regular-Growth
Fund House: Aditya Birla Sun Life Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 06-12-2021 |
| Asset Class: |
| Benchmark: BSE 500 TRI |
| TER: 2.14% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 1,725.94 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: - | Exit Load: For redemption /switch-out of units on or before 30 days from the date of allotment: 1% of applicable NAV. For redemption / switch-out of units a er 30 days from the date of allotment: Nil. |
14.92
0.02 (0.134%)
12.08%
Benchmark: 12.54%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 14.33 |
| Sharpe Ratio | 0.54 |
| Alpha | -1.37 |
| Beta | 0.95 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Business Cycle Fund-Regular-Growth | 06-12-2021 | 11.34 | 19.98 | 17.99 | - | - |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 20.05 | 24.4 | 22.14 | 28.89 | - |
| Bandhan Innovation Fund - Regular Plan - Growth | 30-04-2024 | 18.64 | - | - | - | - |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 18.2 | - | - | - | - |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 14.92 | 30.51 | 27.35 | 35.01 | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 14.85 | 27.48 | 23.14 | 28.7 | 13.93 |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 13.05 | 23.5 | - | - | - |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 31-10-2019 | 12.59 | 27.49 | 23.64 | 28.78 | - |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | 12.0 | - | - | - | - |
| ICICI Prudential Innovation Fund - Growth | 05-04-2023 | 11.63 | 33.46 | - | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
18.67%
Others
3.15%
Large Cap
56.76%
Mid Cap
21.02%
