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NAV as of ( Sep 09, 2022 )
₹ 10.55 0.19 % 1-D Change
Returns
6.03%
You get upto 0% extra returns
Sorry! A report card for this scheme is not available because it has been in existence for less than 3 years.
Fresh Investments closed in this fund!
This fund is no longer available to invest
ET Money Rank | Not yet ranked |
VRO Rating | |
Expense ratio | NA |
Exit Load |
1.0%
|
AUM (Fund Size) | ₹ 2,399 Crs |
Lock-in | No Lockin |
Age | 9 m Since Nov 15, 2021 |
Benchmark | S&P BSE 500 TRI |
Min. Investment |
SIP ₹ 500 & Lumpsum ₹ 500 |
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Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
Large Cap 84.76%
Mid Cap 10.42%
Small Cap 1.4%
Other Cap 0%
Financial 37.56%
Consumer Staples 8.89%
Technology 8.26%
Metals & Mining 6.16%
Others 3.59%
Bifurcation by Credit Quality is not available for this fund
CBLO 3.59%
Bifurcation by Holding is not available for this fund
Know in detail about the portfolio of this fund See detailed Portfolio Analysis
Fund name | Annual Return % | Consistency | Value Research Rating |
---|---|---|---|
UTI Transportation and Logistics Fund | 31.52% | ||
Quant Quantamental Fund | 21.2% | ||
ICICI Prudential FMCG Fund | 19.56% | ||
L&T Business Cycles Fund | 16.66% | ||
Kotak Manufacture in India Fund | 13.83% | ||
ICICI Prudential India Opportunities Fund | 13.77% | ||
Tata Ethical Fund | 3.79% | ||
Edelweiss Recently Listed IPO Fund | 4.04% | ||
DSP Quant Fund | 4.08% | ||
SBI Magnum COMMA Fund | -2.1% | ||
Sundaram Services Fund | 9.46% | ||
Tata Quant Fund | 9.23% | ||
Aditya Birla Sun Life Business Cycle Fund | 8.99% |
Period | Trailing returns | Category average | Rank within category |
---|---|---|---|
1 month | 1.64% | 2.73% | 22 / 31 |
3 months | 16.45% | 15.14% | 7 / 31 |
6 months | 8.99% | 9.42% | 16 / 30 |
Level of Risk in the Scheme
Investors understand that their principal will be at Very High risk
EQUITY THEMATIC
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.
Nitesh Jain
Mr. Jain has done CA, CFA Charter holder
Prior to joining Aditya Birla Sun Life Mutual Fund, he worked as Executive Director ? Materials Sector in the research division at Axis Capital for around 11 Years.
Anil Shah
Mr.Shah is a B.com, CA and a cost accountant
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.
TOTAL AUM:
₹2,82,183 Crs
As on Jun 30, 2022
NAV or Net Asset Value is the per-unit price of the Mutual Fund. The NAV of a Mutual Fund changes every day. It is calculated by taking the current value of the holdings of the fund at end of the day, subtracting the expenses, and dividing the value by the number of units issued to date.
The NAV of Aditya Birla Sun Life Business Cycle Fund for Sep 09, 2022 is 10.55 .
On ET Money, Investing in Aditya Birla Sun Life Business Cycle Fund is fast, easy, and 100% paperless. And it takes only minutes. Here is what you need to do -
Redeeming your investments in Aditya Birla Sun Life Business Cycle Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.
If you have invested in Aditya Birla Sun Life Business Cycle Fund from anywhere else, you can go to the fund house website and put a request through it.
AUM or Asset Under Management is the total value of the assets held by a Mutual Fund scheme. For instance, for an equity Mutual Fund, the AUM will be the total value of its portfolio's equity shares (plus any other asset it might have invested in). The AUM of the fund changes every day because the price of the underlying asset fluctuates daily. However, the Mutual Fund company doesn't update it every day. It is updated only at the end of the month and released within few days of the next month.
The AUM of the fund is a good indicator of its popularity. A fund with a high AUM means a lot of money has been invested in it, and investors like it. However, the AUM should never be the primary criteria while selecting a fund. There are funds with huge AUMs that continue to perform well despite their size.
The AUM of Aditya Birla Sun Life Business Cycle Fund is ₹2,399 Crs.
The Aditya Birla Sun Life Business Cycle Fund has invested the majority of its money in the stocks of the following companies -
Company | Percentage of Portfolio |
---|---|
ICICI Bank Ltd. | 10.29% |
HDFC Bank Ltd. | 8.3% |
Infosys Ltd. | 5.38% |
State Bank of India | 4.1% |
Larsen & Toubro Ltd. | 4% |
Axis Bank Ltd. | 3.76% |
Reliance Industries Ltd. | 3.71% |
Bajaj Finance Ltd. | 3.4% |
Housing Development Finance Corpn. Ltd. | 3.19% |
Tata Steel Ltd. | 3.15% |
The Aditya Birla Sun Life Business Cycle Fund has primarily invested in the following sectors
Sector | Percentage of Portfolio |
---|---|
Financial | 37.56% |
Consumer Staples | 8.89% |
Technology | 8.26% |
Metals & Mining | 6.16% |
Materials | 6.09% |
Construction | 5.87% |
Automobile | 5.5% |
Healthcare | 5.45% |
Energy | 3.71% |
Consumer Discretionary | 3.4% |