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Fund Overview

Fund Size

Fund Size

₹1,726 Cr

Expense Ratio

Expense Ratio

1.16%

ISIN

ISIN

INF209KB14D2

Minimum SIP

Minimum SIP

₹500

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

03 Dec 2021

About this fund

Aditya Birla Sun Life Business Cycle Fund Direct Growth is a Equity - Other mutual fund schemes offered by Aditya Birla SL Mutual Fund. This fund has been in existence for 3 years, 5 months and 10 days, having been launched on 03-Dec-21.
As of 09-May-25, it has a Net Asset Value (NAV) of ₹14.84, Assets Under Management (AUM) of 1725.94 Crores, and an expense ratio of 1.16%.
  • Aditya Birla Sun Life Business Cycle Fund Direct Growth has given a CAGR return of 12.19% since inception.
  • The fund's asset allocation comprises around 98.19% in equities, 0.00% in debts, and 1.81% in cash & cash equivalents.
  • You can start investing in Aditya Birla Sun Life Business Cycle Fund Direct Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+9.84%

(Cat Avg.)

3 Years

+16.32%

(Cat Avg.)

Since Inception

+12.19%

(Cat Avg.)

Portfolio Summaryas of 31st March 2025

Equity1,694.7 Cr98.19%
Others31.24 Cr1.81%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
ICICI Bank LtdEquity146.27 Cr8.47%
Kotak Mahindra Bank LtdEquity99.36 Cr5.76%
Reliance Industries LtdEquity91.33 Cr5.29%
HDFC Bank LtdEquity62.76 Cr3.64%
Infosys LtdEquity60.88 Cr3.53%
Bharti Airtel LtdEquity48.48 Cr2.81%
Sun Pharmaceuticals Industries LtdEquity48.44 Cr2.81%
Axis Bank LtdEquity41.4 Cr2.40%
Mahindra & Mahindra LtdEquity39.54 Cr2.29%
State Bank of IndiaEquity37.52 Cr2.17%
ICICI Lombard General Insurance Co LtdEquity35.28 Cr2.04%
Larsen & Toubro LtdEquity33.15 Cr1.92%
Jindal Steel & Power LtdEquity31.64 Cr1.83%
AU Small Finance Bank LtdEquity31.39 Cr1.82%
JK Cement LtdEquity30.68 Cr1.78%
HCL Technologies LtdEquity28.67 Cr1.66%
CG Power & Industrial Solutions LtdEquity28.21 Cr1.63%
Maruti Suzuki India LtdEquity27.58 Cr1.60%
SBFC Finance LtdEquity27.12 Cr1.57%
Welspun Corp LtdEquity26.47 Cr1.53%
Cognizant Technology Solutions Corp Class AEquity25.94 Cr1.50%
Cholamandalam Investment and Finance Co LtdEquity24.62 Cr1.43%
Ambuja Cements LtdEquity22.94 Cr1.33%
Tech Mahindra LtdEquity22.92 Cr1.33%
Radico Khaitan LtdEquity20.87 Cr1.21%
Vedanta LtdEquity20.36 Cr1.18%
UltraTech Cement LtdEquity20.33 Cr1.18%
Godrej Consumer Products LtdEquity20.17 Cr1.17%
Shriram Finance LtdEquity19.88 Cr1.15%
Shivalik Bimetal Controls LtdEquity19.52 Cr1.13%
Bharat Forge LtdEquity19.32 Cr1.12%
Waaree Energies LtdEquity19.18 Cr1.11%
Schaeffler India LtdEquity19.1 Cr1.11%
AIA Engineering LtdEquity18.99 Cr1.10%
Ajanta Pharma LtdEquity18.94 Cr1.10%
Hindustan Petroleum Corp LtdEquity18.93 Cr1.10%
Eternal LtdEquity18.6 Cr1.08%
Whirlpool of India LtdEquity18.11 Cr1.05%
V-Guard Industries LtdEquity18.03 Cr1.04%
CMS Info Systems LtdEquity17.66 Cr1.02%
Apollo Hospitals Enterprise LtdEquity17.44 Cr1.01%
Sundaram Fasteners LtdEquity17.42 Cr1.01%
Gokaldas Exports LtdEquity17.4 Cr1.01%
Blue Star LtdEquity17.06 Cr0.99%
Clearing Corporation Of India LimitedCash - Repurchase Agreement16.02 Cr0.93%
Cipla LtdEquity16 Cr0.93%
NOCIL LtdEquity15.84 Cr0.92%
Angel One Ltd Ordinary SharesEquity15.32 Cr0.89%
LIC Housing Finance LtdEquity15.13 Cr0.88%
Happy Forgings LtdEquity14.92 Cr0.86%
Gujarat Gas LtdEquity14.8 Cr0.86%
Sobha LtdEquity13.22 Cr0.77%
Sona BLW Precision Forgings LtdEquity13.16 Cr0.76%
Vishal Mega Mart LtdEquity12.78 Cr0.74%
Cello World LtdEquity12.61 Cr0.73%
LMW LtdEquity11.83 Cr0.69%
Persistent Systems LtdEquity10.64 Cr0.62%
Bandhan Bank LtdEquity9.84 Cr0.57%
APL Apollo Tubes LtdEquity9.76 Cr0.57%
Poonawalla Fincorp LtdEquity9.38 Cr0.54%
Praj Industries LtdEquity9.23 Cr0.53%
RHI Magnesita India LtdEquity8.78 Cr0.51%
SBI Cards and Payment Services Ltd Ordinary SharesEquity8.23 Cr0.48%
Net Receivables / (Payables)Cash7.7 Cr0.45%
Margin (Future And Options)Cash - Collateral7.5 Cr0.43%
Finolex Industries LtdEquity6.02 Cr0.35%
Kajaria Ceramics LtdEquity6 Cr0.35%
VST Tillers Tractors LtdEquity5.44 Cr0.32%
Xtrackers Harvest CSI 500 CHN A SmCp ETFMutual Fund - ETF4.71 Cr0.27%
Craftsman Automation LtdEquity1.13 Cr0.07%
Cash And BankCash - Collateral0.01 Cr0.00%

Allocation By Market Cap (Equity)

Large Cap Stocks

56.03%

Mid Cap Stocks

20.81%

Small Cap Stocks

19.25%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services583.5 Cr33.81%
Consumer Cyclical216.75 Cr12.56%
Industrials214.85 Cr12.45%
Basic Materials178.02 Cr10.31%
Technology168.25 Cr9.75%
Energy110.26 Cr6.39%
Healthcare100.83 Cr5.84%
Communication Services48.48 Cr2.81%
Consumer Defensive41.04 Cr2.38%
Utilities14.8 Cr0.86%
Real Estate13.22 Cr0.77%

Risk & Performance Ratios

Standard Deviation

This fund

14.33%

Cat. avg.

--

Lower the better

Sharpe Ratio

This fund

0.61

Cat. avg.

--

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

--

Higher the better

Fund Managers

HK

Harish Krishnan

Since November 2023

Dhaval Gala

Dhaval Gala

Since February 2023

Dhaval Joshi

Dhaval Joshi

Since November 2022

Additional Scheme Detailsas of 31st March 2025

ISIN
INF209KB14D2
Expense Ratio
1.16%
Exit Load
1.00%
Fund Size
₹1,726 Cr
Age
3 years 5 months
Lumpsum Minimum
₹500
Fund Status
Open Ended Investment Company
Benchmark
BSE 500 India TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Equity - Other Funds

Fund nameExpense RatioExit LoadFund size
1Y
Motilal Oswal Nifty Capital Market ETF

Very High Risk

0.3%-₹5.60 Cr-
Mirae Asset BSE Select IPO ETF

Very High Risk

0.2%-₹14.61 Cr-
Mirae Asset BSE Select IPO ETF Fund of Fund Regular Growth

Very High Risk

0.9%0.0%₹7.72 Cr-
Mirae Asset BSE Select IPO ETF Fund of Fund Direct Growth

Very High Risk

0.2%0.0%₹7.72 Cr-
Motilal Oswal Active Momentum Fund Direct Growth

Very High Risk

2.6%1.0%₹53.12 Cr-
Motilal Oswal Active Momentum Fund Regular Growth

Very High Risk

2.7%1.0%₹53.12 Cr-
Nippon India Active Momentum Fund Regular Growth

Very High Risk

1.7%1.0%₹150.24 Cr-
Nippon India Active Momentum Fund Direct Growth

Very High Risk

0.7%1.0%₹150.24 Cr-
Groww Nifty 200 ETF

Very High Risk

0.3%-₹10.72 Cr-
Groww Nifty 200 ETF FoF Direct Growth

Very High Risk

0.1%1.0%₹7.43 Cr-
Groww Nifty 200 ETF FoF Regular Growth

Very High Risk

0.7%1.0%₹7.43 Cr-
Invesco India Business Cycle Fund Direct Growth

Very High Risk

0.7%0.0%₹300.27 Cr-
Invesco India Business Cycle Fund Regular Growth

Very High Risk

2.4%0.0%₹300.27 Cr-
Kotak MSCI India ETF

Very High Risk

0.4%-₹1018.03 Cr-
Motilal Oswal Innovation Opportunities Fund Direct Growth

Very High Risk

1.3%1.0%₹158.61 Cr-
Motilal Oswal Innovation Opportunities Fund Regular Growth

Very High Risk

2.5%1.0%₹158.61 Cr-
Groww Nifty India Railways PSU ETF

Very High Risk

0.5%-₹29.04 Cr-
ICICI Prudential Rural Opportunities Fund Regular Growth

Moderate Risk

2.2%1.0%₹1282.22 Cr-
ICICI Prudential Rural Opportunities Fund Direct Growth

Moderate Risk

0.8%1.0%₹1282.22 Cr-
WhiteOak Capital Quality Equity Fund Direct Growth

Very High Risk

0.6%1.0%₹303.62 Cr-
WhiteOak Capital Quality Equity Fund Regular Growth

Very High Risk

2.4%1.0%₹303.62 Cr-
UTI Quant Fund Regular Growth

Very High Risk

2.0%1.0%₹1562.68 Cr-
UTI Quant Fund Direct Growth

Very High Risk

0.3%1.0%₹1562.68 Cr-
ICICI Prudential Nifty Auto ETF

Very High Risk

0.2%-₹113.74 Cr3.0%
ICICI Prudential Nifty 200 Quality 30 ETF

Very High Risk

0.3%-₹115.96 Cr9.8%
ICICI Prudential Nifty Alpha Low Volatility 30 ETF

Very High Risk

0.4%-₹1672.86 Cr0.9%
Mirae Asset Nifty India New Age Consumption ETF

Very High Risk

0.3%-₹25.71 Cr-
Mirae Asset Nifty India New Age Consumption ETF Fund of Fund Regular Growth

Very High Risk

0.9%0.0%₹11.97 Cr-
Mirae Asset Nifty India New Age Consumption ETF Fund of Fund Direct Growth

Very High Risk

0.5%0.0%₹11.97 Cr-
Edelweiss BSE Capital Markets & Insurance ETF

Very High Risk

0.2%-₹11.83 Cr-
Aditya Birla Sun Life Conglomerate Fund Regular Growth

Very High Risk

2.1%0.0%₹1494.29 Cr-
Aditya Birla Sun Life Conglomerate Fund Direct Growth

Very High Risk

0.5%0.0%₹1494.29 Cr-
SBI Quant Fund Regular Growth

Very High Risk

1.9%0.0%₹3698.49 Cr-
SBI Quant Fund Direct Growth

Very High Risk

0.7%0.0%₹3698.49 Cr-
Quantum Ethical Fund Direct Growth

Very High Risk

0.7%1.0%₹51.25 Cr-
Quantum Ethical Fund Regular Growth

Very High Risk

2.1%1.0%₹51.25 Cr-
Union Active Momentum Fund Direct Growth

Very High Risk

1.2%1.0%₹420.62 Cr-
Union Active Momentum Fund Regular Growth

Very High Risk

2.5%1.0%₹420.62 Cr-
DSP Business Cycle Fund Direct Growth

Very High Risk

0.8%0.0%₹1028.85 Cr-
DSP Business Cycle Fund Regular Growth

Very High Risk

2.3%0.0%₹1028.85 Cr-
Axis Momentum Fund Regular Growth

Very High Risk

2.1%1.0%₹1293.21 Cr-
Axis Momentum Fund Direct Growth

Very High Risk

0.5%1.0%₹1293.21 Cr-
Kotak Transportation & Logistics Fund Direct Growth

Very High Risk

0.8%0.0%₹359.76 Cr-
Kotak Transportation & Logistics Fund Regular Growth

Very High Risk

2.4%0.0%₹359.76 Cr-
ICICI Prudential Equity Minimum Variance Fund Regular Growth

Very High Risk

1.9%1.0%₹3476.10 Cr-
ICICI Prudential Equity Minimum Variance Fund Direct Growth

Very High Risk

0.5%1.0%₹3476.10 Cr-
Shriram Multi Sector Rotation Fund Regular Growth

Very High Risk

2.4%1.0%₹194.63 Cr-
Shriram Multi Sector Rotation Fund Direct Growth

Very High Risk

0.6%1.0%₹194.63 Cr-
Tata India Innovation Fund Direct Growth

Very High Risk

0.6%1.0%₹1656.37 Cr-
Tata India Innovation Fund Regular Growth

Very High Risk

2.0%1.0%₹1656.37 Cr-

About the AMC

Aditya Birla SL Mutual Fund

Aditya Birla SL Mutual Fund

Total AUM

₹3,57,812 Cr

Address

One World Centre, Tower 1, 17th Floor, Mumbai, 400 013

Other Funds by Aditya Birla SL Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Aditya Birla Sun Life Fixed Maturity Plan-Series US (100 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Maturity Plan-Series UR (85 days) Direct Growth

Low to Moderate Risk

-0.0%₹104.95 Cr-
Aditya Birla Sun Life Crisil IBX Gilt April 2033 Index Fund Direct Growth

Moderate Risk

0.2%0.0%₹83.51 Cr11.9%
Aditya Birla Sun Life Fixed Maturity Plan-Series UQ (92 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth

Very High Risk

1.0%1.0%₹1377.48 Cr1.4%
Aditya Birla Sun Life US Treasury 1-3 year Bond ETFs Fund of Funds Direct Growth

Very High Risk

0.3%0.0%₹86.44 Cr8.0%
Aditya Birla Sun Life US Treasury 3-10 Year Bond ETFs Fund of Funds Direct Growth

Very High Risk

0.2%0.0%₹179.96 Cr8.6%
Aditya Birla Sun Life Fixed Term Plan - Series SY (1259 days) Direct Growth

Low to Moderate Risk

----
Aditya Birla Sun Life Fixed Term Plan Series SP Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan - Series TV (1169 Days) Direct Growth

Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series SC(1170 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series SM Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series TN Direct Growth

Low to Moderate Risk

----
Aditya Birla Sun Life Fixed Term Plan - Series TL (1839 days) Direct Growth

Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series RM (91 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series SE(1163 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan - Series TM (1842 days) Direct Growth

Moderate Risk

----
Aditya Birla Sun Life Fixed Term Plan - Series TP (1923 Days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan - Series TK (1833 days) Direct Growth

Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series RG(1283 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series SD(1168 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series TO (1214 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan - Series TE (1095 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan - Series TF (1098 days) Direct Growth

Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan SeriesSH (1146 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Interval Income Fund Quarterly Series I Direct Growth

Low Risk

-0.0%₹28.90 Cr7.0%
Aditya BSL Fixed Term Plan Series RZ(1187 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series SB(1174 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series TC (1119 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series UB (1224 Days) Direct Growth

Low to Moderate Risk

-0.0%₹24.33 Cr8.1%
Aditya Birla Sun Life Fixed Term Plan - Series TJ (1838 days) Direct Growth

Low to Moderate Risk

-0.0%₹25.85 Cr8.6%
Aditya Birla Sun Life Fixed Term Plan Series TI (1837 days) Direct Growth

Low to Moderate Risk

-0.0%₹313.98 Cr8.4%
Aditya Birla Sun Life Fixed Term Plan - Series TG (1099 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series TW (167 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series UC (95 days) Direct Growth

Low to Moderate Risk

----
Aditya Birla Sun Life Fixed Term Plan Series UF (180 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series RT (1223 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series SX Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan - Series TD (1100 days) Direct Growth

Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series TQ (1879 days) Direct Growth

Low to Moderate Risk

-0.0%₹219.06 Cr9.2%
Aditya Birla Sun Life Fixed Term Plan Series TH (1098 days) Direct Growth

Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series RS (1232 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series TU (1789 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series UD (79 days) Direct Growth

Low to Moderate Risk

----
Aditya Birla Sun Life Fixed Term Plan - Series UJ (1110 days) Direct Growth

Low to Moderate Risk

-0.0%₹73.34 Cr8.1%
Aditya Birla Sun Life Fixed Term Plan - Series UA (1231 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series SW Direct Growth

Low to Moderate Risk

----
Aditya BSL Fixed Term Plan Series QZ(1100 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series UE (1275 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series TB (1125 days) Direct Growth

Moderate Risk

-0.0%--

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

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The NAV of Aditya Birla Sun Life Business Cycle Fund Direct Growth, as of 09-May-2025, is ₹14.84.
The fund has generated 9.84% over the last 1 year and 16.32% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 98.19% in equities, 0.00% in bonds, and 1.81% in cash and cash equivalents.
The fund managers responsible for Aditya Birla Sun Life Business Cycle Fund Direct Growth are:-
  1. Harish Krishnan
  2. Dhaval Gala
  3. Dhaval Joshi

Fund Overview

Fund Size

Fund Size

₹1,726 Cr

Expense Ratio

Expense Ratio

1.16%

ISIN

ISIN

INF209KB14D2

Minimum SIP

Minimum SIP

₹500

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

03 Dec 2021

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

About this fund

Aditya Birla Sun Life Business Cycle Fund Direct Growth is a Equity - Other mutual fund schemes offered by Aditya Birla SL Mutual Fund. This fund has been in existence for 3 years, 5 months and 10 days, having been launched on 03-Dec-21.
As of 09-May-25, it has a Net Asset Value (NAV) of ₹14.84, Assets Under Management (AUM) of 1725.94 Crores, and an expense ratio of 1.16%.
  • Aditya Birla Sun Life Business Cycle Fund Direct Growth has given a CAGR return of 12.19% since inception.
  • The fund's asset allocation comprises around 98.19% in equities, 0.00% in debts, and 1.81% in cash & cash equivalents.
  • You can start investing in Aditya Birla Sun Life Business Cycle Fund Direct Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+9.84%

(Cat Avg.)

3 Years

+16.32%

(Cat Avg.)

Since Inception

+12.19%

(Cat Avg.)

Portfolio Summaryas of 31st March 2025

Equity1,694.7 Cr98.19%
Others31.24 Cr1.81%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
ICICI Bank LtdEquity146.27 Cr8.47%
Kotak Mahindra Bank LtdEquity99.36 Cr5.76%
Reliance Industries LtdEquity91.33 Cr5.29%
HDFC Bank LtdEquity62.76 Cr3.64%
Infosys LtdEquity60.88 Cr3.53%
Bharti Airtel LtdEquity48.48 Cr2.81%
Sun Pharmaceuticals Industries LtdEquity48.44 Cr2.81%
Axis Bank LtdEquity41.4 Cr2.40%
Mahindra & Mahindra LtdEquity39.54 Cr2.29%
State Bank of IndiaEquity37.52 Cr2.17%
ICICI Lombard General Insurance Co LtdEquity35.28 Cr2.04%
Larsen & Toubro LtdEquity33.15 Cr1.92%
Jindal Steel & Power LtdEquity31.64 Cr1.83%
AU Small Finance Bank LtdEquity31.39 Cr1.82%
JK Cement LtdEquity30.68 Cr1.78%
HCL Technologies LtdEquity28.67 Cr1.66%
CG Power & Industrial Solutions LtdEquity28.21 Cr1.63%
Maruti Suzuki India LtdEquity27.58 Cr1.60%
SBFC Finance LtdEquity27.12 Cr1.57%
Welspun Corp LtdEquity26.47 Cr1.53%
Cognizant Technology Solutions Corp Class AEquity25.94 Cr1.50%
Cholamandalam Investment and Finance Co LtdEquity24.62 Cr1.43%
Ambuja Cements LtdEquity22.94 Cr1.33%
Tech Mahindra LtdEquity22.92 Cr1.33%
Radico Khaitan LtdEquity20.87 Cr1.21%
Vedanta LtdEquity20.36 Cr1.18%
UltraTech Cement LtdEquity20.33 Cr1.18%
Godrej Consumer Products LtdEquity20.17 Cr1.17%
Shriram Finance LtdEquity19.88 Cr1.15%
Shivalik Bimetal Controls LtdEquity19.52 Cr1.13%
Bharat Forge LtdEquity19.32 Cr1.12%
Waaree Energies LtdEquity19.18 Cr1.11%
Schaeffler India LtdEquity19.1 Cr1.11%
AIA Engineering LtdEquity18.99 Cr1.10%
Ajanta Pharma LtdEquity18.94 Cr1.10%
Hindustan Petroleum Corp LtdEquity18.93 Cr1.10%
Eternal LtdEquity18.6 Cr1.08%
Whirlpool of India LtdEquity18.11 Cr1.05%
V-Guard Industries LtdEquity18.03 Cr1.04%
CMS Info Systems LtdEquity17.66 Cr1.02%
Apollo Hospitals Enterprise LtdEquity17.44 Cr1.01%
Sundaram Fasteners LtdEquity17.42 Cr1.01%
Gokaldas Exports LtdEquity17.4 Cr1.01%
Blue Star LtdEquity17.06 Cr0.99%
Clearing Corporation Of India LimitedCash - Repurchase Agreement16.02 Cr0.93%
Cipla LtdEquity16 Cr0.93%
NOCIL LtdEquity15.84 Cr0.92%
Angel One Ltd Ordinary SharesEquity15.32 Cr0.89%
LIC Housing Finance LtdEquity15.13 Cr0.88%
Happy Forgings LtdEquity14.92 Cr0.86%
Gujarat Gas LtdEquity14.8 Cr0.86%
Sobha LtdEquity13.22 Cr0.77%
Sona BLW Precision Forgings LtdEquity13.16 Cr0.76%
Vishal Mega Mart LtdEquity12.78 Cr0.74%
Cello World LtdEquity12.61 Cr0.73%
LMW LtdEquity11.83 Cr0.69%
Persistent Systems LtdEquity10.64 Cr0.62%
Bandhan Bank LtdEquity9.84 Cr0.57%
APL Apollo Tubes LtdEquity9.76 Cr0.57%
Poonawalla Fincorp LtdEquity9.38 Cr0.54%
Praj Industries LtdEquity9.23 Cr0.53%
RHI Magnesita India LtdEquity8.78 Cr0.51%
SBI Cards and Payment Services Ltd Ordinary SharesEquity8.23 Cr0.48%
Net Receivables / (Payables)Cash7.7 Cr0.45%
Margin (Future And Options)Cash - Collateral7.5 Cr0.43%
Finolex Industries LtdEquity6.02 Cr0.35%
Kajaria Ceramics LtdEquity6 Cr0.35%
VST Tillers Tractors LtdEquity5.44 Cr0.32%
Xtrackers Harvest CSI 500 CHN A SmCp ETFMutual Fund - ETF4.71 Cr0.27%
Craftsman Automation LtdEquity1.13 Cr0.07%
Cash And BankCash - Collateral0.01 Cr0.00%

Allocation By Market Cap (Equity)

Large Cap Stocks

56.03%

Mid Cap Stocks

20.81%

Small Cap Stocks

19.25%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services583.5 Cr33.81%
Consumer Cyclical216.75 Cr12.56%
Industrials214.85 Cr12.45%
Basic Materials178.02 Cr10.31%
Technology168.25 Cr9.75%
Energy110.26 Cr6.39%
Healthcare100.83 Cr5.84%
Communication Services48.48 Cr2.81%
Consumer Defensive41.04 Cr2.38%
Utilities14.8 Cr0.86%
Real Estate13.22 Cr0.77%

Risk & Performance Ratios

Standard Deviation

This fund

14.33%

Cat. avg.

--

Lower the better

Sharpe Ratio

This fund

0.61

Cat. avg.

--

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

--

Higher the better

Fund Managers

HK

Harish Krishnan

Since November 2023

Dhaval Gala

Dhaval Gala

Since February 2023

Dhaval Joshi

Dhaval Joshi

Since November 2022

Additional Scheme Detailsas of 31st March 2025

ISIN
INF209KB14D2
Expense Ratio
1.16%
Exit Load
1.00%
Fund Size
₹1,726 Cr
Age
3 years 5 months
Lumpsum Minimum
₹500
Fund Status
Open Ended Investment Company
Benchmark
BSE 500 India TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Equity - Other Funds

Fund nameExpense RatioExit LoadFund size
1Y
Motilal Oswal Nifty Capital Market ETF

Very High Risk

0.3%-₹5.60 Cr-
Mirae Asset BSE Select IPO ETF

Very High Risk

0.2%-₹14.61 Cr-
Mirae Asset BSE Select IPO ETF Fund of Fund Regular Growth

Very High Risk

0.9%0.0%₹7.72 Cr-
Mirae Asset BSE Select IPO ETF Fund of Fund Direct Growth

Very High Risk

0.2%0.0%₹7.72 Cr-
Motilal Oswal Active Momentum Fund Direct Growth

Very High Risk

2.6%1.0%₹53.12 Cr-
Motilal Oswal Active Momentum Fund Regular Growth

Very High Risk

2.7%1.0%₹53.12 Cr-
Nippon India Active Momentum Fund Regular Growth

Very High Risk

1.7%1.0%₹150.24 Cr-
Nippon India Active Momentum Fund Direct Growth

Very High Risk

0.7%1.0%₹150.24 Cr-
Groww Nifty 200 ETF

Very High Risk

0.3%-₹10.72 Cr-
Groww Nifty 200 ETF FoF Direct Growth

Very High Risk

0.1%1.0%₹7.43 Cr-
Groww Nifty 200 ETF FoF Regular Growth

Very High Risk

0.7%1.0%₹7.43 Cr-
Invesco India Business Cycle Fund Direct Growth

Very High Risk

0.7%0.0%₹300.27 Cr-
Invesco India Business Cycle Fund Regular Growth

Very High Risk

2.4%0.0%₹300.27 Cr-
Kotak MSCI India ETF

Very High Risk

0.4%-₹1018.03 Cr-
Motilal Oswal Innovation Opportunities Fund Direct Growth

Very High Risk

1.3%1.0%₹158.61 Cr-
Motilal Oswal Innovation Opportunities Fund Regular Growth

Very High Risk

2.5%1.0%₹158.61 Cr-
Groww Nifty India Railways PSU ETF

Very High Risk

0.5%-₹29.04 Cr-
ICICI Prudential Rural Opportunities Fund Regular Growth

Moderate Risk

2.2%1.0%₹1282.22 Cr-
ICICI Prudential Rural Opportunities Fund Direct Growth

Moderate Risk

0.8%1.0%₹1282.22 Cr-
WhiteOak Capital Quality Equity Fund Direct Growth

Very High Risk

0.6%1.0%₹303.62 Cr-
WhiteOak Capital Quality Equity Fund Regular Growth

Very High Risk

2.4%1.0%₹303.62 Cr-
UTI Quant Fund Regular Growth

Very High Risk

2.0%1.0%₹1562.68 Cr-
UTI Quant Fund Direct Growth

Very High Risk

0.3%1.0%₹1562.68 Cr-
ICICI Prudential Nifty Auto ETF

Very High Risk

0.2%-₹113.74 Cr3.0%
ICICI Prudential Nifty 200 Quality 30 ETF

Very High Risk

0.3%-₹115.96 Cr9.8%
ICICI Prudential Nifty Alpha Low Volatility 30 ETF

Very High Risk

0.4%-₹1672.86 Cr0.9%
Mirae Asset Nifty India New Age Consumption ETF

Very High Risk

0.3%-₹25.71 Cr-
Mirae Asset Nifty India New Age Consumption ETF Fund of Fund Regular Growth

Very High Risk

0.9%0.0%₹11.97 Cr-
Mirae Asset Nifty India New Age Consumption ETF Fund of Fund Direct Growth

Very High Risk

0.5%0.0%₹11.97 Cr-
Edelweiss BSE Capital Markets & Insurance ETF

Very High Risk

0.2%-₹11.83 Cr-
Aditya Birla Sun Life Conglomerate Fund Regular Growth

Very High Risk

2.1%0.0%₹1494.29 Cr-
Aditya Birla Sun Life Conglomerate Fund Direct Growth

Very High Risk

0.5%0.0%₹1494.29 Cr-
SBI Quant Fund Regular Growth

Very High Risk

1.9%0.0%₹3698.49 Cr-
SBI Quant Fund Direct Growth

Very High Risk

0.7%0.0%₹3698.49 Cr-
Quantum Ethical Fund Direct Growth

Very High Risk

0.7%1.0%₹51.25 Cr-
Quantum Ethical Fund Regular Growth

Very High Risk

2.1%1.0%₹51.25 Cr-
Union Active Momentum Fund Direct Growth

Very High Risk

1.2%1.0%₹420.62 Cr-
Union Active Momentum Fund Regular Growth

Very High Risk

2.5%1.0%₹420.62 Cr-
DSP Business Cycle Fund Direct Growth

Very High Risk

0.8%0.0%₹1028.85 Cr-
DSP Business Cycle Fund Regular Growth

Very High Risk

2.3%0.0%₹1028.85 Cr-
Axis Momentum Fund Regular Growth

Very High Risk

2.1%1.0%₹1293.21 Cr-
Axis Momentum Fund Direct Growth

Very High Risk

0.5%1.0%₹1293.21 Cr-
Kotak Transportation & Logistics Fund Direct Growth

Very High Risk

0.8%0.0%₹359.76 Cr-
Kotak Transportation & Logistics Fund Regular Growth

Very High Risk

2.4%0.0%₹359.76 Cr-
ICICI Prudential Equity Minimum Variance Fund Regular Growth

Very High Risk

1.9%1.0%₹3476.10 Cr-
ICICI Prudential Equity Minimum Variance Fund Direct Growth

Very High Risk

0.5%1.0%₹3476.10 Cr-
Shriram Multi Sector Rotation Fund Regular Growth

Very High Risk

2.4%1.0%₹194.63 Cr-
Shriram Multi Sector Rotation Fund Direct Growth

Very High Risk

0.6%1.0%₹194.63 Cr-
Tata India Innovation Fund Direct Growth

Very High Risk

0.6%1.0%₹1656.37 Cr-
Tata India Innovation Fund Regular Growth

Very High Risk

2.0%1.0%₹1656.37 Cr-

About the AMC

Aditya Birla SL Mutual Fund

Aditya Birla SL Mutual Fund

Total AUM

₹3,57,812 Cr

Address

One World Centre, Tower 1, 17th Floor, Mumbai, 400 013

Other Funds by Aditya Birla SL Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Aditya Birla Sun Life Fixed Maturity Plan-Series US (100 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Maturity Plan-Series UR (85 days) Direct Growth

Low to Moderate Risk

-0.0%₹104.95 Cr-
Aditya Birla Sun Life Crisil IBX Gilt April 2033 Index Fund Direct Growth

Moderate Risk

0.2%0.0%₹83.51 Cr11.9%
Aditya Birla Sun Life Fixed Maturity Plan-Series UQ (92 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth

Very High Risk

1.0%1.0%₹1377.48 Cr1.4%
Aditya Birla Sun Life US Treasury 1-3 year Bond ETFs Fund of Funds Direct Growth

Very High Risk

0.3%0.0%₹86.44 Cr8.0%
Aditya Birla Sun Life US Treasury 3-10 Year Bond ETFs Fund of Funds Direct Growth

Very High Risk

0.2%0.0%₹179.96 Cr8.6%
Aditya Birla Sun Life Fixed Term Plan - Series SY (1259 days) Direct Growth

Low to Moderate Risk

----
Aditya Birla Sun Life Fixed Term Plan Series SP Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan - Series TV (1169 Days) Direct Growth

Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series SC(1170 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series SM Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series TN Direct Growth

Low to Moderate Risk

----
Aditya Birla Sun Life Fixed Term Plan - Series TL (1839 days) Direct Growth

Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series RM (91 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series SE(1163 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan - Series TM (1842 days) Direct Growth

Moderate Risk

----
Aditya Birla Sun Life Fixed Term Plan - Series TP (1923 Days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan - Series TK (1833 days) Direct Growth

Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series RG(1283 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series SD(1168 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series TO (1214 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan - Series TE (1095 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan - Series TF (1098 days) Direct Growth

Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan SeriesSH (1146 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Interval Income Fund Quarterly Series I Direct Growth

Low Risk

-0.0%₹28.90 Cr7.0%
Aditya BSL Fixed Term Plan Series RZ(1187 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series SB(1174 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series TC (1119 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series UB (1224 Days) Direct Growth

Low to Moderate Risk

-0.0%₹24.33 Cr8.1%
Aditya Birla Sun Life Fixed Term Plan - Series TJ (1838 days) Direct Growth

Low to Moderate Risk

-0.0%₹25.85 Cr8.6%
Aditya Birla Sun Life Fixed Term Plan Series TI (1837 days) Direct Growth

Low to Moderate Risk

-0.0%₹313.98 Cr8.4%
Aditya Birla Sun Life Fixed Term Plan - Series TG (1099 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series TW (167 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series UC (95 days) Direct Growth

Low to Moderate Risk

----
Aditya Birla Sun Life Fixed Term Plan Series UF (180 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series RT (1223 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series SX Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan - Series TD (1100 days) Direct Growth

Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series TQ (1879 days) Direct Growth

Low to Moderate Risk

-0.0%₹219.06 Cr9.2%
Aditya Birla Sun Life Fixed Term Plan Series TH (1098 days) Direct Growth

Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series RS (1232 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series TU (1789 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series UD (79 days) Direct Growth

Low to Moderate Risk

----
Aditya Birla Sun Life Fixed Term Plan - Series UJ (1110 days) Direct Growth

Low to Moderate Risk

-0.0%₹73.34 Cr8.1%
Aditya Birla Sun Life Fixed Term Plan - Series UA (1231 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series SW Direct Growth

Low to Moderate Risk

----
Aditya BSL Fixed Term Plan Series QZ(1100 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series UE (1275 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series TB (1125 days) Direct Growth

Moderate Risk

-0.0%--

Still got questions?
We're here to help.

The NAV of Aditya Birla Sun Life Business Cycle Fund Direct Growth, as of 09-May-2025, is ₹14.84.
The fund has generated 9.84% over the last 1 year and 16.32% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 98.19% in equities, 0.00% in bonds, and 1.81% in cash and cash equivalents.
The fund managers responsible for Aditya Birla Sun Life Business Cycle Fund Direct Growth are:-
  1. Harish Krishnan
  2. Dhaval Gala
  3. Dhaval Joshi
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