Aditya Birla Sun Life Business Cycle Fund Regular Growth

Fund Overview

Fund Size

₹1,726 Cr

Expense Ratio

2.15%

ISIN

INF209KB12D6

Minimum SIP

₹500

Exit Load

1.00%

Inception Date

03 Dec 2021

About this fund

Aditya Birla Sun Life Business Cycle Fund Regular 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 ₹14.16, Assets Under Management (AUM) of 1725.94 Crores, and an expense ratio of 2.15%.

Aditya Birla Sun Life Business Cycle Fund Regular Growth has given a CAGR return of 10.67% 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 Regular 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

+8.59%

— (Cat Avg.)

3 Years

+14.80%

— (Cat Avg.)

Since Inception

+10.67%

— (Cat Avg.)

Portfolio Summaryas of 31st March 2025

Equity	₹1,694.7 Cr	98.19%
Others	₹31.24 Cr	1.81%

Top Holdings

All Holdings

Equity

Debt & Others

Name	Type	Amount	Holdings
ICICI Bank Ltd	Equity	₹146.27 Cr	8.47%
Kotak Mahindra Bank Ltd	Equity	₹99.36 Cr	5.76%
Reliance Industries Ltd	Equity	₹91.33 Cr	5.29%
HDFC Bank Ltd	Equity	₹62.76 Cr	3.64%
Infosys Ltd	Equity	₹60.88 Cr	3.53%
Bharti Airtel Ltd	Equity	₹48.48 Cr	2.81%
Sun Pharmaceuticals Industries Ltd	Equity	₹48.44 Cr	2.81%
Axis Bank Ltd	Equity	₹41.4 Cr	2.40%
Mahindra & Mahindra Ltd	Equity	₹39.54 Cr	2.29%
State Bank of India	Equity	₹37.52 Cr	2.17%
ICICI Lombard General Insurance Co Ltd	Equity	₹35.28 Cr	2.04%
Larsen & Toubro Ltd	Equity	₹33.15 Cr	1.92%
Jindal Steel & Power Ltd	Equity	₹31.64 Cr	1.83%
AU Small Finance Bank Ltd	Equity	₹31.39 Cr	1.82%
JK Cement Ltd	Equity	₹30.68 Cr	1.78%
HCL Technologies Ltd	Equity	₹28.67 Cr	1.66%
CG Power & Industrial Solutions Ltd	Equity	₹28.21 Cr	1.63%
Maruti Suzuki India Ltd	Equity	₹27.58 Cr	1.60%
SBFC Finance Ltd	Equity	₹27.12 Cr	1.57%
Welspun Corp Ltd	Equity	₹26.47 Cr	1.53%
Cognizant Technology Solutions Corp Class A	Equity	₹25.94 Cr	1.50%
Cholamandalam Investment and Finance Co Ltd	Equity	₹24.62 Cr	1.43%
Ambuja Cements Ltd	Equity	₹22.94 Cr	1.33%
Tech Mahindra Ltd	Equity	₹22.92 Cr	1.33%
Radico Khaitan Ltd	Equity	₹20.87 Cr	1.21%
Vedanta Ltd	Equity	₹20.36 Cr	1.18%
UltraTech Cement Ltd	Equity	₹20.33 Cr	1.18%
Godrej Consumer Products Ltd	Equity	₹20.17 Cr	1.17%
Shriram Finance Ltd	Equity	₹19.88 Cr	1.15%
Shivalik Bimetal Controls Ltd	Equity	₹19.52 Cr	1.13%
Bharat Forge Ltd	Equity	₹19.32 Cr	1.12%
Waaree Energies Ltd	Equity	₹19.18 Cr	1.11%
Schaeffler India Ltd	Equity	₹19.1 Cr	1.11%
AIA Engineering Ltd	Equity	₹18.99 Cr	1.10%
Ajanta Pharma Ltd	Equity	₹18.94 Cr	1.10%
Hindustan Petroleum Corp Ltd	Equity	₹18.93 Cr	1.10%
Eternal Ltd	Equity	₹18.6 Cr	1.08%
Whirlpool of India Ltd	Equity	₹18.11 Cr	1.05%
V-Guard Industries Ltd	Equity	₹18.03 Cr	1.04%
CMS Info Systems Ltd	Equity	₹17.66 Cr	1.02%
Apollo Hospitals Enterprise Ltd	Equity	₹17.44 Cr	1.01%
Sundaram Fasteners Ltd	Equity	₹17.42 Cr	1.01%
Gokaldas Exports Ltd	Equity	₹17.4 Cr	1.01%
Blue Star Ltd	Equity	₹17.06 Cr	0.99%
Clearing Corporation Of India Limited	Cash - Repurchase Agreement	₹16.02 Cr	0.93%
Cipla Ltd	Equity	₹16 Cr	0.93%
NOCIL Ltd	Equity	₹15.84 Cr	0.92%
Angel One Ltd Ordinary Shares	Equity	₹15.32 Cr	0.89%
LIC Housing Finance Ltd	Equity	₹15.13 Cr	0.88%
Happy Forgings Ltd	Equity	₹14.92 Cr	0.86%
Gujarat Gas Ltd	Equity	₹14.8 Cr	0.86%
Sobha Ltd	Equity	₹13.22 Cr	0.77%
Sona BLW Precision Forgings Ltd	Equity	₹13.16 Cr	0.76%
Vishal Mega Mart Ltd	Equity	₹12.78 Cr	0.74%
Cello World Ltd	Equity	₹12.61 Cr	0.73%
LMW Ltd	Equity	₹11.83 Cr	0.69%
Persistent Systems Ltd	Equity	₹10.64 Cr	0.62%
Bandhan Bank Ltd	Equity	₹9.84 Cr	0.57%
APL Apollo Tubes Ltd	Equity	₹9.76 Cr	0.57%
Poonawalla Fincorp Ltd	Equity	₹9.38 Cr	0.54%
Praj Industries Ltd	Equity	₹9.23 Cr	0.53%
RHI Magnesita India Ltd	Equity	₹8.78 Cr	0.51%
SBI Cards and Payment Services Ltd Ordinary Shares	Equity	₹8.23 Cr	0.48%
Net Receivables / (Payables)	Cash	₹7.7 Cr	0.45%
Margin (Future And Options)	Cash - Collateral	₹7.5 Cr	0.43%
Finolex Industries Ltd	Equity	₹6.02 Cr	0.35%
Kajaria Ceramics Ltd	Equity	₹6 Cr	0.35%
VST Tillers Tractors Ltd	Equity	₹5.44 Cr	0.32%
Xtrackers Harvest CSI 500 CHN A SmCp ETF	Mutual Fund - ETF	₹4.71 Cr	0.27%
Craftsman Automation Ltd	Equity	₹1.13 Cr	0.07%
Cash And Bank	Cash - Collateral	₹0.01 Cr	0.00%

Allocation By Market Cap (Equity)

Other Allocation

Equity Sector

Debt & Others

Sector	Amount	Holdings
Financial Services	₹583.5 Cr	33.81%
Consumer Cyclical	₹216.75 Cr	12.56%
Industrials	₹214.85 Cr	12.45%
Basic Materials	₹178.02 Cr	10.31%
Technology	₹168.25 Cr	9.75%
Energy	₹110.26 Cr	6.39%
Healthcare	₹100.83 Cr	5.84%
Communication Services	₹48.48 Cr	2.81%
Consumer Defensive	₹41.04 Cr	2.38%
Utilities	₹14.8 Cr	0.86%
Real Estate	₹13.22 Cr	0.77%

Risk & Performance Ratios

Fund Managers

Harish Krishnan

Since November 2023

Dhaval Gala

Since February 2023

Dhaval Joshi

Since November 2022

Additional Scheme Detailsas of 31st March 2025

ISIN

INF209KB12D6

Expense Ratio

2.15%

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 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

Capital Gains Taxation:

Dividend Taxation:

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 name	Expense Ratio	Exit Load	Fund 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 Cr	3.0%
ICICI Prudential Nifty 200 Quality 30 ETF Very High Risk	0.3%	-	₹115.96 Cr	9.8%
ICICI Prudential Nifty Alpha Low Volatility 30 ETF Very High Risk	0.4%	-	₹1672.86 Cr	0.9%
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

+91 22 43568000

https://mutualfund.adityabirlacapital.com/

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 name	Expense Ratio	Exit Load	Fund 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 Cr	11.9%
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 Cr	1.4%
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 Cr	8.0%
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 Cr	8.6%
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 Cr	7.0%
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 Cr	8.1%
Aditya Birla Sun Life Fixed Term Plan - Series TJ (1838 days) Direct Growth Low to Moderate Risk	-	0.0%	₹25.85 Cr	8.6%
Aditya Birla Sun Life Fixed Term Plan Series TI (1837 days) Direct Growth Low to Moderate Risk	-	0.0%	₹313.98 Cr	8.4%
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 Cr	9.2%
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 Cr	8.1%
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

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Still got questions?
We're here to help.

What is the current NAV of Aditya Birla Sun Life Business Cycle Fund Regular Growth?

The NAV of Aditya Birla Sun Life Business Cycle Fund Regular Growth, as of 09-May-2025, is ₹14.16.

What are the returns of Aditya Birla Sun Life Business Cycle Fund Regular Growth?

The fund has generated 8.59% over the last 1 year and 14.80% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.

What is the portfolio composition of Aditya Birla Sun Life Business Cycle Fund Regular Growth?

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.

Who manages the Aditya Birla Sun Life Business Cycle Fund Regular Growth?

The fund managers responsible for Aditya Birla Sun Life Business Cycle Fund Regular Growth are:-

Harish Krishnan
Dhaval Gala
Dhaval Joshi

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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Fund Overview

Fund Size

₹1,726 Cr

Expense Ratio

2.15%

ISIN

INF209KB12D6

Minimum SIP

₹500

Exit Load

1.00%

Inception Date

03 Dec 2021

Risk Level

Your principal amount will be at Very High Risk