Aditya Birla Sun Life Business Cycle Fund Regular Growth
EquityEquity - OtherVery High Risk
Regular
NAV (17-Jun-25)
₹15.01-0.46%1D
Returns (Since Inception)
12.17%
Rated ★4.5+ on 
Fund Overview
Fund Size
₹1,771 Cr
Expense Ratio
2.14%
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, 6 months and 16 days, having been launched on 03-Dec-21.
As of 17-Jun-25, it has a Net Asset Value (NAV) of ₹15.01, Assets Under Management (AUM) of 1771.06 Crores, and an expense ratio of 2.14%.
As of 17-Jun-25, it has a Net Asset Value (NAV) of ₹15.01, Assets Under Management (AUM) of 1771.06 Crores, and an expense ratio of 2.14%.
- Aditya Birla Sun Life Business Cycle Fund Regular Growth has given a CAGR return of 12.17% since inception.
- The fund's asset allocation comprises around 98.62% in equities, 0.00% in debts, and 1.38% 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
+5.26%
— (Cat Avg.)
3 Years
+19.66%
— (Cat Avg.)
Since Inception
+12.17%
— (Cat Avg.)
Portfolio Summaryas of 31st May 2025
| Equity | ₹1,746.54 Cr | 98.62% |
| Others | ₹24.51 Cr | 1.38% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type  | Amount | Holdings |
|---|---|---|---|
| ICICI Bank Ltd | Equity | ₹148.19 Cr | 8.37% |
| Reliance Industries Ltd | Equity | ₹92.36 Cr | 5.21% |
| Kotak Mahindra Bank Ltd | Equity | ₹91.44 Cr | 5.16% |
| Infosys Ltd | Equity | ₹63.43 Cr | 3.58% |
| HDFC Bank Ltd | Equity | ₹63.41 Cr | 3.58% |
| Bharti Airtel Ltd | Equity | ₹48.26 Cr | 2.73% |
| Sun Pharmaceuticals Industries Ltd | Equity | ₹44.35 Cr | 2.50% |
| Axis Bank Ltd | Equity | ₹41.65 Cr | 2.35% |
| Mahindra & Mahindra Ltd | Equity | ₹40.19 Cr | 2.27% |
| State Bank of India | Equity | ₹38.65 Cr | 2.18% |
| Larsen & Toubro Ltd | Equity | ₹36.46 Cr | 2.06% |
| ICICI Lombard General Insurance Co Ltd | Equity | ₹35.26 Cr | 1.99% |
| Jindal Steel & Power Ltd | Equity | ₹33.52 Cr | 1.89% |
| JK Cement Ltd | Equity | ₹30.86 Cr | 1.74% |
| AU Small Finance Bank Ltd | Equity | ₹30.07 Cr | 1.70% |
| HCL Technologies Ltd | Equity | ₹29.94 Cr | 1.69% |
| Cognizant Technology Solutions Corp Class A | Equity | ₹28.9 Cr | 1.63% |
| SBFC Finance Ltd | Equity | ₹28.85 Cr | 1.63% |
| CG Power & Industrial Solutions Ltd | Equity | ₹28.74 Cr | 1.62% |
| Maruti Suzuki India Ltd | Equity | ₹27.72 Cr | 1.57% |
| Welspun Corp Ltd | Equity | ₹25.99 Cr | 1.47% |
| Clearing Corporation Of India Limited | Cash - Repurchase Agreement | ₹24.1 Cr | 1.36% |
| Cholamandalam Investment and Finance Co Ltd | Equity | ₹24.02 Cr | 1.36% |
| Tech Mahindra Ltd | Equity | ₹24 Cr | 1.36% |
| Ambuja Cements Ltd | Equity | ₹23.52 Cr | 1.33% |
| Schaeffler India Ltd | Equity | ₹23.04 Cr | 1.30% |
| Shivalik Bimetal Controls Ltd | Equity | ₹22.14 Cr | 1.25% |
| Bharat Forge Ltd | Equity | ₹21.72 Cr | 1.23% |
| Vedanta Ltd | Equity | ₹21.16 Cr | 1.19% |
| AIA Engineering Ltd | Equity | ₹20.8 Cr | 1.17% |
| Shriram Finance Ltd | Equity | ₹20.78 Cr | 1.17% |
| Radico Khaitan Ltd | Equity | ₹20.74 Cr | 1.17% |
| Blue Star Ltd | Equity | ₹20.43 Cr | 1.15% |
| Gokaldas Exports Ltd | Equity | ₹20.31 Cr | 1.15% |
| Angel One Ltd Ordinary Shares | Equity | ₹20.11 Cr | 1.14% |
| Godrej Consumer Products Ltd | Equity | ₹19.7 Cr | 1.11% |
| CMS Info Systems Ltd | Equity | ₹19.68 Cr | 1.11% |
| UltraTech Cement Ltd | Equity | ₹19.57 Cr | 1.11% |
| Sundaram Fasteners Ltd | Equity | ₹19.5 Cr | 1.10% |
| Eternal Ltd | Equity | ₹19.06 Cr | 1.08% |
| V-Guard Industries Ltd | Equity | ₹18.97 Cr | 1.07% |
| Happy Forgings Ltd | Equity | ₹18.85 Cr | 1.06% |
| LMW Ltd | Equity | ₹18.79 Cr | 1.06% |
| Whirlpool of India Ltd | Equity | ₹17.77 Cr | 1.00% |
| Ajanta Pharma Ltd | Equity | ₹17.58 Cr | 0.99% |
| Waaree Energies Ltd | Equity | ₹17.23 Cr | 0.97% |
| Apollo Hospitals Enterprise Ltd | Equity | ₹17.2 Cr | 0.97% |
| Hindustan Petroleum Corp Ltd | Equity | ₹16.5 Cr | 0.93% |
| NOCIL Ltd | Equity | ₹16.09 Cr | 0.91% |
| Cipla Ltd | Equity | ₹15.13 Cr | 0.85% |
| LIC Housing Finance Ltd | Equity | ₹15.02 Cr | 0.85% |
| Gujarat Gas Ltd | Equity | ₹15.01 Cr | 0.85% |
| Sona BLW Precision Forgings Ltd | Equity | ₹14.87 Cr | 0.84% |
| Sobha Ltd | Equity | ₹14.33 Cr | 0.81% |
| Cello World Ltd | Equity | ₹14.14 Cr | 0.80% |
| Persistent Systems Ltd | Equity | ₹11.28 Cr | 0.64% |
| APL Apollo Tubes Ltd | Equity | ₹10.92 Cr | 0.62% |
| Bandhan Bank Ltd | Equity | ₹10.12 Cr | 0.57% |
| Poonawalla Fincorp Ltd | Equity | ₹10.09 Cr | 0.57% |
| Praj Industries Ltd | Equity | ₹9.6 Cr | 0.54% |
| Ather Energy Ltd | Equity | ₹9.39 Cr | 0.53% |
| RHI Magnesita India Ltd | Equity | ₹9.18 Cr | 0.52% |
| SBI Cards and Payment Services Ltd Ordinary Shares | Equity | ₹8.68 Cr | 0.49% |
| Kajaria Ceramics Ltd | Equity | ₹7.75 Cr | 0.44% |
| Finolex Industries Ltd | Equity | ₹7.53 Cr | 0.43% |
| Margin (Future And Options) | Cash - Collateral | ₹7.5 Cr | 0.42% |
| Net Receivables / (Payables) | Cash | ₹-7.11 Cr | 0.40% |
| VST Tillers Tractors Ltd | Equity | ₹5.84 Cr | 0.33% |
| Dalmia Bharat Ltd | Equity | ₹5.15 Cr | 0.29% |
| Xtrackers Harvest CSI 500 CHN A SmCp ETF | Mutual Fund - ETF | ₹4.83 Cr | 0.27% |
| Vishal Mega Mart Ltd | Equity | ₹0.19 Cr | 0.01% |
| Cash And Bank | Cash | ₹0 Cr | 0.00% |
Allocation By Market Cap (Equity)
Large Cap Stocks
55.43%
Mid Cap Stocks
20.63%
Small Cap Stocks
20.12%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Financial Services | ₹586.34 Cr | 33.11% |
| Industrials | ₹244.76 Cr | 13.82% |
| Consumer Cyclical | ₹227.9 Cr | 12.87% |
| Basic Materials | ₹186.79 Cr | 10.55% |
| Technology | ₹174.77 Cr | 9.87% |
| Energy | ₹108.86 Cr | 6.15% |
| Healthcare | ₹94.26 Cr | 5.32% |
| Communication Services | ₹48.26 Cr | 2.73% |
| Consumer Defensive | ₹40.44 Cr | 2.28% |
| Utilities | ₹15.01 Cr | 0.85% |
| Real Estate | ₹14.33 Cr | 0.81% |
Risk & Performance Ratios
Standard Deviation
This fund
14.21%
Cat. avg.
--
Lower the better
Sharpe Ratio
This fund
0.67
Cat. avg.
--
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
--
Higher the better
Fund Managers
Additional Scheme Detailsas of 31st May 2025
ISIN | INF209KB12D6 | Expense Ratio | 2.14% | Exit Load | 1.00% | Fund Size | ₹1,771 Cr | Age | 3 years 6 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:
- If units are sold after 1 year from the date of investment: Gains up to INR 1.25 lakh in a financial year are exempt from tax. Any gains exceeding INR 1.25 lakh are taxed at a rate of 12.5%.
- If units are sold within 1 year from the date of investment: The entire amount of gain is taxed at a rate of 20%.
- Holding the units: No tax is applicable as long as you continue to hold the units.
Dividend Taxation:
Dividends are added to the investor’s income and taxed according to their respective tax slabs. Additionally, if an investors dividend income exceeds INR 5,000 in a financial year, the fund house deducts a 10% Tax Deducted at Source (TDS) before distributing the dividend.
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 India Tourism ETF Very High Risk | - | - | - | - |
| Motilal Oswal Nifty India Manufacturing ETF Very High Risk | - | - | ₹5.27 Cr | - |
| Motilal Oswal Services Fund Direct Growth Very High Risk | - | 1.0% | - | - |
| Motilal Oswal Services Fund Regular Growth Very High Risk | - | 1.0% | - | - |
| ICICI Prudential Quality Fund Direct Growth Very High Risk | - | 1.0% | ₹1801.45 Cr | - |
| ICICI Prudential Quality Fund Regular Growth Very High Risk | - | 1.0% | ₹1801.45 Cr | - |
| Motilal Oswal Nifty Capital Market ETF Very High Risk | 0.3% | - | ₹4.63 Cr | - |
| Mirae Asset BSE Select IPO ETF Very High Risk | 0.2% | - | ₹18.06 Cr | - |
| Mirae Asset BSE Select IPO ETF Fund of Fund Regular Growth Very High Risk | 0.9% | 0.0% | ₹9.66 Cr | - |
| Mirae Asset BSE Select IPO ETF Fund of Fund Direct Growth Very High Risk | 0.2% | 0.0% | ₹9.66 Cr | - |
About the AMC
Total AUM
₹3,96,389 Cr
Address
One World Centre, Tower 1, 17th Floor, Mumbai, 400 013
Other Funds by Aditya Birla SL Mutual Fund
Risk Level
Your principal amount will be at Very High Risk
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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 17-Jun-2025, is ₹15.01.
What are the returns of Aditya Birla Sun Life Business Cycle Fund Regular Growth?
The fund has generated 5.26% over the last 1 year and 19.66% 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 98.62% in equities, 0.00% in bonds, and 1.38% 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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Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt Limited, a wholly owned subsidiary with AMFI Registration No.: ARN -248439. **Mutual fund investments are subject to market risks, read all scheme related documents carefully.** Terms and conditions of the website are applicable. Privacy policy of the website is applicable.
Dezerv Investments Private Limited is a Portfolio Manager with SEBI Registration no. INP000007377 and an Investment Manager to Category - I AIF-VCF-Angel Fund with SEBI Registration no. IN/AIF1/22-23/1066.
Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt Limited, a wholly owned subsidiary with AMFI Registration No.: ARN -248439. **Mutual fund investments are subject to market risks, read all scheme related documents carefully.** Terms and conditions of the website are applicable. Privacy policy of the website is applicable.