Aditya Birla Sun Life Business Cycle Fund-Regular IDCW Payout
Category: Equity: Thematic-Others
Launch Date: 03-12-2021
AUM:
₹ 1,701.69 Cr
Expense Ratio
2.09%
Benchmark
S&P BSE 500 TRI
ISIN
INF209KB13D4
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
1000
Fund Manager
Harish Krishnan, Dhaval Gala, Dhaval Joshi
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Aditya Birla Sun Life Business Cycle Fund-Regular IDCW Payout | 26.72 | - | - |
| S&P BSE 500 TRI | 33.43 | 19.06 | 18.98 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
13.09
Last change
0.02 (0.1528%)
Fund Size (AUM)
₹ 1,701.69 Cr
Performance
11.35% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
Harish Krishnan, Dhaval Gala, Dhaval Joshi
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI Bank Ltd. | 6.76 |
| HDFC Bank Ltd. | 5.81 |
| Reliance Industries Ltd. | 5.53 |
| Sun Pharmaceutical Industries Ltd. | 4.41 |
| Infosys Ltd. | 3.97 |
| Larsen & Toubro Ltd. | 3.92 |
| Bharti Airtel Ltd. | 3.3 |
| HCL Technologies Ltd. | 3.01 |
| Shriram Finance Ltd | 3.0 |
| State Bank of India | 2.68 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 26.97 |
| Technology | 9.31 |
| Materials | 7.98 |
| Consumer Staples | 6.83 |
| Healthcare | 6.8 |
| Energy | 6.6 |
| Construction | 4.88 |
| Metals & Mining | 4.53 |
| Consumer Discretionary | 4.4 |
| Automobile | 4.16 |