Aditya Birla Sun Life BusIness Cycle Fund-Regular IDCW Payout
Category: Equity: Thematic-Business-Cycle
Launch Date: 03-12-2021
AUM:
₹ 1,725.11 Cr
Expense Ratio
2.61%
Benchmark
BSE 500 TRI
ISIN
INF209KB13D4
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
100
Fund Manager
Mr. Pavas Pethia, Mr. Harish Krishnan
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Aditya Birla Sun Life BusIness Cycle Fund-Regular IDCW Payout | -2.27 | 11.08 | - |
| Benchmark | - | - | - |
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
13.42
Last change
0.19 (1.4158%)
Fund Size (AUM)
₹ 1,725.11 Cr
Performance
8.79% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The investment objective of the scheme is 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. The Scheme does not guarantee/indicate any returns. There can be no assurance that the objective of the Scheme will be achieved.
Fund Manager
Mr. Pavas Pethia, Mr. Harish Krishnan
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.04 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 3.28 |
| SHIVALIK BIMETAL CONTROLS LIMITED EQ NEW FV RS.2/- | 2.92 |
| R R KABEL LIMITED EQ NEW FV RS 5/- | 2.76 |
| BIRLASOFT LIMITED NEW EQ RS. 2/- | 2.63 |
| Shaily Engineering Plastics Limited | 2.59 |
| Sai Life Sciences Limited | 2.57 |
| CRAFTSMAN AUTOMATION LIMITED EQ | 2.54 |
| S.J.S. ENTERPRISES LIMITED EQ | 2.5 |
| THE KARUR VYSYA BANK LIMITED EQ NEW FV RS. 2/- | 2.49 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 20.26 |
| Capital Goods | 14.78 |
| Healthcare | 13.56 |
| Automobile and Auto Components | 11.97 |
| Metals & Mining | 8.77 |
| Consumer Services | 8.62 |
| Information Technology | 8.33 |
| Construction Materials | 3.36 |
| Fast Moving Consumer Goods | 2.34 |
| Realty | 2.33 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| ABSL BusIness Cycle Fund Reg IDCW Payout | 0.0 |