Aditya Birla Sun Life Business Cycle Fund-Regular IDCW Payout
Category: Equity: Thematic-Business-Cycle
Launch Date: 03-12-2021
AUM:
₹ 1,687.28 Cr
Expense Ratio
2.08%
Benchmark
BSE 500 TRI
ISIN
INF209KB13D4
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
100
Fund Manager
Mr. Harish Krishnan, Mr. Dhaval Gala
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Aditya Birla Sun Life Business Cycle Fund-Regular IDCW Payout | -0.62 | 11.66 | - |
| 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
13.0
Last change
0.01 (0.0769%)
Fund Size (AUM)
₹ 1,687.28 Cr
Performance
8.83% (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. Harish Krishnan, Mr. Dhaval Gala
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 6.2 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 4.05 |
| RELIANCE INDUSTRIES LIMITED EQ | 3.15 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 2.98 |
| Kotak Mahindra Bank Limited | 2.72 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 2.46 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 2.42 |
| INFOSYS LIMITED EQ FV RS 5 | 2.41 |
| JINDAL STEEL & POWER LIMITED EQ. NEW RS.1 | 2.3 |
| BHARAT FORGE LIMITED EQ NEW FV RS. 2/- | 1.95 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 29.8 |
| Automobile and Auto Components | 10.54 |
| Capital Goods | 8.47 |
| Information Technology | 8.08 |
| Consumer Services | 4.98 |
| Consumer Durables | 4.67 |
| Healthcare | 4.35 |
| Metals & Mining | 4.12 |
| Oil, Gas & Consumable Fuels | 3.89 |
| Construction Materials | 3.8 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| ABSL Business Cycle Fund Reg IDCW Payout | 0.0 |