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Business News/Market/Market Stats/    Aditya Birla Sun Life Business Cycle Fund Regular Growth

Aditya Birla Sun Life Business Cycle Fund Regular Growth

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  • Equity
  • Equity - Other
  • Rating N.A.
  • Plan
13.26 +0.07 (0.53%) NAV as on 24 Apr, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)1642.15
  • CAGR 31.42%
  • Exit Load1.00%
  • Expense ratio2.14%
  • CategoryEquity
  • Min Investment500
  • Min SIP100
  • Launch Date2021-12-03

Morning Star Rating N.A.

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 25 April 2024

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.00
  • Std Deviation 0.00%
  • Tracking Error 0.00%

About Fund

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 Aditya Birla Sun Life Business Cycle Fund Regular Growth has an AUM of 1642.15 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.14%. The minimum investment in Aditya Birla Sun Life Business Cycle Fund Regular Growth is Rs 500 and the minimum SIP is Rs 100.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include ICICI Bank, Reliance Industries, HDFC Bank & Sun Pharmaceutical Industries.

 

The major sectors where the fund is invested are Regional Banks, Software & Programming, Consumer Financial Services & Construction Services.

 

Some of the similar funds are SBI PSU Regular Growth, Kotak Manufacture in India Fund Regular Growth, Aditya Birla Sun Life Business Cycle Fund Regular Growth, ICICI Prudential MNC Fund Regular Growth, Quant Momentum Fund Regular Growth. Aditya Birla Sun Life Business Cycle Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.

FAQs about Aditya Birla Sun Life Business Cycle Fund Regular Growth

According to the morning star rating Aditya Birla Sun Life Business Cycle Fund Regular Growth has a Moderate risk & Exceptional return.
Aditya Birla Sun Life Business Cycle Fund Regular Growth is managed by Harish Krishnan,Dhaval Gala,Dhaval Joshi.
The expense ratio of Aditya Birla Sun Life Business Cycle Fund Regular Growth is 2.14%.
The 5 year annualized return on Aditya Birla Sun Life Business Cycle Fund Regular Growth is 0.00% & it has generated 31.42% in the last 1 year.
The minimum investment in Aditya Birla Sun Life Business Cycle Fund Regular Growth is 500 Rs.
Aditya Birla Sun Life Business Cycle Fund Regular Growth has an AUM of 1642.15 crores.
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