Aditya Birla Sun Life Business Cycle Fund Regular Growth

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Equity
Equity - Other
Rating N.A.
Plan

11.55 +0.03 (0.26%) NAV as on 28 Nov, 2023

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)1645.48
CAGR 7.34%
Exit Load1.00%
Expense ratio2.12%
CategoryEquity
Min Investment500
Min SIP500
Launch Date2021-12-03

Asset Allocation

Holdings As On - 29 November 2023

Holdings

Sectors

Name
Value (Cr)
Holding %

HDFC Bank
208.62
12.68%

ICICI Bank
161.63
9.82%

Infosys
91.87
5.58%

Reliance Industries
81.26
4.94%

Bajaj Finance
68.05
4.14%

Bharti Airtel
58.69
3.57%

Aarti Industries
44.46
2.70%

State Bank Of India
44.35
2.70%

CMS Info Systems
43.35
2.63%

Peer Comparison

Fund Name
Tata Ethical Fund Regular Growth13.72%
Kotak Pioneer Fund Regular Growth24.16%
Aditya Birla Sun Life Business Cycle Fund Regular Growth7.34%
ICICI Prudential PSU Equity Fund Regular Growth29.87%
ICICI Prudential MNC Fund Regular Growth17.5%

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 1645.48 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 2.12%. The minimum investment in Aditya Birla Sun Life Business Cycle Fund Regular Growth is Rs 500 and the minimum SIP is Rs 500.

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

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

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

Some of the similar funds are Tata Ethical Fund Regular Growth, Kotak Pioneer Fund Regular Growth, Aditya Birla Sun Life Business Cycle Fund Regular Growth, ICICI Prudential PSU Equity Fund Regular Growth, ICICI Prudential MNC 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%.