Aditya Birla Sun Life Business Cycle Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.58
• Std Deviation 12.90%
• Tracking Error 0.00%

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 1716.83 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 2.15%. 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 Medium & Exceptional respectively.

The top holdings of the fund include ICICI Bank, Kotak Mahindra Bank, State Bank of India & HDFC Bank.

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

Some of the similar funds are Quant Quantamental Fund Regular Growth, Aditya Birla Sun Life Business Cycle Fund Regular Growth, Sundaram Business Cycle Fund Regular Growth, Edelweiss Business Cycle Fund Regular Growth, Tata India Innovation Fund Regular Growth. Aditya Birla Sun Life Business Cycle Fund Regular Growth has a sharpe ratio of 0.58 & a standard deviation of 12.90%.