Aditya Birla Sun Life Business Cycle Fund Regular IDCW Payout
Aditya Birla Sun Life AMC Ltd
₹13.48 (+1.28%)
NAV as of 9 Oct 2026
Minimum Investment: ₹500
Return
1.58% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 2.15%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹500
- Category
- Equity - Other
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,059
Invested ₹1,000
▲+5.89%1 year
₹1,016
Invested ₹1,000
▲+1.58%3 years
₹1,105
Invested ₹1,000
▲+10.46%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | — |
|---|---|
| Secondary Index Name | — |
| Index Name | BSE 500 India TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | +1.58% | +10.46% | — | — |
| Cumulative returns (%) | +1.58% | +34.79% | — | — |
Fund Manager
| Manager | Pavas Pethia |
|---|---|
| Role | Manager |
| Manager Tenure | 0.39 yrs |
About Fund
| Date of Incorporation | 3 Dec 2021 |
|---|---|
| Fund House | Aditya Birla Sun Life AMC Ltd |
| Custodian | Citibank NA |
| Registrar / Transfer Agent | Aditya Birla Sun Life AMC Ltd |
| Address | Citibank, N.A.,388 Greenwich Street,New York, NY 10048,USA |
Top Holdings
| Company | Weightage (%) |
|---|---|
| ICICI Bank Ltd | 4.16% |
| Kotak Mahindra Bank Ltd | 3.83% |
| State Bank of India | 3.67% |
| The Federal Bank Ltd | 3.45% |
| Reliance Industries Ltd | 3.15% |
| R R Kabel Ltd | 3.00% |
| HDFC Bank Ltd | 2.98% |
| Shivalik Bimetal Controls Ltd | 2.73% |
| Kotak Mahindra Bank Ltd | 2.72% |
| Zensar Technologies Ltd | 2.68% |
| Birlasoft Ltd | 2.64% |
| Shaily Engineering Plastics Ltd | 2.59% |
| SJS Enterprises Ltd | 2.58% |
| Craftsman Automation Ltd | 2.56% |
| Muthoot Finance Ltd | 2.50% |
| Karur Vysya Bank Ltd | 2.50% |
| Bharti Airtel Ltd | 2.46% |
| Mahindra & Mahindra Ltd | 2.42% |
| Infosys Ltd | 2.41% |
| TVS Motor Co Ltd | 2.36% |
| Tech Mahindra Ltd | 2.31% |
| Bluestone Jewellery And Lifestyle Ltd | 2.30% |
| Jindal Steel Ltd | 2.28% |
| HCL Technologies Ltd | 2.24% |
| Thyrocare Technologies Ltd | 2.22% |
| Sun Pharmaceuticals Industries Ltd | 2.17% |
| Bharat Forge Ltd | 2.15% |
| Axis Bank Ltd | 2.12% |
| Larsen & Toubro Ltd | 2.11% |
| Godrej Consumer Products Ltd | 2.11% |
Investment Strategy
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.
Long term capital appreciation
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.