Aditya Birla Sun Life Business Cycle Fund Regular Growth

Equity - Other | Aditya Birla Sun Life AMC Limited

NAV

13.87

0.08(+ 0.58%)

as on Apr 16, 2025

Morningstar

Very High Risk

Category Rank

Abs.Returns

3.92%

High

14.17

Low

13.09

Category Rank

Abs.Returns

-3.43%

High

14.48

Low

13.09

Category Rank

Abs.Returns

-12.5%

High

15.58

Low

13.09

Category Rank

Abs.Returns

5.51%

High

15.99

Low

12.96

Category Rank

Abs.Returns

37.49%

High

15.99

Low

8.76

Category Rank

Abs.Returns

High

15.99

Low

8.76

Calendar Year	2022	2023	2024	YTD
Fund	4.99%	19.18%	18.41%	-7.20%
Category	-	-	-	-
Benchmark	-	-	-	-

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Check Before You Buy

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Checklist for mutual fund performance, MF portfolio, risk reward for mutual fund returns, and operations

15/100

Low rank - 15% pass in checklist

Performance

N.A/25

N.A

Portfolio

11/25

Medium portfolio rank

Operations

2/25

Low management score

Risk Reward

2/25

Weak returns for risk taken

Performance
N.A/25 points
Are long-term returns in the top 25% of funds? Neutral	NEUTRAL
Are mid-term returns in the top 25% of funds? Neutral	NEUTRAL
Are short-term returns in the top 25% of funds? Neutral	NEUTRAL
Does the fund protect capital during a downturn? No	NO
Does the fund outperform during bull markets? No	NO

Portfolio
11/25 points
Is current portfolio valuation cheaper than peers? No	NO
Is the fund well diversified in its top 10 holdings? Yes	YES
Does the MF have enough money to handle redemptions? Yes	YES
Is the fund's asset quality better than peers? No	NO

Operations
2/25 points
Has the fund been active for at least 5 years? No	NO
Does the fund charge a nominal expense ratio? No	NO
Is the fund's portfolio turnover less than peers? Neutral	NEUTRAL
Is the fund too big or too small? Neutral	NEUTRAL
Are Morningstar ratings consistently good? Neutral	NEUTRAL

Risk Reward
2/25 points
Has the fund given better annual returns for risk taken compared to peers? No	NO
Does the fund give better long-term returns for risk taken compared to peers? No	NO
Is the fund less volatile than peers over 1 year? No	NO
Is the fund less volatile than peers over the long-term? No	NO
Does the fund outperform its benchmark over 1 year? Neutral	NEUTRAL
Does the fund outperform its benchmark over the long term? Neutral	NEUTRAL

MF Analysis and Calculating Mutual Fund Returns

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Mutual fund analysis and return ratios

Aditya Birla Sun Life Business Cycle Fund Regular Growth portfolio holding

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Portfolio holding for Aditya Birla Sun Life Business Cycle Fund Regular Growth

Equity Holding (98%)

Finance (33.5%) Industrials (14.1%) Consumer Cyclical (12.3%) Basic Materials (11.1%) Technology (10.4%) Energy (6.1%) Healthcare (5.8%) Communication Services (2.7%) Consumer Defensive (2.4%) Utilities (0.8%) Real Estate (0.7%)

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*All financials are in Rs Crores

* Holding as on 31 Mar, 2025

MF Fund Details and Expense Ratio

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Mutual Fund Details and Expense Ratio

Basic Information
Fund Company Aditya Mutual Fund	Aditya Mutual Fund
Website www.adityabirlasunlifemf.com	www.adityabirlasunlifemf.com
Inception Dec 03, 2021	Dec 03, 2021
ISIN INF209KB12D6	INF209KB12D6

Fund Manager
Harish Krishnan Tenure: 1 Yr 5 Mos Start Date: 2023-11-03	Dhaval Gala Tenure: 2 Yrs 1 Mo Start Date: 2023-02-17	Dhaval Joshi Tenure: 2 Yrs 4 Mos Start Date: 2022-11-21

AMC Details
Name Aditya Birla Sun Life AMC Ltd	Aditya Birla Sun Life AMC Ltd
Launch Date Dec 8 2021	Dec 8 2021
Fax +91 22 43568110/ 8111	+91 22 43568110/ 8111
Phone +91 22 43568000	+91 22 43568000
Website www.adityabirlasunlifemf.com	www.adityabirlasunlifemf.com
Address One World Centre, Tower 1, 17th Floor, Mumbai, Maharashtra 400 013	One World Centre, Tower 1, 17th Floor, Mumbai, Maharashtra 400 013

Registrar Details
Name Computer Age Management Services Ltd	Computer Age Management Services Ltd
Launch Date Dec 8 2021	Dec 8 2021
E-mail enq_L@camsonline.com	enq_L@camsonline.com
Fax 91-44-28283610	91-44-28283610
Phone NA	NA
Address New No.10, Old No.178, Kodambakkam High Road, Opp. Hotel Palmgrove, Nungambakkam, Chennai, Tamil Nadu 600 034	New No.10, Old No.178, Kodambakkam High Road, Opp. Hotel Palmgrove, Nungambakkam, Chennai, Tamil Nadu 600 034

Minimum Investment and MIP
Minimum SIP (AIP) 100.0 Rs	100.0 Rs
Min. Initial Purchase 500 Rs	500 Rs
Min. Additional Purchase 500 Rs	500 Rs
Net Expense Ratio 2.16 %	2.16 %

Other Details
AUM 1687.96 Cr	1687.96 Cr
Benchmark -	-
Exit Loads 0 - 30 Days : 1.0 %	0 - 30 Days : 1.0 %
Scheme 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 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.

Aditya Birla Sun Life Business Cycle Fund Regular Growth

Check Before You Buy

Checklist for mutual fund performance, MF portfolio, risk reward for mutual fund returns, and operations

Performance

N.A

Portfolio

Medium portfolio rank

Operations

Low management score

Risk Reward

Weak returns for risk taken

Performance

Are long-term returns in the top 25% of funds? Neutral

Are mid-term returns in the top 25% of funds? Neutral

Are short-term returns in the top 25% of funds? Neutral

Does the fund protect capital during a downturn? No

Does the fund outperform during bull markets? No

Portfolio

Is current portfolio valuation cheaper than peers? No

Is the fund well diversified in its top 10 holdings? Yes

Does the MF have enough money to handle redemptions? Yes

Is the fund's asset quality better than peers? No

Operations

Has the fund been active for at least 5 years? No

Does the fund charge a nominal expense ratio? No

Is the fund's portfolio turnover less than peers? Neutral

Is the fund too big or too small? Neutral

Are Morningstar ratings consistently good? Neutral

Risk Reward

Has the fund given better annual returns for risk taken compared to peers? No

Does the fund give better long-term returns for risk taken compared to peers? No

Is the fund less volatile than peers over 1 year? No

Is the fund less volatile than peers over the long-term? No

Does the fund outperform its benchmark over 1 year? Neutral

Does the fund outperform its benchmark over the long term? Neutral

MF Analysis and Calculating Mutual Fund Returns

Mutual fund analysis and return ratios

Aditya Birla Sun Life Business Cycle Fund Regular Growth portfolio holding

Portfolio holding for Aditya Birla Sun Life Business Cycle Fund Regular Growth

Equity Holding (98%)

MF Fund Details and Expense Ratio

Mutual Fund Details and Expense Ratio

Basic Information

Fund Company Aditya Mutual Fund

Website www.adityabirlasunlifemf.com

Inception Dec 03, 2021

ISIN INF209KB12D6

Fund Manager

Harish Krishnan

Dhaval Gala

Dhaval Joshi

AMC Details

Name Aditya Birla Sun Life AMC Ltd

Launch Date Dec 8 2021

Fax +91 22 43568110/ 8111

Phone +91 22 43568000

Website www.adityabirlasunlifemf.com

Address One World Centre, Tower 1, 17th Floor, Mumbai, Maharashtra 400 013

Registrar Details

Name Computer Age Management Services Ltd

Launch Date Dec 8 2021

E-mail enq_L@camsonline.com

Fax 91-44-28283610

Phone NA

Address New No.10, Old No.178, Kodambakkam High Road, Opp. Hotel Palmgrove, Nungambakkam, Chennai, Tamil Nadu 600 034

Minimum Investment and MIP

Minimum SIP (AIP) 100.0 Rs

Min. Initial Purchase 500 Rs

Min. Additional Purchase 500 Rs

Net Expense Ratio 2.16 %

Other Details

AUM 1687.96 Cr

Benchmark -

Exit Loads 0 - 30 Days : 1.0 %