Aditya Birla Sun Life Business Cycle Fund-Direct IDCW Payout
Expense Ratio: 1.15
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Direct
Benchmark: BSE 500 TRI
Inception: 15-11-2021
Exit Load: Nil
Fund Size:₹1,790.58 Cr
Performance
1Y
Fund-3.20%
Cat. Avg.N/A
2Y
Fund-3.56%
Cat. Avg.N/A
3Y
Fund8.18%
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund8.21%
Cat. Avg.N/A
Fund Facts
Beta
0.88
Std Dev
12.06%
PE Ratio
32.48
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | ICICI Bank Limited | 99.78 | 6.48% |
| 2 | State Bank of India | 62.68 | 4.07% |
| 3 | Reliance Industries Limited | 55.46 | 3.60% |
| 4 | Infosys Limited | 48.93 | 3.18% |
| 5 | HDFC Bank Limited | 47.70 | 3.10% |
| 6 | Kotak Mahindra Bank Limited | 47.58 | 3.09% |
| 7 | Bharti Airtel Limited | 39.22 | 2.55% |
| 8 | Mahindra & Mahindra Limited | 39.00 | 2.53% |
| 9 | Jindal Steel & Power Limited | 35.34 | 2.29% |
| 10 | HCL Technologies Limited | 34.44 | 2.24% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 61334 | +2.2% | +4.7% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.21 L. | +0.7% | +0.8% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.88 L. | +4.5% | +3.0% |
| SI | 07 Jan, 22 | 2.75 L. | 3.22 L. | +17.3% | +7.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 96798 | -3.2% | -3.2% |
| 2Y | 16 Jul, 24 | 1 L. | 93013 | -7.0% | -3.6% |
| 3Y | 17 Jul, 23 | 1 L. | 1.25 L. | +25.4% | +7.8% |
| SI | 08 Dec, 21 | 1 L. | 1.44 L. | +43.8% | +8.2% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.