Aditya Birla Sun Life Business Cycle Fund-Regular IDCW Payout
Expense Ratio: 2.13
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: BSE 500 TRI
Inception: 15-11-2021
Exit Load: Nil
Fund Size:₹1,790.58 Cr
Performance
1Y
Fund-4.13%
Cat. Avg.N/A
2Y
Fund-4.50%
Cat. Avg.N/A
3Y
Fund6.72%
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund6.89%
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 | 72.54 | 4.16% |
| 2 | The Federal Bank Limited | 58.91 | 3.38% |
| 3 | RR Kabel Ltd | 45.31 | 2.60% |
| 4 | Muthoot Finance Limited | 43.00 | 2.46% |
| 5 | SJS Enterprises Pvt Limited | 42.39 | 2.43% |
| 6 | Shaily Engineering Plastics Ltd | 42.17 | 2.42% |
| 7 | Craftsman Automation Ltd | 39.86 | 2.28% |
| 8 | Karur Vysya Bank Ltd/The | 39.19 | 2.25% |
| 9 | Thyrocare Technologies Limited | 38.67 | 2.22% |
| 10 | Bharat Forge Limited | 37.52 | 2.15% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 61116 | +1.9% | +3.9% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.20 L. | -0.1% | -0.1% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.85 L. | +3.0% | +2.0% |
| SI | 07 Jan, 22 | 2.75 L. | 3.14 L. | +14.2% | +5.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 17 Jul, 25 | 1 L. | 95871 | -4.1% | -4.1% |
| 2Y | 18 Jul, 24 | 1 L. | 91090 | -8.9% | -4.6% |
| 3Y | 17 Jul, 23 | 1 L. | 1.22 L. | +21.6% | +6.7% |
| SI | 08 Dec, 21 | 1 L. | 1.36 L. | +35.9% | +6.9% |
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.