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Aditya Birla SL Business Cycle Fund-Reg(G)

As on Jan-16-2025 change fund
14.40  up0.12 (0.84%)

fund objective

The investment objective of the scheme is to provide long term capital appreciation by investingpredominantly in equity and equity related securities with a focus on riding business cycles throughdynamic allocation between various sectors and stocks at different stages of business cycles in theeconomy.

riskometer

Investors understand that their principal will be at very high risk

5-Years History
financial year2021-20222022-20232023-20242024-2025
NAV in Rs (as on 15-Jan-2025)9.909.9413.0114.28
Net Assets(Rs Crores) (as on 15-Jan-2025) 2319.52 1849.73 1642.15 1798.57
Scheme Returns(%)(Absolute)-1.00-1.0030.628.35
B'mark Returns(%)(Absolute)NANANANA
Category Rank53/5727/6156/8234/111
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2024-202512.458.61-6.48NA
2023-202410.364.389.613.67
2022-2023-8.5910.834.99-5.60
2021-2022NANANA-1.30
Top 10 holdings
company (%)
ICICI Bank Ltd.7.30 
Infosys Ltd.4.85 
Kotak Mahindra Bank Ltd.4.47 
Reliance Industries Ltd.4.39 
Larsen & Toubro Ltd.3.41 
Sun Pharmaceutical Industries...3.23 
Bharti Airtel Ltd.2.30 
HCL Technologies Ltd.2.29 
Mahindra & Mahindra Ltd.2.26 
State Bank Of India2.10 

Category

Thematic Fund

Launch Date

03-Dec-21

Scheme Benchmark

BSE 500 - TRI

AUM ( in Cr.)

1,798.57

portfolio price to book value

6.18

investing style?

Large Growth

fund manager?

Harish krishnan,Dhaval Gala,Dhaval Joshi

inception date (regular plan)

03-Dec-21

expense ratio (regular plan) %

2.11

Top 10 sectors
sectors (%)
Bank - Private16.69
IT - Software9.43
Refineries5.30
Pharmaceuticals & Drugs5.25
Electric Equipment4.57
Engineering - Construction4.21
Cement & Construction Materials3.91
Automobiles - Passenger Cars3.62
Finance - NBFC3.54
Forgings3.13

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

to go
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performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Aditya Birla SL Business Cycle Fund-Reg(G)Large-Growth 03-Dec-20211,798.5712.7610.97NANA12.38
Aditya Birla SL PSU Equity Fund-Reg(G)Large-Blend 30-Dec-20195,236.986.1128.1124.82NA24.74
Invesco India PSU Equity Fund(G)Large-Growth 18-Nov-20091,285.7616.6827.9124.5815.3512.21
Franklin India Opportunities Fund(G)Large-Growth 21-Feb-20006,119.6228.2023.8126.4415.8413.62
ICICI Pru India Opp Fund(G)Large-Growth 15-Jan-201924,552.5018.0022.4624.87NA22.01
Quant Quantamental Fund-Reg(G)Large-Growth 30-Apr-20212,201.628.2222.00NANA23.27
UTI Transportation & Logistics Fund-Reg(G)Large-Growth 16-Apr-20043,397.1115.6020.7320.3411.1016.62
360 ONE Quant Fund-Reg(G)Large-Growth 29-Nov-2021624.7815.5919.15NANA20.09
Kotak Pioneer Fund-Reg(G)Large-Growth 25-Oct-20192,730.1423.2615.3822.48NA22.75
Taurus Ethical Fund-Reg(G)Large-Growth 20-Mar-2009268.0113.4612.5818.2412.1717.37
Quantum ESG Best In Class Strategy Fund-Reg(G)Large-Growth 12-Jul-201989.8811.469.5116.30NA16.51
Tata Ethical Fund-Reg(G)Large-Growth 24-May-19963,291.778.598.1817.9311.8915.75
DSP Quant Fund-Reg(G)Large-Growth 10-Jun-20191,045.607.154.9313.00NA13.61
Union Innovation & Opp Fund-Reg(G)Large-Growth 06-Sep-2023944.7427.78NANANA26.63
Axis India Manufacturing Fund-Reg(G)Large-Growth 21-Dec-20235,958.0126.33NANANA28.59
Samco Active Momentum Fund-Reg(G)Large-Growth 05-Jul-2023920.1418.78NANANA30.13
Mahindra Manulife Business Cycle Fund-Reg(G)Large-Growth 11-Sep-20231,182.2217.08NANANA27.65
Nippon India Innovation Fund-Reg(G)Large-Growth 28-Aug-20232,333.3814.34NANANA22.19
Edelweiss Business Cycle Fund-Reg(G)Large-Growth 29-Jul-20241,899.65NANANANA-13.07
Motilal Oswal Business Cycle Fund-Reg(G)Large-Growth 27-Aug-20241,798.62NANANANA19.12
Sundaram Business Cycle Fund-Reg(G)Large-Growth 25-Jun-20241,601.81NANANANA4.32
Canara Rob Manufacturing Fund-Reg(G)Large-Growth 11-Mar-20241,700.24NANANANA17.20
SBI Innovative Opportunities Fund-Reg(G)Large-Growth 20-Aug-20248,151.30NANANANA-3.61
HDFC Manufacturing Fund-Reg(G)Large-Growth 16-May-202412,561.60NANANANA-0.58
WOC Special Opp Fund-Reg(G)Large-Growth 04-Jun-2024731.16NANANANA18.32
Shriram Multi Sector Rotation Fund-Reg(G)Large-Growth 09-Dec-2024213.03NANANANA-11.34
Bandhan Business Cycle Fund-Reg(G)Large-Growth 30-Sep-20241,706.49NANANANA-5.58
HSBC India Export Opportunities Fund-Reg(G)Large-Growth 25-Sep-20241,854.67NANANANA-3.59
Baroda BNP Paribas Manufacturing Fund-Reg(G)Large-Growth 28-Jun-20241,372.33NANANANA-9.11
LIC MF Manufacturing Fund-Reg(G)Large-Growth 11-Oct-2024907.21NANANANA-7.11
Bank of India Business Cycle Fund-Reg(G)Large-Growth 30-Aug-2024582.28NANANANA-6.90
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