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Fund Overview

Aditya Birla SL Business Cycle Fund (G)

Get detailed information of scheme on investment, NAV, Performance.

Nav(₹)

14.92

Inception Date

03-12-2021

Category

Equity - Diversified
Invest
Investment Objectives

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 Scheme does not guarantee/indicate any returns. There can be no assurance that the objective of the Scheme will be achieved.

Risk O Meter
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Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Years (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception
Aditya Birla SL Business Cycle Fund (G) 9.24 2.48 12.62 18.16 12.26
Value of Investment in last

Lumpsum

1Lakh investment Grown to 1.03 Lakh

SIP

₹ 10000 Monthly SIP Grown to 1.19 Lakh

Benchmark

1Lakh investment Grown to 1.73 Lakh

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Key Parameters
AUM(₹ Cr.) 1,726
Type OPEN ENDED
Entry Load Nil
Minimum investment(₹) 500
Incrimental Investment(₹) 0
Expense Ratio (%) NA
Benchmark BSE 500 TRI
Fund Manager Harish Krishnan
Exit For redemption / switch-out of units on or before 30 days from the date of allotment: 1% of applicable NAV. For redemption / switch-out of units after 30 days from the date of allotment - Nil
Nav Movement
3M 6M 1Y 3Y 5Y Inception
AUM Movement
3M 6M 1Y 3Y 5Y Inception
Asset Allocation Pie chart
Top 10 Company Holdings
Company Asset Honding(%)
ICICI Bank Equity 8.47
Kotak Mah. Bank Equity 5.76
Reliance Industr Equity 5.29
HDFC Bank Equity 3.64
Infosys Equity 3.53
Bharti Airtel Equity 2.81
Sun Pharma.Inds. Equity 2.81
Axis Bank Equity 2.40
M & M Equity 2.29
St Bk of India Equity 2.17
Sector Holdings Pie Chart
Peer Comparision
Scheme Name AUM (Rs.in Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception Inception Date Sharpe Std.Dev
Aditya Birla SL Business Cycle Fund 1,725.94 12.62 18.16 NA 12.26 03-Dec-2021 0.5365 4.13
Motilal Oswal Large Cap Fund 2,149.71 26.56 NA NA 27.55 06-Feb-2024 1.2678 4.05
Invesco India Midcap Fund 6,046.97 21.62 29.27 31.39 16.84 19-Apr-2007 0.9553 4.89
HDFC Defence Fund 5,487.27 21.37 NA NA 55.27 02-Jun-2023 1.2293 9.06
Motilal Oswal Large and Midcap Fund 9,176.39 20.46 31.71 31.72 23.54 17-Oct-2019 0.9334 5.37
Bandhan Innovation Fund 1,434.07 20.32 NA NA 20.05 30-Apr-2024 0.4991 6.38
Sundaram Services Fund 3,998.33 20.05 22.14 28.89 20.28 21-Sep-2018 0.7985 3.95
Motilal Oswal Midcap Fund 27,780.18 19.23 32.46 38.28 22.69 24-Feb-2014 1.0433 5.41
Edelweiss Mid Cap Fund 9,241.96 18.81 28.81 34.07 13.83 27-Dec-2007 0.9631 4.90
Invesco India Large & Mid Cap Fund 6,765.05 18.78 27.46 27.01 13.49 09-Aug-2007 0.9558 4.51
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