Aditya Birla Sun Life Business Cycle Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Sectoral/Thematic funds is 77.59% .
The largest portfolio holding is ICICI Bank LTD with a portfolio weight of 4.22% .
The fund currently owns more than 61 stocks.
The top 10 holdings account for 28.51% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 16.97% | -0.11% |
| 2 Year Return | 45.79% | 12.90% |
| 3 Year Return | 66.28% | 41.33% |
| 4 Year Return | N/A | 59.19% |
| 5 Year Return | N/A | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 0.94% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
4.22%
|
|
| 2 | Financials |
3.57%
|
|
| 3 | Information Technology |
2.82%
|
|
| 4 | Cables - Power/Others |
2.75%
|
|
| 5 | Information Technology |
2.68%
|
|
| 6 | Auto Ancl - Others |
2.55%
|
|
| 7 | Financials |
2.53%
|
|
| 8 | Financials |
2.50%
|
|
| 9 | Plastics - Plastic & Plastic Products |
2.49%
|
|
| 10 | Consumer Discretionary |
2.41%
|
|
| 11 | Engineering - General |
2.32%
|
|
| 12 | Health Care |
2.29%
|
AMC: BirlaSunLife
Category: Equity • Sectoral/Thematic
Launch Date: 15 Nov 2021
Fund Manager: Mr. Harish Krishnan
Minimum Purchase: ₹500
Exit Load: For redemption/switchout of units on or before 30 days from the date of allotment: 1.00% of applicable NAV. For redemption/switch-out of units after 30 days from the date of allotment: Nil.
Lock-in: 1
Risk: Moderate Risk
Aditya Birla Sun Life Business Cycle Fund - Direct Plan is managed by BirlaSunLife and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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