Aditya Birla Sun Life Business Cycle Fund

Aditya Birla Sun Life Business Cycle Fund

Equity

Aditya Birla Sun Life Mutual Fund

Equity - Other

Get the latest NAV of Aditya Birla Sun Life Business Cycle Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹16.42

▲0.6%1D

NAV as on 24 Jun 2026

11.5%/per year

Since Inception

Absolute Gain%

▲▼

236 people have invested ₹ 13.9L in Aditya Birla Sun Life Business Cycle Fund in the last three months

Aditya Birla Sun Life Business Cycle Fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (24-Jun-26)

The fund has outperformed the benchmark (Nifty 500) over 1Y, 3Y, but underperformed over 5Y.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
4.92%
11.17%
0.18%
3.86%
14.36%
--
Nifty 500
2.1%
9.78%
-3.04%
0.06%
13.04%
11.42%
Equity - Other Avg
--
--
--
--
--
--
Best in Equity - Other
1.71%
4.69%
5.27%
--
--
--
Worst in Equity - Other
1.08%
3.31%
2.77%
--
--
--

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Aditya Birla Sun Life Business Cycle Fund
-
1,683Cr
0.95%
3.86%
14.36%
0.27
0.95
0.50
0.76
--
ICICI Prudential India Opportunities Fund
1/35
36,478Cr
0.57%
3.05%
20.05%
6.64
0.82
0.99
1.58
1.27
ICICI Prudential Business Cycle Fund
3/35
15,798Cr
0.64%
4%
19.95%
5.84
0.90
0.90
1.41
1.36
Franklin India Opportunities Fund
4/35
8,724Cr
0.48%
6.22%
25.76%
9.65
1.05
1.02
1.69
1.64
See all

Aditya Birla Sun Life Business Cycle Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Aditya Birla Sun Life Business Cycle Fund Asset Allocation

See fund asset allocation details as on (14-Jun-26)

Fund Distribution

as on (14-Jun-26)

Small cap
33.9%
Mid cap
32.4%
Large cap
28.5%
Mid Cap allocation has gone up from 24% to 32.4%
Mid Cap allocation has gone up from 24% to 32.4%
Large Cap allocation has gone down from 46% to 28.5%
Large Cap allocation has gone down from 46% to 28.5%
Small Cap allocation has gone up from 26.6% to 33.9%
Small Cap allocation has gone up from 26.6% to 33.9%
Cash allocation has gone up from 0.9% to 2.6%
Cash allocation has gone up from 0.9% to 2.6%

Aditya Birla Sun Life Business Cycle Fund Sector Allocation

See fund sector allocation details as on (14-Jun-26)

Sector Allocation

Financial Services
29%
Consumer Cyclical
15.7%
Tech
14.8%
Industrial
10.9%
Basic Materials
10.5%
Health
6.6%
Energy
3.7%
Consumer Defensive
3.6%
Communication
2.6%
Utilities
1.7%
Real Estate
0.9%

Top 3 Sectors in May were Financial Services, Consumer Cyclical & Industrial

May'26

Financial Services

26%

Consumer Cyclical

20%

Industrial

16%

Apr'26

Financial Services

29%

Consumer Cyclical

17%

Industrial

13%

Aditya Birla Sun Life Business Cycle Fund Holdings Details

as on (31-May-26)

Holdings
Weight%
1M Change
ICICI Bank Ltd
3.94%
-36.3%
State Bank of India
3.67%
0%
The Federal Bank Ltd
3.06%
90.9%
Muthoot Finance Ltd
2.85%
100%
Jindal Steel Ltd
2.28%
0%
See all
Top Stocks bought last month
The Federal Bank Ltd's allocation increased from 1.59% to 3.06%
The Federal Bank Ltd's allocation increased from 1.59% to 3.06%
Sai Life Sciences Ltd's allocation increased from 0.48% to 1.69%
Sai Life Sciences Ltd's allocation increased from 0.48% to 1.69%
Bank of Maharashtra's allocation increased from 0.69% to 1.69%
Bank of Maharashtra's allocation increased from 0.69% to 1.69%
Top Stocks sold last month
ICICI Bank Ltd's allocation decreased from 6.2 % to 3.94 %
ICICI Bank Ltd's allocation decreased from 6.2 % to 3.94 %
State Bank of India's allocation decreased from 4.05 % to 3.67 %
State Bank of India's allocation decreased from 4.05 % to 3.67 %
Jindal Steel Ltd's allocation decreased from 2.3 % to 2.28 %
Jindal Steel Ltd's allocation decreased from 2.3 % to 2.28 %

Aditya Birla Sun Life Business Cycle Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.95%
Benchmark
BSE 500 India TR INR
AUM₹1683 Cr
Inception Date3 December, 2021
Min Lumpsum/SIP₹500/₹100
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
49.6%
Risk
Risk meter
pointer
Very High Risk

About Aditya Birla Sun Life Business Cycle Fund

Aditya Birla Sun Life Business Cycle Fund is an equity fund. This fund was started on 3 December, 2021. The fund is managed by Pavas Pethia, Harish Krishnan. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Aditya Birla Sun Life Business Cycle Fund has ₹1683 Cr worth of assets under management (AUM) as on Jun 2026 and is more than category average.
  2. The fund has an expense ratio 1.

Returns

Aditya Birla Sun Life Business Cycle Fund has given a CAGR return of 11.50% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 3.86% and 14.36% respectively.

Holdings

Aditya Birla Sun Life Business Cycle Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Industrial, Health, Basic Materials, Tech, Real Estate, Consumer Defensive, Utilities, Energy. Its top holdings are ICICI Bank Ltd, State Bank of India, The Federal Bank Ltd, Muthoot Finance Ltd, Jindal Steel Ltd

Taxation

As it is a equity - other mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Aditya Birla Sun Life Business Cycle Fund

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.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 100.00. Aditya Birla Sun Life Business Cycle Fund has no lock in period.

Fund Manager

Pavas Pethia

Fund Manager of Aditya Birla Sun Life Business Cycle Fund, since 13 May 2026

Harish Krishnan

Fund Manager of Aditya Birla Sun Life Business Cycle Fund, since 3 November 2023

Learn more about Aditya Birla Sun Life Mutual Fund
Parameters
May'26
Apr'26
Mar'26
AUM
₹ 1.7K Cr
₹ 1.7K Cr
₹ 1.5K Cr
  • AUM of the fund stands at 1.7K Cr as of May'26
  • AUM decreased by 4.3 Cr between May'26 and Apr'26

Compare Aditya Birla Sun Life Business Cycle Fund

Aditya Birla Sun Life Business Cycle Fund

VS

ICICI Prudential India Opportunities Fund

Frequently Asked Questions for Aditya Birla Sun Life Business Cycle Fund

How do I invest in Aditya Birla Sun Life Business Cycle Fund?

INDmoney makes it simple to invest in the Aditya Birla Sun Life Business Cycle Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Aditya Birla Sun Life Business Cycle Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Aditya Birla Sun Life Business Cycle Fund?

The NAV of the fund today is ₹16.42. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Aditya Birla Sun Life Business Cycle Fund fund has generated a return of 3.86% in 1 year, 14.36% in 3 years

Who is the fund manager of Aditya Birla Sun Life Business Cycle Fund?

The fund managers are Pavas Pethia, Harish Krishnan.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-30 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.95%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹1683 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Aditya Birla Sun Life Business Cycle Fund?

The top 3 holdings of the fund are ICICI Bank Ltd(3.94%), State Bank of India(3.67%), The Federal Bank Ltd(3.06%)