Mutual Funds
Aditya Birla SL Business Cycle Fund (G)

Aditya Birla SL Business Cycle Fund (G)

Sectoral / Thematic

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NAV
14.90(0.27%)
Fund Size (CR)
₹1,823.23
Expense Ratio
2.1
Scheme Type
Active Fund
Value Research

Min. investment
₹500
Minimum Additional Investment
₹0
Minimum SIP Investment
₹100
Minimum Withdrawal
₹1
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
1%
Return Since Launch
13.79%

Absolute Return: -6.23%

Annualized Return: 0%

Basic Details

Scheme Manager

Harish Krishnan

Bench Mark

BSE 500 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	19 December 2024	9841.06	-1.59%	-	0.38%	780/808
1 Month	26 November 2024	9986.56	-0.13%	-	-0.25%	307/774
3 Month	26 September 2024	9304.95	-6.95%	-	-6.27%	368/753
6 Month	26 June 2024	10185.06	1.85%	-	3.03%	327/701
1 Year	26 December 2023	11964.57	19.65%	19.65%	24.00%	417/628
3 Year	24 December 2021	15070.99	50.71%	14.65%	19.34%	352/480
5 Year	-	-	0%	-	22.14%	-/-
Since Inception	3 December 2021	14860.00	48.60%	13.79%	17.13%	551/812

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 January 2024	1,20,000	126773.93	5.64%	5.64%
3 Year	3 January 2022	3,60,000	471583.04	31.00%	9.42%
5 Year	-	-	-	-	-
10 Year	-	-	-	-	-

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

3.75%

Standard Deviation

0.99%

Beta

0.60%

Sharpe Ratio

0.09%

Treynor's Ratio

3.01%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
ICICI Bank	7.13%	1000000	130.01	Equity	Banks
Infosys	4.84%	475000	88.25	Equity	IT - Software
Reliance Industr	4.61%	650000	83.99	Equity	Refineries
Kotak Mah. Bank	4.16%	430000	75.91	Equity	Banks
Larsen & Toubro	3.78%	185000	68.91	Equity	Infrastructure Developers & Operators
Sun Pharma.Inds.	3.11%	318768	56.77	Equity	Pharmaceuticals
Bharti Airtel	2.32%	260000	42.31	Equity	Telecomm-Service
M & M	2.28%	140000	41.53	Equity	Automobile
St Bk of India	2.19%	475807	39.92	Equity	Banks
HCL Technologies	2.18%	215000	39.73	Equity	IT - Software

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
LIC MF Infrastructure Fund - Direct (G)	852.07	1.77%	-0.52%	4.89%	51.61%	34.85%
LIC MF Infrastructure Fund - Direct (IDCW)	852.07	1.77%	-0.53%	4.89%	51.56%	34.69%
HDFC Pharma and Healthcare Fund - Direct (G)	1459.59	3.93%	4.32%	29.91%	51.31%	-
HDFC Pharma and Healthcare Fund - Direct (IDCW)	1459.59	3.93%	4.32%	29.91%	51.31%	-
ICICI Pru P.H.D Fund - Direct (G)	5044.63	3.74%	0.74%	23.63%	47.53%	26.01%

News

Aditya Birla Sun Life MF announces Income Distribution cum Capital Withdrawal (IDCW) under its schemes
Aditya Birla Sun Life Mutual Fund has announced 20 December 2024 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) under the following schemes. The quantum of IDCW (Rs per unit) on the face value of Rs 10 per unit will be:
Aditya Birla Sun Life Balanced Advantage Fund:
Regular Plan ' IDCW Option: 0.15
Direct Plan ' IDCW Option: 0.17
Aditya Birla Sun Life Arbitrage Fund:
Regular Plan ' IDCW Option: 0.07
Direct Plan ' IDCW Option: 0.07
Aditya Birla Sun Life Equity Savings Fund:
Regular Plan ' IDCW Option: 0.23
Direct Plan ' IDCW Option: 0.27
Aditya Birla Sun Life Equity Hybrid '95 Fund:
Regular Plan ' IDCW Option: 3.29
Direct Plan ' IDCW Option: 5.59
Aditya Birla Sun Life Dividend Yield Fund:
Regular Plan ' IDCW Option: 0.23
Direct Plan ' IDCW Option: 0.27
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Aditya Birla MF announces change in Fund Manager of the following schemes

Aditya Birla Sun Life Mutual Fund has announced change in Fund Managers of the following schemes with effect from 22 November 2024

Change in Fund Managers of the Schemes:

Scheme Name	Existing Fund Manager(s)	New Fund Manager(s)
Aditya Birla Sun Life Nifty 50 Index Fund	Mr. Haresh Mehta	Mr. Rupesh Gurav
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund
Aditya Birla Sun Life Nifty Next 50 Index Fund
Aditya Birla Sun Life Nifty Midcap 150 Index Fund
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund
Aditya Birla Sun Life Nifty India Defence Index Fund
Aditya Birla Sun Life Nifty 50 ETF
Aditya Birla Sun Life Nifty Next 50 ETF
Aditya Birla Sun Life BSE Sensex ETF
Aditya Birla Sun Life Nifty Bank ETF
Aditya Birla Sun Life Nifty IT ETF
Aditya Birla Sun Life Nifty Healthcare ETF
Aditya Birla Sun Life Nifty PSE ETF
Aditya Birla Sun Life Nifty 200 Momentum 30 ETF
Aditya Birla Sun Life Nifty 200 Quality 30 ETF
Aditya Birla Sun Life Gold Fund
Aditya Birla Sun Life Silver ETF Fund of Fund

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Aditya Birla MF announces Income Distribution cum capital withdrawal (IDCW) under its schemes
Aditya Birla Sun Life Mutual Fund has announced 22 November 2024 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) under the following schemes. The quantum of IDCW (Rs per unit) on the face value of Rs 10 per unit will be:
Aditya Birla Sun Life Arbitrage Fund:
Regular Plan ' IDCW Option: 0.065
Direct Plan ' IDCW Option: 0.067
Aditya Birla Sun Life Flexi Cap Fund:
Regular Plan ' IDCW Option: 11.562
Direct Plan ' IDCW Option: 16.244
Aditya Birla Sun Life Balanced Advantage Fund:
Regular Plan ' IDCW Option: 0.152
Direct Plan ' IDCW Option: 0.172
Aditya Birla Sun Life Business Cycle Fund:
Regular Plan ' IDCW Option: 1.018
Direct Plan ' IDCW Option: 1.061
Aditya Birla Sun Life Manufacturing Equity Fund:
Regular Plan ' IDCW Option: 1.495
Direct Plan ' IDCW Option: 1.624
Aditya Birla Sun Life Midcap Fund:
Regular Plan ' IDCW Option: 4.201
Direct Plan ' IDCW Option: 7.129
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Fund House Details & Investment Objective

Date of Incorporation

15 November 2021

Total AUM (Cr)

₹1823.23

Aditya Birla SL Business Cycle Fund (G) is an Sectoral / Thematic-oriented fund from the renowned AMC, Aditya Birla Sun Life Mutual Fund. Launched in 15 November 2021, this fund is managed by Harish Krishnan. With assets under management (AUM) worth ₹1,823.23 (Cr), as of 27 December 2024, Aditya Birla SL Business Cycle Fund (G) is categorized as a Sectoral / Thematic within its segment. The fund has generated a return of 13.79% since its launch.
The current NAV of Aditya Birla SL Business Cycle Fund (G) is ₹14.9, as on 27 December 2024. The fund's benchmark index is BSE 500 TRI. You can invest in Aditya Birla SL Business Cycle Fund (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹500.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
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 The fund has generated 14.65% and undefined% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 97.30% in Equity, 0.36% in Debt and 2.33% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 18.02% in Banks, 8.75% in IT-Software, 6.68% in Industrial Products, 5.62% in Finance, 5.43% in Consumer Durables

FAQs

How to Invest in Aditya Birla SL Business Cycle Fund (G) Direct Growth?

Aditya Birla SL Business Cycle Fund (G) is a popular fund in the Sectoral / Thematic segment. The fund has generated a return of 13.79% since inception. Looking to invest in Aditya Birla SL Business Cycle Fund (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Aditya Birla SL Business Cycle Fund (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Aditya Birla SL Business Cycle Fund (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Aditya Birla SL Business Cycle Fund (G) today and reap the benefits of this Sectoral / Thematic fund!

How much returns has Aditya Birla SL Business Cycle Fund (G) Direct Growth generated?

In the short term, i.e., 1 year, Aditya Birla SL Business Cycle Fund (G) has generated annualised return of 19.65%. In the long-term, the fund has generated 14.65% and - in 3 and 5 years respectively. Since its inception, the fund has generated 13.79% returns.

What is the expense ratio of Aditya Birla SL Business Cycle Fund (G) Direct Growth?

The expense ratio of Aditya Birla SL Business Cycle Fund (G) Direct Growth is 2.10%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Aditya Birla SL Business Cycle Fund (G) Fund Direct Growth?

The Assets Under Management (AUM) of Aditya Birla SL Business Cycle Fund (G) is ₹1,823.23 (Cr) as of 2024-12-27 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Aditya Birla SL Business Cycle Fund (G) Direct Growth?

Redeeming or selling units of Aditya Birla SL Business Cycle Fund (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Aditya Birla SL Business Cycle Fund (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Aditya Birla SL Business Cycle Fund (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).