Fund Overview

Aditya Birla SL Business Cycle Fund (G)

Get details information of scheme on investment, NAV, Performation.

Nav (₹)

14.90

Inception Date

03-12-2021

Equity - Diversified

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

Performance

Scheme Name	3 Months (%)	6 Months (%)	1 Year (%)	3 Years (%)	5 Years (%)	10 Years (%)	Since Inception (%)
Aditya Birla SL Business Cycle Fund (G)	9.24	2.48	12.62	18.16	NA	NA	12.26

Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (BSE 500 TRI)

1Lakh investment Grown to 1.13 Lakh

10,000 investment Grown to 1.23 Lakh

1Lakh investment Grown to 1.06 Lakh

Key Parameters

AUM(₹ Cr.)	1,726
Type	OPEN ENDED
Entry Load	Nil
Minimum investment(₹)	500
Expense Ratio (%)	0
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
Incrimental Invest(₹)	0

NAV Movement

3M 6M 1Y 3Y 5Y

AUM Movement

3M 6M 1Y 3Y 5Y

Asset Allocation Pie chart

Top Company Holding (As on 30 04 25 )

Company	Asset	No.of shares	Value (₹ in Cr)
ICICI Bank	Equity	1025000	146.27
Kotak Mah. Bank	Equity	450000	99.36
Reliance Industr	Equity	650000	91.33
HDFC Bank	Equity	326019	62.76
Infosys	Equity	405869	60.88
Bharti Airtel	Equity	260000	48.48
Sun Pharma.Inds.	Equity	264391	48.44
Axis Bank	Equity	349363	41.40
M & M	Equity	135000	39.54
St Bk of India	Equity	475807	37.52
ICICI Lombard	Equity	188019	35.28
Larsen & Toubro	Equity	99219	33.15

Sector Holding Pie Chart

Peer Comparison

Scheme Name	AUM (₹ 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	27.82	NA	NA	27.57	06-Feb-2024	1.2678	4.05
Invesco India Midcap Fund	6,046.97	21.85	29.70	31.33	16.83	19-Apr-2007	0.9553	4.89
Sundaram Services Fund	3,998.33	21.16	22.39	28.86	20.26	21-Sep-2018	0.7985	3.95
Bandhan Innovation Fund	1,434.07	20.69	NA	NA	19.62	30-Apr-2024	0.4991	6.38
HDFC Defence Fund	5,487.27	19.86	NA	NA	52.24	02-Jun-2023	1.2293	9.06
Edelweiss Mid Cap Fund	9,241.96	19.86	29.00	33.97	13.80	27-Dec-2007	0.9631	4.90
Motilal Oswal Midcap Fund	27,780.18	19.80	32.29	38.19	22.66	24-Feb-2014	1.0433	5.41
Invesco India Large & Mid Cap Fund	6,765.05	19.53	27.66	26.93	13.47	09-Aug-2007	0.9558	4.51
Motilal Oswal Flexi Cap Fund	12,418.46	19.14	26.31	24.15	17.60	28-Apr-2014	0.8919	4.68

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