Aditya Birla Sun Life Business Cycle Fund Regular-Growth
Equity
Thematic-Business Cycle
₹-0.6% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
Not Rated - Minimum Investment₹500
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹1793 Cr
- Created on5 Dec 2021
Fund Ranking
#5
/ 7 in Thematic-Business Cycle
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month8.7%
- 1 Year12.1%
- 3 Year (CAGR)13.3%
- All Time (CAGR)11.2%
Category Return
- 6 Month7.3%
- 1 Year5.3%
- 3 Year (CAGR)14.1%
- All Time (CAGR)12.3%
Asset Allocation
- Equity98.1%
- Other1.9%
Top 5 Holdings
Top 5 Sectors
- Apollo Hospitals Enterprise0.90%
- Bharat Electronics1.23%
- Bharat Forge0.98%
- CG Power1.76%
- Eicher Motors1.49%
Fund Information
- Expense Ratio2.60%
- Exit LoadExit load of 1%, if redeemed within 30 days.
- Lock-In PeriodNo Lock-In
Managed By
Harish Krishnan
Nov 2023 - Present
Dhaval Gala
Feb 2023 - Present
Dhaval Joshi
Nov 2022 - Present
Pavas Pethia
May 2026 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.56 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 14.87 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 1.82 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.95