Aditya Birla Sun Life Business Cycle Fund Regular-Growth
Equity
Thematic-Business Cycle
₹0.06% 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 on
5 Dec 2021
Fund Ranking
#6
/ 7 in Thematic-Business Cycle
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
6 Month
5.8%
1 Year
12.5%
3 Year (CAGR)
13.7%
All Time (CAGR)
11.3%
Category Return
6 Month
6.4%
1 Year
6.9%
3 Year (CAGR)
13.9%
All Time (CAGR)
-
Asset Allocation
Equity
98.1%
Other
1.9%
Top 5 Holdings
Top 5 Sectors
Apollo Hospitals Enterprise
0.90%
Bharat Electronics
1.23%
Bharat Forge
0.98%
CG Power
1.76%
Eicher Motors
1.49%
Fund Information
Expense Ratio
2.70%
Exit Load
Exit load of 1%, if redeemed within 30 days.
Lock-In Period
No 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.
0.46
Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment.
14.86
Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance.
0.45
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.