Return

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  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹500

AUM (Fund size)

1,730 Cr

Lock In Period

N/A

Expense Ratio

2.14

Benchmark

BSE 500 Total Return

Exit Load

For redemption/switchout of units on or before 30 days from the date of allotment: 1.00% of applicable NAV. For redemption/switch-out of units after 30 days from the date of allotment: Nil.

Summary

Latest details for Aditya Birla Sun Life Business Cycle Fund Growth include a 13.87 NAV as of Apr 01,2026 and returns since inception of 39.54%. Minimum investments start at SIP ₹100. The Aditya Birla Sun Life Business Cycle Fund Growth AUM is ₹1,730 Cr, with a lock-in of N/A years, expense ratio of 2.14%, and benchmark BSE 500 Total Return. Exit load is - For redemption/switchout of units on or before 30 days from the date of allotment: 1.00% of applicable NAV. For redemption/switch-out of units after 30 days from the date of allotment: Nil.. In the growth review for 1M Month/Year, the fund recorded -8.93% returns, against a category average of -1.15% and a category best of 7.74%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-8.93-1.157.74
6M-6.471.2264.49
1Y0.363.92137.57
3Y11.7510.10202.94

Portfolio Analysis

  • Equity: 97.17%
  • Debt: 2.31%
  • Others
As on: 2026-02-28
View allocation % by

1. ICICI Bank Limited6.59%
2. Kotak Mahindra Bank Limited3.72%
3. HDFC Bank Limited3.35%
4. The Federal Bank Limited1.62%
5. Axis Bank Limited1.20%
6. AU Small Finance Bank Limited1.05%

1. Infosys Limited2.94%
2. HCL Technologies Limited2.06%
3. Tech Mahindra Limited1.80%
4. Persistent Systems Limited1.30%
5. Pine Labs Ltd0.99%
6. Hexaware Technologies limited0.64%

1. State Bank of India4.44%
2. Bank of Maharashtra0.95%

1. Bharat Forge Limited1.93%
2. Happy Forgings Ltd1.54%
3. Sona BLW Precision Forgings Limited1.47%

1. Shriram Finance Ltd1.72%
2. SBFC Finance Ltd1.29%
3. Cholamandalam Investment and Finance Company Limited1.01%

1. Mahindra & Mahindra Limited2.59%
2. Maruti Suzuki India Limited1.11%

1. Reliance Industries Limited3.32%

1. ICICI Lombard General Insurance Company Limited1.65%
2. Go Digit General Insurance Ltd0.96%

1. JK Cement Limited1.31%
2. UltraTech Cement Limited1.28%

1. Bharti Airtel Limited2.39%

1. Apollo Hospitals Enterprise Limited1.36%
2. Dr. Lal Path Labs Limited0.93%

1. Jindal Steel & Power Limited2.28%

1. Godrej Consumer Products Limited2.11%

1. Ajanta Pharmaceuticals Limited1.63%
2. SAI Life Sciences Ltd0.43%

1. Lenskart Solutions Ltd2.00%

1. Eternal Limited1.05%
2. MEESHO LTD0.86%

1. Marico Limited1.60%

1. Larsen & Toubro Limited1.47%

1. V-Guard Industries Limited0.91%
2. Cello World Ltd0.55%

1. Blue Star Limited1.43%

1. LAKSHMI MACHINE WORKS LTD0.96%
2. Praj Industries Limited0.47%

1. APL Apollo Tubes Limited1.38%

1. AIA Engineering Limited1.32%

1. Bluestone Jewellery And Lifestyle Ltd1.26%

1. GMR Airport Ltd1.16%

1. Shivalik Bimetal Controls Ltd1.16%

1. Schaeffler India Limited1.13%

1. Ather Energy Ltd1.03%

About Fund

Aditya Birla Sun Life Business Cycle Fund Growth managed by Aditya Birla Sun Life Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹1,730 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 2.14. Under the expert guidance of Harish Krishnan ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Peer Comparison

Fund Name1Y3Y
This FundSundaram Select Small Cap Series V Growth51.341339.0281
This FundAditya Birla Sun Life Business Cycle Fund Growth0.361839.5372
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

FAQs

Aditya Birla Sun Life Business Cycle Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Aditya Birla Sun Life Business Cycle Fund Growth is 2.14. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life Business Cycle Fund Growth’s fund performance is as follows:
  • 1 Month : -8.93%
  • 6 Months : -6.47%
  • 1 Year : 0.36%
  • 3 Years : 11.75%
Returns of Aditya Birla Sun Life Business Cycle Fund Growth are updated daily based on NAV of ₹ 13.87 as on Apr 01,2026. Since inception, the return has been 39.54%.

You can invest in Aditya Birla Sun Life Business Cycle Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Aditya Birla Sun Life Business Cycle Fund Growth is ₹1,730 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Aditya Birla Sun Life Business Cycle Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500