Aditya Birla Sun Life Business Cycle Fund Direct Growth

INF209KB14D2 Aditya Birla Sun Life AMC Ltd Equity Growth

Latest NAV

₹16.4900

+5.26% 1Y

as of 05 Oct 2026

Expense ratio

1.73%

AUM

₹1,844 Cr

Min SIP

₹100

Min lump sum

₹500

+5.26%

3Y (ann.)

+11.65%

5Y (ann.)

+0.00%

Launched

Dec 2021

Where the NAV sits & how risky it is

₹16.49

52-week range at 64%

₹16.49

Low 30 Mar 2026₹14.39

High 28 Aug 2026₹17.69

Risk level Very High

Low

Very high

NAV history

08 Dec 2021 Since inception 05 Oct 2026

Returns by period

-3.30%

-6.55%

-0.42%

+11.94%

+5.26%

+11.65%

+0.00%

3Y and 5Y returns are annualised.

Return calculator

Monthly investment

Time period yrs

Assumed yearly return

Top up SIP 10% a year

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Est. gain

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Invested Gain

Invested Projected value min SIP ₹100

Estimate only. It assumes the selected past return repeats every year; 3Y and 5Y figures are taken as annualised. Actual returns vary and are not guaranteed.

Where your money goes AS OF 31 MAY 2026

Equity 97.44% Cash & other 2.56%

Sector split

Financial Services 25.27%

Consumer Cyclical 19.45%

Industrials 15.66%

Healthcare 15.45%

Basic Materials 10.09%

Technology 4.26%

Real Estate 2.36%

Consumer Defensive 1.71%

Utilities 1.62%

NA 1.18%

Energy 0.40%

Country split

India 94.95%

United States 1.31%

Top 5 hold 15.8% Top 10 hold 26.4% 90 equity holdings

Equity holdings (top 30)

#	Holding	Sector	Country	Weight	YTD
1	ICICI Bank INE090A01021	Financial Services Banks - Regional	India	3.94%	-1.93%
2	State Bank of India INE062A01020	Financial Services Banks - Regional	India	3.67%	+3.65%
3	Federal Bank INE171A01029	Financial Services Banks - Regional	India	3.06%	+15.97%
4	Muthoot Finance INE414G01012	Financial Services Credit Services	India	2.85%	-23.39%
5	Jindal Steel INE749A01030	Basic Materials Steel	India	2.28%	+6.41%
6	Karur Vysya Bank INE036D01028	Financial Services Banks - Regional	India	2.27%	+4.56%
7	RR Kabel INE777K01022	Industrials Electrical Equipment & Parts	India	2.18%	+46.49%
8	SJS Enterprises INE284S01014	Consumer Cyclical Auto Parts	India	2.14%	+23.22%
9	Bharat Forge INE465A01025	Consumer Cyclical Auto Parts	India	2.04%	+32.27%
10	Shivalik Bimetal Controls INE386D01027	Industrials Metal Fabrication	India	1.96%	+56.10%
11	Ajanta Pharma INE031B01049	Healthcare Drug Manufacturers - Specialty & Generic	India	1.89%	+13.53%
12	Lenskart Solutions INE956O01016	Healthcare Medical Instruments & Supplies	India	1.87%	+11.44%
13	Sona BLW Precision Forgings INE073K01018	Consumer Cyclical Auto Parts	India	1.71%	+22.38%
14	Nykaa INE388Y01029	Consumer Cyclical Internet Retail	India	1.71%	-1.85%
15	Marico INE196A01026	Consumer Defensive Household & Personal Products	India	1.71%	+8.02%
16	Sai Life Sciences INE570L01029	Healthcare Diagnostics & Research	India	1.69%	+30.03%
17	Bank of Maharashtra INE457A01014	Financial Services Banks - Regional	India	1.69%	+37.44%
18	Happy Forgings INE330T01021	Industrials Metal Fabrication	India	1.65%	+17.33%
19	Adani Power INE814H01029	Utilities Utilities - Independent Power Producers	India	1.62%	+50.72%
20	AIA Engineering INE212H01026	Industrials Specialty Industrial Machinery	India	1.59%	+7.49%
21	Shriram Finance INE721A01047	Financial Services Credit Services	India	1.55%	-11.04%
22	JK Cement INE823G01014	Basic Materials Building Materials	India	1.54%	-15.01%
23	Narayana Hrudayalaya INE410P01011	Healthcare Medical Care Facilities	India	1.54%	-1.77%
24	Thyrocare Technologies INE594H01019	Healthcare Diagnostics & Research	India	1.53%	+16.54%
25	Phoenix Mills INE211B01039	Real Estate Real Estate - Diversified	India	1.52%	-6.51%
26	J B Chemicals and Pharmaceuticals INE572A01036	Healthcare Drug Manufacturers - Specialty & Generic	India	1.51%	+25.00%
27	TVS Motors INE494B01023	Consumer Cyclical Auto Manufacturers	India	1.50%	-11.30%
28	Indian Bank INE562A01011	Financial Services Banks - Regional	India	1.48%	+0.79%
29	HDFC Bank INE040A01034	Financial Services Banks - Regional	India	1.47%	-24.88%
30	Persistent Systems INE262H01021	Technology Information Technology Services	India	1.47%	-21.94%

About this scheme

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.

Fund manager(s): Harish Krishnan, Pavas Pethia

Exit load: Exit load of 1%, if redeemed within 30 days.

Scheme snapshot

VR Rating

MS Rating

Plan

Growth

Type

DIRECT

Inception

03 Dec 2021

Lump-sum min