Aditya Birla SL Business Cycle Fund – Dir Growth

500
Min SIP
500
Min Lumpsum
0.92 %
Expense Ratio
Rating
1,645
Fund Size (in Cr)
2 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 29 September 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 16.7% - - 9.4%
Category Average 19.3% 24.3% 15% -

Scheme Allocation

By Holding
By Sector
By Asset
12.68%
9.82%
5.58%
Others
62.84%
View all Holdings
Holdings Sector Instrument Asset
HDFC Bank Banks Equity 12.68%
ICICI Bank Banks Equity 9.82%
Infosys IT - Software Equity 5.58%
Reliance Industr Refineries Equity 4.94%
Bajaj Finance Finance Equity 4.14%
Sun Pharma.Inds. Pharmaceuticals Equity 4.02%
Bharti Airtel Telecomm-Service Equity 3.57%
Aarti Industries Chemicals Equity 2.7%
St Bk of India Banks Equity 2.7%
CMS Info Systems Miscellaneous Equity 2.63%
Kajaria Ceramics Ceramic Products Equity 2.54%
Larsen & Toubro Infrastructure Developers & Operators Equity 2.46%
Apollo Hospitals Healthcare Equity 2.43%
UltraTech Cem. Cement Equity 2.32%
HCL Technologies IT - Software Equity 2.32%
Axis Bank Banks Equity 2.29%
Tata Steel Steel Equity 2.24%
United Spirits Alcoholic Beverages Equity 2.18%
M & M Automobile Equity 2.15%
Bharat Forge Castings, Forgings & Fastners Equity 2.04%
Whirlpool India Consumer Durables Equity 2%
Shriram Finance Finance Equity 1.58%
AIA Engineering Castings, Forgings & Fastners Equity 1.55%
Radico Khaitan Alcoholic Beverages Equity 1.54%
Heritage Foods FMCG Equity 1.51%
Manappuram Fin. Finance Equity 1.41%
LTIMindtree IT - Software Equity 1.37%
Bajaj Finserv Finance Equity 1.19%
GMM Pfaudler Capital Goods-Non Electrical Equipment Equity 1.13%
Grasim Inds Textiles Equity 1.09%
Britannia Inds. FMCG Equity 1.09%
Aditya Bir. Fas. Retail Equity 0.99%
Schaeffler India Bearings Equity 0.93%
Emami FMCG Equity 0.88%
Kotak Mah. Bank Banks Equity 0.8%
NMDC Mining & Mineral products Equity 0.75%
RBL Bank Banks Equity 0.73%
Interglobe Aviat Air Transport Service Equity 0.56%
Jio Financial Finance Equity 0.48%
Global Health Healthcare Equity 0.43%
Mahindra Logis. Logistics Equity 0.32%
Netweb Technolog IT - Software Equity 0.28%
Banks
32%
IT-Software
8.4%
Finance
7.48%
Petroleum Products
5.01%
Beverages
4.53%
Others
42.58%
View all Sectors
Sectors Asset
Banks 32%
IT-Software 8.4%
Finance 7.48%
Petroleum Products 5.01%
Beverages 4.53%
Consumer Durables 4.09%
Pharmaceuticals & Biotech 3.96%
Telecom-Services 3.55%
Cement & Cement Products 3.31%
Industrial Products 3.23%
Healthcare Services 3.1%
Chemicals & Petrochemical 3%
Construction 2.66%
Food Products 2.65%
Ferrous Metals 2.15%
Automobiles 1.93%
Debt 1.65%
Minerals & Mining 1.5%
Commercial Services & Sup 1.16%
Industrial Manufacturing 1.01%
Retailing 0.96%
Auto Components 0.91%
Transport Services 0.81%
Personal Products 0.74%
IT-Hardware 0.28%
Cash & Others -0.09%
Equity
98.33%
Reverse Repos
1.73%
Net Curr Ass/Net Receivables
-0.07%
Others
0%

Advance Ratio

-
Alpha
-
SD
-
Beta
-
Sharpe

Exit Load

Exit Load 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

Fund Objective

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.

Fund Managers

Anil Shah

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Address:
One World Centre,Tower 1,17th Flr, Jupiter Mills,senapati Bapat Marg,Elphinstone Road, Mumbai 400013
Contact:
43568000
Email ID:
care.mutualfunds@adityabirlacapital.com

Frequently Asked Questions

How to invest in Aditya Birla SL Business Cycle Fund – Dir Growth ?

You can invest in Aditya Birla SL Business Cycle Fund – Dir Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Aditya Birla SL Business Cycle Fund – Dir Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Aditya Birla SL Business Cycle Fund – Dir Growth ?

The NAV of Aditya Birla SL Business Cycle Fund – Dir Growth is ₹11.7 as of 29 September 2023.

How to redeem Aditya Birla SL Business Cycle Fund – Dir Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Aditya Birla SL Business Cycle Fund – Dir Growth?

The minimum SIP amount of Aditya Birla SL Business Cycle Fund – Dir Growth is ₹500

What are the top sectors Aditya Birla SL Business Cycle Fund – Dir Growth has invested in?

The top sectors Aditya Birla SL Business Cycle Fund – Dir Growth has invested in are
  1. Banks - 32%
  2. IT-Software - 8.4%
  3. Finance - 7.48%
  4. Petroleum Products - 5.01%
  5. Beverages - 4.53%

Can I make investments in both the SIP and Lump Sum schemes of Aditya Birla SL Business Cycle Fund – Dir Growth?

Yes, You can select both SIP or Lumpsum investment of Aditya Birla SL Business Cycle Fund – Dir Growth based on your investment objective and risk tolerance.

How much returns have Aditya Birla SL Business Cycle Fund – Dir Growth generated ?

The Aditya Birla SL Business Cycle Fund – Dir Growth has delivered 9.4% since inception

What is the expense ratio of Aditya Birla SL Business Cycle Fund – Dir Growth ?

The expense ratio of Aditya Birla SL Business Cycle Fund – Dir Growth is 0.92 % as of 29 September 2023.

What is the AUM of Aditya Birla SL Business Cycle Fund – Dir Growth?

The AUM of Aditya Birla SL Business Cycle Fund – Dir Growth is ₹2,97,662 Cr as of 29 September 2023

What are the top stock holdings of Aditya Birla SL Business Cycle Fund – Dir Growth?

The top stock holdings of Aditya Birla SL Business Cycle Fund – Dir Growth are
  1. HDFC Bank - 12.68%
  2. ICICI Bank - 9.82%
  3. Infosys - 5.58%
  4. Reliance Industr - 4.94%
  5. Bajaj Finance - 4.14%

How can I redeem my investments in Aditya Birla SL Business Cycle Fund – Dir Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Aditya Birla SL Business Cycle Fund – Dir Growth in Scheme, enter the redemption amount, and click on submit button.
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