Aditya Birla SL Business Cycle Fund – Dir Growth

₹ 100
Min SIP
₹ 500
Min Lumpsum
0.94 %
Expense Ratio
Rating
1,701
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 17 May 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 30.8% - - 14.3%
Category Average 37.3% 19.7% 19.2% -

Scheme Allocation

By Holding
By Sector
By Asset
6.76%
5.81%
3.97%
Others
73.52%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 6.76%
HDFC Bank Banks Equity 5.81%
Reliance Industr Refineries Equity 5.53%
Sun Pharma.Inds. Pharmaceuticals Equity 4.41%
Infosys IT - Software Equity 3.97%
Larsen & Toubro Infrastructure Developers & Operators Equity 3.92%
Bharti Airtel Telecomm-Service Equity 3.3%
HCL Technologies IT - Software Equity 3.01%
Shriram Finance Finance Equity 3%
St Bk of India Banks Equity 2.68%
Bajaj Finance Finance Equity 2.44%
M & M Automobile Equity 2.22%
Axis Bank Banks Equity 2.06%
UltraTech Cem. Cement Equity 2.05%
CMS Info Systems Miscellaneous Equity 2.02%
Bharat Forge Castings, Forgings & Fastners Equity 1.94%
United Spirits Alcoholic Beverages Equity 1.84%
Whirlpool India Consumer Durables Equity 1.78%
Kajaria Ceramics Ceramic Products Equity 1.73%
Radico Khaitan Alcoholic Beverages Equity 1.55%
CIE Automotive Castings, Forgings & Fastners Equity 1.44%
Apollo Hospitals Healthcare Equity 1.41%
Britannia Inds. FMCG Equity 1.4%
AIA Engineering Castings, Forgings & Fastners Equity 1.34%
Grasim Inds Textiles Equity 1.3%
Schaeffler India Bearings Equity 1.22%
SBFC Finance Finance Equity 1.17%
Happy Forgings Castings, Forgings & Fastners Equity 1.16%
Kotak Mah. Bank Banks Equity 1.15%
Blue Star Consumer Durables Equity 1.14%
Cholaman.Inv.&Fn Finance Equity 1.12%
Aarti Industries Chemicals Equity 1.09%
Zomato Ltd E-Commerce/App based Aggregator Equity 1.08%
NTPC Power Generation & Distribution Equity 1.07%
Heritage Foods FMCG Equity 1.04%
Tech Mahindra IT - Software Equity 1.04%
Godrej Consumer FMCG Equity 1%
Ambuja Cements Cement Equity 1%
GMM Pfaudler Capital Goods-Non Electrical Equipment Equity 0.99%
NOCIL Chemicals Equity 0.98%
Ajanta Pharma Pharmaceuticals Equity 0.98%
Life Insurance Insurance Equity 0.98%
DLF Realty Equity 0.96%
V-Guard Industri Capital Goods - Electrical Equipment Equity 0.92%
J K Cements Cement Equity 0.9%
Gokaldas Exports Readymade Garments/ Apparells Equity 0.78%
AU Small Finance Banks Equity 0.78%
Welspun Corp Steel Equity 0.59%
Zee Entertainmen Entertainment Equity 0.57%
Cello World Trading Equity 0.56%
Sun TV Network Entertainment Equity 0.38%
LTIMindtree IT - Software Equity 0.24%
Grasim Inds PP Textiles Equity 0.02%
Banks
16.8%
IT-Software
9.93%
Others
7.63%
Finance
6.86%
Petroleum Products
5.79%
Others
52.98%
View all Sectors
Sectors Asset
Banks 16.8%
IT-Software 9.93%
Others 7.63%
Finance 6.86%
Petroleum Products 5.79%
Consumer Durables 5.38%
Cement & Cement Products 5.37%
Pharmaceuticals & Biotech 4.87%
Industrial Products 4.58%
Construction 3.98%
Beverages 3.42%
Telecom-Services 2.95%
Food Products 2.89%
Commercial Services & Sup 2.37%
Auto Components 2.25%
Automobiles 2.09%
Realty 2.09%
Healthcare Services 2.07%
Debt 1.8%
Chemicals & Petrochemical 1.64%
Aerospace & Defense 1.08%
Power 1.04%
Retailing 1.02%
Industrial Manufacturing 0.95%
Insurance 0.76%
Entertainment 0.65%
Cash & Others -0.26%
Equity
93.81%
Mutual Funds Units
3.74%
Reverse Repos
1.06%
Foreign Equity
1.05%
Derivatives
0.88%

Advance Ratio

-0.74
Alpha
3.7
SD
0.89
Beta
0.55
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

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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 ₹13.9 as of 17 May 2024.

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 ₹100

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 - 16.8%
  2. IT-Software - 9.93%
  3. Others - 7.63%
  4. Finance - 6.86%
  5. Petroleum Products - 5.79%

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 14.3% 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 0.94 % as of 17 May 2024.

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 ₹3,12,323 Cr as of 17 May 2024

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. ICICI Bank - 6.76%
  2. HDFC Bank - 5.81%
  3. Reliance Industr - 5.53%
  4. Sun Pharma.Inds. - 4.41%
  5. Infosys - 3.97%

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.
Invest Now