AnandRathi

Aditya Birla SL Business Cycle Fund (G)

Last Updated NAV Date: 29 Jul 2026

3 Year Returns

12.14%

NAV (₹)

16.0300

1 Day NAV Change

0.94%

No chart data available for this period.

Fund Details

Min. SIP Amount₹ 10
Min. Lumpsum Amount₹ 500
AUM₹ 1745.30 Cr
Expense Ratio2.78%
Lock-in PeriodNo Lock-in Period
Inception Date03 Dec 2021
Fund Age4 Yrs

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’s Investment 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.

Calculate Your Mutual Fund Returns

Returns Estimator

Estimation is based on the past performance

Expected Rate of Return

The value of your investment after 5 Years will be

4,12,432

Invested Amount

3,00,000

Est. Returns

1,12,432

Scheme’s Historical Return

1 Month Return3.55%
3 Month Return6.80%
6 Month Return5.67%
1 Year Return6.94%
3 Year Return12.14%

Asset Allocation

AUM

₹1,33,309.00 Cr

Cash Holdings

21.45%

Equity

70.84%

Cash

21.45%

Debt

1.71%

Other

6%

Sector Holdings

Last Updated: 30 Jun 2026
SectorsAllocationWeightageValue (in Cr.)
Others
19.12%333.727
Banks
14.96%261.077
Healthcare
7.79%135.918
Pharmaceuticals
7.47%130.401
Non Ferrous Metals
6.60%115.131
Auto Ancillaries
6.57%114.607
Finance
6.02%105.114
E-Commerce/App based Aggregator
5.03%87.819
Castings, Forgings & Fastners
3.98%69.503
Steel
3.85%67.26

Stock Holdings

Last Updated: 30 Jun 2026
NameAllocationWeightageValue (in Cr.)Sector
ICICI Bank
4.16%72.535Banks
Federal Bank
3.38%58.914Banks
R R Kabel
2.60%45.306Cables
Muthoot Finance
2.46%43.001Finance
SJS Enterprises
2.43%42.388Auto Ancillaries
Shaily Engineer.
2.42%42.17Plastic products
Craftsman Auto
2.28%39.857Auto Ancillaries
Karur Vysya Bank
2.25%39.188Banks
Thyrocare Tech.
2.22%38.674Healthcare
Bharat Forge
2.15%37.522Castings, Forgings & Fastners

Fund Manager Details

Has around 15 years of experience. He has been providing analytical support to the Chief Financial Officer of Hindalco Industries Ltd, prior to which he has worked with Aditya Birla Management Corporation Ltd. B.Com, C.A.

Risk-O-Meter

Very High Risk

Investors understand that their principal will be at Very High Risk

Risk Scale

Low
Moderately Low
Moderate
Moderately High
High
Very High

AMC Information

Aditya Birla Sun Life Mutual Fund

Funds Managed

119

Assets Managed

₹ 4,32,523.84 Cr

Contact Details

https://mutualfund.adityabirlacapital.com

Registered Address

One World Centre,Tower 1,17th Flr,Jupiter Mills,senapati BapatMarg,Elphinstone Road, Mumbai 400013

Managing Director

A. Balasubramanian

Chief Executive Officer

Mr.A.Balasubramanian

Compliance Officer

Parth Makwana

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Disclaimer

The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...

Frequently Asked Questions

You can withdraw your investment from Aditya Birla SL Business Cycle Fund (G) through your mutual fund app, AMC website, or demat or stock broker online account at the applicable NAV.
The minimum investment for Aditya Birla SL Business Cycle Fund (G) is ₹ 500 for Lumpsum and ₹ 10 for SIP. You can open a demat account or login to the existing stock broker online account to get started.
Aditya Birla SL Business Cycle Fund (G) has a lock-in period of No Lock-in Period. Schemes with a lock-in restrict withdrawals or redemptions for that duration, while schemes with no lock-in allow you to redeem anytime.
The average annualized return of Aditya Birla SL Business Cycle Fund (G) over the past three years is 12.14%.
The current NAV of Aditya Birla SL Business Cycle Fund (G) is 16.0300.
The Expense ratio of Aditya Birla SL Business Cycle Fund (G) is 2.78%. It is an annual charge for running the mutual fund. You can find the same on the factsheet and the Asset Management Companies website.
The latest AUM of the Aditya Birla SL Business Cycle Fund (G) fund is ₹ 1745.30 Cr. It represents the total assets held and managed by the fund.
The exit load for Aditya Birla SL Business Cycle Fund (G) is 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.
The fund managers of the Aditya Birla SL Business Cycle Fund (G) are Vineet Maloo, Harish Krishnan, Pavas Pethia. However, with management's discretion, the fund manager could also change during the tenure.
Aditya Birla SL Business Cycle Fund (G) was launched on 03 Dec 2021. Since then, the fund has formed an NAV (Net Asset Value) of 16.0300.

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