3 Year Returns
11.99%
NAV (₹)
14.2900
1 Day NAV Change
-0.14%
Aditya Birla SL Business Cycle Fund IDCW is a scheme from Aditya Birla Sun Life Mutual Fund AMC, launched on 03 Dec 2021 and currently managing ₹ 1843.59 Cr in assets. It sits in the very high risk category on the riskometer, with a minimum SIP of ₹10 and a lump sum of ₹500. The sections below cover its latest NAV, historical returns, portfolio holdings, and expense ratio.
Aditya Birla SL Business Cycle Fund IDCW Fund Details
| Min. SIP Amount | ₹ 10 |
| Min. Lumpsum Amount | ₹ 500 |
| AUM | ₹ 1843.59 Cr |
| Expense Ratio | 2.69% |
| Lock-in Period | No Lock-in Period |
| Inception Date | 03 Dec 2021 |
| Fund Age | 4 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
Asset Allocation
AUM
₹1,33,309.00 Cr
Cash Holdings
21.45%
Equity
70.84%
Cash
21.45%
Debt
1.71%
Other
6%
Aditya Birla SL Business Cycle Fund IDCW Sector Holdings
Last Updated: 31 Aug 2026| Sectors | Allocation | Weightage | Value (in Cr.) |
|---|---|---|---|
| Others | 14.81% | ₹ 273.04 | |
| Banks | 13.50% | ₹ 248.852 | |
| IT - Software | 8.68% | ₹ 160.114 | |
| Finance | 7.85% | ₹ 144.661 | |
| Pharmaceuticals | 7.70% | ₹ 141.988 | |
| Non Ferrous Metals | 7.70% | ₹ 141.9 | |
| Auto Ancillaries | 6.36% | ₹ 117.324 | |
| Automobile | 6.31% | ₹ 116.35 | |
| Healthcare | 5.97% | ₹ 110.139 | |
| Steel | 4.00% | ₹ 73.68 |
Aditya Birla SL Business Cycle Fund IDCW Stock Holdings
Last Updated: 31 Aug 2026| Name | Allocation | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|---|
| ICICI Bank | 4.16% | ₹ 76.691 | Banks | |
| Federal Bank | 3.45% | ₹ 63.671 | Banks | |
| R R Kabel | 3.00% | ₹ 55.392 | Cables | |
| Shivalik Bimetal | 2.73% | ₹ 50.378 | Non Ferrous Metals | |
| Birlasoft Ltd | 2.64% | ₹ 48.722 | IT - Software | |
| Shaily Engineer. | 2.59% | ₹ 47.658 | Plastic products | |
| SJS Enterprises | 2.58% | ₹ 47.559 | Auto Ancillaries | |
| Craftsman Auto | 2.56% | ₹ 47.182 | Auto Ancillaries | |
| Karur Vysya Bank | 2.50% | ₹ 46.004 | Banks | |
| TVS Motor Co. | 2.36% | ₹ 43.522 | Automobile |
Fund Manager Details
Risk-O-Meter
Investors understand that their principal will be at Very High Risk
Risk Scale
AMC Information
Aditya Birla Sun Life Mutual Fund
Funds Managed
117
Assets Managed
₹ 4,32,523.84 Cr
Contact Details
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...
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