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Latest NAV & returns of BIRLA SUN LIFE MUTUAL FUND

Aditya Birla Sun Life Business Cycle Fund Direct Growth

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14.640 (-0.272%)
NAV on March 28, 2025
Category Equity:
Equity - Other
Investment StyleBox
Large Growth
Total Assets 1,586 cr
Turnover Ratio 41.20%
Expense Ratio 1.17%
Exit Load 1.00%if redeemed within
30 Days0.00%if redeemed after 30 Days
Returns
  • 1M: 6.71%
  • 1Y: 8.77%
  • 3M: -5.85%
  • 3Y: 14.35%
  • 6M: -12.07%
  • 5Y: N/A
Min Investment 500
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ADDITIONAL INFO
Fund Manager Harish Krishnan (Since over 1 year) Dhaval Gala (Since about 2 years) Dhaval Joshi (Since over 2 years)
ISIN INF209KB14D2
Fund Family Aditya Birla Sun Life
P/E Ratio 22.23
P/B Ratio 3.41
Launch Date December 03, 2021
Benchmark BSE 500 India TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs BSE 500 India TR INR

Alpha -0.45
Beta 0.94
R-Squared 95.00
Info Ratio -0.26
Tracking Err 3.24
Sortino 0.678
Sharpe 0.418
Std Dev 13.981
Risk -
SECTOR WEIGHTINGS (%)
Financial 31.79%
Industrial 14.14%
Technology 12.38%
Basic Materials 10.69%
Consumer Cyclical 12.92%
Utilities Services 0.78%
Healthcare Services 5.75%
Energy Services 5.95%
Communication Services 2.63%
Consumer Defensive 2.17%
Real Estate 0.77%
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.

You will not receive any dividends. Your investments will get the largest benefit of compounding.

View Factsheet
Top Equity Other Funds
NAME LATEST
NAV		 RETURNS
1y       		FUND
ASSETS 		EXPENSE
RATIO		 RISK
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ICICI Prudential Manufacturing Fund Direct Growth —
33.440 3.72% 5,629 cr 0.83% -


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