- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Business Cycle Fund (PIDCW-A)
Aditya Birla Sun Life Business Cycle Fund (PIDCW-A)
₹ 13.15
NAV (Apr 22)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 13.15
NAV (Apr 22)
Fund Returns
Last 1Y | 29.3% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 11.7% |
6 Month CAGR | 13.8% |
Scheme Information
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.
Expense Ratio | 2.14 |
Launched (3y ago) | Dec 03, 2021 |
AUM in Crores | 1642.155 |
ISIN | INF209KB13D4 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 500 India TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life Business Cycle Fund (PIDCW-A) | 15,78,414 | 8,45,802 | 29.3% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
icici bank ltd
6.7%reliance industries ltd
5.8%hdfc bank ltd
5.7%sun pharmaceuticals industries ltd
4.9%larsen & toubro ltd
4.3%Allocation by Sector
financial services
26.1%industrials
13.5%technology
10.2%consumer cyclical
9.2%basic materials
8%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Aditya Birla Sun Life AMC Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 4.6% | ||
5.8% | 7.4% | ||
5.8% | 6.8% | ||
5.8% | 7.3% | ||
5.8% | 7.1% |
Aditya Birla Sun Life Business Cycle Fund (PIDCW-A) Review
Aditya Birla Sun Life Business Cycle Fund (PIDCW-A) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 11.7% over a period of 2 years. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Dhaval Gala, Dhaval Joshi, Harish Krishnan.
Nav of Aditya Birla Sun Life Business Cycle Fund (PIDCW-A) as of 4/22/2024 is ₹13.15 with the total AUM as of 4/23/2024 is ₹1642.155. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Business Cycle Fund (PIDCW-A) was launched on Dec 03, 2021. The category risk of the fund is Very High Risk.
The minimum SIP amount for Aditya Birla Sun Life Business Cycle Fund (PIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Aditya Birla Sun Life Business Cycle Fund (PIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 500 India TR INR.
Aditya Birla Sun Life Business Cycle Fund (PIDCW-A) is rated as a 0 fund in Equity and delivered 29.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life Business Cycle Fund (PIDCW-A).
Frequently Asked Questions
What is Aditya Birla Sun Life Business Cycle Fund (PIDCW-A)?
How to invest in Aditya Birla Sun Life Business Cycle Fund (PIDCW-A)?
You can invest in Aditya Birla Sun Life Business Cycle Fund (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Aditya Birla Sun Life Business Cycle Fund (PIDCW-A)?
The minimum sip amount for Aditya Birla Sun Life Business Cycle Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Aditya Birla Sun Life Business Cycle Fund (PIDCW-A) good to invest in?
As per Scripbox experts, Aditya Birla Sun Life Business Cycle Fund (PIDCW-A) is a Not Reviewed Yet fund. You can investAditya Birla Sun Life Business Cycle Fund (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Aditya Birla Sun Life Business Cycle Fund (PIDCW-A)?
The expense ratio of the Aditya Birla Sun Life Business Cycle Fund (PIDCW-A) is 2.14% for regular plan.