Fund Overview

NAV (19 Dec 24)

₹ 14.06

AUM (in Cr)

₹ 1823.23

3 Years CAGR

% 12.52

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Aditya Birla Sun Life Business Cycle Fund
-3.17
-9.76
-1.75
13.48
12.52
0.00
Nifty 500
1.44
-7.63
0.49
19.95
17.18
18.86
Sectoral/Thematic
2.26
10.60
19.38
45.10
21.55
25.94

Note:  Benchmark Performance not available due to periodic changes in underlying Benchmark composition.

Scheme Information

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.

Expense Ratio
% 2.10
Benchmark
Nifty 500
AUM
₹ 1823.23
Inception Date
15 Nov 2021
Turnover Ratio
-
Exit Load
For redemption/switchout of units on or before 30 days from the date of allotment: 1.00% of applicable NAV. For redemption/switch-out of units after 30 days from the date of allotment: Nil.
Asset Class
Equity

Total AUM

₹ 384326.89

No. of Schemes under this AMC

118

Phone

43568000

Email

care.mutualfunds@adityabirlacapital.com

Incorporation Date

12/23/1994

Address

One World Center, Tower 1, 17th Floor,, Jupiter Mills,, Senapati Bapat Marg,

Mumbai - 400013

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