What is the current price / NAV of Aditya Birla SL Business Cycle Fund(IDCW)?
The current NAV of Aditya Birla SL Business Cycle Fund(IDCW) is ₹13.72, as of 17th April 2025.What are the returns of Aditya Birla SL Business Cycle Fund(IDCW)?
The Aditya Birla SL Business Cycle Fund(IDCW) was launched on 3rd December 2021. This mutual fund's past returns are as follows:- 1 Year Returns: 1.78%
- 3 Year Returns: 10.75%
What are the top 5 sectoral holdings of Aditya Birla SL Business Cycle Fund(IDCW)?
The top sectors Aditya Birla SL Business Cycle Fund(IDCW) has invested in are as follows:- Private Banks | 21.77%
- IT Services & Consulting | 7.44%
- Construction & Engineering | 6.74%
- Oil & Gas - Refining & Marketing | 5.98%
- Metals - Diversified | 5.85%
What are the top 5 holdings of Aditya Birla SL Business Cycle Fund(IDCW)?
The top 5 holdings for Aditya Birla SL Business Cycle Fund(IDCW) are as follows:- ICICI Bank Ltd | 8.19%
- Kotak Mahindra Bank Ltd | 5.79%
- Reliance Industries Ltd | 4.91%
- Infosys Ltd | 3.78%
- HDFC Bank Ltd | 3.53%
What is the asset allocation of Aditya Birla SL Business Cycle Fund(IDCW)?
The asset allocation for Aditya Birla SL Business Cycle Fund(IDCW) is as follows:- Equity | 97.71%
- Cash & Equivalents | 2.00%
- Mutual Funds | 0.29%
What is the AUM of Aditya Birla SL Business Cycle Fund(IDCW)?
The AUM (i.e. assets under management) of Aditya Birla SL Business Cycle Fund(IDCW) is ₹1687.96 Cr as of 17th April 2025.What is the expense ratio of Aditya Birla SL Business Cycle Fund(IDCW)?
The expense ratio of Aditya Birla SL Business Cycle Fund(IDCW) Plan is 1.16 as of 17th April 2025.What is the alpha ratio of Aditya Birla SL Business Cycle Fund(IDCW)?
The alpha ratio for the Aditya Birla SL Business Cycle Fund(IDCW) is 0.36
Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the volatility or standard deviation of Aditya Birla SL Business Cycle Fund(IDCW)?
The volatility or standard deviation for the Aditya Birla SL Business Cycle Fund(IDCW) is 15.67
Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Aditya Birla SL Business Cycle Fund(IDCW)?
The Sharpe ratio for the Aditya Birla SL Business Cycle Fund(IDCW) is 0.27
The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Aditya Birla SL Business Cycle Fund(IDCW)?
The Sortino Ratio for the Aditya Birla SL Business Cycle Fund(IDCW) is 0.03
The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.
What is the Price to Earnings (PE) ratio of Aditya Birla SL Business Cycle Fund(IDCW)?
The PE ratio of Aditya Birla SL Business Cycle Fund(IDCW) is 40.66, while category PE ratio is 46.26.
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Aditya Birla SL Business Cycle Fund(IDCW) Direct IDCW
IDCW
EquityThematic Fund
Mid-size FundAssets Under Mgmt: ₹ 1,687 Cr
Very High RiskPrinciple investment will be at very high risk
13.721.40% (+0.19)
Aditya Birla SL Business Cycle Fund(IDCW) NAV Price Chart
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EquityThematic Fund
Mid-size FundAssets Under Mgmt: ₹ 1,687 Cr
Very High RiskPrinciple investment will be at very high risk
Aditya Birla SL Business Cycle Fund(IDCW) Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.16 | 40.66 | 0.27 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.47 | 46.26 | -0.13 |
Aditya Birla SL Business Cycle Fund(IDCW) Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 500 |
| BenchmarkBenchmark |
|---|
| BSE 500 - TRI |
About Thematic Fund
Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.
Aditya Birla SL Business Cycle Fund(IDCW) Peers & Comparison
Comparing 3 mutual funds from
EquityThematic Fund
EquityThematic Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Aditya Birla SL Business Cycle Fund(IDCW) | 1.78% | 10.75% | 9.83% |
| ICICI Pru India Opp Fund(IDCW-Payout) | 4.67% | 13.01% | 15.36% |
| HDFC Manufacturing Fund(IDCW) | — | — | — |
| SBI Innovative Opportunities Fund(IDCW) | — | — | — |
Aditya Birla SL Business Cycle Fund(IDCW) Returns Comparison
Compare Aditya Birla SL Business Cycle Fund(IDCW) with any MF, ETF, stock or indexCompare Aditya Birla SL Business Cycle Fund(IDCW) with any MF, ETF, stock or index
Aditya Birla SL Business Cycle Fund(IDCW)
Hmm, looks like data is unavailable here. Please come back after some timeAditya Birla SL Business Cycle Fund(IDCW) Asset Allocation
Actual
Target
Jun 2024
Sep 2024
Dec 2024
Mar 2025
Jun 2024
Sep 2024
Dec 2024
Mar 2025
Aditya Birla SL Business Cycle Fund(IDCW) Sector Distribution
Jun 2024
Sep 2024
Dec 2024
Mar 2025
Aditya Birla SL Business Cycle Fund(IDCW) Sector Weightage
Private Banks
Private Banks as a % of total holdings for last six quarters
Aditya Birla SL Business Cycle Fund(IDCW) Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
Holdings
8.19 %
0.88 %Holdings
5.79 %
1.32 %Holdings
4.91 %
0.52 %
AMC Profile of Aditya Birla SL Business Cycle Fund(IDCW)
Aditya Birla Sun Life AMC Limited, is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together Aditya Birla Group's experience in the Indian market and Sun Life's global experience.
No.of Schemes
96
Total AUM
₹ 3,59,498.26 Cr.
Aditya Birla SL Business Cycle Fund(IDCW) Fund Manager Profile
Harish krishnan
AUM: ₹35,443.52 Cr.
|
Exp: 9yrs
Dhaval Gala
AUM: ₹17,342.83 Cr.
|
Exp: —
Dhaval Joshi
AUM: ₹60,732.90 Cr.
|
Exp: 15yrs
Aditya Birla SL Business Cycle Fund(IDCW) Manager Performance (0)
Equity: Thematic Fund
Aditya Birla SL Business Cycle Fund(IDCW) Tax Implications
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Aditya Birla SL Business Cycle Fund(IDCW) Review & Opinions
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Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%