Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published
NAV history for this scheme.
Risk
Volatility
Sharpe
Sortino
Beta
Alpha
Max fall
R²
This scheme
14.9%
0.50
0.76
0.95
1.74%
-18.1%
94.65
Nifty 500 benchmark
15.2%
0.39
0.58
—
—
-37.3%
—
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the
36 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
Windows
Worst
Median
Best
Periods that lost money
918
-8.0%
9.5%
39.7%
11%
Every one-year holding period in this scheme's history, not just the last one — the
spread a real investor would have met depending only on when they started.
How it behaves against its benchmark
Up capture
Down capture
Correlation
Tracking error
Information ratio
Treynor
102%
96%
0.97
3.5%
0.41
7.72
Up capture is how much of the benchmark's gain this scheme kept in the months the
benchmark rose; down capture, how much of its fall it took. Below 100 on the down side and above it
on the up side is the combination every fund is trying for and few reach.
Measured over the 36 months this scheme and
Nifty 500 share.
Aditya Birla Sun Life Business Cycle Fund
Regular Plan · GROWTH
Allocation
By asset
Equity
97.79%
Foreign Securities
1.33%
Cash & Equivalents
0.88%
By market cap
Large Cap
32.65%
Mid Cap
24.99%
Small Cap
40.15%
Unclassified
1.33%
Concentration
Number of stocks
58
Top 5 stocks
15.65%
Top 10 stocks
28.34%
Top 20 stocks
50.56%
Lines in the filing
61
Largest holding
4.04%
Largest sector
Banks 12.87%
Effective stocks
49.9
Sectors held
24
Cash
0.88%
Effective stocks is what the concentration works out to: a fund holding
58 names but most of its money in a few
behaves like a fund of 50. Cash includes repo and TREPS, which
every fund parks money in overnight.
Sector split
Banks
12.87%
IT - Software
9.67%
Pharmaceuticals & Biotechnology
7.99%
Finance
7.39%
Industrial Products
7.05%
Auto Components
6.11%
Retailing
6.02%
Automobiles
5.86%
Healthcare Services
5.55%
Non - Ferrous Metals
4.09%
Ferrous Metals
3.98%
Cement & Cement Products
3.35%
Leisure Services
2.60%
Consumer Durables
2.59%
Realty
2.32%
Industrial Manufacturing
2.05%
Electrical Equipment
1.81%
Personal Products
1.38%
Construction
1.30%
Aerospace & Defense
1.28%
Aditya Birla Sun Life Business Cycle Fund
Regular Plan · GROWTH · holdings
Top 30 holdings
#
Company
Sector
Shares held
Value ₹ cr
% of fund
1
ICICI Bank Ltd.
Banks
527,451
70
4.04%
2
The Federal Bank Ltd.
Banks
1,785,000
57
3.28%
3
Shivalik Bimetal Controls Ltd.
Industrial Products
470,819
50
2.92%
4
R R Kabel Ltd.
Industrial Products
189,154
48
2.76%
5
Birlasoft Ltd.
IT - Software
1,672,865
45
2.63%
6
Shaily Engineering Plastics Ltd.
Consumer Durables
145,640
45
2.59%
7
Sai Life Sciences Ltd.
Pharmaceuticals & Biotechnology
290,527
44
2.57%
8
Craftsman Automation Ltd.
Auto Components
42,132
44
2.54%
9
S.J.S. Enterprises Ltd.
Auto Components
191,109
43
2.50%
10
Karur Vysya Bank Ltd.
Banks
1,323,471
43
2.49%
11
TVS Motor Company Ltd.
Automobiles
100,250
41
2.39%
12
Vedanta Aluminium Metal Ltd.
Non - Ferrous Metals
982,134
41
2.35%
13
Zensar Technologies Ltd.
IT - Software
945,000
40
2.31%
14
Ajanta Pharma Ltd.
Pharmaceuticals & Biotechnology
108,516
39
2.28%
15
Muthoot Finance Ltd.
Finance
143,464
39
2.28%
16
Torrent Pharmaceuticals Ltd.
Pharmaceuticals & Biotechnology
80,246
39
2.23%
17
Thyrocare Technologies Ltd.
Healthcare Services
704,058
38
2.18%
18
Jindal Steel Ltd.
Ferrous Metals
317,533
36
2.09%
19
Ather Energy Ltd.
Automobiles
250,000
36
2.07%
20
Syrma SGS Technology Ltd.
Industrial Manufacturing
198,218
35
2.05%
21
FSN E-Commerce Ventures Ltd.
Retailing
1,100,000
35
2.04%
22
Mastek Ltd.
IT - Software
213,914
33
1.94%
23
JSW Steel Ltd.
Ferrous Metals
260,000
33
1.89%
24
Narayana Hrudayalaya Ltd.
Healthcare Services
178,773
32
1.86%
25
CG Power and Industrial Solutions Ltd.
Electrical Equipment
365,000
31
1.81%
26
Hindalco Industries Ltd.
Non - Ferrous Metals
318,042
30
1.74%
27
Bank of Maharashtra
Banks
3,587,200
28
1.65%
28
The Phoenix Mills Ltd.
Realty
144,127
28
1.62%
29
Shriram Finance Ltd.
Finance
275,000
27
1.57%
30
Chalet Hotels Ltd.
Leisure Services
310,034
26
1.52%
Aditya Birla Sun Life Business Cycle Fund
Regular Plan · GROWTH · where the money sits
What the manager did last month
Between the filings of 30 Jun 2026 and 31 Jul 2026.
A position grows because the manager bought or because the price rose; only the share count separates them.
Bought
Sold
New positions
Sold out of
Price move of holdings
₹5 cr
₹85 cr
5
6
+4.39%
Stock
Shares traded
Shares
Price
Value ₹ cr
New position
Birlasoft Ltd.
1,672,865
entered
—
50.6
Zensar Technologies Ltd.
945,000
entered
—
48.0
Torrent Pharmaceuticals Ltd.
80,246
entered
—
41.1
Mastek Ltd.
213,914
entered
—
40.1
Eicher Motors Ltd.
34,000
entered
—
26.6
Added to
Vedanta Aluminium Metal Ltd.
100,000
+13.7%
+1.3%
4.5
Trimmed
AIA Engineering Ltd.
58,073
-97.7%
-9.7%
26.7
Bharat Forge Ltd.
95,000
-54.3%
+2.6%
20.9
Lenskart Solutions Ltd.
250,000
-41.7%
+9.0%
14.0
Marico Ltd.
140,000
-40.0%
+4.1%
12.2
Apollo Hospitals Enterprise Ltd.
12,000
-40.0%
+3.2%
10.8
Sold out of
J.B. Chemicals & Pharmaceuticals Limited
157,347
exited
—
36.1
Sona BLW Precision Forgings Limited
475,000
exited
—
29.5
Adani Power Limited
1,122,260
exited
—
25.1
Schaeffler India Limited
45,000
exited
—
18.9
Vishal Mega Mart Ltd
1,400,000
exited
—
16.5
Pine Labs Ltd
900,000
exited
—
14.1
Not equity
Previous filing
This filing
Change
Cash, repo and TREPS
₹0 cr
₹0 cr
+₹0 cr
The list above is stocks and fund units. Treasury bills, repo and money-market
lines roll over every month by design — they are not decisions, so they are totalled here rather
than listed as activity.
Not investment advice. InvestVerdict is not a SEBI-registered Investment
Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the
portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past
returns do not predict future ones. Generated 31 Oct 2026.
