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InvestVerdict

Aditya Birla Sun Life Business Cycle Fund

Direct Plan · IDCW Payout · Sectoral / Thematic · Scheme code 149297

NAV₹15.4800as on 28 Aug 2026
Fund houseAditya Birla Sun Life Mutual Fund
CategorySectoral / Thematic
Plan & optionDirect · IDCW Payout
History3.1 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme 4.0311.859.94 7.8710.19— ——9.50
Nifty 500
benchmark		 0.874.312.15 5.2012.49— ——11.86
Sectoral / Thematic
category median		 ——— 6.9716.9114.34 —15.17—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 14.2% 0.26 0.35 0.97 -2.12% -24.4% 82.97
Nifty 500
benchmark		 14.0%0.43 0.59—— -18.6%—

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

9311012814520242026InvestVerdict

Drawdown from peak (%)

0%-9%-18%-27%20242026

Every one-year period it has lived through

WindowsWorstMedianBestPeriods that lost money
103 -11.6% 0.9% 41.5% 47%

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.

InvestVerdict

Aditya Birla Sun Life Business Cycle Fund

Direct Plan · IDCW Payout

Allocation

By asset

Equity97.45%
Cash & Equivalents1.67%
Foreign Securities0.88%

By market cap

Large Cap32.17%
Mid Cap32.91%
Small Cap32.38%
Unclassified0.88%

Concentration

Number of stocks60
Top 5 stocks15.02%
Top 10 stocks26.33%
Top 20 stocks46.40%
Largest holding4.16%
Largest sectorBanks 14.58%
Effective stocks53.5
Cash1.67%
InvestVerdict

Aditya Birla Sun Life Business Cycle Fund

Direct Plan · IDCW Payout · holdings

Top 18 holdings

#CompanySector% of fund
1— Banks4.16%
2— Banks3.38%
3— Industrial Products2.60%
4— Finance2.46%
5— Auto Components2.43%
6— Consumer Durables2.42%
7— Auto Components2.28%
8— Banks2.25%
9— Healthcare Services2.22%
10— Auto Components2.15%
11— Pharmaceuticals & Biotechnology2.13%
12— Pharmaceuticals & Biotechnology2.07%
13— Pharmaceuticals & Biotechnology2.05%
14— Industrial Products2.05%
15— Healthcare Services2.02%
16— Electrical Equipment1.99%
17— Automobiles1.99%
18— Retailing1.96%

Sector split

Banks — 14.6%Auto Components — 9.6%Healthcare Services — 7.6%Industrial Products — 7.5%Pharmaceuticals & Biotechnology — 7.3%Retailing — 6.8%Finance — 5.9%Ferrous Metals — 3.8%Cement & Cement Products — 3.6%Other — 33.4%Banks14.6%Auto Components9.6%Healthcare Services7.6%Industrial Products7.5%Pharmaceuticals & Biotech…7.3%Retailing6.8%Finance5.9%Ferrous Metals3.8%Cement & Cement Products3.6%Other33.4%
Banks14.58%
Auto Components9.63%
Healthcare Services7.59%
Industrial Products7.48%
Pharmaceuticals & Biotechnology7.28%
Retailing6.81%
Finance5.87%
Ferrous Metals3.76%
Cement & Cement Products3.64%
Automobiles3.62%

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 30 Aug 2026.