July 14, 2026
mayank
Aditya Birla (ABSL) Business Cycle Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 6.68 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 14.60 |
| Min. Investment (Rs.) | 500 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | BSE 500 TRI |
| AUM Rs. | 1,745 Cr |
| (As on 30-Jun-2026) | |
| Expense | 0.95% |
| 1 Year Return (%) | 4.23 |
| 3 Year Return (%) | 13.61 |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | 11.73% |
Suitable For Which Investors?
Business Cycle funds are suitable for investors:
1. Seeking exposure in a diversified set of stocks with a focus on riding business cycles for high returns
2. Aiming for long term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The scheme seeks 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.
Fund Manager:
1) Harish Krishnan
Education: Mr. Krishnan is a Graduate from Government Engineering College Trichur and MBA from IIM Kozhikode
Experience: Prior to joining Aditya Birla Sun Life Mutual Fund, he has also worked at Kotak Mahindra Mutual Fund, Infosys Technologies Ltd in his earlier stint.
2) Pavas Pethia
Education: PGDM in Finance & Economics from the IIM Lucknow, B.Tech in Electronics & Communication Engineering MNIT-Jaipur
Experience: Prior to joining the ABSL AMC, he was associated with ENAM Asset Management, Evalueserve, Motilal Oswal Securities and Asit C.Mehta Investments.
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 1 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 30 days |
Basic Details of Aditya Birla (ABSL) Business Cycle Fund
| Fund House | Aditya Birla Sun Life Mutual Fund |
| Launch Date | 03-Dec-21 |
| Return Since Launch | 11.73% |
| Benchmark | BSE 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 1,745 Cr |
| (As on 30-Jun-2026) | |
| Expense | 0.95% |
| (As on 30-Jun-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 63.00% |
Aditya Birla (ABSL) Business Cycle Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| ABSL Business Cycle Dir | 1.71 | 0.06 | 5.17 | 6.99 | 3.03 | 4.23 | 13.61 | — | — | — |
| BSE 500 TRI | -2.02 | 1.17 | 5.22 | 4.67 | -0.33 | 0.08 | 12.81 | — | — | — |
| Equity: Thematic-Business Cycle | 2.92 | 0.03 | 4.75 | 8.67 | 4.54 | 4.47 | 16.07 | — | — | — |
| Rank within category | 13 | 7 | 6 | 13 | 12 | 9 | 8 | — | — | — |
| Number of funds in category | 18 | 19 | 19 | 19 | 18 | 18 | 9 | 2 | 1 | 1 |
Peer Comparison of Aditya Birla (ABSL) Business Cycle Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| ABSL Business Cycle Dir | Unrated | 4.23 | 13.61 | — | 0.95 | 1,745 | 11.73 | 1.00 (30) | 4Y 7M | 63.00 |
| ICICI Pru Business Cycle Dir | Unrated | 3.01 | 18.26 | 17.85 | 0.67 | 16,138 | 19.52 | 1.00 (30) | 5Y 5M | 32.00 |
| Kotak Business Cycle Dir | Unrated | 7.39 | 17.63 | — | 0.57 | 3,302 | 17.13 | 0.50 (90) | 3Y 9M | 28.73 |
| HDFC Business Cycle Dir | Unrated | 4.78 | 12.70 | — | 0.84 | 2,703 | 13.55 | 1.00 (365) | 3Y 7M | 50.99 |
| Tata Business Cycle Dir | Unrated | 2.90 | 16.20 | — | 0.60 | 2,668 | 16.08 | 0.50 (30) | 4Y 11M | 53.12 |
Aditya Birla Business Cycle Fund Portfolio Analysis
| No. of Stocks | 61 |
| Top 10 Stocks (*) | –% |
| Top 5 Stocks (*) | –% |
| Top 3 Sectors (*) | –% |
| Portfolio P/B Ratio (*) | 4.46 |
| Portfolio P/E Ratio | 29.35 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 67,468 | 1,24,710 |
| Large (%) | 33.61 | 50.02 |
| Mid (%) | 33.46 | 25.43 |
| Small (%) | 32.93 | 24.55 |
Note: Mutual fund investments are subject to market risks, read all scheme-related documents carefully.
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