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Aditya Birla SL Business Cycle Fund-Reg(G)

very highequity
15.40 0.08(0.52%) NAV as on 19 Jun 2026
4.48 % 1 M
3.56 % 1 Y
12.68 % 3 Y

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • max

FUND OBJECTIVE

The investment objective of the scheme is to provide long term capital appreciation by investingpredominantly in equity and equity related securities with a focus on riding business cycles throughdynamic allocation between various sectors and stocks at different stages of business cycles in theeconomy.

SCHEME DETAILS

expense_ration-icon Expenses Ratio :

2.14

As on 31 Mar, 2026
age-icon Age :

4 yrs 6 m

Since 03 12 ,2021
exit_load Exit Load :

1%

aum AUM :

1,682.94 Crs

lock_in Lock-in :

1% on or before 30D, Nil after 30D

investing_style Investing Style :

Large Growth

Portfolio_book_value Portfolio Price To Book Value :

7.38

Min_Investment Min. Investment :

SIP 100 & Lumpsum 500

Scheme_benchmark Scheme Benchmark :

BSE 500 - TRI

Fund_manager Fund Manager :

Pavas Pethia,Harish krishnan

LATEST ASSET & PORTFOLIO ALLOCATION

as on May 31 ,2026
Others 2.56 %
Equity 97.44 %

TOP HOLDINGS

ICICI Bank Ltd.3.94 %
State Bank Of India3.67 %
The Federal Bank Ltd.3.06 %
Muthoot Finance Ltd.2.85 %
Jindal Steel Ltd.2.28 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Bank - Private10.74
Hospital & Healthcare Services7.06
Bank - Public6.84
Finance - NBFC6.38
Pharmaceuticals & Drugs5.63
See All Sectors

5-YEARS HISTORY

Financial Year2021-20222022-20232023-20242024-20252025-2026
NAV in Rs (as on 31-Mar-2026)9.909.9413.0113.9913.62
Net Assets(Rs Crores) (as on 31-Mar-2026) 2319.52 1849.73 1642.15 1687.96 1540.43
Scheme Returns(%)(Absolute)-1.00-1.0030.626.15-1.45
B'mark Returns(%)(Absolute)NANANANANA
Category Rank53/5727/6156/8231/11963/133

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Aditya Birla SL Business Cycle Fund-Reg(G)Very HighEquity15.400.08(0.52%)NAV As on 19 Jun, 202603-Dec-2021Inception Date1,682.94AUM In Cr.3.56%1Y12.68%3YNA%5Y9.97%Since Inception
SBI PSU Fund-Reg(G)Very HighEquity35.45-0.06(-0.16%)NAV As on 19 Jun, 202607-Jul-2010Inception Date6,593.63AUM In Cr.13.20%1Y28.58%3Y23.96%5Y8.25%Since Inception
Aditya Birla SL PSU Equity Fund-Reg(G)Very HighEquity36.81-0.05(-0.14%)NAV As on 19 Jun, 202630-Dec-2019Inception Date5,956.28AUM In Cr.13.79%1Y26.27%3Y23.73%5Y22.30%Since Inception
Invesco India PSU Equity Fund-Reg(G)Very HighEquity66.37-0.19(-0.29%)NAV As on 19 Jun, 202618-Nov-2009Inception Date1,472.55AUM In Cr.5.42%1Y24.41%3Y22.43%5Y12.08%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity256.620.14(0.06%)NAV As on 19 Jun, 202621-Feb-2000Inception Date8,723.81AUM In Cr.4.55%1Y23.04%3Y19.06%5Y13.11%Since Inception
Kotak Pioneer Fund-Reg(G)Very HighEquity33.830.20(0.59%)NAV As on 19 Jun, 202631-Oct-2019Inception Date3,686.77AUM In Cr.11.13%1Y19.44%3Y15.42%5Y20.16%Since Inception