Aditya Birla Sun Life Business Cycle Fund Regular Growth
Medium
Risk
Equity
Other
+
0.00
%
0.00
%
3Y annualised
+
-0.23
%
-0.23
%
1D
1M
6M
1Y
3Y
All
Fund size
1619
NAV:
Mar 6, 2024
13.11
Sector
Tech
Type
Equity
Launched
Dec 2021
Min Investment
500
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
ICICI Bank Ltd
6.5
%
Reliance Industries Ltd
5.79
%
Infosys Ltd
4.91
%
Sun Pharmaceuticals Industries Ltd
4.87
%
HDFC Bank Ltd
4.33
%
Larsen & Toubro Ltd
3.98
%
CPSE ETF
3.96
%
HCL Technologies Ltd
3.85
%
Shriram Finance Ltd
3.16
%
Bharti Airtel Ltd
2.95
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 30.0 Days, 0.0 % if redeemed after 30.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Aditya Birla Sun Life Business Cycle Fund Regular Growth
More details
Investment objective
The investment objective of the scheme is 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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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