Aditya Birla Sun Life Business Cycle Fund-Regular IDCW Payout

Aditya Birla Sun Life Business Cycle Fund-Regular IDCW Payout is a scheme launched by Aditya Birla Sun Life Mutual Fund on December 03, 2021, and falls under the Other Themes fund category. It currently manages an AUM of Rs 1,758.55 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 500. It charges an expense ratio of 2.11% for managing the portfolio.

• Investing Strategy:

  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.

• Performance:

  Aditya Birla Sun Life Business Cycle Fund-Regular IDCW Payout trailing returns over different times are -8.74% (1 year), 10.32% (3 year) and 0% (5 year). The average annual return of this fund stands at 0.36%.