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Aditya Birla Sun Life Business Cycle Fund - Portfolio Analysis
- Equity
- Other Themes
- Very High
-
₹14.29
(0.07%)
Current NAV 17-07-2025
-
-4.86%
Returns
-
Min. SIP ₹100
Min. Investment ₹500
Fund Suitability Test
Asset Allocation (As on 30-Jun-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 98.24%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 53.55 |
| Small Cap | 21.18 |
| Mid Cap | 20.16 |
| Others | 3.35 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial Services
Industrials
Consumer Cyclical
Basic Materials
Technology
Energy
Healthcare
Communication Services
Consumer Defensive
Utilities
Real Estate
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 07-Mar-2024 |
Holdings | PE Ratio 07-Mar-2024 |
1Y Return |
|---|---|---|---|---|---|
| ICICI Bank Ltd | Large Cap | Financial Services (20.46) | 7.93% | 19.89 | 15.38% |
| Reliance Industries Ltd | Large Cap | Energy (36.09) | 5.36% | 28.68 | -6.88% |
| Kotak Mahindra Bank Ltd | Large Cap | Financial Services (24.43) | 4.66% | 26.45 | -0.13% |
| HDFC Bank Ltd | Large Cap | Financial Services (20.41) | 3.59% | 21.2 | 21.2% |
| Infosys Ltd | Large Cap | Technology (29.29) | 3.57% | 24.67 | -9.84% |
| Bharti Airtel Ltd | Large Cap | Communication Services (48.32) | 2.87% | 32.89 | 28.29% |
| Sun Pharmaceuticals Industries Ltd | Large Cap | Healthcare (40.65) | 2.44% | 37.13 | 6.13% |
| Mahindra & Mahindra Ltd | Large Cap | Consumer Cyclical (30.31) | 2.36% | 29.74 | 14.35% |
| Axis Bank Ltd | Large Cap | Financial Services (24.43) | 2.3% | 28.68 | 29.81% |
| State Bank of India | Large Cap | Financial Services (9.03) | 2.15% | 9.47 | -7.84% |
| Larsen & Toubro Ltd | Large Cap | Industrials (31.25) | 2% | 32.45 | -5.03% |
| AU Small Finance Bank Ltd | Mid Cap | Financial Services (17.76) | 1.95% | 0 | 95.96% |
| Jindal Steel & Power Ltd | Mid Cap | Basic Materials (29.99) | 1.83% | 34.59 | -3.66% |
| ICICI Lombard General Insurance Co Ltd | Mid Cap | Financial Services (42.3) | 1.79% | 0 | 0.09% |
| HCL Technologies Ltd | Large Cap | Technology (29.29) | 1.74% | 24.77 | -2.77% |
| JK Cement Ltd | Mid Cap | Basic Materials (47.56) | 1.63% | 58.21 | 48.27% |
| Tech Mahindra Ltd | Large Cap | Technology (29.29) | 1.59% | 33.43 | 0.64% |
| Cognizant Technology Solutions Corp Class A | Technology | 1.53% | - | 0% | |
| Maruti Suzuki India Ltd | Large Cap | Consumer Cyclical (30.31) | 1.53% | 27.17 | -0.2% |
| SBFC Finance Ltd | Small Cap | Financial Services (29.04) | 1.52% | 36.39 | 42.18% |
| Shivalik Bimetal Controls Ltd | Small Cap | Industrials (16.53) | 1.37% | 42.56 | 30.76% |
| Ambuja Cements Ltd | Large Cap | Basic Materials (26.26) | 1.35% | 0 | 0% |
| Cholamandalam Investment and Finance Co Ltd | Large Cap | Financial Services (26.13) | 1.34% | 28.3 | 41.05% |
| CG Power & Industrial Solutions Ltd | Large Cap | Industrials (84.08) | 1.31% | 107.75 | -3.23% |
| Welspun Corp Ltd | Small Cap | Basic Materials (29.37) | 1.27% | 12.84 | 44.03% |
| Shriram Finance Ltd | Financial Services | 1.26% | - | 0% | |
| Bharat Forge Ltd | Mid Cap | Consumer Cyclical (26.29) | 1.26% | 0 | 0% |
| Vedanta Ltd | Large Cap | Basic Materials (12.1) | 1.23% | 11.59 | -2.5% |
| Schaeffler India Ltd | Mid Cap | Consumer Cyclical (56.49) | 1.22% | 67.58 | 5.43% |
| Blue Star Ltd | Mid Cap | Industrials (79.92) | 1.2% | 63.93 | 8.1% |
| Eternal Ltd | Large Cap | Consumer Cyclical (36.51) | 1.16% | -10.49 | 85.47% |
| UltraTech Cement Ltd | Large Cap | Basic Materials (55.96) | 1.16% | 44.61 | 34.3% |
| Whirlpool of India Ltd | Small Cap | Consumer Cyclical (116.89) | 1.11% | 50.99 | -29.37% |
| CMS Info Systems Ltd | Small Cap | Industrials (49.91) | 1.1% | 22.95 | -2.53% |
| Sundaram Fasteners Ltd | Small Cap | Consumer Cyclical (43.7) | 1.08% | 40.22 | -25.27% |
| AIA Engineering Ltd | Mid Cap | Industrials (25.62) | 1.08% | 30.36 | -18.86% |
| V-Guard Industries Ltd | Small Cap | Industrials (72.79) | 1.06% | 55.97 | -12.27% |
| Angel One Ltd Ordinary Shares | Small Cap | Financial Services (38.59) | 1.06% | 24.38 | 23.93% |
| Godrej Consumer Products Ltd | Large Cap | Consumer Defensive (60.03) | 1.04% | 70.1 | -12.14% |
| LMW Ltd | Small Cap | Industrials (56.49) | 1.03% | 169.26 | 2.01% |
| Happy Forgings Ltd | Small Cap | Industrials (32.09) | 1.02% | 0 | -100% |
| Gokaldas Exports Ltd | Small Cap | Consumer Cyclical (55.37) | 1.01% | 43.24 | 0.22% |
| Apollo Hospitals Enterprise Ltd | Mid Cap | Healthcare (47.59) | 1% | 72.72 | 12.21% |
| Ajanta Pharma Ltd | Mid Cap | Healthcare (40.65) | 0.99% | 37.68 | 21.51% |
| Go Digit General Insurance Ltd | Small Cap | Financial Services | 0.98% | - | 0% |
| NOCIL Ltd | Small Cap | Basic Materials (25.45) | 0.98% | 36.03 | 14.3% |
| Hindustan Petroleum Corp Ltd | Mid Cap | Energy (36.38) | 0.97% | 13.54 | 25.29% |
| LIC Housing Finance Ltd | Mid Cap | Financial Services (17.9) | 0.86% | 6.14 | -22.1% |
| Cipla Ltd | Large Cap | Healthcare (40.65) | 0.85% | 22.69 | -1.67% |
| Gujarat Gas Ltd | Mid Cap | Utilities (13.08) | 0.85% | 28.18 | -25.89% |
| Sobha Ltd | Small Cap | Real Estate (82.48) | 0.81% | 179.26 | -12.99% |
| Cello World Ltd | Small Cap | Consumer Cyclical (71.57) | 0.77% | 40.97 | -35.77% |
| Waaree Energies Ltd | Mid Cap | Technology | 0.77% | - | 0% |
| Medi Assist Healthcare Services Ltd | Small Cap | Healthcare (117.75) | 0.73% | 42.45 | 0.14% |
| Sona BLW Precision Forgings Ltd | Mid Cap | Consumer Cyclical (37.54) | 0.72% | 49.66 | -32.45% |
| Persistent Systems Ltd | Mid Cap | Technology | 0.66% | - | 0% |
| Bandhan Bank Ltd | Small Cap | Financial Services (20.41) | 0.62% | 0 | -5.49% |
| APL Apollo Tubes Ltd | Mid Cap | Basic Materials (29.37) | 0.58% | 61.06 | 9.2% |
| Radico Khaitan Ltd | Small Cap | Consumer Defensive (70.55) | 0.57% | 105.1 | 60.87% |
| Praj Industries Ltd | Small Cap | Industrials (56.31) | 0.56% | 55.6 | -28.85% |
| Ather Energy Ltd | Consumer Cyclical | 0.55% | - | 0% | |
| Poonawalla Fincorp Ltd | Small Cap | Financial Services (68.5) | 0.53% | 0 | 100.49% |
| RHI Magnesita India Ltd | Small Cap | Industrials (45.38) | 0.52% | 49.21 | -18.44% |
| SBI Cards and Payment Services Ltd Ordinary Shares | Mid Cap | Financial Services (29.04) | 0.49% | 0 | 21.79% |
| Kajaria Ceramics Ltd | Small Cap | Industrials (55.26) | 0.44% | 66.18 | -11.25% |
| Finolex Industries Ltd | Small Cap | Industrials (39.38) | 0.41% | 16.62 | -33.74% |
| Dalmia Bharat Ltd | Mid Cap | Basic Materials (47.56) | 0.31% | 61.8 | 17.4% |
| VST Tillers Tractors Ltd | Small Cap | Industrials (36.26) | 0.31% | 39.17 | 3.94% |
| Sai Life Sciences Ltd | Small Cap | Healthcare | 0.29% | - | 0% |
| Vishal Mega Mart Ltd | Mid Cap | Consumer Cyclical | 0% | - | 0% |
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Chat with usFrequently Asked Questions
What is Market cap allocation in the portfolio?
In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.
Top 5 holdings for Aditya Birla Sun Life Business Cycle Fund?
The top holdings of this fund are
How do I create a good mutual fund portfolio?
Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.
How to maintain a good portfolio?
Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.
What is sector allocation in the portfolio?
The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.
Top 5 Sector for Aditya Birla Sun Life Business Cycle Fund?
The major sectors of this fund are .
What is the ideal number of funds to have in a portfolio?
There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.
How does risk tolerance play a role in determining portfolio allocation?
Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.
