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Aditya Birla Sun Life Business Cycle Fund-Regular IDCW Payout Aditya Birla Sun Life Business Cycle Fund-Regular IDCW Payout

Aditya Birla Sun Life Business Cycle Fund - Portfolio Analysis

  • ₹14.29 (0.07%)

    Current NAV 17-07-2025

  • -4.86%

    Returns

  • Min. SIP ₹100

    Min. Investment ₹500

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test 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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Frequently 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.

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