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Aditya Birla Sun Life Business Cycle Fund - Portfolio Analysis
- Equity
- Other Themes
- Very High
-
₹14.29
(-0.14%)
Current NAV 02-07-2025
-
-2.86%
Returns
-
Min. SIP ₹100
Min. Investment ₹500
Fund Suitability Test
Asset Allocation (As on 31-Jan-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 98.8%
- Others 1.2%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 55.77 |
| Small Cap | 20.22 |
| Mid Cap | 20.03 |
| Others | 2.77 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial Services
Industrials
Consumer Cyclical
Technology
Basic Materials
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 (20.66) | 7.5% | 19.97 | 19.98% |
| Infosys Ltd | Large Cap | Technology (30.61) | 5.1% | 25.02 | -0.76% |
| Kotak Mahindra Bank Ltd | Large Cap | Financial Services (24.43) | 4.99% | 26.45 | -0.13% |
| Reliance Industries Ltd | Large Cap | Energy (36.9) | 4.8% | 29.46 | -3.18% |
| Larsen & Toubro Ltd | Large Cap | Industrials (32.51) | 3.54% | 33.62 | -0.81% |
| Sun Pharmaceuticals Industries Ltd | Large Cap | Healthcare (38.99) | 3.13% | 36.88 | 10.23% |
| Bharti Airtel Ltd | Large Cap | Communication Services (50.8) | 2.47% | 35.09 | 43.11% |
| Mahindra & Mahindra Ltd | Large Cap | Consumer Cyclical (31.12) | 2.36% | 30.83 | 12.43% |
| HCL Technologies Ltd | Large Cap | Technology (30.61) | 2.17% | 26.76 | 15.82% |
| State Bank of India | Large Cap | Financial Services (9.1) | 2.15% | 9.35 | -1.63% |
| HDFC Bank Ltd | Large Cap | Financial Services (20.66) | 1.98% | 21.52 | 14.81% |
| Cognizant Technology Solutions Corp Class A | Technology | 1.74% | - | 0% | |
| ICICI Lombard General Insurance Co Ltd | Mid Cap | Financial Services (42.98) | 1.74% | 0 | 13.17% |
| Axis Bank Ltd | Large Cap | Financial Services (24.43) | 1.73% | 28.68 | 29.81% |
| JK Cement Ltd | Mid Cap | Basic Materials (46.94) | 1.69% | 55.33 | 42.35% |
| CG Power & Industrial Solutions Ltd | Large Cap | Industrials (82.77) | 1.67% | 104.54 | -7.5% |
| Jindal Steel & Power Ltd | Mid Cap | Basic Materials (31.06) | 1.63% | 35.24 | -7.02% |
| Welspun Corp Ltd | Small Cap | Basic Materials (29.43) | 1.62% | 12.97 | 70.48% |
| Maruti Suzuki India Ltd | Large Cap | Consumer Cyclical (31.12) | 1.62% | 27.58 | 4.29% |
| Tech Mahindra Ltd | Large Cap | Technology (30.61) | 1.49% | 38.68 | 14.1% |
| Shivalik Bimetal Controls Ltd | Small Cap | Industrials (16.53) | 1.35% | 42.56 | 30.76% |
| AU Small Finance Bank Ltd | Mid Cap | Financial Services (17.76) | 1.32% | 0 | 95.96% |
| SBFC Finance Ltd | Small Cap | Financial Services (29.34) | 1.32% | 33.94 | 30.33% |
| Cholamandalam Investment and Finance Co Ltd | Large Cap | Financial Services (26.13) | 1.31% | 28.3 | 41.05% |
| AIA Engineering Ltd | Mid Cap | Industrials (24.91) | 1.28% | 29.38 | -18.31% |
| Ambuja Cements Ltd | Large Cap | Basic Materials (26.26) | 1.27% | 0 | 0% |
| Vedanta Ltd | Large Cap | Basic Materials (12.32) | 1.25% | 12.11 | 4.81% |
| Bharat Forge Ltd | Mid Cap | Consumer Cyclical (26.29) | 1.25% | 0 | 0% |
| NOCIL Ltd | Small Cap | Basic Materials (25.45) | 1.23% | 36.03 | 14.3% |
| Happy Forgings Ltd | Small Cap | Industrials (32.09) | 1.2% | 0 | -100% |
| UltraTech Cement Ltd | Large Cap | Basic Materials (55.96) | 1.17% | 44.61 | 34.3% |
| Sundaram Fasteners Ltd | Small Cap | Consumer Cyclical (38.25) | 1.16% | 38.78 | -25.33% |
| Gokaldas Exports Ltd | Small Cap | Consumer Cyclical (55.52) | 1.13% | 42.6 | -4.21% |
| Ajanta Pharma Ltd | Mid Cap | Healthcare (38.99) | 1.1% | 34.48 | 13.43% |
| Schaeffler India Ltd | Mid Cap | Consumer Cyclical (54.79) | 1.1% | 65.02 | -13.76% |
| Radico Khaitan Ltd | Small Cap | Consumer Defensive (69.07) | 1.08% | 97.43 | 43.98% |
| V-Guard Industries Ltd | Small Cap | Industrials (70.91) | 1.06% | 53.46 | -14.45% |
| REC Ltd | Large Cap | Financial Services (12.37) | 1.06% | 6.56 | -26.61% |
| Blue Star Ltd | Mid Cap | Industrials (73.15) | 1.06% | 61.16 | 9.48% |
| Godrej Consumer Products Ltd | Large Cap | Consumer Defensive (55.96) | 1.05% | 65.16 | -16.6% |
| Hindustan Petroleum Corp Ltd | Mid Cap | Energy (36.9) | 1.05% | 13.8 | 33.19% |
| Oil India Ltd | Mid Cap | Energy (9.21) | 1.04% | 10.78 | -7.95% |
| Shriram Finance Ltd | Financial Services | 1.03% | - | 0% | |
| Zomato Ltd | Large Cap | Consumer Cyclical (36.51) | 1.03% | -10.49 | 85.47% |
| Waaree Energies Ltd | Mid Cap | Technology | 1.03% | - | 0% |
| CMS Info Systems Ltd | Small Cap | Industrials (49.91) | 1.01% | 21.69 | 1.33% |
| Apollo Hospitals Enterprise Ltd | Mid Cap | Healthcare (46.76) | 0.99% | 74.2 | 22.3% |
| Whirlpool of India Ltd | Small Cap | Consumer Cyclical (108.18) | 0.96% | 48.97 | -28.47% |
| Gujarat Gas Ltd | Mid Cap | Utilities (13.32) | 0.93% | 29.96 | -23.18% |
| Angel One Ltd Ordinary Shares | Small Cap | Financial Services (36.83) | 0.91% | 22.66 | 24.6% |
| Cipla Ltd | Large Cap | Healthcare (38.99) | 0.89% | 22.92 | 0.51% |
| LIC Housing Finance Ltd | Mid Cap | Financial Services (17.82) | 0.88% | 6.27 | -20.32% |
| Cello World Ltd | Small Cap | Consumer Cyclical (70.18) | 0.87% | 39.5 | -31.83% |
| Sobha Ltd | Small Cap | Real Estate (80.53) | 0.77% | 159.02 | -25.13% |
| Persistent Systems Ltd | Mid Cap | Technology | 0.7% | - | 0% |
| Vishal Mega Mart Ltd | Mid Cap | Consumer Cyclical | 0.68% | - | 0% |
| LMW Ltd | Small Cap | Industrials (56.63) | 0.66% | 170.56 | -3.46% |
| Ecos (India) Mobility & Hospitality Ltd | Small Cap | Industrials | 0.62% | - | 0% |
| Praj Industries Ltd | Small Cap | Industrials (57.24) | 0.55% | 55.35 | -33.33% |
| RHI Magnesita India Ltd | Small Cap | Industrials (44.65) | 0.55% | 47.4 | -27.02% |
| KEC International Ltd | Small Cap | Industrials (26.89) | 0.49% | 213.91 | 49.58% |
| Kajaria Ceramics Ltd | Small Cap | Industrials (52.85) | 0.43% | 58.88 | -23.7% |
| Finolex Industries Ltd | Small Cap | Industrials (39.99) | 0.41% | 16.82 | -33.78% |
| VST Tillers Tractors Ltd | Small Cap | Industrials (35.19) | 0.41% | 36.71 | -5.1% |
| Craftsman Automation Ltd | Small Cap | Consumer Cyclical (43.79) | 0.37% | 67.57 | 0.95% |
| SBI Cards and Payment Services Ltd Ordinary Shares | Mid Cap | Financial Services (28.86) | 0.29% | 0 | 33.25% |
| APL Apollo Tubes Ltd | Mid Cap | Basic Materials (29.27) | 0.26% | 63.97 | 9.53% |
| Grasim Industries Ltd | Large Cap | Basic Materials (46.94) | 0.05% | 47.78 | 3.88% |
| Cyient Ltd | Small Cap | Industrials (30.75) | 0.04% | 23.34 | -29.42% |
| Grasim Industries Ltd Ordinary Shares (Partly Paid Rs.1) | 0% | - | 0% | ||
| Hitachi Energy India Ltd Ordinary Shares | Mid Cap | Industrials (199.59) | 0% | 0 | 47.53% |
| CIE Automotive India Ltd | Small Cap | Consumer Cyclical (38.58) | 0% | 21.18 | -22.97% |
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View Stock InformationMarket Cap Allocation Of Others
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 1.2 |
Sector Allocation of Others
Weightage of Portfolio Among Different Sectors.
Current Stocks Holdings of Others
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Clearing Corporation Of India Limited | 0.52% | - | 0% | ||
| Margin (Future And Options) | 0.44% | - | 0% | ||
| Xtrackers Harvest CSI 500 CHN A SmCp ETF | 0.28% | - | 0% | ||
| Cash And Bank | 0% | - | 0% | ||
| Net Receivables / (Payables) | -0.03% | - | 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.
