Equity Scheme - Sectoral/ Thematic

Aditya Birla Sun Life Business Cycle Fund

An open ended equity scheme following business cycles based investing theme.

Official details checked 06 September 2026 · latest available AMFI NAV dated 04 Sep 2026
Reference NAV₹17.4000Aditya Birla Sun Life Business Cycle Fund - Direct Plan - GROWTH · NAV date 04 Sep 2026
RiskometerVery HighCan change monthly
Expense ratioRegular: 1.8% · Direct: 0.97%Official stated figure; verify current TER
Allotment / launch03 Dec 2021Aditya Birla Sun Life Mutual Fund
Full official AMFI Scheme Summary Document available below.

Saved AMFI NAV is visible. Checking for the latest available AMFI report after page load · saved snapshot 04 Sep 2026.

Plain-language summary

Primarily market-linked growth exposure

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. The Scheme does not guarantee/indicate any returns. There can be no assurance that the objective of the Scheme will be achieved.

Who may study it further

Investors with a long horizon who can tolerate meaningful falls in value.

Main risks to understand

Share-price volatility, valuation risk, concentration and tracking risk where applicable.

Not an income promise: The objective describes what the manager aims to do. It is not a guaranteed result, return or capital-protection statement.
Portfolio design

How the money may be invested

Under normal circumstances, the asset allocation of the Scheme will be as follows: Equity & Equity related instruments selected on the basis of business cycle - 80% - 100% Other Equity & Equity related instruments - 0% - 20% Liquid* and Money Market Instruments - 0% - 20% Units issued by InvITs - 0% - 10% Units of Mutual Funds^ 0% - 20% ^Overnight, Liquid & Money Market Funds. *As defined by SEBI.

SEBI category
Equity Scheme - Sectoral/ Thematic
Fund type
An open ended equity scheme following business cycles based investing theme.
Primary benchmark
BSE 500 TRI
Top holdings

Use the latest monthly portfolio

Top holdings are the largest securities currently owned by the scheme. Names and weights can change every month, so a copied list can become misleading. Open the AMC's current official portfolio or factsheet below and look for this exact fund name.

Live verificationAditya Birla Sun Life Business Cycle FundConfirm the reporting month, security name, sector and percentage of net assets.
Fund management

Manager and scheme tenure

Fund manager(s)
Mr. Harish Krishnan · Mr. Pavas Pethia
Manager tenure on this scheme
Mr. Harish Krishnan — since 3 November 2023 · Mr. Pavas Pethia — since 12 May 2026
Role / co-management
Mr. Harish Krishnan — Comanage · Mr. Pavas Pethia — Comanage

The tenure above is experience managing this scheme, not the manager's total career experience. For education, qualifications and prior roles, open the latest official AMC factsheet or manager profile below.

Plans and options

Latest NAV records

NAV is a per-unit accounting value. Compare returns, portfolio, risk and cost — never choose a fund only because its NAV looks low.

Plan / option reported by AMFINAVDate
Aditya Birla Sun Life Business Cycle Fund - Direct Plan - GROWTH₹17.400004 Sep 2026
Aditya Birla Sun Life Business Cycle Fund - Direct Plan - IDCW Payout₹15.220004 Sep 2026
Aditya Birla Sun Life Business Cycle Fund - Regular Plan - GROWTH₹16.390004 Sep 2026
Aditya Birla Sun Life Business Cycle Fund - Regular Plan - IDCW Payout₹14.340004 Sep 2026
Costs and access

What you pay and how money moves

Stated expense ratio
Regular: 1.8% · Direct: 0.97%
Exit load
For redemption /switch-out of units on or before 30 days from the date of allotment: 1% of applicable NAV. For redemption / switch-out of units a er 30 days from the date of allotment: Nil.
Minimum application
500 · multiples of 1
SIP frequency
Once a month · Once a week · Four times a month · Specific dates in a month · Daily
Minimum SIP amount
100
Minimum instalments
6
Expense ratios change. Direct and regular plans normally have different expense ratios. Read the latest TER disclosure before investing.
Premium-free process

How a mutual-fund investment is paid

  1. Complete KYCIdentity, PAN, bank and contact verification are required.
  2. Choose route and optionUnderstand direct vs regular and growth vs IDCW before selecting.
  3. Choose SIP or lump sumSIP uses an automated mandate; lump sum is a one-time payment.
  4. Receive units at applicable NAVCut-off time, cleared funds and scheme rules determine the applicable NAV.
  5. Review, do not chaseTrack goal fit, risk, manager/mandate changes, costs and portfolio — not daily noise.
Original documents

Download and verify at source

The packaged Scheme Summary PDF is the official AMFI file, unchanged. Live AMC links are included for time-sensitive factsheets, top holdings and portfolios.

Source verification date: 06 September 2026. If a live document differs from this page, rely on the newer official document.

Need a human explanation?

Talk through the fund, costs and risks before deciding.

Educational support only — no promise of returns.

Call expert+91 9426587283 Chat with expertWhatsApp