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Aditya Birla Sun Life AMC Limited

Aditya Birla Sun Life AMC Limited

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    Aditya Birla Sun Life AMC Limited

    Aditya Birla Sun Life Business Cycle Fund

    (An open ended equity scheme following business cycles based investing theme)

    Category: Equity
    Sub-Category: Thematic
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    Investment objective

    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.

    This product is suitable for investors who are seeking

    • Long term capital appreciation
    • An equity scheme investing in Indian equity & equity related securities with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy

    Fund Details

    • Fund Type - Open-Ended
    • Category - Equity
    • Sub-Category - Thematic
    • Min Investment - Rs. 500/-
    • Fund Manager - Mr. Harish Krishnan & Mr. Dhaval Gala & Mr. Dhaval Joshi
    • Latest NAV - 14.71 (as on 02-Jul-2024)
    • Inception Date - Dec 03, 2021
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    Fund Performance

    Graphical Data Tabular Data

    Trailing Return

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    Funds are bucketed on various parameters with respect to other funds in their category.
    *Annualized returns are displayed for 1 year and above.

    Annualized Returns

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    Annual

    Investment Performance - Regular Plan - Growth NAV as on November 30, 2017: Rs.215.23
    Inception - Aug 30, 2002 1 Year 3 Years 5 Years Since Inception
    Aditya Birla Sun Life Frontline Equity Fund 25.01 10.49 17.17 22.27
    Value of Std Investment of Rs. 10,000 12501 13500 22093 215230
    Benchmark - S&P BSE 200 27.24 8.83 13.63 17.67
    Value of Std Investment of Rs. 10,000 12724 12898 18947 119869
    Additional Benchmark - Nifty 50 24.34 5.98 11.70 16.37
    Value of Std Investment of Rs. 10,000 12434 11908 17393 101193
    • Past performance may or may not be sustained in future. The above performance is of Regular Plan - Growth Option. Kindly note that different plans have different expense structure. Returns for dividend option would assume reinvestment of dividends declared, net of dividend distribution tax, if any, at the then prevailing NAV. Load and Taxes are not considered for computation of returns. When scheme/additional benchmark returns are not available, they have not been shown. Total Schemes managed by Mr. Mahesh Patil is 7. Refer annexure on page no. 65 to know more on performance of schemes managed by Fund Managers. $‘These Plan/Options continue for fresh subscriptions under the scheme’.
       
    • The scheme is currently managed by Mr. Mahesh Patil since November 17, 2005 (12.1) years.
       
    • The scheme is in existence for more than 5 years.
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    Fund Management

    • Mr. Harish Krishnan

      Total Experience : 20 years

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      Mr. Harish Krishnan has as an experience of nearly 20 years in Asset Management industry both domestically and internationally. Prior to joining Aditya Birla Sun Life AMC Limited (“ABSLAMC”), he was associated with Kotak Mutual Fund for more than 10 years as Senior Fund Manager - Equity. He has also worked at Kotak Mahindra (UK) Limited where he managed offshore funds based out of Singapore and Dubai. He holds a Bachelor’s Degree in Engineering from Government College, Trichur and has done PGDBM from IIM Kozhikode. He has also qualified the Chartered Financial Analysts examination from the Institute of Chartered Financial Analysts of India (ICFAI).
    • Mr. Dhaval Gala

      Total Experience : 15 years

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      Dhaval M. Gala is a Fund Manager and Senior Analyst with Aditya Birla Sun Life AMC Limited (ABSLAMC). He has an overall experience of 15 years in equity and capital market space. He joined ABSLAMC in February 2011 as a part of the Equity Fund Management and Analyst team. He specializes in Banking and Financial Services sector.

      Prior to joining ABSLAMC, Dhaval has worked with B&K Securities Limited and J P Morgan Chase India Private Limited.

      Dhaval is an MBA in Finance from N L Dalmia Institute of Management and Research, Mumbai.
    • Mr. Dhaval Joshi

      Total Experience : 15 years

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      Dhaval Joshi has an overall experience of 15 years in equity research and investments. Prior to joining Aditya Birla Sun Life AMC Limited, he was associated with Sundaram Mutual Fund (India) Ltd. for around 5 years. He has also worked as a research analyst with Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd.
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    Different plans shall have a different expense structure. The performance details provided herein are of (regular / direct) plan.
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    Your Investment Summary

    • Investment AmountRs 5000
    • Initial units per month 29.5
    • Current valueRs 50,000
    • Current NAV value 260
    • Current Units 30
    • XIRR

      Internal rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals.

             5.10%
    • Benchmark XIRR

      Internal Rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals for respective benchmark index.

             8%

    Portfolio and Sector Holdings

    Top 10 Holdings (As on 31.05.2024)

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    Issuer % to Net Assets
    Top 10 Sector Holdings Chart

    Fund Summary

    Entry Load
    Exit Load
    Load Comments
    NIL
    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 after 30 days from the date of allotment: Nil

    Highlights

    • Expansion – A sector or an economy is going through a cycle of high growth
    • Peak – The expansion phase reaches its highest level, and the growth stabilizes
    • Contraction – The growth in the sector or the economy starts to decline
    • Slump – The growth hits its lowest point and then stabilizes at that level

    Investment Strategy

    Aims to deploy the business cycle approach of investing by identifying economic trends and investing in the sectors and stocks that are likely to outperform at any given stage of business cycle.

    • Would adopt top-down approach of investing and will aim at being diversified across various industries and / or sectors and/ or market capitalization.
    • Would consider economic parameters, investment indicators, business and consumer sentiment to decide on the stage of the economic cycle
    • Based on the views formed on the stage of the economic cycle, the fund managers would look to own sectors and subsequent stocks that they expect to outperform over the next few years.

    Why should you invest in Aditya Birla Sun Life Business Cycle Fund?

    • Make your portfolio conscious of business cycles: Different cyclical phases tend to favour different sectors. By focusing on identifying these opportunities in advance, this fund has the potential for growth through all business cycles.
    • Get a ‘first mover’ advantage through fund manager expertise: Expert fund managers seek to pre-empt cyclical changes and opportunities in finding industry leaders to maximise potential of growth for investors.
    • Flexibility & Diversification: Can invest across all market sectors, themes and market caps.
    • Global exposure The fund also has the flexibility to invest in select and favourable global opportunities, giving you the potential exposure to global markets as well
    • Potential for long term capital appreciation Being an equity fund it has the potential for long term capital growth

    Aditya Birla Sun Life Business Cycle Fund

    (An open ended equity scheme following business cycles based investing theme)

    This product is suitable for investors who are seeking*

    • Long Term Capital Appreciation
    • An equity scheme investing in Indian equity & equity related securities with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy

     

    *Investors should consult their financial advisers if in doubt whether the product is suitable for them

    Moderately High Risk
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    Disclaimer

    For further details on the Scheme, refer Scheme Information Document and Key Information Memorandum.