Equity | Thematic - Business Cycles
3Y Returns
16.31%
Min SIP
₹500
Min Lumpsum
₹500
Expense Ratio
1.1%
Fund Size
₹686 Cr
Inception Date
23-Oct-20
Fund Manager
Chanchal Khandelwal
Exit Load
1% on or before 30D, Nil after 30D.
Overall Fund Zi Tag
Asset Allocation
Equity
96.09%
Debt & Others
3.91%
Market Cap Allocation
Large Cap
52.86%
Mid Cap
21.81%
Small Cap
21.42%
Other Cap
3.91%
Investment Objective
The Investment Objective Of The Scheme Is To Provide Long Term Capital Appreciation By Investing In Opportunities Presented By Special Situations Such As Corporate Restructuring, Government Policy Change And/Or Regulatory Changes, Companies Going Through Temporary But Unique Challenges And Other Similar Instances.
Fund House Detail
AMC Name
Aditya Birla Sun Life AMC Limited
Scheme Document
https://mutualfund.adityabirlacapital.com/resources/formsAddress
One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound841, Senapati Bapat Marg, Elphinstone RoadMumbai - 400 013
Aditya Birla Sun Life Special Opportunities Fund-Direct Plan-Growth
1Y
31.45%
3Y
16.31%
5Y
NA
Tata Business Cycle Fund -Direct Plan - Growth
1Y
29.9%
3Y
24.53%
5Y
NA
Icici Prudential Business Cycle Fund Direct Plan Growth
1Y
32.12%
3Y
23.18%
5Y
NA
Baroda Bnp Paribas Business Cycle Fund Direct Growth
1Y
32.25%
3Y
19.66%
5Y
NA
Axis Special Situations Fund Direct Growth
1Y
34.58%
3Y
12.66%
5Y
NA
Hsbc Business Cycles Fund-Direct Plan-Growth
1Y
NA
3Y
3.04%
5Y
10.65%
Axis Business Cycles Fund Direct Growth
1Y
30.44%
3Y
NA
5Y
NA
Kotak Business Cycle Fund-Direct Plan-Growth
1Y
35.78%
3Y
NA
5Y
NA
Hdfc Business Cycle Fund Direct Growth
1Y
23.08%
3Y
NA
5Y
NA
Quant Business Cycle Fund - Direct Plan Growth - Growth
1Y
31.86%
3Y
NA
5Y
NA
Mahindra Manulife Business Cycle Fund - Direct Growth
1Y
42.19%
3Y
NA
5Y
NA
Aditya Birla Sun Life Business Cycle Fund Direct Growth
1Y
27.89%
3Y
NA
5Y
NA
BSE Member code: 58371
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