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Aditya Birla Sun Life Business Cycle Fund - Portfolio Analysis
- Equity
- Other Themes
- Very High
-
₹13.82
(0.22%)
Current NAV 24-12-2024
-
11.81%
Returns
-
Min. SIP ₹100
Min. Investment ₹500
Fund Suitability Test
Asset Allocation (As on 31-May-2024)
Allocation of Equity and Debt Asset Classes.
- Equity 95.62%
- Others 0.77%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 64.17 |
| Small Cap | 17.8 |
| Mid Cap | 10.86 |
| Others | 2.79 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial
Technology
Materials
Healthcare
Energy
Consumer Staples
Automobile
Metals & Mining
Consumer Discretionary
Construction
Communication
Capital Goods
Services
Insurance
Textiles
Others
Unclassified
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 26-Dec-2024 |
Holdings | PE Ratio 26-Dec-2024 |
1Y Return |
|---|---|---|---|---|---|
| ICICI Bank Ltd. | Large Cap | Financial (18.92) | 6.59% | 18.91 | 30.41% |
| Reliance Industries Ltd. | Large Cap | Energy (16.24) | 5.4% | 24.26 | -5.52% |
| Larsen & Toubro Ltd. | Large Cap | Construction (42.12) | 4.18% | 37.76 | 4.06% |
| Sun Pharmaceutical Industries Ltd. | Large Cap | Healthcare (48.89) | 3.95% | 39.97 | 47.75% |
| Infosys Ltd. | Large Cap | Technology (38.13) | 3.93% | 29.42 | 23.61% |
| HDFC Bank Ltd. | Large Cap | Financial (18.92) | 3.76% | 19.84 | 6.63% |
| Bharti Airtel Ltd. | Large Cap | Communication (168.99) | 3.43% | 75.65 | 60.25% |
| Kotak Mahindra Bank Ltd. | Large Cap | Financial (24.43) | 2.96% | 26.45 | -0.13% |
| HCL Technologies Ltd. | Large Cap | Technology (38.13) | 2.92% | 30.65 | 30.37% |
| Shriram Finance Ltd | Large Cap | Financial (28.72) | 2.77% | 13.72 | 44.15% |
| Mahindra & Mahindra Ltd. | Large Cap | Automobile (28.19) | 2.58% | 31.23 | 79.31% |
| State Bank of India | Large Cap | Financial (11.05) | 2.49% | 10.14 | 27.49% |
| Axis Bank Ltd. | Large Cap | Financial (24.43) | 2.05% | 28.68 | 29.81% |
| Ultratech Cement Ltd. | Large Cap | Materials (55.96) | 2.04% | 44.61 | 34.3% |
| CMS Info Systems Ltd. | Small Cap | Services (60.73) | 1.84% | 22.25 | 28.31% |
| CG Power and Industrial Solutions Ltd. | Mid Cap | Capital Goods (109.66) | 1.77% | 78.77 | 59.87% |
| Whirlpool Of India Ltd. | Small Cap | Consumer Discretionary (277.72) | 1.77% | 78.8 | 37.24% |
| Bharat Forge Ltd. | Mid Cap | Automobile (26.29) | 1.68% | 0 | 0% |
| Kajaria Ceramics Ltd. | Small Cap | Materials (43.21) | 1.56% | 46.43 | -18.76% |
| CIE Automotive India Ltd. | Small Cap | Metals & Mining (43.38) | 1.56% | 22.1 | -0.26% |
| Apollo Hospitals Enterprise Ltd. | Large Cap | Healthcare (97.63) | 1.39% | 87.81 | 28.28% |
| Radico Khaitan Ltd. | Small Cap | Consumer Staples (90.05) | 1.39% | 117.05 | 55.54% |
| Happy Forgings Ltd. | Small Cap | Metals & Mining (32.09) | 1.38% | 0 | -100% |
| JK Cement Ltd. | Mid Cap | Materials (51.48) | 1.37% | 43.62 | 22.05% |
| United Spirits Ltd. | Large Cap | Consumer Staples (30.79) | 1.31% | 0 | 0% |
| AIA Engineering Ltd. | Mid Cap | Metals & Mining (23.3) | 1.3% | 29.77 | -6.08% |
| Bajaj Finance Ltd. | Large Cap | Financial (28.72) | 1.28% | 27.43 | -4.89% |
| NOCIL Ltd. | Small Cap | Materials (25.45) | 1.25% | 36.03 | 14.3% |
| Schaeffler India Ltd. | Mid Cap | Capital Goods (47.27) | 1.24% | 59.27 | 7.96% |
| Britannia Industries Ltd. | Large Cap | Consumer Staples (54.59) | 1.22% | 53.68 | -9.27% |
| SBFC Finance Ltd. | Small Cap | Financial (28.72) | 1.19% | 31.33 | -2.9% |
| Cholamandalam Investment and Finance Company Ltd. | Large Cap | Financial (26.13) | 1.17% | 28.3 | 41.05% |
| Maruti Suzuki India Ltd. | Large Cap | Automobile (28.19) | 1.12% | 24.43 | 6.05% |
| Tech Mahindra Ltd. | Large Cap | Technology (38.13) | 1.1% | 50.72 | 32.38% |
| V-Guard Industries Ltd. | Small Cap | Consumer Discretionary (98.46) | 1.09% | 61.36 | 43.81% |
| Blue Star Ltd. | Small Cap | Consumer Discretionary (103.99) | 1.08% | 75.57 | 117.86% |
| Cognizant Technology Solutions Corp. | Technology | 1.06% | - | 0% | |
| NTPC Ltd. | Large Cap | Energy (23.05) | 1.05% | 14.75 | 8.43% |
| Godrej Consumer Products Ltd. | Large Cap | Consumer Staples (59.77) | 1.04% | -295.81 | -2.05% |
| Ajanta Pharma Ltd. | Mid Cap | Healthcare (48.89) | 1.03% | 39.97 | 41% |
| Ambuja Cements Ltd. | Large Cap | Materials (26.26) | 1.02% | 0 | 0% |
| Life Insurance Corporation of India | Large Cap | Insurance (20.71) | 1.01% | 13.6 | 14.23% |
| Zomato Ltd. | Large Cap | Services (36.51) | 1% | -10.49 | 85.47% |
| Gokaldas Exports Ltd. | Small Cap | Textiles (70.34) | 1% | 61.38 | 30% |
| AU Small Finance Bank Ltd. | Mid Cap | Financial (17.76) | 0.94% | 0 | 95.96% |
| Welspun Corp Ltd. | Small Cap | Metals & Mining (30.47) | 0.9% | 19.1 | 46.39% |
| Others | Others | 0.88% | - | 0% | |
| Cipla Ltd. | Large Cap | Healthcare (48.89) | 0.85% | 26.89 | 19.64% |
| Heritage Foods Ltd. | Small Cap | Consumer Staples (52.76) | 0.85% | 25.01 | 55.1% |
| Cello World Ltd. | Small Cap | Consumer Discretionary (98.46) | 0.66% | 49.92 | -0.27% |
| Sundram Fasteners Ltd. | Mid Cap | Capital Goods (36.28) | 0.58% | 40.6 | -14.4% |
| Zee Entertainment Enterprises Ltd. | Mid Cap | Communication (33.88) | 0.57% | -116.65 | -17% |
| Grasim Industries Ltd. | Large Cap | Materials (51.48) | 0.56% | 37.12 | 19.86% |
| Persistent Systems Ltd. | Technology | 0.49% | - | 0% | |
| Sun TV Network Ltd. | Mid Cap | Services (32.89) | 0.38% | 0 | -100% |
| Xtrackers Hvst CSI500 China A-Shs SC ETF | Unclassified | 0.34% | - | 0% | |
| GMM Pfaudler Ltd. | Small Cap | Capital Goods (111.67) | 0.28% | 50.94 | -25.09% |
| Grasim Industries - (Partly Paid Equity) | Materials | 0.02% | - | 0% |
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View Stock InformationMarket Cap Allocation Of Others
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 0.77 |
Sector Allocation of Others
Weightage of Portfolio Among Different Sectors.
Others
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 |
|---|---|---|---|---|---|
| Others | Others | 0.54% | - | 0% | |
| Others | Others | 0.23% | - | 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.