NRI from all over the world (including U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹14.40
-3.10%
NAV as on 16 Jan 25, 12:00 AM
very high risk
equity other
equity
NAV as on 16 Jan 25, 12:00 AM
very high risk
equity other
equity
19.10%p.a.
Last 1Y
14.64%p.a.
Last 3Y
0.00%p.a.
Last 5Y
14.36%p.a.
Since Inception
About Aditya Birla Sun Life Business Cycle Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Aditya Birla Sun Life Business Cycle Fund Growth scheme from Aditya Birla Sun Life AMC Ltd. It is a Equity - Other mutual fund scheme that predominantly invests in Equity - Other stocks of companies. Launched on Dec 2021, Aditya Birla Sun Life Business Cycle Fund Growth is Equity - Other fund of its category with 1,823.23 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Equity - Other funds.
- Aditya Birla Sun Life Business Cycle Fund Growth delivered 19.1% annual returns during the last year. It has delivered 14.4% average annual returns since the fund was launched.
- Aditya Birla Sun Life Business Cycle Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund 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.
Top 10 Holdings
ICICI Bank Ltd
7.13%
Infosys Ltd
4.84%
Reliance Industries Ltd
4.61%
Kotak Mahindra Bank Ltd
4.16%
Larsen & Toubro Ltd
3.78%
Sun Pharmaceuticals Industries Ltd
3.11%
Bharti Airtel Ltd
2.32%
Mahindra & Mahindra Ltd
2.28%
State Bank of India
2.19%
HCL Technologies Ltd
2.18%
Fund Managers
- Harish Krishnan (Nov 2023 - Present)
- Dhaval Gala (Feb 2023 - Present)
- Dhaval Joshi (Nov 2022 - Present)
Key Information
View Scheme Document
Aditya Birla Sun Life Business Cycle Fund Growth SIP Calculator
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NRI Mutual Fund Tax on Aditya Birla Sun Life Business Cycle Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Aditya Birla Sun Life Business Cycle Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Aditya Birla Sun Life Business Cycle Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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3Y Return
Aditya Birla Sun Life Liquid Payout Inc Dist cum Cap Wdrl
moderate risk | liquid
6.4%
Aditya Birla Sun Life Liquid Plan Weekly Reinvestment Inc Dist cum Cap Wdrl
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5.6%
Aditya Birla Sun Life Liquid Plan Daily Reinvestment Inc Dist cum Cap Wdrl
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4.6%
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