Aditya Birla Sun Life Business Cycle

 Aditya Birla Sun Life Business Cycle Fund

 
NFO Opens: November 15, 2021 

NFO Closes: November 29,2021

The fund is an open-ended equity scheme.

It is a business cycle-based investing theme.

Objective

It provides 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 scheme aims to identify the sectors that are likely to do well when the economy booms.

It will aim at being diversified across various industries.

NFO Issue Details

Minimum Lumpsum    Rs. 500

Minimum SIP               Rs. 100 for 6 months

NAV of the Fund          Rs. 10 during NFO period

Entry Load                   Nil

Exit Load                      1% if redeemed within 1 year

Risk                               Very High Risk

BenchMark                   S&P BSE 500 TRI 

Why to Invest?

Invest across all market sectors, themes give diversification.

It has the potential for long-term capital appreciation.

Investors get a first-mover advantage through fund manager expertise.

The fund has potential for growth through all business cycles.

The fund also gives global exposure.

Fund manager

Aditya Birla Sun Life Business Cycle Fund would be jointly managed by Vineet Maloo, Nitesh Jain and Vinod Bhat (for overseas investment).

Thus, this fund is a thematic fund and it comes in the riskiest mutual fund categories.

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