Compare Mutual Funds

Insights from Fund Comparison

• Both Aditya Birla SL Business Cycle Fund - Dir (G) and Aditya Birla SL Conglomerate Fund - Regular (G) are Sectoral / Thematic, Equity schemes. Aditya Birla SL Business Cycle Fund - Dir (G) is 4 yrs 4 m old and manages ₹1,730.31 Crs, whereas Aditya Birla SL Conglomerate Fund - Regular (G) is 1 yrs 4 m old with ₹1,636.46 Crs.
• Both funds are fairly comparable in terms of age and size.
• Aditya Birla SL Business Cycle Fund - Dir (G) has its top 3 sectors in Banks (22.93%), IT - Software (11.14%), and FMCG (5.71%), while Aditya Birla SL Conglomerate Fund - Regular (G) focuses on Refineries (15.17%), Finance (13.40%), and IT - Software (9.80%).
• The funds share exposure to IT - Software, but differ in the rest, which means they will partially move together but may diverge depending on how the unique sectors perform.
• Aditya Birla SL Business Cycle Fund - Dir (G) holds ICICI Bank Limited (6.59%), State Bank of India (4.44%), Kotak Mahindra Bank Limited (3.72%), HDFC Bank Limited (3.35%), and Reliance Industries Limited (3.32%), whereas Aditya Birla SL Conglomerate Fund - Regular (G) holds Reliance Industries Limited (15.17%), Larsen & Toubro Limited (7.71%), Mahindra & Mahindra Limited (6.94%), Bajaj Finserv Limited (5.15%), and Adani Ports and Special Economic Zone Limited (3.47%).
• The funds share exposure to Reliance Industries Limited, which makes their performance partly correlated. However, the unique holdings like ICICI Bank Limited in Aditya Birla SL Business Cycle Fund - Dir (G) and Larsen & Toubro Limited in Aditya Birla SL Conglomerate Fund - Regular (G) can create divergence depending on how these stocks perform.
• In terms of risk profile, Aditya Birla SL Business Cycle Fund - Dir (G) has 97.20% equity and 0.00% debt, while Aditya Birla SL Conglomerate Fund - Regular (G) has 98.81% equity and 0.00% debt.
• Risk profile is similar for both funds.
• Aditya Birla SL Business Cycle Fund - Dir (G) outperformed Aditya Birla SL Conglomerate Fund - Regular (G) in 6 Months, 1 Year (returns: -6.03%, 0.55% ) but underperformed in 3 Months, 3 Years (returns: -11.64%, 12.97%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.