Compare Mutual Funds

Insights from Fund Comparison

• Both ICICI Pru Business Cycle Fund (G) and Aditya Birla SL Conglomerate Fund - Regular (IDCW) are Sectoral / Thematic, Equity schemes. ICICI Pru Business Cycle Fund (G) is 5 yrs 3 m old and manages ₹16,201.8 Crs, whereas Aditya Birla SL Conglomerate Fund - Regular (IDCW) is 1 yrs 3 m old with ₹1,636.46 Crs.
• ICICI Pru Business Cycle Fund (G) is therefore older and larger, which may indicate more experience and investor confidence.
• ICICI Pru Business Cycle Fund (G) has its top 3 sectors in Banks (21.65%), Automobile (11.12%), and Infrastructure Developers & Operators (6.92%), while Aditya Birla SL Conglomerate Fund - Regular (IDCW) focuses on Refineries (15.17%), Finance (13.40%), and IT - Software (9.80%).
• The funds are completely different in sector allocation, which could result in very different performance patterns based on sector trends.
• ICICI Pru Business Cycle Fund (G) holds HDFC Bank Ltd. (9.41%), ICICI Bank Ltd. (7.67%), Larsen & Toubro Ltd. (6.92%), Reliance Industries Ltd. (5.30%), and Axis Bank Ltd. (4.44%), whereas Aditya Birla SL Conglomerate Fund - Regular (IDCW) 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 have completely different top holdings, which means their performance could diverge significantly depending on which stocks or sectors lead the market.
• In terms of risk profile, ICICI Pru Business Cycle Fund (G) has 91.27% equity and 1.71% debt, while Aditya Birla SL Conglomerate Fund - Regular (IDCW) has 98.81% equity and 0.00% debt.
• Aditya Birla SL Conglomerate Fund - Regular (IDCW) is more aggressive with higher equity allocation, which could lead to higher returns but more volatility.
• ICICI Pru Business Cycle Fund (G) outperformed Aditya Birla SL Conglomerate Fund - Regular (IDCW) in 6 Months, 1 Year (returns: -8.33%, 2.21% ) but underperformed in 3 Months, 3 Years, 5 Years (returns: -13.08%, 18.77%, 16.18%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.