Aditya Birla Sun Life Business Cycle Fund-Regular-Growth

Category: Equity: Thematic-Business-Cycle
Launch Date: 06-12-2021
Asset Class:
Benchmark: BSE 500 TRI
Expense Ratio: 2.14% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 1,771.39 Cr As on (30-05-2025)
Turn over:
NAV as on 08-07-2025

15.41

0.03 (0.1947%)

CAGR Since Inception

12.57%

BSE 500 TRI 12.6%

PERFORMANCE of Aditya Birla Sun Life Business Cycle Fund-Regular-Growth

Scheme Performance (%) Data as on - 08-07-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Aditya Birla Sun Life Business Cycle Fund-Regular-Growth 3.28 17.77 - - 12.57
Benchmark - - - - -
Equity: Thematic-Business-Cycle 2.04 22.91 27.51 13.45 13.37

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. Harish Krishnan

Investment 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. The Scheme does not guarantee/indicate any returns. There can be no assurance that the objective of the Scheme will be achieved.

RETURNS CALCULATOR for Aditya Birla Sun Life Business Cycle Fund-Regular-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Aditya Birla Sun Life Business Cycle Fund-Regular-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Aditya Birla Sun Life Business Cycle Fund-Regular-Growth 14.76 0.96 -1.89 0.96 - -
Equity: Thematic-Business-Cycle - - - - - -

PEER COMPARISION of Aditya Birla Sun Life Business Cycle Fund-Regular-Growth

Period
Data as on - 08-07-2025
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Aditya Birla Sun Life Business Cycle Fund-Regular-Growth 06-12-2021 3.28 18.2 17.77 0.0 0.0
Sundaram Business Cycle Fund Regular Plan Growth 25-06-2024 10.72 0.0 0.0 0.0 0.0
ICICI Prudential Business Cycle Fund Growth 05-01-2021 8.54 26.34 25.33 0.0 0.0
Kotak Business Cycle Fund-Regular Plan-Growth 05-09-2022 8.37 21.6 0.0 0.0 0.0
HSBC Business Cycles Fund - Regular Growth 20-08-2014 4.51 26.67 27.05 27.51 13.45
Axis Business Cycles Fund - Regular Plan - Growth 05-02-2023 2.28 20.36 0.0 0.0 0.0
HDFC Business Cycle Fund - Growth Option 05-11-2022 2.24 15.92 0.0 0.0 0.0
Mahindra Manulife Business Cycle Fund- Regular Plan - Growth 11-09-2023 -1.37 0.0 0.0 0.0 0.0
Tata Business Cycle Fund-Regular Plan-Growth 04-08-2021 -1.46 22.06 24.03 0.0 0.0
Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth 15-09-2021 -1.56 20.45 20.39 0.0 0.0

PORTFOLIO ANALYSIS of Aditya Birla Sun Life Business Cycle Fund-Regular-Growth

Asset Allocation (%)