Aditya Birla Sun Life Business Cycle Fund · Regular · Growth
Aditya Birla Sun Life Mutual Fund
NAV
₹15.2000
as of 16 Jun 2026
Expense Ratio
2.14%
AUM
₹1,710 Cr
Lumpsum returns (CAGR)
- 1Y
- +1.47%
- 3Y
- +12.14%
- 5Y
- —
- Since Inception
- +9.68%
SIP returns (XIRR)
- 1Y
- +2.43%
- 3Y
- +6.77%
- 5Y
- —
- Since Inception
- +9.52%
This fund trailed its benchmark
Top performers in Sectoral / Thematic by 5Y CAGR
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SIP since inception — what ₹100/month became
Real NAV backtest from day one
₹5,400
Invested
₹6,441
Value today
8.0%
XIRR (p.a.)
₹100/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹500 lumpsum at launch — value today
Invested on the fund's first NAV date
₹500
Invested
₹734
Value today
8.9%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹9,02,646
Value today
+2.5%
vs lumpsum
STP beat direct lumpsum by 2.5% — reduced timing risk paid off
Model your own STP with real NAVRisk Metrics
Trailing 1 year, annualised-0.33
Sharpe Ratio
-0.04
Alpha
0.49
Beta
-0.32
Sortino
14.58%
Std Dev
-13.65%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
- 1Icici Bank Limited6.20%
- 2State Bank Of India4.05%
- 3Reliance Industries Limited3.15%
- 4Hdfc Bank Limited2.98%
- 5Kotak Mahindra Bank Limited2.72%
- 6Bharti Airtel Limited2.46%
- 7Mahindra & Mahindra Limited2.42%
- 8Infosys Limited2.41%
- 9Jindal Steel & Power Limited2.30%
- 10Bharat Forge Limited1.95%
Investment Objective
Aditya Birla Sun Life Business Cycle Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
Aditya Birla Sun Life Business Cycle Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Aditya Birla Sun Life Mutual Fund. The fund has been operational for over 4 years. It manages assets worth ₹1,710 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against BSE 500 TRI. The current expense ratio is 2.14%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations