Aditya Birla Sun Life Business Cycle Fund · Regular · Growth
Aditya Birla Sun Life Mutual Fund
NAV
₹16.0900
as of 31 Jul 2026
Expense Ratio
2.14%
AUM
₹1,680 Cr
Lumpsum returns (CAGR)
- 1Y
- +7.77%
- 3Y
- +12.17%
- 5Y
- —
- Since Inception
- +10.75%
SIP returns (XIRR)
- 1Y
- +12.03%
- 3Y
- +9.58%
- 5Y
- —
- Since Inception
- +11.48%
What history actually did — last 4 years (Aug 2022 – Jul 2026)
A ₹5,000 monthly SIP for the last 4 years (Aug 2022 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹2,91,394 today — ₹2,35,000 invested, 11.1% XIRR.
₹2,35,000
Invested
₹2,91,394
Value today
11.1%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 4 years (Aug 2022 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 4 years ago would be ₹1,60,100 today (12.5% CAGR).
Fund vs Benchmark (TRI)
Same SIP, benchmark total-return index
The same SIP would be worth ₹2,91,394 in this fund vs ₹2,87,256 in the benchmark — outperformance of ₹4,138.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 4 years (Aug 2022 – Jul 2026) (3 Jun 2024) would be ₹1,16,089 today (1.16×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised0.20
Sharpe Ratio
+0.04
Alpha
0.28
Beta
0.19
Sortino
14.07%
Std Dev
-13.36%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Aditya Birla Sun Life Business Cycle Fund-Regular IDCW Payout
- 1Icici Bank Limited4.16%
- 2The Federal Bank Limited3.38%
- 3Rr Kabel Ltd2.60%
- 4Muthoot Finance Limited2.46%
- 5Sjs Enterprises Pvt Limited2.43%
- 6Shaily Engineering Plastics Ltd2.42%
- 7Craftsman Automation Ltd2.28%
- 8Karur Vysya Bank Ltd/The2.25%
- 9Thyrocare Technologies Limited2.22%
- 10Bharat Forge Limited2.15%
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 ₹1,680 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