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Aditya Birla Sun Life Business Cycle Fund-Regular-Growth

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Category: Equity: Thematic-Business-Cycle
Launch Date: 06-12-2021
Asset Class:
Benchmark: BSE 500 TRI
Expense Ratio: 2.13% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 181.87 Cr As on (30-06-2025)
Turn over: -
NAV as on 09-07-2025

15.4

-0.01 (-0.0649%)

CAGR Since Inception

12.54%

BSE 500 TRI 12.59%

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

Scheme Performance (%)

Data as on - 10-07-2025

Yearly Performance (%)

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.

MONTHLY LUMPSUM RETURNS ( Invested amount 1,00,000)

Show All Monthly Lumpsum Returns
NAV Date NAV Units Market
Value		 Returns
(%)
08-12-2021 10.08 9920.6349 100000 0.0 %
10-01-2022 10.43 9920.6349 103472 3.47 %
08-02-2022 10.1 9920.6349 100198 0.2 %
08-03-2022 9.18 9920.6349 91071 -8.93 %
08-04-2022 10.18 9920.6349 100992 0.99 %
09-05-2022 9.36 9920.6349 92857 -7.14 %
08-06-2022 9.3 9920.6349 92262 -7.74 %
08-07-2022 9.43 9920.6349 93552 -6.45 %
08-08-2022 10.13 9920.6349 100496 0.5 %
08-09-2022 10.39 9920.6349 103075 3.08 %
10-10-2022 10.13 9920.6349 100496 0.5 %
09-11-2022 10.57 9920.6349 104861 4.86 %
08-12-2022 10.84 9920.6349 107540 7.54 %
09-01-2023 10.48 9920.6349 103968 3.97 %
08-02-2023 10.31 9920.6349 102282 2.28 %
08-03-2023 10.18 9920.6349 100992 0.99 %
10-04-2023 10.08 9920.6349 100000 0.0 %
08-05-2023 10.33 9920.6349 102480 2.48 %
08-06-2023 10.64 9920.6349 105556 5.56 %
10-07-2023 11.03 9920.6349 109425 9.43 %
08-08-2023 11.29 9920.6349 112004 12.0 %
08-09-2023 11.62 9920.6349 115278 15.28 %
09-10-2023 11.34 9920.6349 112500 12.5 %
08-11-2023 11.39 9920.6349 112996 13.0 %
08-12-2023 12.09 9920.6349 119940 19.94 %
08-01-2024 12.52 9920.6349 124206 24.21 %
08-02-2024 12.84 9920.6349 127381 27.38 %
11-03-2024 13.06 9920.6349 129563 29.56 %
08-04-2024 13.32 9920.6349 132143 32.14 %
08-05-2024 13.23 9920.6349 131250 31.25 %
10-06-2024 14.01 9920.6349 138988 38.99 %
08-07-2024 14.92 9920.6349 148016 48.02 %
08-08-2024 14.76 9920.6349 146429 46.43 %
09-09-2024 15.3 9920.6349 151786 51.79 %
08-10-2024 15.51 9920.6349 153869 53.87 %
08-11-2024 15.03 9920.6349 149107 49.11 %
09-12-2024 15.38 9920.6349 152579 52.58 %
08-01-2025 14.75 9920.6349 146329 46.33 %
10-02-2025 14.09 9920.6349 139782 39.78 %
10-03-2025 13.38 9920.6349 132738 32.74 %
08-04-2025 13.3 9920.6349 131944 31.94 %
08-05-2025 14.28 9920.6349 141667 41.67 %
09-06-2025 15.21 9920.6349 150893 50.89 %
08-07-2025 15.41 9920.6349 152877 52.88 %
10-07-2025 15.34 9920.6349 152183 52.18 %

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.

Market Cap Distribution

Small Cap

20.66%

Others

2.86%

Large Cap

55.42%

Mid Cap

20.62%

Riskometer

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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

Compare SIP Compare Lumpsum
Amount :
Start :
End :
Period
Data as on - 10-07-2025
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 2.67 18.13 17.73 0.0 0.0
Sundaram Business Cycle Fund Regular Plan Growth 25-06-2024 10.52 0.0 0.0 0.0 0.0
ICICI Prudential Business Cycle Fund Growth 05-01-2021 7.64 26.27 25.28 0.0 0.0
Kotak Business Cycle Fund-Regular Plan-Growth 05-09-2022 7.43 21.61 0.0 0.0 0.0
HSBC Business Cycles Fund - Regular Growth 20-08-2014 4.9 26.73 27.04 27.48 13.43
Axis Business Cycles Fund - Regular Plan - Growth 05-02-2023 2.35 20.26 0.0 0.0 0.0
HDFC Business Cycle Fund - Growth Option 05-11-2022 1.83 16.02 0.0 0.0 0.0
Mahindra Manulife Business Cycle Fund- Regular Plan - Growth 11-09-2023 -0.94 0.0 0.0 0.0 0.0
Tata Business Cycle Fund-Regular Plan-Growth 04-08-2021 -1.59 22.29 24.04 0.0 0.0
Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth 15-09-2021 -2.15 20.2 20.21 0.0 0.0

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

Asset Allocation (%)

Allocation Percentage (%)