Aditya Birla Sun Life Business Cycle Fund-Regular-Growth
| Category: Equity: Thematic-Others |
| Launch Date: 06-12-2021 |
| Asset Class: |
| Benchmark: BSE 500 TRI |
| Expense Ratio: 2.15% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 168.8 Cr As on (31-03-2025) |
| Turn over: - |
14.45
-0.01 (-0.0692%)
11.25%
BSE 500 TRI 12.45%
PERFORMANCE of Aditya Birla Sun Life Business Cycle Fund-Regular-Growth
Scheme Performance (%)
Data as on - 25-04-2025Yearly Performance (%)
Fund Managers
Harish Krishnan, Dhaval Gala, Dhaval Joshi
Investment Objective
The scheme seeks 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.
MONTHLY LUMPSUM RETURNS ( Invested amount 1,00,000)
| 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 % |
| 25-04-2025 | 14.23 | 9920.6349 | 141171 | 41.17 % |
RETURNS CALCULATOR for Aditya Birla Sun Life Business Cycle Fund-Regular-Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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
19.26%
Others
3.45%
Large Cap
56.04%
Mid Cap
20.81%
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 | 0.37 | -1.28 | 0.95 | - | - |
| Equity: Thematic-Others | - | - | - | - | - | - |
PEER COMPARISION of Aditya Birla Sun Life Business Cycle Fund-Regular-Growth
| 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 | 8.97 | 19.67 | 13.66 | 0.0 | 0.0 |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 16.56 | 25.72 | 17.49 | 28.51 | 0.0 |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 13.86 | 28.11 | 19.85 | 28.12 | 13.96 |
| ICICI Prudential Innovation Fund - Growth | 05-04-2023 | 13.54 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 12.45 | 30.75 | 23.17 | 34.56 | 0.0 |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 11.07 | 22.99 | 0.0 | 0.0 | 0.0 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 31-10-2019 | 10.98 | 27.02 | 17.48 | 27.98 | 0.0 |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 9.89 | 38.97 | 29.28 | 32.61 | 15.46 |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 9.88 | 29.04 | 20.78 | 0.0 | 0.0 |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | 9.71 | 0.0 | 0.0 | 0.0 | 0.0 |
PORTFOLIO ANALYSIS of Aditya Birla Sun Life Business Cycle Fund-Regular-Growth
Asset Allocation (%)
| Allocation | Percentage (%) |
|---|