Aditya Birla Sun Life Business Cycle Fund Datagrid
Category Sectoral/ Thematic
BMSMONEY Rank 14
Rating
Growth Option 11-12-2025
NAV ₹15.38(R) +0.52% ₹16.21(D) +0.56%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -0.9% 12.61% -% -% -%
Direct 0.12% 13.94% -% -% -%
Nifty 500 TRI 1.85% 15.25% 17.28% 16.24% 15.15%
SIP (XIRR) Regular 9.95% 10.33% -% -% -%
Direct 11.06% 11.57% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.51 0.26 0.46 -2.42% 0.07
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
12.88% -16.98% -17.5% 0.97 9.21%
Fund AUM As on: 30/06/2025 1736 Cr
Top Sectoral/ Thematic
Fund Name Rank Rating
Icici Prudential India Opportunities Fund 1
ICICI Prudential Business Cycle Fund 2
Franklin India Opportunities Fund 3
Icici Prudential Exports And Services Fund 4
Aditya Birla Sun Life Special Opportunities Fund 5

NAV Date: 11-12-2025

Scheme Name NAV Rupee Change Percent Change
Aditya Birla Sun Life Business Cycle Fund-Regular IDCW Payout 13.46
0.0700
0.5200%
Aditya Birla Sun Life Business Cycle Fund-Direct IDCW Payout 14.18
0.0700
0.5000%
Aditya Birla Sun Life Business Cycle Fund-Regular-Growth 15.38
0.0800
0.5200%
Aditya Birla Sun Life Business Cycle Fund-Direct Growth 16.21
0.0900
0.5600%

Review Date: 11-12-2025

Beginning of Analysis

Aditya Birla Sun Life Business Cycle Fund is the 16th ranked fund in the Sectoral/ Thematic Fund category. The category has total 22 funds. The Aditya Birla Sun Life Business Cycle Fund has shown a poor past performence in Sectoral/ Thematic Fund. The fund has a Jensen Alpha of -2.42% which is lower than the category average of 1.72%, showing poor performance. The fund has a Sharpe Ratio of 0.51 which is lower than the category average of 0.77.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Sectoral/Thematic Mutual Funds are ideal for aggressive investors seeking high returns by investing in a specific sector or theme. These funds offer targeted exposure to sectors like banking, technology, or themes like infrastructure and ESG, allowing investors to capitalize on the growth potential of these segments. However, they carry higher risks due to their concentrated exposure and are heavily dependent on the performance of the chosen sector or theme. Investors should have a long-term investment horizon, a high risk tolerance, and a good understanding of the sector or theme before investing in these funds. Additionally, timing the market and monitoring sectoral trends are crucial for success.

Aditya Birla Sun Life Business Cycle Fund Return Analysis

The Aditya Birla Sun Life Business Cycle Fund has delivered a mixed performance across various time horizons, showcasing both strengths and challenges when compared to its Sectoral/ Thematic Fund peers and the Nifty 500 TRI benchmark. This analysis examines the fund’s returns over periods ranging from one month to ten years, alongside its Systematic Investment Plan (SIP) performance, highlighting its rankings within the Sectoral/ Thematic Fund category and its ability to outperform or underperform the benchmark and category averages.

  • The fund has given a return of -0.49%, 2.66 and 1.44 in last one, three and six months respectively. In the same period the category average return was -1.18%, 0.61% and 1.06% respectively.
  • Aditya Birla Sun Life Business Cycle Fund has given a return of 0.12% in last one year. In the same period the Nifty 500 TRI return was 1.85%. The fund has given 1.73% less return than the benchmark return.
  • The fund has given a return of 13.94% in last three years and rank 19th out of 22 funds in the category. In the same period the Nifty 500 TRI return was 15.25%. The fund has given 1.31% less return than the benchmark return.
  • The fund has given a SIP return of 11.06% in last one year whereas category average SIP return is 9.78%. The fund one year return rank in the category is 14th in 30 funds
  • The fund has SIP return of 11.57% in last three years and ranks 14th in 22 funds. Franklin India Opportunities Fund has given the highest SIP return (21.8%) in the category in last three years.

Aditya Birla Sun Life Business Cycle Fund Risk Analysis

  • The fund has a standard deviation of 12.88 and semi deviation of 9.21. The category average standard deviation is 13.52 and semi deviation is 9.81.
  • The fund has a Value at Risk (VaR) of -16.98 and a maximum drawdown of -17.5. The category average VaR is -17.27 and the maximum drawdown is -18.01. The fund has a beta of 0.95 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Sectoral/ Thematic Fund Category
  • Good Performance in Sectoral/ Thematic Fund Category
  • Poor Performance in Sectoral/ Thematic Fund Category
  • Very Poor Performance in Sectoral/ Thematic Fund Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Nifty 500 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -0.58 -0.54
    -1.28
    		-8.38 | 1.06 16 | 31 Good
    3M Return % 2.40 2.07
    0.32
    		-5.88 | 4.51 10 | 31 Good
    6M Return % 0.92 1.51
    0.47
    		-10.74 | 13.87 15 | 31 Good
    1Y Return % -0.90 1.85
    -1.68
    		-18.47 | 12.58 15 | 30 Good
    3Y Return % 12.61 15.25
    16.24
    		10.72 | 27.46 20 | 22 Poor
    1Y SIP Return % 9.95
    8.52
    		-15.71 | 30.12 13 | 30 Good
    3Y SIP Return % 10.33
    11.84
    		5.29 | 20.24 14 | 22 Average
    Standard Deviation 12.88
    13.52
    		11.16 | 17.23 9 | 22 Good
    Semi Deviation 9.21
    9.81
    		7.96 | 13.27 9 | 22 Good
    Max Drawdown % -17.50
    -18.01
    		-24.21 | -12.71 12 | 22 Good
    VaR 1 Y % -16.98
    -17.27
    		-26.24 | -9.89 11 | 22 Good
    Average Drawdown % -7.67
    -6.98
    		-10.01 | -4.27 13 | 22 Average
    Sharpe Ratio 0.51
    0.77
    		0.34 | 1.38 20 | 22 Poor
    Sterling Ratio 0.46
    0.60
    		0.33 | 1.02 17 | 22 Average
    Sortino Ratio 0.26
    0.39
    		0.16 | 0.74 18 | 22 Average
    Jensen Alpha % -2.42
    1.73
    		-3.94 | 11.85 21 | 22 Poor
    Treynor Ratio 0.07
    0.11
    		0.05 | 0.20 21 | 22 Poor
    Modigliani Square Measure % 12.88
    16.20
    		10.33 | 25.30 17 | 22 Average
    Alpha % -2.58
    1.24
    		-4.38 | 13.86 20 | 22 Poor
    Return data last Updated On : Dec. 11, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 28, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Nifty 500 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -0.49 -0.54 -1.18 -8.30 | 1.11 16 | 31 Good
    3M Return % 2.66 2.07 0.61 -5.56 | 4.75 10 | 31 Good
    6M Return % 1.44 1.51 1.06 -10.18 | 14.47 15 | 31 Good
    1Y Return % 0.12 1.85 -0.55 -17.35 | 13.81 15 | 30 Good
    3Y Return % 13.94 15.25 17.55 12.09 | 28.92 19 | 22 Poor
    1Y SIP Return % 11.06 9.78 -14.57 | 31.49 14 | 30 Good
    3Y SIP Return % 11.57 13.14 6.65 | 21.80 14 | 22 Average
    Standard Deviation 12.88 13.52 11.16 | 17.23 9 | 22 Good
    Semi Deviation 9.21 9.81 7.96 | 13.27 9 | 22 Good
    Max Drawdown % -17.50 -18.01 -24.21 | -12.71 12 | 22 Good
    VaR 1 Y % -16.98 -17.27 -26.24 | -9.89 11 | 22 Good
    Average Drawdown % -7.67 -6.98 -10.01 | -4.27 13 | 22 Average
    Sharpe Ratio 0.51 0.77 0.34 | 1.38 20 | 22 Poor
    Sterling Ratio 0.46 0.60 0.33 | 1.02 17 | 22 Average
    Sortino Ratio 0.26 0.39 0.16 | 0.74 18 | 22 Average
    Jensen Alpha % -2.42 1.73 -3.94 | 11.85 21 | 22 Poor
    Treynor Ratio 0.07 0.11 0.05 | 0.20 21 | 22 Poor
    Modigliani Square Measure % 12.88 16.20 10.33 | 25.30 17 | 22 Average
    Alpha % -2.58 1.24 -4.38 | 13.86 20 | 22 Poor
    Return data last Updated On : Dec. 11, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 28, 2025
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Aditya Birla Sun Life Business Cycle Fund NAV Regular Growth Aditya Birla Sun Life Business Cycle Fund NAV Direct Growth
    11-12-2025 15.38 16.21
    10-12-2025 15.3 16.12
    09-12-2025 15.37 16.19
    08-12-2025 15.36 16.18
    05-12-2025 15.54 16.37
    04-12-2025 15.48 16.31
    03-12-2025 15.47 16.3
    02-12-2025 15.54 16.37
    01-12-2025 15.6 16.44
    28-11-2025 15.61 16.44
    27-11-2025 15.6 16.44
    26-11-2025 15.65 16.49
    25-11-2025 15.51 16.33
    24-11-2025 15.46 16.29
    21-11-2025 15.52 16.35
    20-11-2025 15.64 16.47
    19-11-2025 15.64 16.47
    18-11-2025 15.53 16.36
    17-11-2025 15.6 16.43
    14-11-2025 15.52 16.34
    13-11-2025 15.51 16.33
    12-11-2025 15.54 16.36
    11-11-2025 15.47 16.29

    Fund Launch Date: 03/Dec/2021
    Fund Category: Sectoral/ Thematic
    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.
    Fund Description: An open ended equity scheme following business cycles based investing theme
    Fund Benchmark: S&P BSE 500 Total Return Index
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.