Aditya Birla Sun Life Business Cycle Fund Overview
Category Sectoral/ Thematic
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Gro. Opt. As On: 20-12-2024
NAV ₹14.82(R) -1.85% ₹15.46(D) -1.9%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 21.58% 15.25% -% -% -%
LumpSum (D) 22.89% 16.85% -% -% -%
SIP (R) -35.37% 13.65% -% -% -%
SIP (D) -34.58% 15.16% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
Top Sectoral/ Thematic
Fund Name Rank Rating
Franklin India Opportunities Fund 1
Icici Prudential India Opportunities Fund 2
ICICI Prudential Business Cycle Fund 3
Icici Prudential Exports And Services Fund 4

NAV Date: 20-12-2024

Scheme Name NAV Rupee Change Percent Change
Aditya Birla Sun Life Business Cycle Fund-Regular IDCW Payout 13.8
-0.2600
-1.8500%
Aditya Birla Sun Life Business Cycle Fund-Direct IDCW Payout 14.41
-0.2700
-1.8400%
Aditya Birla Sun Life Business Cycle Fund-Regular-Growth 14.82
-0.2800
-1.8500%
Aditya Birla Sun Life Business Cycle Fund-Direct Growth 15.46
-0.3000
-1.9000%

Review Date: 20-12-2024

A review of the different performance parameters of the fund is as follows:
  1. Returns: It indicates the appreciation in the investment's value within the investment period, represented as a percentage or a specific amount of money. We conducted an analysis of the five return parameters of this fund to assess their performance. To assess performance, we have segmented the return parameters into three groups: the top 25%, parameters below the top 25% but still above average, and parameters below average. The results are provided below.
    1. Top 25%: The fund does not have any return parameter in the top 25% in the category.
    2. Above Average Below the Top 25%: Two return parameters of the Aditya Birla Sun Life Business Cycle Fund are above average but below the top 25% in the category, as shown below:
      • 3M Return %
      • 6M Return %
    3. Below Average: Aditya Birla Sun Life Business Cycle Fund has three return parameters that are below average in the category, which are listed below:
      • 1Y Return %
      • 3Y Return %
      • 1M Return %
  2. Risk: Various factors can lead to the risk of either not meeting expected returns or encountering a monetary loss. For Aditya Birla Sun Life Business Cycle Fund, we have analyzed zero risk parameters and divided them into three groups the lowest 25%, below average but above the lowest 25%, and above average, which are described below.
    1. Lowest 25%: Aditya Birla Sun Life Business Cycle Fund does not have any risk parameters in the lowest 25% of the category. It means high risk compared to other funds in the category.
    2. Below Average but Above the Lowest 25%: Aditya Birla Sun Life Business Cycle Fund does not have any risk parameters in the below average but above the lowest 25% of the category.
    3. Above Average: Aditya Birla Sun Life Business Cycle Fund does not have any risk parameters above average; which is a good sign.
  3. Risk Adjusted Performance Parameters: Risk-adjusted performance parameters in mutual funds are parameters that assess the return on investments based on the risks involved. These parameters provide a platform for investors to compare various investments, by considering both profits and the risks involved. For Aditya Birla Sun Life Business Cycle Fund, we have evaluated zero risk-adjusted performance parameters.
    1. Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the top 25% of the category.
    2. Above Average Below Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.
    3. Below Average Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 2.77
2.79
-3.13 | 8.71 12 | 30 Good
3M Return % -6.14
-6.29
-15.75 | 2.79 10 | 28 Good
6M Return % 3.28
1.46
-10.41 | 22.09 12 | 29 Good
1Y Return % 21.58
25.16
11.27 | 48.83 15 | 25 Average
3Y Return % 15.25
18.20
12.64 | 29.36 13 | 20 Average
1Y SIP Return % -35.37
-33.44
-39.93 | -18.88 10 | 20 Good
3Y SIP Return % 13.65
18.42
11.30 | 34.99 12 | 16 Average
Return data last Updated On : Dec. 20, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 2.86 2.89 -3.04 | 8.82 12 | 30
3M Return % -5.90 -6.00 -15.50 | 3.14 11 | 28
6M Return % 3.83 2.06 -9.85 | 23.23 12 | 29
1Y Return % 22.89 26.61 11.63 | 50.62 15 | 25
3Y Return % 16.85 19.56 13.74 | 30.60 13 | 20
1Y SIP Return % -34.58 -32.53 -39.53 | -17.20 10 | 20
3Y SIP Return % 15.16 19.92 12.56 | 36.51 12 | 16
Return data last Updated On : Dec. 20, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -1.85 ₹ 9,815.00 -1.90 ₹ 9,810.00
1W -4.26 ₹ 9,574.00 -4.33 ₹ 9,567.00
1M 2.77 ₹ 10,277.00 2.86 ₹ 10,286.00
3M -6.14 ₹ 9,386.00 -5.90 ₹ 9,410.00
6M 3.28 ₹ 10,328.00 3.83 ₹ 10,383.00
1Y 21.58 ₹ 12,158.00 22.89 ₹ 12,289.00
3Y 15.25 ₹ 15,310.00 16.85 ₹ 15,955.00
5Y ₹ ₹
7Y ₹ ₹
10Y ₹ ₹
15Y ₹ ₹

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.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 -35.37 ₹ 9,550.09 -34.58 ₹ 9,608.32
3Y ₹ 36000 13.65 ₹ 44,130.06 15.16 ₹ 45,095.15
5Y ₹ 60000 ₹ ₹
7Y ₹ 84000 ₹ ₹
10Y ₹ 120000 ₹ ₹
15Y ₹ 180000 ₹ ₹


Date Aditya Birla Sun Life Business Cycle Fund NAV Regular Growth Aditya Birla Sun Life Business Cycle Fund NAV Direct Growth
20-12-2024 14.82 15.46
19-12-2024 15.1 15.76
18-12-2024 15.23 15.89
17-12-2024 15.28 15.95
16-12-2024 15.45 16.13
13-12-2024 15.48 16.16
12-12-2024 15.44 16.11
11-12-2024 15.52 16.19
10-12-2024 15.49 16.16
09-12-2024 15.38 16.05
06-12-2024 15.36 16.03
05-12-2024 15.33 15.99
04-12-2024 15.23 15.89
03-12-2024 15.17 15.83
02-12-2024 15.02 15.67
29-11-2024 14.94 15.59
28-11-2024 14.83 15.46
27-11-2024 14.93 15.57
26-11-2024 14.88 15.52
25-11-2024 14.86 15.5
22-11-2024 14.66 15.29
21-11-2024 14.42 15.03

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.