Aditya Birla Sun Life Business Cycle Fund Overview
Category Sectoral/ Thematic
BMSMONEY Rank 11
BMSMONEY Rating
Gro. Opt. As On: 31-01-2025
NAV ₹14.16(R) +0.85% ₹14.8(D) +0.89%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 10.19% 11.96% -% -% -%
LumpSum (D) 11.53% 13.51% -% -% -%
SIP (R) -15.05% 12.71% -% -% -%
SIP (D) -13.97% 14.18% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.48 0.27 0.64 -0.27% 0.07
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
12.88% -12.76% -11.1% 0.92 8.5%
Top Sectoral/ Thematic
Fund Name Rank Rating
Franklin India Opportunities Fund 1
Icici Prudential India Opportunities Fund 2
ITI Pharma and Healthcare Fund 3
- 4
- 5

NAV Date: 31-01-2025

Scheme Name NAV Rupee Change Percent Change
Aditya Birla Sun Life Business Cycle Fund-Regular IDCW Payout 13.19
0.1100
0.8400%
Aditya Birla Sun Life Business Cycle Fund-Direct IDCW Payout 13.79
0.1200
0.8800%
Aditya Birla Sun Life Business Cycle Fund-Regular-Growth 14.16
0.1200
0.8500%
Aditya Birla Sun Life Business Cycle Fund-Direct Growth 14.8
0.1300
0.8900%

Review Date: 31-01-2025

Aditya Birla Sun Life Business Cycle Fund has shown average performance in the Sectoral/ Thematic Fund category. The fund has rank of 11 out of 20 funds in the category. The fund has delivered return of 10.19% in 1 year and 11.96% in 3 years. The category average for the same periods is 11.57% and 14.71% respectively, which shows average return performance of fund in the category. The fund has exhibited standard deviation of 12.88, VaR of -12.76, Average Drawdown of -5.52, Semi Deviation of 8.5 and Max Drawdown of -11.1. The category average for the same parameters is 14.06, -17.26, -6.34, 9.84 and -13.92 respectively. The fund has very low risk in the category.
  • standard deviation of 12.88 and based on VaR one can expect to lose more than -12.76% of current value of fund in one year.
  • Sharpe ratio of the fund is 0.48 which shows average performance of fund in the sectoral/ thematic fund category.
  • The fund has R-square of 0.95, Beta of 0.92 and Jensen's Alpha of -0.27% which exhibit average performance in the sectoral/ thematic fund category .


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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -4.71 -3.47
    -5.20
    		-13.12 | -0.13 14 | 28 Good
    3M Return % -5.73 -4.74
    -6.09
    		-16.11 | 0.14 15 | 28 Average
    6M Return % -7.63 -7.92
    -8.75
    		-22.03 | 1.48 12 | 28 Good
    1Y Return % 10.19 10.06
    11.57
    		2.74 | 26.86 13 | 24 Average
    3Y Return % 11.96 14.26
    14.71
    		8.94 | 26.02 12 | 18 Average
    1Y SIP Return % -15.05
    -4.05
    		-25.84 | 11.10 23 | 24 Poor
    3Y SIP Return % 12.71
    17.67
    		12.61 | 32.67 17 | 18 Poor
    Standard Deviation 12.88
    14.06
    		11.19 | 17.36 4 | 20 Very Good
    Semi Deviation 8.50
    9.84
    		7.93 | 12.71 2 | 20 Very Good
    Max Drawdown % -11.10
    -13.92
    		-26.18 | -7.06 5 | 20 Very Good
    VaR 1 Y % -12.76
    -17.26
    		-27.36 | -12.54 2 | 20 Very Good
    Average Drawdown % -5.52
    -6.34
    		-12.43 | -4.33 9 | 20 Good
    Sharpe Ratio 0.48
    0.62
    		0.20 | 1.38 12 | 20 Average
    Sterling Ratio 0.64
    0.71
    		0.30 | 1.46 11 | 20 Average
    Sortino Ratio 0.27
    0.34
    		0.12 | 0.75 10 | 20 Good
    Jensen Alpha % -0.27
    3.68
    		-2.93 | 12.74 15 | 19 Average
    Treynor Ratio 0.07
    0.10
    		0.03 | 0.21 12 | 19 Average
    Modigliani Square Measure % 14.21
    16.77
    		10.52 | 27.67 12 | 19 Average
    Alpha % -1.27
    2.21
    		-6.66 | 12.76 16 | 19 Poor
    Return data last Updated On : Jan. 31, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -4.64 -3.47 -5.11 -13.08 | -0.10 14 | 28
    3M Return % -5.43 -4.74 -5.80 -15.79 | 0.47 15 | 28
    6M Return % -7.09 -7.92 -8.19 -21.41 | 2.43 12 | 28
    1Y Return % 11.53 10.06 12.91 3.35 | 28.35 13 | 24
    3Y Return % 13.51 14.26 16.05 9.54 | 27.26 12 | 18
    1Y SIP Return % -13.97 -2.85 -25.11 | 13.28 23 | 24
    3Y SIP Return % 14.18 19.05 14.03 | 34.16 16 | 18
    Standard Deviation 12.88 14.06 11.19 | 17.36 4 | 20
    Semi Deviation 8.50 9.84 7.93 | 12.71 2 | 20
    Max Drawdown % -11.10 -13.92 -26.18 | -7.06 5 | 20
    VaR 1 Y % -12.76 -17.26 -27.36 | -12.54 2 | 20
    Average Drawdown % -5.52 -6.34 -12.43 | -4.33 9 | 20
    Sharpe Ratio 0.48 0.62 0.20 | 1.38 12 | 20
    Sterling Ratio 0.64 0.71 0.30 | 1.46 11 | 20
    Sortino Ratio 0.27 0.34 0.12 | 0.75 10 | 20
    Jensen Alpha % -0.27 3.68 -2.93 | 12.74 15 | 19
    Treynor Ratio 0.07 0.10 0.03 | 0.21 12 | 19
    Modigliani Square Measure % 14.21 16.77 10.52 | 27.67 12 | 19
    Alpha % -1.27 2.21 -6.66 | 12.76 16 | 19
    Return data last Updated On : Jan. 31, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
    KPIs: Key Performance Indicators

    Investment Period Regular Direct
    Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
    1D 0.85 ₹ 10,085.00 0.89 ₹ 10,089.00
    1W 0.21 ₹ 10,021.00 0.27 ₹ 10,027.00
    1M -4.71 ₹ 9,529.00 -4.64 ₹ 9,536.00
    3M -5.73 ₹ 9,427.00 -5.43 ₹ 9,457.00
    6M -7.63 ₹ 9,237.00 -7.09 ₹ 9,291.00
    1Y 10.19 ₹ 11,019.00 11.53 ₹ 11,153.00
    3Y 11.96 ₹ 14,034.00 13.51 ₹ 14,625.00
    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 -15.05 ₹ 10,992.94 -13.97 ₹ 11,067.13
    3Y ₹ 36000 12.71 ₹ 43,550.28 14.18 ₹ 44,485.99
    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
    31-01-2025 14.16 14.8
    30-01-2025 14.04 14.67
    29-01-2025 14.08 14.72
    28-01-2025 13.87 14.5
    27-01-2025 13.89 14.51
    24-01-2025 14.13 14.76
    23-01-2025 14.29 14.93
    22-01-2025 14.24 14.88
    21-01-2025 14.28 14.91
    20-01-2025 14.48 15.13
    17-01-2025 14.35 14.99
    16-01-2025 14.4 15.04
    15-01-2025 14.28 14.92
    13-01-2025 14.1 14.72
    10-01-2025 14.44 15.08
    09-01-2025 14.63 15.27
    08-01-2025 14.75 15.4
    07-01-2025 14.87 15.53
    06-01-2025 14.79 15.45
    03-01-2025 15.09 15.76
    02-01-2025 15.16 15.82
    01-01-2025 14.97 15.63
    31-12-2024 14.86 15.52

    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.