Aditya Birla Sun Life Business Cycle Fund Overview
Category Sectoral/ Thematic
BMSMONEY Rank 13
Rating
Growth Option 13-03-2025
NAV ₹13.27(R) -0.52% ₹13.88(D) -0.57%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 4.49% 11.28% -% -% -%
Direct 5.63% 12.76% -% -% -%
Nifty 500 TRI 3.69% 13.09% 21.08% 13.17% 12.25%
SIP (XIRR) Regular -25.74% 7.69% -% -% -%
Direct -24.89% 9.07% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.27 0.15 0.39 -1.29% 0.04
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
13.98% -17.83% -17.5% 0.95 9.65%
Top Sectoral/ Thematic
Fund Name Rank Rating
Icici Prudential India Opportunities Fund 1
- 2
Franklin India Opportunities Fund 3
- 4
ITI Pharma and Healthcare Fund 5

NAV Date: 13-03-2025

Scheme Name NAV Rupee Change Percent Change
Aditya Birla Sun Life Business Cycle Fund-Regular IDCW Payout 12.36
-0.0700
-0.5600%
Aditya Birla Sun Life Business Cycle Fund-Direct IDCW Payout 12.93
-0.0700
-0.5400%
Aditya Birla Sun Life Business Cycle Fund-Regular-Growth 13.27
-0.0700
-0.5200%
Aditya Birla Sun Life Business Cycle Fund-Direct Growth 13.88
-0.0800
-0.5700%

Review Date: 13-03-2025

Aditya Birla Sun Life Business Cycle Fund has shown poor performance in the Sectoral/ Thematic Fund category. The fund has rank of 13 out of 20 funds in the category. The fund has delivered return of 4.49% in 1 year and 11.28% in 3 years. The category average for the same periods is 5.72% and 13.62% respectively, which shows average return performance of fund in the category. The fund has exhibited standard deviation of 13.98, VaR of -17.83, Average Drawdown of -6.94, Semi Deviation of 9.65 and Max Drawdown of -17.5. The category average for the same parameters is 14.88, -19.83, -7.18, 10.65 and -17.78 respectively. The fund has low risk in the category.
  • standard deviation of 13.98 and based on VaR one can expect to lose more than -17.83% of current value of fund in one year.
  • Sharpe ratio of the fund is 0.27 which shows average performance of fund in the sectoral/ thematic fund category.
  • The fund has R-square of 0.96, Beta of 0.95 and Jensen's Alpha of -1.29% which exhibit poor performance in the sectoral/ thematic fund category .


    • 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
    13-03-2025 13.27 13.88
    12-03-2025 13.34 13.96
    11-03-2025 13.38 14.0
    10-03-2025 13.38 13.99
    07-03-2025 13.48 14.1
    06-03-2025 13.49 14.11
    05-03-2025 13.35 13.96
    04-03-2025 13.11 13.71
    03-03-2025 13.09 13.69
    28-02-2025 13.11 13.72
    25-02-2025 13.41 14.03
    24-02-2025 13.45 14.06
    21-02-2025 13.62 14.24
    20-02-2025 13.73 14.36
    19-02-2025 13.67 14.29
    18-02-2025 13.55 14.17
    17-02-2025 13.59 14.21
    14-02-2025 13.64 14.26
    13-02-2025 13.81 14.44

    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.