Aditya Birla Sun Life Business Cycle Fund Overview
Category Sectoral/ Thematic
BMSMONEY Rank 11
BMSMONEY Rating
Gro. Opt. As On: 17-01-2025
NAV ₹14.35(R) -0.35% ₹14.99(D) -0.33%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 13.89% 10.8% -% -% -%
LumpSum (D) 15.22% 12.32% -% -% -%
SIP (R) 3.19% 15.42% -% -% -%
SIP (D) 4.4% 16.88% -% -% -%
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: 17-01-2025

Scheme Name NAV Rupee Change Percent Change
Aditya Birla Sun Life Business Cycle Fund-Regular IDCW Payout 13.36
-0.0500
-0.3700%
Aditya Birla Sun Life Business Cycle Fund-Direct IDCW Payout 13.96
-0.0500
-0.3600%
Aditya Birla Sun Life Business Cycle Fund-Regular-Growth 14.35
-0.0500
-0.3500%
Aditya Birla Sun Life Business Cycle Fund-Direct Growth 14.99
-0.0500
-0.3300%

Review Date: 17-01-2025

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 13.89% in 1 year and 10.8% in 3 years. The category average for the same periods is 16.07% and 13.28% 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 % -6.09
    -6.16
    		-10.62 | -2.01 15 | 27 Average
    3M Return % -7.84
    -7.23
    		-13.84 | 2.81 15 | 27 Average
    6M Return % -4.59
    -5.38
    		-14.32 | 10.36 11 | 27 Good
    1Y Return % 13.89
    16.07
    		5.67 | 34.37 13 | 23 Average
    3Y Return % 10.80
    13.28
    		7.12 | 23.84 12 | 17 Average
    1Y SIP Return % 3.19
    3.00
    		-8.04 | 21.28 11 | 23 Good
    3Y SIP Return % 15.42
    19.17
    		13.29 | 34.89 12 | 17 Average
    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. 17, 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 % -6.02 -6.06 -10.51 | -1.99 15 | 27
    3M Return % -7.53 -6.94 -13.37 | 3.16 16 | 27
    6M Return % -4.09 -4.79 -13.83 | 11.39 11 | 27
    1Y Return % 15.22 17.48 7.46 | 36.49 13 | 23
    3Y Return % 12.32 14.60 7.70 | 25.05 12 | 17
    1Y SIP Return % 4.40 4.28 -7.09 | 23.62 11 | 23
    3Y SIP Return % 16.88 20.55 14.24 | 36.39 12 | 17
    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. 17, 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 -0.35 ₹ 9,965.00 -0.33 ₹ 9,967.00
    1W -0.62 ₹ 9,938.00 -0.60 ₹ 9,940.00
    1M -6.09 ₹ 9,391.00 -6.02 ₹ 9,398.00
    3M -7.84 ₹ 9,216.00 -7.53 ₹ 9,247.00
    6M -4.59 ₹ 9,541.00 -4.09 ₹ 9,591.00
    1Y 13.89 ₹ 11,389.00 15.22 ₹ 11,522.00
    3Y 10.80 ₹ 13,602.00 12.32 ₹ 14,168.00
    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 3.19 ₹ 12,206.26 4.40 ₹ 12,284.34
    3Y ₹ 36000 15.42 ₹ 45,275.40 16.88 ₹ 46,228.43
    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
    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
    30-12-2024 14.82 15.47
    27-12-2024 14.9 15.55
    26-12-2024 14.86 15.51
    24-12-2024 14.83 15.48
    23-12-2024 14.81 15.46
    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

    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.