OmniAsset
Get app

OmniAsset › Mutual funds › Aditya Birla Sun Life Business Cycle Fund

Aditya Birla Sun Life Business Cycle Fund

Sectoral / Thematic fund benchmarked to BSE 500 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202614.36
CategorySectoral / Thematic
PlanRegular · Idcw
Launched15 Nov 2021
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1BSE 500 TRI
Expense ratiodirect plan, a year2.60%
AUM₹3.73 Cr
Growth of ₹10,000₹14,2468 Dec 2021 to 2 Sep 2026
₹15,804₹14,030₹12,257₹10,483₹8,710Dec 2021Feb 2023Apr 2024Jun 2025Sep 2026
₹14,246 (+7.8% a year) Aditya Birla Sun Life Business Cycle Fund

Performance (trailing, annualised)

1Y annualised4.59%
3Y annualised8.05%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,27,83912.28%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,86,3504.64%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 20224.89%
Calendar 202319.30%
Calendar 202410.28%
Calendar 2025-1.66%

Rolling returns

Rolling 1Y · average193 windows since 14 Dec 20229.43%
Rolling 1Y · median4.90%
Rolling 1Y · worst window-13.79%
Rolling 1Y · best window39.56%
Rolling 1Y · windows positive69%
Rolling 3Y · average90 windows since 9 Dec 20249.97%
Rolling 3Y · median9.41%
Rolling 3Y · worst window6.40%
Rolling 3Y · best window16.86%
Rolling 3Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)14.65%
Downside deviation (3Y)11.14%
Maximum drawdown-25.52%

Management

Fund managerMr. Harish Krishnan, Mr. Pavas Pethia
Managing since3 Nov 2023

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

Research this fund and compare it — on your device.

Get OmniAsset on Google Play The mutual fund tracker