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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 202616.42
CategorySectoral / Thematic
PlanRegular · Growth
Launched15 Nov 2021
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1BSE 500 TRI
Expense ratiodirect plan, a year2.60%
AUM₹1,606 Cr
Growth of ₹10,000₹16,2908 Dec 2021 to 2 Sep 2026
₹16,518₹14,566₹12,614₹10,662₹8,710Dec 2021Feb 2023Apr 2024Jun 2025Sep 2026
₹16,290 (+10.9% a year) Aditya Birla Sun Life Business Cycle Fund

Performance (trailing, annualised)

1Y annualised11.41%
3Y annualised12.98%

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 ₹1,29,88015.55%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,17,8959.92%

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

Calendar years

Calendar 20224.99%
Calendar 202319.18%
Calendar 202418.41%
Calendar 20254.64%

Rolling returns

Rolling 1Y · average193 windows since 14 Dec 202212.72%
Rolling 1Y · median9.35%
Rolling 1Y · worst window-7.43%
Rolling 1Y · best window39.56%
Rolling 1Y · windows positive89%
Rolling 3Y · average90 windows since 9 Dec 202413.64%
Rolling 3Y · median13.40%
Rolling 3Y · worst window8.95%
Rolling 3Y · best window19.66%
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)13.69%
Downside deviation (3Y)9.83%
Maximum drawdown-18.14%

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.

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