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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 202615.25
CategorySectoral / Thematic
PlanDirect · Idcw
Launched15 Nov 2021
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1BSE 500 TRI
Expense ratiodirect plan, a year1.64%
AUM₹1.25 Cr
Growth of ₹10,000₹15,1148 Dec 2021 to 2 Sep 2026
₹16,432₹14,521₹12,611₹10,701₹8,791Dec 2021Feb 2023Apr 2024Jun 2025Sep 2026
₹15,114 (+9.1% a year) Aditya Birla Sun Life Business Cycle Fund

Performance (trailing, annualised)

1Y annualised5.69%
3Y annualised9.22%

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 ₹1,28,57513.46%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,92,7045.73%

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

Calendar years

Calendar 20226.77%
Calendar 202320.78%
Calendar 202411.50%
Calendar 2025-0.69%

Rolling returns

Rolling 1Y · average193 windows since 14 Dec 202210.78%
Rolling 1Y · median6.34%
Rolling 1Y · worst window-12.94%
Rolling 1Y · best window41.24%
Rolling 1Y · windows positive73%
Rolling 3Y · average90 windows since 9 Dec 202411.30%
Rolling 3Y · median10.73%
Rolling 3Y · worst window7.67%
Rolling 3Y · best window18.32%
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)11.09%
Maximum drawdown-24.38%

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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