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Aditya Birla Sun Life Business Cycle Fund Direct-Growth

NAV as of Apr 23, 2025Returns since inceptionET Money RankVRO Ratings
12.79% p.a.
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N.A.

Historical NAV & returns

NAV: ₹15.15 as on Apr 23, 2025
This fund Category average
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This fund Category average

Aditya Birla Sun Life Business Cycle Fund overview

VRO ratingN.A.
Expense ratio1.16% as on Mar 31, 2025
Exit load1.0%info
Exit load of 1%, if redeemed within 30 days.!
AUM (Fund size)1,688 Crs
Lock-inNo Lockin
Age3 yrs 5 m since Nov 15, 2021
BenchmarkBSE 500 TRI
Min. investment

SIP 500  &  Lump. 1000

RiskVery HighVery High Risk
Short term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Aditya Birla Sun Life Business Cycle Fund Returns calculator

Investment type
Investment period
Investment period
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
  • Total investment ₹ 12 lakh
  • Profit ₹12 lakhs
  • Total corpus ₹1 lakh
  • Absolute return 52.69%

Trailing returns as on Apr 09, 2025

PeriodThis fundCategory average
1 month 2.16% 3.33%
3 months 2.64% 3.17%
6 months -3.32% -3.92%
1 year 10.34% 8.22%
3 years 15.67% 20.33%

Asset allocationas on Mar 31, 2025

Large Cap 58.0855%

Mid Cap 20.96985%

Small Cap 19.404495%

Other Cap 0.009844999999991047%

Top sectors

Financial 30.84%

Technology 9.05%

Energy 7.83%

Metals & Mining 7.640000000000001%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Bifurcation by Holding is not available for this fund

Allocation by Instruments

Foreign - Equity 1.61494333%

Reverse Repo 1.58861366%

Foreign Mutual Funds 0.2942761%

Cash 4.0285E-4%

Other Holdings

Others 1.59%

Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF 0.29%

Peer comparison

Fund nameETM RankAUM (in Crs.)Fund ageExpense ratio
Aditya Birla Sun Life Business Cycle FundN.A.₹1,688 Crs3 yrs 5 m1.16%
HSBC Business Cycles FundN.A.₹967 Crs10 yrs 8 m1.12%
Quant Business Cycle FundN.A.₹1,238 Crs1 yrs 11 m0.49%
Axis Business Cycles FundN.A.₹2,295 Crs2 yrs 2 m0.7%
ICICI Prudential Business Cycle FundN.A.₹11,894 Crs4 yrs 3 m0.82%
Tata Business Cycle FundN.A.₹2,735 Crs3 yrs 9 m0.54%
Fund name1M6M1Y3Y5Y10Y
Aditya Birla Sun Life Business Cycle Fund2.16%-3.32%10.34%15.67%N.A.N.A.
HSBC Business Cycles Fund3.34%-4.74%12.74%23.25%30.37%14.03%
Quant Business Cycle Fund2.11%-10.85%-1.5%16.66%9.68%4.73%
Axis Business Cycles Fund3.4%-2.07%8.33%17.17%9.98%4.87%
ICICI Prudential Business Cycle Fund3.23%0.7%11.16%22.86%19.42%9.28%
Tata Business Cycle Fund3.53%-4.83%5.91%22.08%14.15%6.84%
Fund nameStd. deviationBetaSharpeSortino
Aditya Birla Sun Life Business Cycle Fund14.360.950.540.95
HSBC Business Cycles Fund17.961.10.811.24
Quant Business Cycle FundN.A.N.A.N.A.N.A.
Axis Business Cycles FundN.A.N.A.N.A.N.A.
ICICI Prudential Business Cycle Fund13.10.831.092.35
Tata Business Cycle Fund14.860.970.881.5

Key risk & return ratios Compared to other funds in the category

Alpha 0.27 vs. 4.36 Underperformed at beating benchmark
Sharpe 0.54 vs. 2.16 Poor risk-adjusted returns
Beta 0.95 vs. 0.46 More sensitive to market's ups & downs
Standard deviation 14.36 vs. 5.43 More volatile performance

Compare Aditya Birla Sun Life Business Cycle Fund in detail with

ET Money rank

in Business Cycle
#NA
Ranking for this fund is unavailable.
  • Return Outperformance: This fund has generated highest return amongst Business Cycle funds in the last 1 Year.
  • Return/Risk: The fund is performing poorly than its category.
  • Exit Load: Exit load of 1%, if redeemed within 30 days.