Aditya Birla Sun Life Business Cycle Fund
Open in live screener →Key metrics
Further reading: Why large-cap funds show deeper drawdowns than small caps
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -1.82% | -5.27% | -3.35% | 0.00% | -0.98% | 11.39% | – | – | – |
NAV history
About this fund
Aditya Birla Sun Life Business Cycle Fund is a sectoral/thematic equity fund offered by Aditya Birla Sun Life Mutual Fund, classified under Equity as Sectoral/Thematic - Business Cycle. Because it concentrates on one sector or theme, it typically shows larger price swings than diversified equity funds. Its latest NAV is ₹16.17, with assets under management of about ₹1,685 Cr (April - June 2026).
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Performance analysis
Over the trailing one year, Aditya Birla Sun Life Business Cycle Fund has recorded a return of about -1.0%, with a three-year return of 11.4%. Its annualised volatility is 13.9% — moderate fluctuations — and its Sharpe ratio is -0.54, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.94%, deducted daily from the NAV.
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Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 13.92 | 10.18 | -7.09 | 41.47 | 94% | 44% |
| 3Y | 14.84 | 14.58 | 10.41 | 21.23 | 100% | 95% |
Further reading: Why a single trailing return misleads, measured across 830 funds
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Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Kotak Business Cycle Fund Sectoral/Thematic - Business Cycle | -6.93 | -3.35 | 1.62 | -1.21 | 14.85 | – | – | – |
| HDFC Business Cycle Fund Sectoral/Thematic - Business Cycle | -9.55 | -5.94 | -0.88 | -6.17 | 9.31 | – | – | – |
| HSBC Business Cycles Fund Sectoral/Thematic - Business Cycle | -10.38 | -5.31 | -4.27 | -6.81 | 13.99 | – | – | 0.86 |
| Axis Business Cycles Fund Sectoral/Thematic - Business Cycle | -8.61 | -5.41 | -3.01 | -5.19 | 11.55 | – | – | 1.11 |
| quant Business Cycle Fund Sectoral/Thematic - Business Cycle | -8.18 | -7.68 | -3.54 | -2.64 | 9.87 | – | – | 0.61 |
| Mahindra Manulife Business Cycle Fund Sectoral/Thematic - Business Cycle | -9.79 | -8.88 | -7.11 | -5.61 | 15.17 | – | – | 0.52 |
| Union Business Cycle Fund Sectoral/Thematic - Business Cycle | -7.92 | -5.74 | -3.46 | -5.18 | – | – | – | 1.03 |
| Sundaram Business Cycle Fund Sectoral/Thematic - Business Cycle | -13.11 | -7.15 | -0.91 | -9.40 | – | – | – | 0.50 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Dynamic Term Fund Debt Scheme - Dynamic Bond Fund | -0.58 | 0.13 | 2.35 | 4.09 | 7.59 | 7.10 | 5.99 | – |
| Aditya Birla Sun Life Dividend Yield Fund Equity Scheme - Dividend Yield Fund | -5.73 | -5.77 | -8.03 | -5.09 | 9.88 | 11.35 | 11.76 | 1.14 |
| Aditya Birla Sun Life Money Market Fund Debt Scheme - Money Market Fund | 0.25 | 1.51 | 3.16 | 6.32 | 7.32 | 6.77 | 6.82 | – |
| Aditya Birla Sun Life Infrastructure Fund Sectoral/Thematic - Infrastructure | -8.30 | -4.26 | -0.91 | 5.36 | 15.23 | 15.91 | 14.19 | 1.13 |
| Aditya Birla Sun Life International Equity Fund Sectoral/Thematic - International | -3.53 | -2.31 | 2.64 | 16.03 | 22.89 | 11.48 | 13.58 | 1.60 |
| Aditya Birla Sun Life Ultra short to short term Fund Income/Debt Oriented Schemes - Ultra Short to Short Term Fund | 0.04 | 1.02 | 2.70 | 5.62 | 7.22 | 6.72 | 7.18 | – |
| ADITYA BIRLA SUN LIFE ARBITRAGE FUND Hybrid Scheme - Arbitrage Fund | 0.58 | 1.68 | 3.30 | 6.86 | 7.42 | 6.88 | 6.40 | 0.27 |
| Aditya Birla Sun Life Large Cap Fund Equity Scheme - Large Cap Fund | -4.88 | -5.40 | -4.67 | -10.40 | 8.68 | 7.29 | 10.99 | 0.81 |