EquitySectoral/ ThematicDirect · Growth
Aditya Birla Sun Life Business Cycle Fund-Direct Growth
Aditya Birla Sun Life · Scheme 149295
₹17.31▲ 0.17%NAV · 2026-08-05
Decent FundScore
AUM
₹1,745 cr
Expense ratio
1.81%
3Y CAGR
14.4%
Risk level
High
Min SIP
₹100
Benchmark
Nifty 500 TRI
Fund manager: Vineet MalooExit load: Exit load of 1%, if redeemed within 30 days.
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +4.34% |
| 3 Months | +9.07% |
| 6 Months | +6.20% |
| 1 Year | +10.82% |
| 3 Years (CAGR) | +14.44% |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | +12.30% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns52
Consistency66
Risk-adjusted43
Downside protection70
Cost efficiency50
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +14.4%
- ✓ 1Y return vs category: +2.3% vs category avg
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 2.1%
- ✓ Alpha vs benchmark: +4.2%
What to watch
- • 3Y CAGR vs category: -2.5% vs category avg
- • Beat category: beat category in 14% of windows
- • Sharpe ratio: 0.46
- • Sortino ratio: 0.60
Risk metrics
Sharpe ratio
0.46
Sortino ratio
0.60
Volatility
13.90%
Max drawdown
-17.78%
Downside capture
91.50%
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.