Aditya Birla Sun Life Business Cycle Fund
Direct · Growth ₹17.06
31 Jul 2026
NAV
15.1%
3Y CAGR
14.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
4.17
Sharpe
-17.8%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.68 L | 14.8% | -18.8% | 50.2% |
| 3 Years | ₹36.00 L | ₹43.71 L | 13.3% | 1.8% | 23.9% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 14.8% | 14.5% | 13.9% | +0.3% |
| 3 Years | 13.3% | 11.2% | 16.9% | +2.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 14.3% | 10.7% | -7.1% | 41.5% | 0.64 | 2.64 | 93% | — | — |
| 3 Years | 15.1% | 14.8% | 10.4% | 21.2% | 4.17 | — | 100% | — | — |
-17.8%
Max Drawdown
5 mo
Drawdown Duration
16 mo
Recovery Time
-4.3%
Avg Drawdown
Calmar Ratio by Duration
0.81
1Y
0.85
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +9.94 | 0.95 | 97.2% | 84.5% | 8.8% | -1.6% |
| 3 Years | +6.09 | 0.96 | 99.2% | 91.2% | 13.3% | 7.3% |
| 5 Years | +4.23 | 0.95 | 97.0% | 91.2% | 11.1% | 6.8% |
| 7 Years | +2.85 | 0.95 | 97.0% | 91.2% | 7.8% | 4.8% |
| 10 Years | +1.85 | 0.95 | 97.0% | 91.2% | 5.4% | 3.4% |
| 12 Years | +1.48 | 0.95 | 97.0% | 91.2% | 4.5% | 2.8% |
| 15 Years | +1.10 | 0.95 | 97.0% | 91.2% | 3.6% | 2.2% |
57
Total Holdings
26.4%
Top 10 Weight
24
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | ICICI Bank Limited | 4.16% |
| 2 | The Federal Bank Limited | 3.38% |
| 3 | RR Kabel Ltd | 2.60% |
| 4 | Muthoot Finance Limited | 2.46% |
| 5 | SJS Enterprises Pvt Limited | 2.43% |
| 6 | Shaily Engineering Plastics Ltd | 2.42% |
| 7 | Craftsman Automation Ltd | 2.28% |
| 8 | Karur Vysya Bank Ltd/The | 2.25% |
| 9 | Thyrocare Technologies Limited | 2.22% |
| 10 | Bharat Forge Limited | 2.15% |