Aditya Birla Sun Life Business Cycle Fund
Direct · Growth ₹16.18
17 Jun 2026
NAV
15.3%
3Y CAGR
15.1%
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.
4.20
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 | ₹12.71 L | 15.0% | -18.8% | 50.2% |
| 3 Years | ₹36.00 L | ₹43.83 L | 13.6% | 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 | 15.0% | 14.5% | 13.5% | +0.5% |
| 3 Years | 13.6% | 11.2% | 17.4% | +2.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 14.7% | 11.2% | -7.1% | 41.5% | 0.66 | 2.78 | 93% | — | — |
| 3 Years | 15.3% | 15.0% | 10.4% | 21.2% | 4.20 | — | 100% | — | — |
-17.8%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-4.4%
Avg Drawdown
Calmar Ratio by Duration
0.83
1Y
0.86
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +5.37 | 0.98 | 98.9% | 91.7% | 1.8% | -3.8% |
| 3 Years | +4.99 | 0.97 | 99.9% | 93.4% | 13.3% | 8.4% |
| 5 Years | +3.28 | 0.95 | 97.4% | 92.8% | 9.8% | 6.5% |
| 7 Years | +2.21 | 0.95 | 97.4% | 92.8% | 6.9% | 4.6% |
| 10 Years | +1.43 | 0.95 | 97.4% | 92.8% | 4.8% | 3.2% |
| 12 Years | +1.13 | 0.95 | 97.4% | 92.8% | 4.0% | 2.6% |
| 15 Years | +0.84 | 0.95 | 97.4% | 92.8% | 3.2% | 2.1% |
69
Total Holdings
26.4%
Top 10 Weight
31
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | ICICI Bank Limited | 3.94% |
| 2 | State Bank of India | 3.67% |
| 3 | The Federal Bank Limited | 3.06% |
| 4 | Muthoot Finance Limited | 2.85% |
| 5 | Jindal Steel & Power Limited | 2.28% |
| 6 | Karur Vysya Bank Ltd/The | 2.27% |
| 7 | RR Kabel Ltd | 2.18% |
| 8 | SJS Enterprises Pvt Limited | 2.14% |
| 9 | Bharat Forge Limited | 2.04% |
| 10 | Shivalik Bimetal Controls Ltd | 1.96% |