Aditya Birla Sun Life Business Cycle Fund - Direct Plan - GROWTH
code 149295 Sectoral/Thematic direct plan · growth NAVs 2021-12-08 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2023-04-21, common dates. Scroll or drag to zoom.
Drawdown
Rolling 1-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 5.99% | 5.99% | 7.85% | -1.86% | 2026-10-09 → 2026-11-09 |
| 3M | -0.34% | -0.34% | -0.57% | 0.22% | 2026-08-07 → 2026-11-09 |
| 6M | 7.90% | 7.90% | 2.40% | 5.51% | 2026-05-08 → 2026-11-09 |
| 1Y | 7.06% | 7.06% | 0.43% | 6.63% | 2025-11-07 → 2026-11-09 |
| 3Y | 13.93% | 13.93% | 11.15% | 2.79% | 2023-11-09 → 2026-11-09 |
| 5Y | - | - | - | - | |
| 7Y | - | - | - | - | |
| 10Y | - | - | - | - | |
| since inception | 11.63% | 15.87% | 14.06% | 1.81% | 2021-12-08 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| fund | 6.77% | 20.78% | 19.75% | 5.67% |
| benchmark | - | - | 14.95% | 7.17% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 630 | 13.32% | 8.77% | -6.80% | 41.31% | 90% | 71% |
| 3 years | 139 | 13.52% | 13.50% | 11.02% | 16.44% | 100% | 100% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | |
|---|---|
| CAGR | 12.87% |
| volatility | 15.35% |
| max drawdown | -17.78% |
| downside deviation | 10.27% |
| Sharpe ratio | 0.48 |
| Sortino ratio | 0.72 |
| Calmar ratio | 0.72 |
| alpha (annualised) | 3.32% |
| beta | 0.96 |
| R² | 0.95 |
| tracking error | 3.60% |
| information ratio | 0.88 |
| up / down capture | 105 / 89 |
| Treynor ratio | 0.08 |
Sector/theme fund: not ranked. Compare with its benchmark above.