Aditya Birla Sun Life Business Cycle Fund-Direct Growth
Aditya Birla Sun Life Mutual Fund · Equity · mandate: ≥80% in the named sector/theme · benchmark: —
AUM (all plans)
1,685 cr
TER direct / regular
1.81% / 2.77%
CAGR (full)
12.6%
Sharpe (full)
0.49
Sharpe (bull ≤Sep-24)
2.76
Sharpe (sideways Oct-24→)
-0.11
Max drawdown
-17.1%
Months of data
56
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22*
-0.9%
0.8%
-1.15
3
FY23
2.0%
0.7%
-0.19
12
FY24
32.5%
-9.0%
2.31
12
FY25
8.8%
0.3%
0.22
12
FY26
-1.7%
0.7%
-0.46
12
FY27*
21.8%
4.8%
3.59
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2022
+0.7
-3.0
+1.4
-1.0
-2.4
-5.0
+10.6
+3.4
-2.6
+4.8
+3.7
-3.0
+6.8
2023
-3.0
-1.9
-0.5
+3.3
+3.0
+4.0
+4.2
-0.9
+1.6
-3.1
+6.2
+6.8
+20.8
2024
+2.4
+1.1
+0.3
+2.8
+0.9
+8.7
+4.9
+0.7
+3.2
-5.4
-0.4
-0.4
+19.8
2025
-4.6
-7.3
+6.7
+2.7
+3.9
+3.3
-2.8
-2.2
+0.8
+5.7
+0.6
-0.2
+5.7
2026
-2.3
+0.3
-10.5
+9.6
+0.3
+4.2
+3.6
+2.7
+6.8
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard