Aditya Birla Sun Life Business Cycle Fund Direct Growth
Scheme code: INF209KB14D2
NAV value:
₹ 15.2700
NAV date: 18 March, 2026
TER: 1.18%
Fund option: Direct
Fund type: Growth
Asset class: Equity
Asset category: Sectoral/Thematic
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -7.09 | 41.55 | 12.30 | 15.55 | 13.63 |
| 3 year | 10.41 | 21.23 | 15.18 | 15.49 | 18.78 |
Comparison vs benchmark returns
| Index | Metrics | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NIFTY 50 |
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| NIFTY 100 |
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| NIFTY 200 |
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| NIFTY 500 |
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SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
Comparison vs benchmark returns
| Index | Metrics |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,81,241 - Absolute Returns: ₹81,241 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,33,183 - Absolute Returns: ₹8,33,183 - CAGR: %Drawdown Metrics
Max Drawdown
-17.78 %
Drawdown Duration
5 months
Avg Drawdown
-4.33 %
Calmar Ratio by Duration
1
Y
0.8747
3
Y
0.8713
Benchmark Comparison
vs NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 year | 2.89 | 0.98 | 99.4 | 95.2 | 6.95 % | 4.00 % |
| 3 years | 3.27 | 0.96 | 99.1 | 94.8 | 14.37 % | 11.28 % |
| 5 years | 2.13 | 0.95 | 97.0 | 93.6 | 8.13 % | 5.97 % |
| 7 years | 1.40 | 0.95 | 97.0 | 93.6 | 5.74 % | 4.23 % |
| 10 years | 0.88 | 0.95 | 97.0 | 93.6 | 3.99 % | 2.94 % |
| 12 years | 0.66 | 0.95 | 97.0 | 93.6 | 3.31 % | 2.45 % |
| 15 years | 0.47 | 0.95 | 97.0 | 93.6 | 2.64 % | 1.95 % |