OriginFunds
Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Business Cycle Fund-Regular IDCW Payout

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High RiskISIN INF209KB13D4
NAV · 03-Jul-2026
13.7000
1M
+5.47%
6M
-0.44%
1Y (CAGR)
-4.20%
3Y (CAGR)
+7.27%
5Y (CAGR)
Since inception (CAGR)
+6.95%

NAV history

12.0513.4614.8804-07-202303-07-202613.70
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Risk & SIP analytics

Q4 · 3Y in category
Volatility (3y)
14.54%
Downside dev (3y)
12.78%
Max drawdown (3y)
-25.5%
Sharpe (3y)
0.05
SIP XIRR (3y)
+1.99%
Calendar-year returns
2022 +4.9%2023 +19.3%2024 +10.3%2025 -1.7%

Fund facts

AUM₹16,829 Cr
TER · AMFI officialDirect 1.83% · Regular 2.78% (2026-06-30)
Launch date15-Nov-2021
Plan typeOpen Ended · Equity
Min lumpsum500
Lock-inNone
Volatility13.95
AMCAditya Birla Sun Life AMC Limited

Objective · The investment objective of the scheme is to provide long term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.

scheme documents ↗