← Aditya Birla Sun Life Mutual Fund
Aditya Birla Sun Life Business Cycle Fund-Direct IDCW Payout
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High RiskISIN INF209KB15D9
NAV · 03-Jul-2026
₹14.5200
1M
+5.52%
6M
+0.07%
1Y (CAGR)
-3.20%
3Y (CAGR)
+8.44%
5Y (CAGR)
—
Since inception (CAGR)
+8.30%
NAV history
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Risk & SIP analytics
Q4 · 3Y in categoryVolatility (3y)
14.54%
Downside dev (3y)
12.67%
Max drawdown (3y)
-24.4%
Sharpe (3y)
0.13
SIP XIRR (3y)
+3.05%
Calendar-year returns
2022 +6.8%2023 +20.8%2024 +11.5%2025 -0.7%
Fund facts
Fund managerHarish Krishnan · Pavas Pethia
AUM₹16,829 Cr
Expense ratio0.95% · 2026-05-31
TER · AMFI officialDirect 1.83% · Regular 2.78% (2026-06-30)
Launch date15-Nov-2021
Plan typeOpen Ended · Equity
Min lumpsum₹500
Min SIP₹100
Lock-inNone
Volatility14.53
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 ↗