MonitorDirect · Growth
Aditya Birla Sun Life Business Cycle Fund
Aditya Birla Sun Life Mutual FundEquity Scheme - Sectoral/ Thematic4.8 years
- NAV
- 16.78
- 15 Sept 2026
- 1Y
- +5.9%
- Trailing CAGR
- AUM
- ₹1,843.59 Cr
- 31 Aug 2026
- Volatility
- Medium
- 13.8% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+5.9%
- 3Y+11.6%
- 5Yn/a
- 10Yn/a
- SI+11.3%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+7.5%
- 3Y+8.1%
- 5Yn/a
- 10Yn/a
- Since inception
- +11.3%
- Calendar-day CAGR
- Excess 1Y
- -0.2%
- Category median, same plan and option
- 3Y win rate
- +7%
- Windows beating the median
- 3Y percentile
- 49
- Vs comparable share classes
- Worst rolling 3Y
- +10.4%
- 438 daily-ending windows
- Median rolling 3Y
- +14.8%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +8.1%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 18 days
- 53 recovered episodes
- Longest recovery
- 490 days
- Trough to prior peak
- Current spell
- 18 days
- Days below latest peak
- Time below peak
- +88%
- NAV observations
27 Sept 2024 – 6 Jul 2026
Trough 3 Mar 2025 · recovered in 490 days
-17.8%
17 Jan 2022 – 12 Sept 2022
Trough 17 Jun 2022 · recovered in 87 days
-16.4%
1 Dec 2022 – 28 Jun 2023
Trough 28 Mar 2023 · recovered in 92 days
-10.4%
15 Sept 2023 – 30 Nov 2023
Trough 26 Oct 2023 · recovered in 35 days
-6.7%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
49
Vs category
49
Consistency
21
Risk-adjusted
49
Drawdown
56
Mean
45
Portfolio
31 Aug 2026 · 60 holdings · top 10 are 28.6%.
- Top 5
- 16.0%
- Top 10
- 28.6%
- Largest holding
- 4.2%
- Effective holdings
- 49.5
ICICI Bank Ltd
Financial
4.2%
The Federal Bank Ltd
Financial
3.5%
R R Kabel Ltd.
Industrials
3.0%
Shivalik Bimetal Controls Ltd
Industrials
2.7%
Birlasoft Ltd
Technology
2.6%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Kotak Business Cycle Fund
Kotak Mahindra Mutual Fund
- 1Y
- +2.5%
- 3Y
- +14.5%
- Vol
- 12.6%
- Max DD
- -18.4%
- Sharpe
- 0.82
- 3Y win
- +97%
- Lower volatility
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Deeper drawdown
ICICI PRUDENTIAL HOUSING OPPORTUNITIES FUND
ICICI Prudential Mutual Fund
- 1Y
- -3.4%
- 3Y
- +9.8%
- Vol
- 12.6%
- Max DD
- -16.7%
- Sharpe
- 0.67
- 3Y win
- +71%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Motilal Oswal Active Momentum Fund
Motilal Oswal Mutual Fund
- 1Y
- +25.5%
- 3Y
- n/a
- Vol
- 17.1%
- Max DD
- -16.6%
- Sharpe
- 1.25
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Higher TER
Baroda BNP Paribas Energy Opportunities Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +0.7%
- 3Y
- n/a
- Vol
- 13.8%
- Max DD
- -9.7%
- Sharpe
- 0.33
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Higher volatility · Lower trailing returns
Aditya Birla Sun Life Infrastructure Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +10.4%
- 3Y
- +15.8%
- Vol
- 18.5%
- Max DD
- -53.5%
- Sharpe
- 0.60
- 3Y win
- +66%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown