Sharpe ratio
0.43Return earned for the risk taken.
Moderate
Moderate risk-adjusted returns. The reward for risk has been average.
+7.35%1Y Absolute Return
-0.23%1D
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Past performance is not an indicator of future returns.
Returns calculator comparison
Compare an illustrative investment outcome across return assumptions.
| Asset | Projected corpus | Total invested | Gain | Annual return |
|---|---|---|---|---|
| Aditya Birla Sun Life Business Cycle Fund-Direct GrowthFund 3Y annualised return · 5Y history unavailable | ₹10,45,396 | ₹7,32,612 | ₹3,12,784 | +14.31% |
| EPFIllustrative annual assumption | ₹8,95,132 | ₹7,32,612 | ₹1,62,520 | +8.25% |
| Residential propertyIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| PPFIllustrative annual assumption | ₹8,69,819 | ₹7,32,612 | ₹1,37,207 | +7.10% |
| Bank fixed depositIllustrative annual assumption | ₹8,56,981 | ₹7,32,612 | ₹1,24,369 | +6.50% |
| GoldIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| Savings accountIllustrative annual assumption | ₹7,86,827 | ₹7,32,612 | ₹54,215 | +3.00% |
Illustration only. Fund results use the available NAV-derived annualised return and can be negative. Reference rows are assumptions, not current quoted rates or guaranteed returns; property excludes transaction costs, taxes, and liquidity constraints. Mutual fund investments are subject to market risk.
Wealth multiple
₹1 became₹1.12
₹1 Lakh since launch₹1.12 Lakh
Fund age4.9 yrs
Fund information
Scheme code149295
ISININF209KB14D2
BenchmarkBSE 500 TRI
CategoryEquity Scheme - Sectoral/ Thematic
Expense ratio1.81%
Exit loadExit load of 1%, if redeemed within 30 days.
Minimum SIP₹100 SIP
Return comparison
269th / 932 in category| Period | Fund | Benchmark | Category avg |
|---|---|---|---|
| 1M | +112.12% | — | — |
| 3M | +1.62% | — | — |
| 6M | +27.36% | — | — |
| 1Y | +7.35% | — | +4.16% |
| 3Y | +14.31% | — | +12.54% |
| Since Launch | +11.85% | — | — |
Risk-adjusted performance
Every measure is expanded with a plain-language reading of the latest calculated value.
Sortino ratio
0.60Return earned while limiting downside risk.
Moderate
Moderate downside risk-adjusted performance.
Standard deviation
14.52%How much the fund’s returns fluctuate over time.
Moderate volatility
Returns can move up and down noticeably.
Beta
—How closely the fund moves with the market.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Alpha
—Extra return generated above the benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Treynor ratio
—Return earned for each unit of market risk taken.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Calmar ratio
0.67How well the fund rewarded investors relative to its biggest decline.
Good
Good return relative to the drawdowns experienced.
Information ratio
—How consistently the fund outperformed its benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Portfolio allocation
Latest disclosed portfolio mix
Asset allocation
Portfolio100%
Equity98.65%
Cash1.35%
Market cap allocation
Sector allocation
Equity exposure by sector
Top holdings
10 of 64 disclosed positions
| Holding | Sector | Instrument type | Weight |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 4.156% |
| The Federal Bank Ltd | Financial | Equity | 3.3756% |
| R R Kabel Ltd. | Industrials | Equity | 2.5959% |
| Muthoot Finance Ltd | Financial | Equity | 2.4638% |
| S.J.S Enterprises Ltd | Consumer Discretionary | Equity | 2.4287% |
| Shaily Engineering Plastics Ltd | Materials | Equity | 2.4162% |
| Craftsman Automation Ltd | Consumer Discretionary | Equity | 2.2837% |
| Karur Vysya Bank Ltd | Financial | Equity | 2.2453% |
| Thyrocare Technologies Ltd | Healthcare | Equity | 2.2159% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 2.1499% |
Fund management
HA
Harish Krishnan
Since 2023 · Prior to joining Aditya Birla Sun Life Mutual Fund, he has also worked at Kotak Mahindra Mutual Fund, Infosys Technologies Ltd in his earlier stint.
Mr. Krishnan is a Graduate from Government Engineering College Trichur and MBA from IIM Kozhikode
PA
Pavas Pethia
Since 2026 · Prior to joining the ABSL AMC, he was associated with ENAM Asset Management, Evalueserve, Motilal Oswal Securities and Asit C.Mehta Investments.
PGDM in Finance & Economics from the IIM Lucknow, B.Tech in Electronics & Communication Engineering MNIT-Jaipur
Compare similar funds
No comparable category funds are available yet.
Summary
A very high-risk equity scheme - sectoral/ thematic fund. Ahead of its category average over 3Y by 1.8 points. Ranks 269 of 932 in its category over 1 year.
Strengths
- Ahead of its category average over 3Y by 1.8 points.
- Losses and swings stayed contained — worst fall -17.8%, volatility 14.5%.
- Well spread out — top 10 holdings are only 26% of the portfolio.
Weaknesses
- None
Ideal investor
- Needs a 5–7+ years horizon to ride out its very high risk level.
- Good fit for SIPs — spreading purchases smooths out 14.5% volatility.
Risk drivers
- None