Aditya Birla Sun Life Business Cycle Fund Direct Growth

Scheme code: INF209KB14D2 NAV value: ₹ 14.9600 NAV date: 6 May, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year0.4447.0325.0329.45
3 year9.7518.6614.2121.23

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5315.5925.03
3 year 6.2833.3215.7914.21
5 year 3.5426.0213.5
7 year 3.3315.6211.71
10 year 3.4917.2210.6
12 year 3.0716.1710.84
15 year 6.9515.6610.88
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.144.0217.8525.03
3 year 6.5632.1215.8914.21
5 year 3.6726.213.34
7 year 3.815.4211.89
10 year 3.81811.04
12 year 3.6316.8611.23
15 year 7.0116.3611.2
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3719.1725.03
3 year 7.6833.3717.2914.21
5 year 3.427.6313.8
7 year 3.7616.0112.11
10 year 3.5616.9410.91
12 year 3.3116.5411.04
15 year 6.5616.4210.97
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.6947.7519.7825.03
3 year 8.0434.4618.2714.21
5 year 3.3728.6414.21
7 year 3.9716.4212.41
10 year 3.5317.7211.22
12 year 3.116.9711.31
15 year 6.6816.9611.22

Rolling return for 1 year

- Average return: 25.03% - Median return: 29.5% - Average standard deviation: 4.71

Rolling return for 3 year

- Average return: 14.21% - Median return: 14.04% - Average standard deviation: 1.76

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 (%)
1 year12,00,00013,05,1881,05,1888.77
3 year36,00,00044,92,8888,92,8887.67

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Average return (%) Fund's return (%)
1 year 4.978.77
3 year 7.317.67
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 5.278.77
3 year 7.487.67
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 5.628.77
3 year 8.247.67
NIFTY 500
Duration Average return (%) Fund's return (%)
1 year 5.678.77
3 year 8.727.67

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,05,188 - Absolute Returns: ₹1,05,188 - CAGR: 8.77%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,92,888 - Absolute Returns: ₹8,92,888 - CAGR: 7.67%