Aditya Birla Sun Life Business Cycle Fund Direct-Growth
Equity: Thematic-Business Cycle - Growth (Open ended)
SEBI Riskometer: Very HighCategory: Equity: Thematic-Business CycleBenchmark: BSE 500 Total Return IndexCheck Portfolio Overlap →
NAV: ₹16.17-1.52%
22 Oct 2026
Similar Funds
Side-by-side comparison of Aditya Birla Sun Life Business Cycle Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | -0.61% | -4.35% | 4 / 16 |
| 3Y Return | +11.50% | 12.46% | 6 / 8 |
| 5Y Return | — | 12.15% | — |
| 10Y Return | — | 11.89% | — |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Equity: Thematic-Business Cycle
Top funds by AUM in the Equity: Thematic-Business Cycle category — see how Aditya Birla Sun Life Business Cycle Fund Direct-Growth compares on size and returns.
Funds Tracking BSE 500 Total Return Index
Top funds tracking the BSE 500 Total Return Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to Aditya Birla Sun Life Business Cycle Fund Direct-Growth?
Funds similar to Aditya Birla Sun Life Business Cycle Fund Direct-Growth in the Equity: Thematic-Business Cycle category include ICICI Prudential Business Cycle Fund Direct-Growth, Kotak Business Cycle Fund Direct-Growth, and HDFC Business Cycle Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Aditya Birla Sun Life Business Cycle Fund Direct-Growth in its category?
On a 3-year return basis Aditya Birla Sun Life Business Cycle Fund Direct-Growth is ranked 6 out of 8 funds in the Equity: Thematic-Business Cycle category as of 21 Oct 2026. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Aditya Birla Sun Life Business Cycle Fund Direct-Growth's expense ratio compare to similar funds?
Aditya Birla Sun Life Business Cycle Fund Direct-Growth has an expense ratio of 1.56%. The peers ICICI Prudential Business Cycle Fund Direct-Growth has an expense ratio of 1.04% and Kotak Business Cycle Fund Direct-Growth has 0.75%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Aditya Birla Sun Life Business Cycle Fund Direct-Growth's AUM compare to similar funds?
Aditya Birla Sun Life Business Cycle Fund Direct-Growth has an AUM of ₹1,725.11 crore. The peers ICICI Prudential Business Cycle Fund Direct-Growth has an AUM of ₹14,889 crore and Kotak Business Cycle Fund Direct-Growth has ₹3,413.65 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Thematic-Business Cycle?
The top performing fund in the Equity: Thematic-Business Cycle category on a 3-year basis is Mahindra Manulife Business Cycle Fund Direct-Growth with a CAGR of 14.89% as of 21 Oct 2026. Aditya Birla Sun Life Business Cycle Fund Direct-Growth has delivered 11.50% CAGR over the same period, ranking 6 out of 8 funds. You can view and compare the full category ranking on sharpely.
How does Aditya Birla Sun Life Business Cycle Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Aditya Birla Sun Life Business Cycle Fund Direct-Growth has a Sharpe ratio of 0.45 compared to the Equity: Thematic-Business Cycle average of 0.48 as of 21 Oct 2026. It ranks 6 out of 10 funds in its category on Sharpe ratio.