Aditya Birla Sun Life Business Cycle Fund-Direct Growth
Aditya Birla Sun Life Mutual Fund Equity Sectoral/ Thematic
Expense Ratio
1.23%
AUM
₹77.47 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-30.88%
Poor
6 Months
+3.13%
Below Average
1 Year
+6.50%
Below Average
3 Years
+14.36%
Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 15 quarters
AUM Metrics
Key indicators
Current AUM
₹77.47 Cr
Recent Trend
Growing
Stability Score
14.1
Growth Assessment
Significant Decline
Growth Performance
Historical returns
1Y
Annual Growth
-10.97%
3Y
3Y CAGR
+3.43%
5Y
5Y CAGR
N/A
Growth Assessment: Significant Decline
• Significant outflows require attention
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
13.50%
Annualized standard deviation
Sharpe Ratio
0.437
Poor - Risk-adjusted return
Max Drawdown
-17.80%
Moderate - Worst decline
Consistency
63.6%
Performance consistency
Volatility Breakdown
Daily Volatility
0.85%
Average daily price movement
Annualized Volatility
13.50%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance