NAV Growth

Growth of each fund's NAV over the selected period, rebased to 0%

Growth of each fund's NAV over the selected period, rebased to 0%

‌

Fund Details

Fund Details	Aditya Birla SL Business Cycle Fund - Dir (G)	Nippon India Active Momentum Fund - Direct (G)
Fund Type	Equity	Equity
Risk	Very High	Very High
Min SIP Amount	₹10	₹100
Min Lumpsum	₹500	₹500
Expense Ratio	1.56%	1.29%
NAV	₹17.34 (09 Nov 2026)	₹13.23 (11 Nov 2026)
Fund Size	₹1,707.85 Cr	₹606.49 Cr
Fund Started	03 Dec 2021	28 Feb 2025
Lock-in Period	No lock-in	No lock-in
Exit Load	1%For redemption / switch-out of units on or before 30 days from the date of allotment: of applicable NAV NilFor redemption / switch-out of units after 30 days from the date of allotment

Returns	Aditya Birla SL Business Cycle Fund - Dir (G)	Nippon India Active Momentum Fund - Direct (G)
1M	5.99%	5.68%
3M	-0.34%	-2.15%
6M	7.90%	6.06%
1Y	7.10%	9.63%
3Y	13.93%	—
5Y	—	—
Since Inception	11.79%	17.32%

Trailing risk-adjusted performance measures

Risk Ratio	Aditya Birla SL Business Cycle Fund - Dir (G)	Nippon India Active Momentum Fund - Direct (G)
Alpha	7.24	5.58
Beta	1.01	0.98
Sharpe	0.49	0.48
Standard Deviation	4.43	4.69

Holding Analysis	Aditya Birla SL Business Cycle Fund - Dir (G)	Nippon India Active Momentum Fund - Direct (G)
Top 5 Holdings	16.79%	26.29%
Top 10 Holdings	30.01%	41.48%
Portfolio Turnover	0.78	1.19
Equity	97.55%	92.34%
Debt	0.77%	2.54%
Cash	—	—

Name	Assets

Fund Manager	Aditya Birla SL Business Cycle Fund - Dir (G)	Nippon India Active Momentum Fund - Direct (G)
Name	,	, ,

About	Aditya Birla SL Business Cycle Fund - Dir (G)	Nippon India Active Momentum Fund - Direct (G)
AMC	Aditya Birla Sun Life Mutual Fund	Nippon India Mutual Fund
Scheme Category	Thematic Fund	Thematic Fund
Benchmark	BSE 500 TRI	Nifty 500 TRI
Launch Date	15 Nov 2021	10 Feb 2025