| Axis Business Cycles Fund Datagrid | ||||||
|---|---|---|---|---|---|---|
| Category | Business Cycle Fund | |||||
| BMSMONEY | Rank | - | ||||
| Rating | ||||||
| Growth Option 13-03-2026 | ||||||
| NAV | ₹14.99(R) | -2.79% | ₹15.62(D) | -2.8% | ||
| Returns | 1Y | 3Y | 5Y | 7Y | 10Y | |
| Lumpsum | Regular | 5.34% | 14.75% | -% | -% | -% |
| Direct | 6.69% | 16.3% | -% | -% | -% | |
| Benchmark | ||||||
| SIP (XIRR) | Regular | -12.26% | 3.9% | -% | -% | -% |
| Direct | -11.15% | 5.34% | -% | -% | -% | |
| Ratio | Sharpe Ratio | Sortino Ratio | Sterling Ratio | Jensen's Alpha | Treynor Ratio | |
| 0.9 | 0.42 | 0.62 | -% | - | ||
| Risk | STD. Dev | VaR 1Y95% | Max DD | Beta | Semi Devi. | |
| 12.79% | -17.04% | -18.84% | - | 9.57% | ||
| Fund AUM | As on: 30/12/2025 | 2265 Cr | ||||
No data available
NAV Date: 13-03-2026
| Scheme Name | NAV | Rupee Change | Percent Change |
|---|---|---|---|
| Axis Business Cycles Fund - Regular Plan - Growth | 14.99 |
-0.4300
|
-2.7900%
|
| Axis Business Cycles Fund - Regular Plan - IDCW | 14.99 |
-0.4300
|
-2.7900%
|
| Axis Business Cycles Fund - Direct Plan - IDCW | 15.61 |
-0.4500
|
-2.8000%
|
| Axis Business Cycles Fund - Direct Plan - Growth | 15.62 |
-0.4500
|
-2.8000%
|
Review Date: 13-03-2026
Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.
Data Source: www.amfiindia.com
| KPIs* | Fund | Benchmark | Cat. Avg | Min | Max | Rank (In Cat.) | Performance |
|---|---|---|---|---|---|---|
| 1M Return % | -9.15 |
-8.79
|
-11.68 | -5.67 | 8 | 13 | Good | |
| 3M Return % | -8.82 |
-10.25
|
-20.57 | -5.47 | 6 | 13 | Good | |
| 6M Return % | -9.64 |
-10.56
|
-21.74 | -1.80 | 5 | 13 | Good | |
| 1Y Return % | 5.34 |
4.30
|
-7.91 | 12.99 | 6 | 13 | Good | |
| 3Y Return % | 14.75 |
14.51
|
11.43 | 16.67 | 3 | 4 | Average | |
| 1Y SIP Return % | -12.26 |
-13.77
|
-29.56 | -0.95 | 6 | 12 | Good | |
| 3Y SIP Return % | 3.90 |
3.56
|
0.57 | 5.74 | 3 | 4 | Average | |
| Standard Deviation | 12.79 |
13.58
|
11.82 | 16.77 | 2 | 4 | Good | |
| Semi Deviation | 9.57 |
10.11
|
8.65 | 12.26 | 2 | 4 | Good | |
| Max Drawdown % | -18.84 |
-18.79
|
-21.76 | -16.47 | 3 | 4 | Average | |
| VaR 1 Y % | -17.04 |
-17.99
|
-18.88 | -17.04 | 1 | 4 | Very Good | |
| Average Drawdown % | -7.00 |
-6.25
|
-7.33 | -5.22 | 3 | 4 | Average | |
| Sharpe Ratio | 0.90 |
0.81
|
0.65 | 0.90 | 1 | 4 | Very Good | |
| Sterling Ratio | 0.62 |
0.60
|
0.52 | 0.64 | 2 | 4 | Good | |
| Sortino Ratio | 0.42 |
0.38
|
0.31 | 0.42 | 1 | 4 | Very Good |
| KPIs* | Fund | Benchmark | Cat. Avg | Min | Max | Rank (In Cat.) | Performance |
|---|---|---|---|---|---|---|
| 1M Return % | -9.08 | -8.70 | -11.63 | -5.68 | 8 | 13 | Good | |
| 3M Return % | -8.60 | -9.97 | -20.39 | -5.10 | 6 | 13 | Good | |
| 6M Return % | -9.13 | -9.97 | -21.30 | -1.02 | 5 | 13 | Good | |
| 1Y Return % | 6.69 | 5.77 | -6.69 | 14.84 | 6 | 13 | Good | |
| 3Y Return % | 16.30 | 15.99 | 12.79 | 17.97 | 3 | 4 | Average | |
| 1Y SIP Return % | -11.15 | -12.40 | -28.64 | 0.70 | 7 | 13 | Good | |
| 3Y SIP Return % | 5.34 | 4.95 | 1.82 | 7.34 | 2 | 4 | Good | |
| Standard Deviation | 12.79 | 13.58 | 11.82 | 16.77 | 2 | 4 | Good | |
| Semi Deviation | 9.57 | 10.11 | 8.65 | 12.26 | 2 | 4 | Good | |
| Max Drawdown % | -18.84 | -18.79 | -21.76 | -16.47 | 3 | 4 | Average | |
| VaR 1 Y % | -17.04 | -17.99 | -18.88 | -17.04 | 1 | 4 | Very Good | |
| Average Drawdown % | -7.00 | -6.25 | -7.33 | -5.22 | 3 | 4 | Average | |
| Sharpe Ratio | 0.90 | 0.81 | 0.65 | 0.90 | 1 | 4 | Very Good | |
| Sterling Ratio | 0.62 | 0.60 | 0.52 | 0.64 | 2 | 4 | Good | |
| Sortino Ratio | 0.42 | 0.38 | 0.31 | 0.42 | 1 | 4 | Very Good |
Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.
| Date | Axis Business Cycles Fund NAV Regular Growth | Axis Business Cycles Fund NAV Direct Growth |
|---|---|---|
| 13-03-2026 | 14.99 | 15.62 |
| 12-03-2026 | 15.42 | 16.07 |
| 11-03-2026 | 15.56 | 16.21 |
| 10-03-2026 | 15.78 | 16.44 |
| 09-03-2026 | 15.54 | 16.19 |
| 06-03-2026 | 15.87 | 16.54 |
| 05-03-2026 | 16.03 | 16.7 |
| 04-03-2026 | 15.84 | 16.5 |
| 02-03-2026 | 16.18 | 16.85 |
| 27-02-2026 | 16.42 | 17.11 |
| 26-02-2026 | 16.67 | 17.36 |
| 25-02-2026 | 16.62 | 17.31 |
| 24-02-2026 | 16.54 | 17.23 |
| 23-02-2026 | 16.66 | 17.35 |
| 20-02-2026 | 16.53 | 17.22 |
| 19-02-2026 | 16.46 | 17.14 |
| 18-02-2026 | 16.71 | 17.4 |
| 17-02-2026 | 16.6 | 17.29 |
| 16-02-2026 | 16.55 | 17.23 |
| 13-02-2026 | 16.5 | 17.18 |
| Fund Launch Date: 22/Feb/2023 |
| Fund Category: Business Cycle Fund |
| Investment Objective: An open ended equity scheme following business cycles based investing theme |
| Fund Description: An open ended equity scheme following business cycles based investing theme |
| Fund Benchmark: Nifty 500 Total Return Index |
Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.