| Axis Business Cycles Fund Datagrid | ||||||
|---|---|---|---|---|---|---|
| Category | Business Cycle Fund | |||||
| BMSMONEY | Rank | - | ||||
| Rating | ||||||
| Growth Option 27-10-2026 | ||||||
| NAV | ₹15.98(R) | +0.95% | ₹16.75(D) | +0.96% | ||
| Returns | 1Y | 3Y | 5Y | 7Y | 10Y | |
| Lumpsum | Regular | -4.82% | 10.67% | -% | -% | -% |
| Direct | -3.85% | 12.04% | -% | -% | -% | |
| Benchmark | ||||||
| SIP (XIRR) | Regular | -5.25% | 1.98% | -% | -% | -% |
| Direct | -4.32% | 3.19% | -% | -% | -% | |
| Ratio | Sharpe Ratio | Sortino Ratio | Sterling Ratio | Jensen's Alpha | Treynor Ratio | |
| 0.45 | 0.22 | 0.46 | -% | - | ||
| Risk | STD. Dev | VaR 1Y95% | Max DD | Beta | Semi Devi. | |
| 15.75% | -23.45% | -18.84% | - | 11.73% | ||
| Fund AUM | As on: 30/12/2025 | 2265 Cr | ||||
No data available
NAV Date: 27-10-2026
| Scheme Name | NAV | Rupee Change | Percent Change |
|---|---|---|---|
| Axis Business Cycles Fund - Regular Plan - IDCW | 14.74 |
0.1400
|
0.9600%
|
| Axis Business Cycles Fund - Direct Plan - IDCW | 15.44 |
0.1500
|
0.9800%
|
| Axis Business Cycles Fund - Regular Plan - Growth | 15.98 |
0.1500
|
0.9500%
|
| Axis Business Cycles Fund - Direct Plan - Growth | 16.75 |
0.1600
|
0.9600%
|
Review Date: 27-10-2026
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 % | -4.31 |
-3.82
|
-7.48 | -1.74 | 10 | 14 | Average | |
| 3M Return % | -4.71 |
-5.02
|
-8.68 | -2.00 | 7 | 14 | Good | |
| 6M Return % | -1.90 |
-1.63
|
-6.71 | 5.94 | 7 | 14 | Good | |
| 1Y Return % | -4.82 |
-4.56
|
-10.88 | 3.59 | 6 | 13 | Good | |
| 3Y Return % | 10.67 |
11.75
|
8.65 | 14.29 | 4 | 6 | Good | |
| 1Y SIP Return % | -5.25 |
-3.89
|
-11.63 | 8.22 | 9 | 13 | Average | |
| 3Y SIP Return % | 1.98 |
2.26
|
-1.27 | 6.99 | 4 | 6 | Good | |
| Standard Deviation | 15.75 |
17.48
|
15.16 | 20.82 | 3 | 5 | Good | |
| Semi Deviation | 11.73 |
12.73
|
10.89 | 15.05 | 2 | 5 | Very Good | |
| Max Drawdown % | -18.84 |
-21.29
|
-29.90 | -17.87 | 3 | 5 | Good | |
| VaR 1 Y % | -23.45 |
-26.55
|
-33.46 | -22.37 | 3 | 5 | Good | |
| Average Drawdown % | 10.46 |
8.98
|
5.57 | 10.71 | 2 | 5 | Very Good | |
| Sharpe Ratio | 0.45 |
0.47
|
0.32 | 0.58 | 4 | 5 | Good | |
| Sterling Ratio | 0.46 |
0.46
|
0.39 | 0.54 | 3 | 5 | Good | |
| Sortino Ratio | 0.22 |
0.23
|
0.17 | 0.26 | 4 | 5 | Good |
| KPIs* | Fund | Benchmark | Cat. Avg | Min | Max | Rank (In Cat.) | Performance |
|---|---|---|---|---|---|---|
| 1M Return % | -4.23 | -3.73 | -7.35 | -1.64 | 10 | 14 | Average | |
| 3M Return % | -4.50 | -4.70 | -8.33 | -1.64 | 7 | 14 | Good | |
| 6M Return % | -1.47 | -0.96 | -6.00 | 6.75 | 8 | 14 | Good | |
| 1Y Return % | -3.85 | -3.27 | -9.55 | 5.14 | 7 | 13 | Good | |
| 3Y Return % | 12.04 | 13.26 | 10.32 | 15.89 | 4 | 6 | Good | |
| 1Y SIP Return % | -4.32 | -2.59 | -10.23 | 9.89 | 9 | 13 | Average | |
| 3Y SIP Return % | 3.19 | 3.65 | 0.29 | 8.48 | 4 | 6 | Good | |
| Standard Deviation | 15.75 | 17.48 | 15.16 | 20.82 | 3 | 5 | Good | |
| Semi Deviation | 11.73 | 12.73 | 10.89 | 15.05 | 2 | 5 | Very Good | |
| Max Drawdown % | -18.84 | -21.29 | -29.90 | -17.87 | 3 | 5 | Good | |
| VaR 1 Y % | -23.45 | -26.55 | -33.46 | -22.37 | 3 | 5 | Good | |
| Average Drawdown % | 10.46 | 8.98 | 5.57 | 10.71 | 2 | 5 | Very Good | |
| Sharpe Ratio | 0.45 | 0.47 | 0.32 | 0.58 | 4 | 5 | Good | |
| Sterling Ratio | 0.46 | 0.46 | 0.39 | 0.54 | 3 | 5 | Good | |
| Sortino Ratio | 0.22 | 0.23 | 0.17 | 0.26 | 4 | 5 | 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 |
|---|---|---|
| 27-10-2026 | 15.98 | 16.75 |
| 26-10-2026 | 15.83 | 16.59 |
| 23-10-2026 | 15.69 | 16.45 |
| 22-10-2026 | 15.96 | 16.73 |
| 21-10-2026 | 16.09 | 16.85 |
| 19-10-2026 | 16.33 | 17.11 |
| 16-10-2026 | 16.52 | 17.31 |
| 15-10-2026 | 16.51 | 17.29 |
| 14-10-2026 | 16.48 | 17.27 |
| 13-10-2026 | 16.56 | 17.35 |
| 12-10-2026 | 16.45 | 17.23 |
| 09-10-2026 | 16.39 | 17.17 |
| 08-10-2026 | 16.29 | 17.06 |
| 07-10-2026 | 16.63 | 17.42 |
| 06-10-2026 | 16.7 | 17.49 |
| 05-10-2026 | 16.47 | 17.25 |
| 01-10-2026 | 16.44 | 17.21 |
| 30-09-2026 | 16.62 | 17.41 |
| 29-09-2026 | 16.64 | 17.43 |
| 28-09-2026 | 16.7 | 17.49 |
| 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.