| Axis Business Cycles Fund Datagrid | ||||||
|---|---|---|---|---|---|---|
| Category | Business Cycle Fund | |||||
| BMSMONEY | Rank | - | ||||
| Rating | ||||||
| Growth Option 11-09-2026 | ||||||
| NAV | ₹17.24(R) | -0.06% | ₹18.05(D) | -0.06% | ||
| Returns | 1Y | 3Y | 5Y | 7Y | 10Y | |
| Lumpsum | Regular | 4.55% | 11.61% | -% | -% | -% |
| Direct | 5.68% | 13.0% | -% | -% | -% | |
| Benchmark | ||||||
| SIP (XIRR) | Regular | 9.52% | 8.09% | -% | -% | -% |
| Direct | 10.61% | 9.38% | -% | -% | -% | |
| 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: 11-09-2026
| Scheme Name | NAV | Rupee Change | Percent Change |
|---|---|---|---|
| Axis Business Cycles Fund - Regular Plan - IDCW | 15.9 |
-0.0100
|
-0.0600%
|
| Axis Business Cycles Fund - Direct Plan - IDCW | 16.64 |
-0.0100
|
-0.0600%
|
| Axis Business Cycles Fund - Regular Plan - Growth | 17.24 |
-0.0100
|
-0.0600%
|
| Axis Business Cycles Fund - Direct Plan - Growth | 18.05 |
-0.0100
|
-0.0600%
|
Review Date: 11-09-2026
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 % | -0.92 |
-0.95
|
-3.96 | 3.49 | 7 | 14 | Good | |
| 3M Return % | 9.32 |
7.44
|
0.64 | 14.94 | 5 | 14 | Good | |
| 6M Return % | 10.80 |
11.41
|
2.11 | 22.03 | 8 | 13 | Good | |
| 1Y Return % | 4.55 |
4.15
|
-2.83 | 12.52 | 6 | 13 | Good | |
| 3Y Return % | 11.61 |
11.89
|
9.63 | 14.48 | 3 | 5 | Good | |
| 1Y SIP Return % | 9.52 |
8.83
|
-1.98 | 21.45 | 6 | 13 | Good | |
| 3Y SIP Return % | 8.09 |
7.72
|
3.37 | 10.38 | 3 | 5 | 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 % | -0.88 | -0.84 | -3.84 | 3.64 | 7 | 14 | Good | |
| 3M Return % | 9.59 | 7.81 | 1.03 | 15.36 | 5 | 14 | Good | |
| 6M Return % | 11.35 | 12.15 | 2.87 | 22.92 | 8 | 13 | Good | |
| 1Y Return % | 5.68 | 5.57 | -1.36 | 14.29 | 6 | 13 | Good | |
| 3Y Return % | 13.00 | 13.34 | 11.32 | 15.77 | 3 | 5 | Good | |
| 1Y SIP Return % | 10.61 | 10.27 | -0.52 | 23.25 | 6 | 13 | Good | |
| 3Y SIP Return % | 9.38 | 9.10 | 4.97 | 11.92 | 3 | 5 | 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 |
|---|---|---|
| 11-09-2026 | 17.24 | 18.05 |
| 10-09-2026 | 17.25 | 18.06 |
| 09-09-2026 | 17.27 | 18.08 |
| 08-09-2026 | 17.38 | 18.19 |
| 07-09-2026 | 17.38 | 18.2 |
| 04-09-2026 | 17.44 | 18.26 |
| 03-09-2026 | 17.44 | 18.25 |
| 02-09-2026 | 17.34 | 18.15 |
| 01-09-2026 | 17.46 | 18.27 |
| 31-08-2026 | 17.55 | 18.36 |
| 28-08-2026 | 17.57 | 18.39 |
| 27-08-2026 | 17.56 | 18.37 |
| 26-08-2026 | 17.6 | 18.42 |
| 25-08-2026 | 17.6 | 18.41 |
| 24-08-2026 | 17.59 | 18.4 |
| 21-08-2026 | 17.56 | 18.37 |
| 20-08-2026 | 17.49 | 18.3 |
| 19-08-2026 | 17.39 | 18.2 |
| 18-08-2026 | 17.43 | 18.24 |
| 17-08-2026 | 17.43 | 18.24 |
| 14-08-2026 | 17.39 | 18.2 |
| 13-08-2026 | 17.45 | 18.26 |
| 12-08-2026 | 17.43 | 18.24 |
| 11-08-2026 | 17.4 | 18.21 |
| 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.