Axis Business Cycles Fund Overview
Category Business Cycle Fund
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Gro. Opt. As On: 23-01-2025
NAV ₹15.37(R) +0.85% ₹15.79(D) +0.89%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 16.88% -% -% -% -%
LumpSum (D) 18.45% -% -% -% -%
SIP (R) 0.5% -% -% -% -%
SIP (D) 1.87% -% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.

No data available

NAV Date: 23-01-2025

Scheme Name NAV Rupee Change Percent Change
Axis Business Cycles Fund - Regular Plan - Growth 15.37
0.1300
0.8500%
Axis Business Cycles Fund - Regular Plan - IDCW 15.37
0.1300
0.8500%
Axis Business Cycles Fund - Direct Plan - IDCW 15.78
0.1400
0.9000%
Axis Business Cycles Fund - Direct Plan - Growth 15.79
0.1400
0.8900%

Review Date: 23-01-2025

A review of the different performance parameters of the fund is as follows:
  1. Returns: It signifies the growth in the investment's value over a specific period, presented either as a percentage or a monetary figure. Our analysis focused on four return parameters of this fund. The return parameters have been categorized into three performance groups: the top 25%, those below the top 25% but above average, and those below average. Now, let's take a look at how each parameter has performed.
    1. Top 25%: One return parameter of the Axis Business Cycles Fund is in the top 25% in the category, as listed below:
      • 3M Return %
    2. Above Average Below the Top 25%: Two return parameters of the Axis Business Cycles Fund are above average but below the top 25% in the category, as listed below:
      • 1M Return %
      • 6M Return %
    3. Below Average: Axis Business Cycles Fund has one return parameter that is below average in the category, which is listed below:
      • 1Y Return %
  2. Risk: Various factors can lead to the risk of either not meeting expected returns or encountering a monetary loss. For Axis Business Cycles Fund, we have analyzed zero risk parameters and divided them into three groups the lowest 25%, below average but above the lowest 25%, and above average, which are described below.
    1. Lowest 25%: Axis Business Cycles Fund does not have any risk parameters in the lowest 25% of the category. It means high risk compared to other funds in the category.
    2. Below Average but Above the Lowest 25%: Axis Business Cycles Fund does not have any risk parameters in the below average but above the lowest 25% of the category.
    3. Above Average: Axis Business Cycles Fund does not have any risk parameters above average; which is a good sign.
  3. Risk Adjusted Performance Parameters: Risk-adjusted performance parameters in mutual funds are parameters that assess the return on investments based on the risks involved. These parameters provide a platform for investors to compare various investments, by considering both profits and the risks involved. For Axis Business Cycles Fund, we have evaluated zero risk-adjusted performance parameters.
    1. Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the top 25% of the category.
    2. Above Average Below Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.
    3. Below Average Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -5.12
-5.72
-9.38 | -3.24 5 | 9 Good
3M Return % -4.65
-6.79
-11.24 | -2.94 3 | 9 Very Good
6M Return % -4.42
-4.63
-9.35 | 2.93 4 | 8 Good
1Y Return % 16.88
17.56
8.67 | 23.43 4 | 6 Good
1Y SIP Return % 0.50
-0.05
-6.12 | 7.75 3 | 6 Good
Return data last Updated On : Jan. 23, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -4.99 -5.60 -9.30 | -3.11 5 | 9
3M Return % -4.36 -6.46 -10.86 | -2.53 3 | 9
6M Return % -3.84 -3.95 -8.66 | 3.79 3 | 8
1Y Return % 18.45 19.20 9.95 | 24.92 4 | 6
1Y SIP Return % 1.87 1.40 -4.63 | 9.41 3 | 6
Return data last Updated On : Jan. 23, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.85 ₹ 10,085.00 0.89 ₹ 10,089.00
1W -1.28 ₹ 9,872.00 -1.25 ₹ 9,875.00
1M -5.12 ₹ 9,488.00 -4.99 ₹ 9,501.00
3M -4.65 ₹ 9,535.00 -4.36 ₹ 9,564.00
6M -4.42 ₹ 9,558.00 -3.84 ₹ 9,616.00
1Y 16.88 ₹ 11,688.00 18.45 ₹ 11,845.00
3Y ₹ ₹
5Y ₹ ₹
7Y ₹ ₹
10Y ₹ ₹
15Y ₹ ₹

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.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 0.50 ₹ 12,032.24 1.87 ₹ 12,121.60
3Y ₹ 36000 ₹ ₹
5Y ₹ 60000 ₹ ₹
7Y ₹ 84000 ₹ ₹
10Y ₹ 120000 ₹ ₹
15Y ₹ 180000 ₹ ₹


Date Axis Business Cycles Fund NAV Regular Growth Axis Business Cycles Fund NAV Direct Growth
23-01-2025 15.37 15.79
22-01-2025 15.24 15.65
21-01-2025 15.35 15.77
20-01-2025 15.64 16.06
17-01-2025 15.53 15.95
16-01-2025 15.57 15.99
15-01-2025 15.42 15.83
14-01-2025 15.36 15.78
13-01-2025 15.22 15.63
10-01-2025 15.67 16.09
09-01-2025 15.88 16.3
08-01-2025 16.01 16.43
07-01-2025 16.1 16.53
06-01-2025 16.0 16.43
03-01-2025 16.33 16.76
02-01-2025 16.4 16.84
01-01-2025 16.21 16.63
31-12-2024 16.14 16.56
30-12-2024 16.13 16.55
27-12-2024 16.21 16.63
26-12-2024 16.2 16.63
24-12-2024 16.19 16.62
23-12-2024 16.2 16.62

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
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.