| Axis Business Cycles Fund Datagrid | ||||||
|---|---|---|---|---|---|---|
| Category | Business Cycle Fund | |||||
| BMSMONEY | Rank | - | ||||
| Rating | ||||||
| Growth Option 12-06-2026 | ||||||
| NAV | ₹16.14(R) | +2.35% | ₹16.87(D) | +2.43% | ||
| Returns | 1Y | 3Y | 5Y | 7Y | 10Y | |
| Lumpsum | Regular | -0.86% | 13.26% | -% | -% | -% |
| Direct | 0.36% | 14.77% | -% | -% | -% | |
| Benchmark | ||||||
| SIP (XIRR) | Regular | -1.8% | 6.01% | -% | -% | -% |
| Direct | -0.6% | 7.42% | -% | -% | -% | |
| Ratio | Sharpe Ratio | Sortino Ratio | Sterling Ratio | Jensen's Alpha | Treynor Ratio | |
| 0.46 | 0.21 | 0.45 | -% | - | ||
| Risk | STD. Dev | VaR 1Y95% | Max DD | Beta | Semi Devi. | |
| 14.87% | -23.45% | -18.84% | - | 11.68% | ||
| Fund AUM | As on: 30/12/2025 | 2265 Cr | ||||
No data available
NAV Date: 12-06-2026
| Scheme Name | NAV | Rupee Change | Percent Change |
|---|---|---|---|
| Axis Business Cycles Fund - Regular Plan - Growth | 16.14 |
0.3700
|
2.3500%
|
| Axis Business Cycles Fund - Regular Plan - IDCW | 16.14 |
0.3800
|
2.4100%
|
| Axis Business Cycles Fund - Direct Plan - IDCW | 16.86 |
0.4000
|
2.4300%
|
| Axis Business Cycles Fund - Direct Plan - Growth | 16.87 |
0.4000
|
2.4300%
|
Review Date: 12-06-2026
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 % | 0.62 |
1.80
|
0.58 | 4.84 | 12 | 13 | Average | |
| 3M Return % | 4.67 |
6.28
|
1.17 | 14.17 | 9 | 13 | Average | |
| 6M Return % | -2.00 |
-2.25
|
-13.85 | 4.57 | 8 | 13 | Good | |
| 1Y Return % | -0.86 |
-0.77
|
-9.36 | 4.84 | 8 | 13 | Good | |
| 3Y Return % | 13.26 |
14.50
|
10.41 | 17.94 | 4 | 5 | Good | |
| 1Y SIP Return % | -1.80 |
-0.75
|
-15.31 | 11.10 | 7 | 13 | Good | |
| 3Y SIP Return % | 6.01 |
6.78
|
4.32 | 9.66 | 4 | 5 | Good | |
| Standard Deviation | 14.87 |
15.43
|
13.76 | 18.45 | 3 | 4 | Average | |
| Semi Deviation | 11.68 |
11.95
|
10.64 | 13.86 | 3 | 4 | Average | |
| Max Drawdown % | -18.84 |
-19.14
|
-21.76 | -17.87 | 3 | 4 | Average | |
| VaR 1 Y % | -23.45 |
-25.63
|
-33.46 | -22.37 | 3 | 4 | Average | |
| Average Drawdown % | -10.46 |
-8.55
|
-10.46 | -5.57 | 4 | 4 | Poor | |
| Sharpe Ratio | 0.46 |
0.42
|
0.24 | 0.53 | 2 | 4 | Good | |
| Sterling Ratio | 0.45 |
0.43
|
0.33 | 0.50 | 2 | 4 | Good | |
| Sortino Ratio | 0.21 |
0.20
|
0.12 | 0.23 | 3 | 4 | Average |
| KPIs* | Fund | Benchmark | Cat. Avg | Min | Max | Rank (In Cat.) | Performance |
|---|---|---|---|---|---|---|
| 1M Return % | 0.72 | 1.92 | 0.71 | 4.98 | 12 | 13 | Average | |
| 3M Return % | 4.98 | 6.63 | 1.56 | 14.61 | 9 | 13 | Average | |
| 6M Return % | -1.40 | -1.60 | -13.41 | 5.37 | 8 | 13 | Good | |
| 1Y Return % | 0.36 | 0.59 | -8.27 | 6.53 | 7 | 13 | Good | |
| 3Y Return % | 14.77 | 16.03 | 11.72 | 19.78 | 4 | 5 | Good | |
| 1Y SIP Return % | -0.60 | 0.58 | -14.36 | 12.76 | 7 | 13 | Good | |
| 3Y SIP Return % | 7.42 | 8.20 | 5.52 | 11.23 | 4 | 5 | Good | |
| Standard Deviation | 14.87 | 15.43 | 13.76 | 18.45 | 3 | 4 | Average | |
| Semi Deviation | 11.68 | 11.95 | 10.64 | 13.86 | 3 | 4 | Average | |
| Max Drawdown % | -18.84 | -19.14 | -21.76 | -17.87 | 3 | 4 | Average | |
| VaR 1 Y % | -23.45 | -25.63 | -33.46 | -22.37 | 3 | 4 | Average | |
| Average Drawdown % | -10.46 | -8.55 | -10.46 | -5.57 | 4 | 4 | Poor | |
| Sharpe Ratio | 0.46 | 0.42 | 0.24 | 0.53 | 2 | 4 | Good | |
| Sterling Ratio | 0.45 | 0.43 | 0.33 | 0.50 | 2 | 4 | Good | |
| Sortino Ratio | 0.21 | 0.20 | 0.12 | 0.23 | 3 | 4 | Average |
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 |
|---|---|---|
| 12-06-2026 | 16.14 | 16.87 |
| 11-06-2026 | 15.77 | 16.47 |
| 10-06-2026 | 15.85 | 16.56 |
| 09-06-2026 | 15.98 | 16.7 |
| 08-06-2026 | 15.78 | 16.49 |
| 05-06-2026 | 16.0 | 16.71 |
| 04-06-2026 | 16.03 | 16.74 |
| 03-06-2026 | 16.01 | 16.73 |
| 02-06-2026 | 16.03 | 16.75 |
| 01-06-2026 | 16.01 | 16.72 |
| 29-05-2026 | 16.19 | 16.91 |
| 27-05-2026 | 16.42 | 17.15 |
| 26-05-2026 | 16.35 | 17.08 |
| 25-05-2026 | 16.35 | 17.08 |
| 22-05-2026 | 16.15 | 16.86 |
| 21-05-2026 | 16.13 | 16.85 |
| 20-05-2026 | 16.16 | 16.88 |
| 19-05-2026 | 16.12 | 16.83 |
| 18-05-2026 | 16.1 | 16.81 |
| 15-05-2026 | 16.14 | 16.85 |
| 14-05-2026 | 16.23 | 16.94 |
| 13-05-2026 | 16.08 | 16.78 |
| 12-05-2026 | 16.04 | 16.75 |
| 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.