| Axis Business Cycles Fund Datagrid | ||||||
|---|---|---|---|---|---|---|
| Category | Business Cycle Fund | |||||
| BMSMONEY | Rank | - | ||||
| Rating | ||||||
| Growth Option 28-07-2026 | ||||||
| NAV | ₹16.77(R) | 0.0% | ₹17.55(D) | +0.06% | ||
| Returns | 1Y | 3Y | 5Y | 7Y | 10Y | |
| Lumpsum | Regular | 2.63% | 12.88% | -% | -% | -% |
| Direct | 3.85% | 14.37% | -% | -% | -% | |
| Benchmark | ||||||
| SIP (XIRR) | Regular | 6.56% | 5.17% | -% | -% | -% |
| Direct | 7.8% | 6.49% | -% | -% | -% | |
| 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: 28-07-2026
| Scheme Name | NAV | Rupee Change | Percent Change |
|---|---|---|---|
| Axis Business Cycles Fund - Regular Plan - IDCW | 15.47 |
0.0000
|
0.0000%
|
| Axis Business Cycles Fund - Direct Plan - IDCW | 16.18 |
0.0100
|
0.0600%
|
| Axis Business Cycles Fund - Regular Plan - Growth | 16.77 |
0.0000
|
0.0000%
|
| Axis Business Cycles Fund - Direct Plan - Growth | 17.55 |
0.0100
|
0.0600%
|
Review Date: 28-07-2026
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 % | 1.70 |
0.90
|
-2.40 | 8.56 | 5 | 15 | Good | |
| 3M Return % | 3.14 |
4.08
|
-0.40 | 11.42 | 7 | 15 | Good | |
| 6M Return % | 3.07 |
5.99
|
-1.00 | 18.51 | 10 | 14 | Average | |
| 1Y Return % | 2.63 |
3.37
|
-1.27 | 13.93 | 7 | 14 | Good | |
| 3Y Return % | 12.88 |
13.23
|
10.37 | 14.98 | 4 | 5 | Good | |
| 1Y SIP Return % | 6.56 |
8.40
|
-0.03 | 25.01 | 10 | 14 | Average | |
| 3Y SIP Return % | 5.17 |
5.28
|
2.58 | 9.15 | 2 | 5 | Very 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 % | 1.80 | 1.02 | -2.28 | 8.66 | 5 | 15 | Good | |
| 3M Return % | 3.48 | 4.45 | -0.03 | 11.82 | 8 | 15 | Good | |
| 6M Return % | 3.66 | 6.69 | -0.26 | 19.39 | 11 | 14 | Average | |
| 1Y Return % | 3.85 | 4.80 | -0.10 | 15.67 | 8 | 14 | Good | |
| 3Y Return % | 14.37 | 14.73 | 11.66 | 16.63 | 4 | 5 | Good | |
| 1Y SIP Return % | 7.80 | 9.85 | 1.50 | 26.83 | 10 | 14 | Average | |
| 3Y SIP Return % | 6.49 | 6.63 | 4.15 | 10.66 | 2 | 5 | Very 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 |
|---|---|---|
| 28-07-2026 | 16.77 | 17.55 |
| 27-07-2026 | 16.77 | 17.54 |
| 24-07-2026 | 16.56 | 17.32 |
| 23-07-2026 | 16.63 | 17.39 |
| 22-07-2026 | 16.74 | 17.51 |
| 21-07-2026 | 16.93 | 17.71 |
| 20-07-2026 | 16.87 | 17.65 |
| 17-07-2026 | 16.88 | 17.65 |
| 16-07-2026 | 16.84 | 17.61 |
| 15-07-2026 | 16.85 | 17.62 |
| 14-07-2026 | 16.79 | 17.55 |
| 13-07-2026 | 16.92 | 17.7 |
| 10-07-2026 | 16.94 | 17.72 |
| 09-07-2026 | 16.73 | 17.49 |
| 08-07-2026 | 16.55 | 17.3 |
| 07-07-2026 | 16.86 | 17.62 |
| 06-07-2026 | 16.91 | 17.68 |
| 03-07-2026 | 16.8 | 17.56 |
| 02-07-2026 | 16.8 | 17.56 |
| 01-07-2026 | 16.66 | 17.42 |
| 30-06-2026 | 16.54 | 17.29 |
| 29-06-2026 | 16.49 | 17.24 |
| 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.