Axis Business Cycles Fund Datagrid
Category Business Cycle Fund
BMSMONEY Rank -
Rating
Growth Option 11-06-2026
NAV ₹15.77(R) -0.5% ₹16.47(D) -0.54%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -4.42% 12.38% -% -% -%
Direct -3.35% 13.85% -% -% -%
Benchmark
SIP (XIRR) Regular -6.38% 4.43% -% -% -%
Direct -5.36% 5.77% -% -% -%
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: 11-06-2026

Scheme Name NAV Rupee Change Percent Change
Axis Business Cycles Fund - Regular Plan - IDCW 15.76
-0.0900
-0.5700%
Axis Business Cycles Fund - Regular Plan - Growth 15.77
-0.0800
-0.5000%
Axis Business Cycles Fund - Direct Plan - IDCW 16.46
-0.0900
-0.5400%
Axis Business Cycles Fund - Direct Plan - Growth 16.47
-0.0900
-0.5400%

Review Date: 11-06-2026

Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization


KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -3.90
-2.73
-4.60 | 0.73 11 | 13 Average
3M Return % 1.35
3.09
-1.68 | 12.53 10 | 13 Average
6M Return % -3.49
-3.75
-15.06 | 3.74 7 | 13 Good
1Y Return % -4.42
-4.30
-12.75 | 1.58 7 | 13 Good
3Y Return % 12.38
13.67
9.52 | 17.39 4 | 5 Good
1Y SIP Return % -6.38
-5.36
-20.08 | 7.96 7 | 13 Good
3Y SIP Return % 4.43
5.26
2.70 | 8.55 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
Return data last Updated On : June 11, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -3.85 -2.63 -4.51 | 0.86 11 | 13 Average
3M Return % 1.60 3.43 -1.30 | 12.97 10 | 13 Average
6M Return % -3.00 -3.12 -14.63 | 4.53 8 | 13 Good
1Y Return % -3.35 -3.00 -11.69 | 3.22 7 | 13 Good
3Y Return % 13.85 15.18 10.82 | 19.22 4 | 5 Good
1Y SIP Return % -5.36 -4.10 -19.18 | 9.58 7 | 13 Good
3Y SIP Return % 5.77 6.67 3.90 | 10.12 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
Return data last Updated On : June 11, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
KPIs: Key Performance Indicators

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
11-06-2026 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
11-05-2026 16.41 17.13

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.