Axis Business Cycles Fund Datagrid
Category Business Cycle Fund
BMSMONEY Rank N/A
Rating N/A
Growth Option 12-12-2025
NAV ₹16.47(R) +0.8% ₹17.11(D) +0.77%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -1.02% -% -% -% -%
Direct 0.23% -% -% -% -%
Benchmark
SIP (XIRR) Regular 7.48% -% -% -% -%
Direct 8.85% -% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
Fund AUM As on: 30/06/2025 2355 Cr

No data available

NAV Date: 12-12-2025

Scheme Name NAV Rupee Change Percent Change
Axis Business Cycles Fund - Regular Plan - Growth 16.47
0.1300
0.8000%
Axis Business Cycles Fund - Regular Plan - IDCW 16.47
0.1300
0.8000%
Axis Business Cycles Fund - Direct Plan - IDCW 17.1
0.1300
0.7700%
Axis Business Cycles Fund - Direct Plan - Growth 17.11
0.1300
0.7700%

Review Date: 12-12-2025


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 % -1.96
-1.11
-1.96 | -0.23 9 | 9 Average
3M Return % -0.42
-0.17
-2.40 | 3.96 5 | 9 Good
6M Return % 1.17
1.16
-3.39 | 4.37 5 | 9 Good
1Y Return % -1.02
-2.71
-8.67 | 2.85 4 | 9 Good
1Y SIP Return % 7.48
7.33
1.49 | 14.03 4 | 9 Good
Return data last Updated On : Dec. 12, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 28, 2025
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -1.84 -0.99 -1.84 | -0.10 9 | 9 Average
3M Return % -0.18 0.17 -2.12 | 4.38 5 | 9 Good
6M Return % 1.78 1.87 -2.84 | 5.22 5 | 9 Good
1Y Return % 0.23 -1.33 -7.23 | 4.26 4 | 9 Good
1Y SIP Return % 8.85 8.85 3.07 | 15.89 4 | 9 Good
Return data last Updated On : Dec. 12, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 28, 2025
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
12-12-2025 16.47 17.11
11-12-2025 16.34 16.98
10-12-2025 16.24 16.87
09-12-2025 16.34 16.98
08-12-2025 16.28 16.91
05-12-2025 16.53 17.18
04-12-2025 16.53 17.17
03-12-2025 16.56 17.21
02-12-2025 16.66 17.31
01-12-2025 16.73 17.38
28-11-2025 16.75 17.39
27-11-2025 16.79 17.43
26-11-2025 16.82 17.47
25-11-2025 16.62 17.25
24-11-2025 16.61 17.25
21-11-2025 16.7 17.34
20-11-2025 16.83 17.47
19-11-2025 16.84 17.48
18-11-2025 16.76 17.4
17-11-2025 16.86 17.51
14-11-2025 16.76 17.4
13-11-2025 16.78 17.42
12-11-2025 16.8 17.43

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.