| Axis Business Cycles Fund Datagrid | ||||||
|---|---|---|---|---|---|---|
| Category | Business Cycle Fund | |||||
| BMSMONEY | Rank | - | ||||
| Rating | ||||||
| Growth Option 19-08-2026 | ||||||
| NAV | ₹17.39(R) | -0.23% | ₹18.2(D) | -0.22% | ||
| Returns | 1Y | 3Y | 5Y | 7Y | 10Y | |
| Lumpsum | Regular | 4.89% | 13.9% | -% | -% | -% |
| Direct | 6.06% | 15.34% | -% | -% | -% | |
| Benchmark | ||||||
| SIP (XIRR) | Regular | 11.23% | 9.15% | -% | -% | -% |
| Direct | 12.37% | 10.48% | -% | -% | -% | |
| 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: 19-08-2026
| Scheme Name | NAV | Rupee Change | Percent Change |
|---|---|---|---|
| Axis Business Cycles Fund - Regular Plan - IDCW | 16.04 |
-0.0400
|
-0.2500%
|
| Axis Business Cycles Fund - Direct Plan - IDCW | 16.78 |
-0.0300
|
-0.1800%
|
| Axis Business Cycles Fund - Regular Plan - Growth | 17.39 |
-0.0400
|
-0.2300%
|
| Axis Business Cycles Fund - Direct Plan - Growth | 18.2 |
-0.0400
|
-0.2200%
|
Review Date: 19-08-2026
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 % | 3.08 |
1.26
|
-3.41 | 4.32 | 4 | 14 | Very Good | |
| 3M Return % | 7.88 |
6.68
|
1.44 | 12.05 | 5 | 14 | Good | |
| 6M Return % | 5.65 |
5.93
|
-0.12 | 13.37 | 8 | 13 | Good | |
| 1Y Return % | 4.89 |
4.78
|
-1.20 | 11.24 | 7 | 13 | Good | |
| 3Y Return % | 13.90 |
13.96
|
11.51 | 16.27 | 3 | 5 | Good | |
| 1Y SIP Return % | 11.23 |
9.99
|
0.20 | 21.31 | 5 | 13 | Good | |
| 3Y SIP Return % | 9.15 |
8.37
|
3.54 | 12.18 | 3 | 5 | 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 % | 3.12 | 1.36 | -3.28 | 4.44 | 4 | 14 | Very Good | |
| 3M Return % | 8.14 | 7.04 | 1.84 | 12.46 | 6 | 14 | Good | |
| 6M Return % | 6.18 | 6.64 | 0.64 | 14.25 | 8 | 13 | Good | |
| 1Y Return % | 6.06 | 6.22 | 0.30 | 13.01 | 7 | 13 | Good | |
| 3Y Return % | 15.34 | 15.45 | 12.80 | 17.58 | 3 | 5 | Good | |
| 1Y SIP Return % | 12.37 | 11.72 | 1.70 | 23.19 | 5 | 12 | Good | |
| 3Y SIP Return % | 10.48 | 10.92 | 8.85 | 13.75 | 3 | 4 | Average | |
| 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 |
|---|---|---|
| 19-08-2026 | 17.39 | 18.2 |
| 18-08-2026 | 17.43 | 18.24 |
| 17-08-2026 | 17.43 | 18.24 |
| 14-08-2026 | 17.39 | 18.2 |
| 13-08-2026 | 17.45 | 18.26 |
| 12-08-2026 | 17.43 | 18.24 |
| 11-08-2026 | 17.4 | 18.21 |
| 10-08-2026 | 17.43 | 18.24 |
| 07-08-2026 | 17.35 | 18.15 |
| 06-08-2026 | 17.35 | 18.16 |
| 05-08-2026 | 17.35 | 18.15 |
| 04-08-2026 | 17.26 | 18.05 |
| 03-08-2026 | 17.31 | 18.11 |
| 31-07-2026 | 17.03 | 17.81 |
| 30-07-2026 | 16.93 | 17.71 |
| 29-07-2026 | 16.91 | 17.69 |
| 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 |
| 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.