Axis Business Cycles Fund Datagrid
Category Business Cycle Fund
BMSMONEY Rank N/A
Rating N/A
Growth Option 04-12-2025
NAV ₹16.53(R) -0.78% ₹17.17(D) -0.81%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 0.0% -% -% -% -%
Direct 1.3% -% -% -% -%
Benchmark
SIP (XIRR) Regular 7.65% -% -% -% -%
Direct 9.05% -% -% -% -%
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: 04-12-2025

Scheme Name NAV Rupee Change Percent Change
Axis Business Cycles Fund - Regular Plan - Growth 16.53
-0.1300
-0.7800%
Axis Business Cycles Fund - Regular Plan - IDCW 16.53
-0.1300
-0.7800%
Axis Business Cycles Fund - Direct Plan - IDCW 17.16
-0.1400
-0.8100%
Axis Business Cycles Fund - Direct Plan - Growth 17.17
-0.1400
-0.8100%

Review Date: 04-12-2025


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 % -1.37
-1.09
-2.59 | 0.73 6 | 9 Good
3M Return % 1.10
1.21
-1.66 | 5.53 5 | 9 Good
6M Return % 1.97
2.03
-2.26 | 6.24 5 | 9 Good
1Y Return % 0.00
-2.04
-10.41 | 3.07 4 | 9 Good
1Y SIP Return % 7.65
6.85
0.92 | 13.95 4 | 9 Good
Return data last Updated On : Dec. 4, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2025
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -1.27 -0.97 -2.49 | 0.86 6 | 9 Good
3M Return % 1.42 1.57 -1.38 | 5.95 5 | 9 Good
6M Return % 2.57 2.76 -1.51 | 7.11 5 | 9 Good
1Y Return % 1.30 -0.64 -9.00 | 4.50 5 | 9 Good
1Y SIP Return % 9.05 8.38 2.49 | 15.80 4 | 9 Good
Return data last Updated On : Dec. 4, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 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
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
11-11-2025 16.67 17.3
10-11-2025 16.57 17.2
07-11-2025 16.56 17.19
06-11-2025 16.54 17.17
04-11-2025 16.76 17.39

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.