| Axis Business Cycles Fund Datagrid | ||||||
|---|---|---|---|---|---|---|
| Category | Business Cycle Fund | |||||
| BMSMONEY | Rank | - | ||||
| Rating | ||||||
| Growth Option 30-04-2026 | ||||||
| NAV | ₹16.17(R) | -0.68% | ₹16.87(D) | -0.71% | ||
| Returns | 1Y | 3Y | 5Y | 7Y | 10Y | |
| Lumpsum | Regular | 4.93% | 16.04% | -% | -% | -% |
| Direct | 6.17% | 17.57% | -% | -% | -% | |
| Benchmark | ||||||
| SIP (XIRR) | Regular | -0.02% | 7.4% | -% | -% | -% |
| Direct | 1.15% | 8.81% | -% | -% | -% | |
| 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: 30-04-2026
| Scheme Name | NAV | Rupee Change | Percent Change |
|---|---|---|---|
| Axis Business Cycles Fund - Regular Plan - Growth | 16.17 |
-0.1100
|
-0.6800%
|
| Axis Business Cycles Fund - Regular Plan - IDCW | 16.17 |
-0.1100
|
-0.6800%
|
| Axis Business Cycles Fund - Direct Plan - IDCW | 16.86 |
-0.1200
|
-0.7100%
|
| Axis Business Cycles Fund - Direct Plan - Growth | 16.87 |
-0.1200
|
-0.7100%
|
Review Date: 30-04-2026
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 % | 11.59 |
12.02
|
8.92 | 16.80 | 7 | 13 | Good | |
| 3M Return % | -0.80 |
0.32
|
-5.05 | 7.76 | 9 | 13 | Average | |
| 6M Return % | -3.86 |
-4.93
|
-16.46 | 0.75 | 8 | 13 | Good | |
| 1Y Return % | 4.93 |
3.97
|
-4.05 | 10.55 | 7 | 13 | Good | |
| 3Y Return % | 16.04 |
15.86
|
12.00 | 18.59 | 3 | 4 | Average | |
| 1Y SIP Return % | -0.02 |
-0.53
|
-15.13 | 8.23 | 7 | 13 | Good | |
| 3Y SIP Return % | 7.40 |
7.69
|
4.67 | 9.58 | 3 | 4 | Average | |
| 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 |
| KPIs* | Fund | Benchmark | Cat. Avg | Min | Max | Rank (In Cat.) | Performance |
|---|---|---|---|---|---|---|
| 1M Return % | 11.72 | 12.15 | 9.06 | 16.92 | 7 | 13 | Good | |
| 3M Return % | -0.53 | 0.64 | -4.84 | 8.08 | 9 | 13 | Average | |
| 6M Return % | -3.32 | -4.30 | -16.02 | 1.55 | 8 | 13 | Good | |
| 1Y Return % | 6.17 | 5.41 | -2.86 | 12.34 | 7 | 13 | Good | |
| 3Y Return % | 17.57 | 17.34 | 13.35 | 19.91 | 3 | 4 | Average | |
| 1Y SIP Return % | 1.15 | 0.81 | -14.16 | 9.96 | 7 | 13 | Good | |
| 3Y SIP Return % | 8.81 | 9.07 | 5.90 | 10.87 | 3 | 4 | Average | |
| 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 |
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 |
|---|---|---|
| 30-04-2026 | 16.17 | 16.87 |
| 29-04-2026 | 16.28 | 16.99 |
| 28-04-2026 | 16.26 | 16.96 |
| 27-04-2026 | 16.29 | 17.0 |
| 24-04-2026 | 16.1 | 16.8 |
| 23-04-2026 | 16.26 | 16.96 |
| 22-04-2026 | 16.38 | 17.08 |
| 21-04-2026 | 16.38 | 17.09 |
| 20-04-2026 | 16.22 | 16.92 |
| 17-04-2026 | 16.2 | 16.9 |
| 16-04-2026 | 16.05 | 16.74 |
| 15-04-2026 | 15.99 | 16.68 |
| 13-04-2026 | 15.72 | 16.39 |
| 10-04-2026 | 15.85 | 16.53 |
| 09-04-2026 | 15.58 | 16.25 |
| 08-04-2026 | 15.69 | 16.36 |
| 07-04-2026 | 15.04 | 15.68 |
| 06-04-2026 | 14.97 | 15.61 |
| 02-04-2026 | 14.77 | 15.4 |
| 01-04-2026 | 14.78 | 15.41 |
| 30-03-2026 | 14.49 | 15.1 |
| 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.