Axis Business Cycles Fund Overview
Category Business Cycle Fund
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Gro. Opt. As On: 31-01-2025
NAV ₹15.39(R) +1.32% ₹15.81(D) +1.28%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 12.66% -% -% -% -%
LumpSum (D) 14.15% -% -% -% -%
SIP (R) -1.03% -% -% -% -%
SIP (D) 0.31% -% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.

No data available

NAV Date: 31-01-2025

Scheme Name NAV Rupee Change Percent Change
Axis Business Cycles Fund - Regular Plan - IDCW 15.39
0.2000
1.3200%
Axis Business Cycles Fund - Regular Plan - Growth 15.39
0.2000
1.3200%
Axis Business Cycles Fund - Direct Plan - IDCW 15.8
0.2000
1.2800%
Axis Business Cycles Fund - Direct Plan - Growth 15.81
0.2000
1.2800%

Review Date: 31-01-2025

A review of the different performance parameters of the fund is as follows:
  1. Returns: It signifies the growth in the investment's value over a specific period, presented either as a percentage or a monetary figure. Our analysis focused on four return parameters of this fund. The return parameters have been categorized into three performance groups: the top 25%, those below the top 25% but above average, and those below average. Now, let's take a look at how each parameter has performed.
    1. Top 25%: One return parameter of the Axis Business Cycles Fund is in the top 25% in the category, as shown below:
      • 1M Return %
    2. Above Average Below the Top 25%: The Axis Business Cycles Fund has two return parameters in the category, which are above average but below the top 25%, as shown below:
      • 3M Return %
      • 6M Return %
    3. Below Average: One return parameter of the fund is below average in the category, which is listed below:
      • 1Y Return %
  2. Risk: Various factors can lead to the risk of either not meeting expected returns or encountering a monetary loss. For Axis Business Cycles Fund, we have analyzed zero risk parameters and divided them into three groups the lowest 25%, below average but above the lowest 25%, and above average, which are described below.
    1. Lowest 25%: Axis Business Cycles Fund does not have any risk parameters in the lowest 25% of the category. It means high risk compared to other funds in the category.
    2. Below Average but Above the Lowest 25%: Axis Business Cycles Fund does not have any risk parameters in the below average but above the lowest 25% of the category.
    3. Above Average: Axis Business Cycles Fund does not have any risk parameters above average; which is a good sign.
  3. Risk Adjusted Performance Parameters: Risk-adjusted performance parameters in mutual funds are parameters that assess the return on investments based on the risks involved. These parameters provide a platform for investors to compare various investments, by considering both profits and the risks involved. For Axis Business Cycles Fund, we have evaluated zero risk-adjusted performance parameters.
    1. Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the top 25% of the category.
    2. Above Average Below Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.
    3. Below Average Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.


Not able to see in mobile!!! save the chart by clicking on camera icon.

KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -4.65
-6.32
-11.21 | -4.65 1 | 9 Very Good
3M Return % -4.47
-6.78
-11.06 | -3.70 4 | 9 Good
6M Return % -7.34
-8.85
-16.95 | -1.58 4 | 9 Good
1Y Return % 12.66
12.88
6.24 | 21.30 3 | 6 Good
1Y SIP Return % -1.03
-2.40
-10.34 | 6.85 2 | 6 Very Good
Return data last Updated On : Jan. 31, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

Rotate the phone! Best viewed in landscape mode on mobile.
KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -4.53 -6.21 -11.09 | -4.53 1 | 9
3M Return % -4.18 -6.44 -10.68 | -3.35 4 | 9
6M Return % -6.78 -8.20 -16.23 | -0.76 4 | 9
1Y Return % 14.15 14.46 7.79 | 23.13 4 | 6
1Y SIP Return % 0.31 -0.99 -8.91 | 8.49 2 | 6
Return data last Updated On : Jan. 31, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 1.32 ₹ 10,132.00 1.28 ₹ 10,128.00
1W 1.58 ₹ 10,158.00 1.61 ₹ 10,161.00
1M -4.65 ₹ 9,535.00 -4.53 ₹ 9,547.00
3M -4.47 ₹ 9,553.00 -4.18 ₹ 9,582.00
6M -7.34 ₹ 9,266.00 -6.78 ₹ 9,322.00
1Y 12.66 ₹ 11,266.00 14.15 ₹ 11,415.00
3Y ₹ ₹
5Y ₹ ₹
7Y ₹ ₹
10Y ₹ ₹
15Y ₹ ₹

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.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 -1.03 ₹ 11,932.90 0.31 ₹ 12,019.94
3Y ₹ 36000 ₹ ₹
5Y ₹ 60000 ₹ ₹
7Y ₹ 84000 ₹ ₹
10Y ₹ 120000 ₹ ₹
15Y ₹ 180000 ₹ ₹


Date Axis Business Cycles Fund NAV Regular Growth Axis Business Cycles Fund NAV Direct Growth
31-01-2025 15.39 15.81
30-01-2025 15.19 15.61
29-01-2025 15.13 15.55
28-01-2025 14.8 15.21
27-01-2025 14.87 15.28
24-01-2025 15.15 15.56
23-01-2025 15.37 15.79
22-01-2025 15.24 15.65
21-01-2025 15.35 15.77
20-01-2025 15.64 16.06
17-01-2025 15.53 15.95
16-01-2025 15.57 15.99
15-01-2025 15.42 15.83
14-01-2025 15.36 15.78
13-01-2025 15.22 15.63
10-01-2025 15.67 16.09
09-01-2025 15.88 16.3
08-01-2025 16.01 16.43
07-01-2025 16.1 16.53
06-01-2025 16.0 16.43
03-01-2025 16.33 16.76
02-01-2025 16.4 16.84
01-01-2025 16.21 16.63
31-12-2024 16.14 16.56

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.