Axis Business Cycles Fund Overview
Category Business Cycle Fund
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Gro. Opt. As On: 17-01-2025
NAV ₹15.53(R) -0.26% ₹15.95(D) -0.25%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 15.55% -% -% -% -%
LumpSum (D) 17.11% -% -% -% -%
SIP (R) 3.03% -% -% -% -%
SIP (D) 4.43% -% -% -% -%
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: 17-01-2025

Scheme Name NAV Rupee Change Percent Change
Axis Business Cycles Fund - Regular Plan - Growth 15.53
-0.0400
-0.2600%
Axis Business Cycles Fund - Regular Plan - IDCW 15.53
-0.0400
-0.2600%
Axis Business Cycles Fund - Direct Plan - IDCW 15.94
-0.0400
-0.2500%
Axis Business Cycles Fund - Direct Plan - Growth 15.95
-0.0400
-0.2500%

Review Date: 17-01-2025

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:
      • 3M Return %
    2. Above Average Below the Top 25%: The Axis Business Cycles Fund has one return parameter in the category, which is above average but below the top 25%, as shown below:
      • 1M Return %
    3. Below Average: Axis Business Cycles Fund has two return parameters that are below average in the category, which are listed below:
      • 1Y Return %
      • 6M Return %
  2. Risk: It signifies the potential for financial loss or the failure to achieve anticipated returns due to diverse elements. We have analyzed zero risk parameters of Axis Business Cycles Fund, and divided it into three groups the lowest 25%, below average but above the lowest 25%, and above average. More details are provided 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.


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -6.50
-6.71
-9.88 | -4.43 6 | 9 Good
3M Return % -6.67
-8.19
-12.91 | -3.95 3 | 9 Very Good
6M Return % -5.07
-4.48
-8.88 | 3.46 5 | 8 Average
1Y Return % 15.55
18.00
9.03 | 25.94 4 | 6 Good
1Y SIP Return % 3.03
3.53
-2.82 | 11.99 3 | 6 Good
Return data last Updated On : Jan. 17, 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

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -6.45 -6.60 -9.75 | -4.30 6 | 9
3M Return % -6.34 -7.84 -12.54 | -3.55 3 | 9
6M Return % -4.49 -3.81 -8.19 | 4.32 5 | 8
1Y Return % 17.11 19.66 10.32 | 27.31 4 | 6
1Y SIP Return % 4.43 5.02 -1.29 | 13.70 3 | 6
Return data last Updated On : Jan. 17, 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 -0.26 ₹ 9,974.00 -0.25 ₹ 9,975.00
1W -0.89 ₹ 9,911.00 -0.87 ₹ 9,913.00
1M -6.50 ₹ 9,350.00 -6.45 ₹ 9,355.00
3M -6.67 ₹ 9,333.00 -6.34 ₹ 9,366.00
6M -5.07 ₹ 9,493.00 -4.49 ₹ 9,551.00
1Y 15.55 ₹ 11,555.00 17.11 ₹ 11,711.00
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 3.03 ₹ 12,195.95 4.43 ₹ 12,286.49
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
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
30-12-2024 16.13 16.55
27-12-2024 16.21 16.63
26-12-2024 16.2 16.63
24-12-2024 16.19 16.62
23-12-2024 16.2 16.62
20-12-2024 16.14 16.56
19-12-2024 16.41 16.83
18-12-2024 16.51 16.94
17-12-2024 16.61 17.05

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.