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: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 |
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 |
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 |
Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.