Axis Business Cycles Fund Overview
Category Business Cycle Fund
BMSMONEY Rank N/A
Rating N/A
Growth Option 21-02-2025
NAV ₹14.41(R) -0.48% ₹14.82(D) -0.47%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 3.89% -% -% -% -%
Direct 5.26% -% -% -% -%
Benchmark
SIP (XIRR) Regular -12.3% -% -% -% -%
Direct -11.08% -% -% -% -%
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: 21-02-2025

Scheme Name NAV Rupee Change Percent Change
Axis Business Cycles Fund - Regular Plan - Growth 14.41
-0.0700
-0.4800%
Axis Business Cycles Fund - Regular Plan - IDCW 14.41
-0.0700
-0.4800%
Axis Business Cycles Fund - Direct Plan - IDCW 14.81
-0.0700
-0.4700%
Axis Business Cycles Fund - Direct Plan - Growth 14.82
-0.0700
-0.4700%

Review Date: 21-02-2025

A review of the different performance parameters of the fund is as follows:
  1. Returns: It indicates the appreciation in the investment's value within the investment period, represented as a percentage or a specific amount of money. We conducted an analysis of the four return parameters of this fund to assess their performance. To assess performance, we have segmented the return parameters into three groups: the top 25%, parameters below the top 25% but still above average, and parameters below average. The results are provided below.
    1. Top 25%: The fund does not have any return parameter in the top 25% in the category.
    2. Above Average Below the Top 25%: Two return parameters of the Axis Business Cycles Fund are above average but below the top 25% in the category, as listed below:
      • 3M Return %
      • 6M Return %
    3. Below Average: Two return parameters of the fund are below average in the category, which are listed below:
      • 1Y Return %
      • 1M Return %
  2. Risk: It refers to the chance of suffering a financial loss or not reaching the expected profits due to a variety of circumstances. Zero risk parameters of the fund are divided 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: In mutual funds, risk-adjusted performance parameters are evaluation tools that gauge the returns of an investment against the risk taken. They assist investors in comparing various investments, factoring in both risk and returns. We have evaluated zero risk-adjusted performance parameters of the fund.
    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 % -6.12
-5.50
-8.45 | -2.95 6 | 9 Good
3M Return % -7.81
-8.05
-11.72 | -4.48 6 | 9 Good
6M Return % -12.35
-13.62
-21.55 | -6.50 4 | 9 Good
1Y Return % 3.89
4.72
-3.55 | 12.08 4 | 6 Good
1Y SIP Return % -12.30
-12.05
-21.49 | -5.55 4 | 6 Good
Return data last Updated On : Feb. 21, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Jan. 31, 2025
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -6.02 -5.39 -8.32 | -2.86 6 | 9
3M Return % -7.49 -7.72 -11.36 | -4.20 6 | 9
6M Return % -11.79 -12.99 -20.94 | -5.73 4 | 9
1Y Return % 5.26 6.17 -2.09 | 13.77 4 | 6
1Y SIP Return % -11.08 -10.78 -20.21 | -4.10 4 | 6
Return data last Updated On : Feb. 21, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Jan. 31, 2025
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -0.48 ₹ 9,952.00 -0.47 ₹ 9,953.00
1W -0.55 ₹ 9,945.00 -0.54 ₹ 9,946.00
1M -6.12 ₹ 9,388.00 -6.02 ₹ 9,398.00
3M -7.81 ₹ 9,219.00 -7.49 ₹ 9,251.00
6M -12.35 ₹ 8,765.00 -11.79 ₹ 8,821.00
1Y 3.89 ₹ 10,389.00 5.26 ₹ 10,526.00
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 -12.30 ₹ 11,180.96 -11.08 ₹ 11,263.52
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
21-02-2025 14.41 14.82
20-02-2025 14.48 14.89
19-02-2025 14.45 14.86
18-02-2025 14.35 14.76
17-02-2025 14.44 14.84
14-02-2025 14.49 14.9
13-02-2025 14.77 15.19
12-02-2025 14.77 15.18
11-02-2025 14.8 15.22
10-02-2025 15.13 15.56
07-02-2025 15.36 15.79
06-02-2025 15.4 15.83
05-02-2025 15.49 15.92
04-02-2025 15.41 15.83
03-02-2025 15.22 15.65
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

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.