Axis Business Cycles Fund · Regular · Growth
NAV
₹16.7900
as of 14 Jul 2026
Expense Ratio
2.06%
AUM
₹2,108 Cr
Lumpsum returns (CAGR)
- 1Y
- +2.00%
- 3Y
- +13.22%
- 5Y
- —
- Since Inception
- +16.52%
SIP returns (XIRR)
- 1Y
- +5.84%
- 3Y
- +7.81%
- 5Y
- —
- Since Inception
- +9.97%
What history actually did — last 3 years (Jul 2023 – Jul 2026)
A ₹5,000 monthly SIP for the last 3 years (Jul 2023 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹2,00,096 today — ₹1,80,000 invested, 7.3% XIRR.
₹1,80,000
Invested
₹2,00,096
Value today
7.3%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 3 years (Jul 2023 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 3 years ago would be ₹1,43,997 today (13.0% CAGR).
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 3 years (Jul 2023 – Jul 2026) (3 Jun 2024) would be ₹1,08,673 today (1.09×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised0.24
Sharpe Ratio
+0.05
Alpha
0.28
Beta
0.23
Sortino
15.15%
Std Dev
-14.21%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
- 1Larsen & Toubro Limited4.08%
- 2Axis Bank Limited3.54%
- 3Icici Bank Limited3.38%
- 4Hdfc Bank Limited3.08%
- 5Grasim Industries Limited2.70%
- 6Kotak Mahindra Bank Limited2.62%
- 7Mahindra & Mahindra Limited2.51%
- 8Bharti Airtel Limited2.35%
- 9Eternal Limited2.34%
- 10Bse Limited2.27%
Investment Objective
Axis Business Cycles Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
Axis Business Cycles Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Axis Mutual Fund. The fund has been operational for over 3 years. It manages assets worth ₹2,108 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.06%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations