Axis Business Cycles Fund · Regular · Growth
NAV
₹16.4600
as of 16 Jun 2026
Expense Ratio
2.06%
AUM
₹2,108 Cr
Lumpsum returns (CAGR)
- 1Y
- +0.86%
- 3Y
- +13.53%
- 5Y
- —
- Since Inception
- +16.23%
SIP returns (XIRR)
- 1Y
- +2.37%
- 3Y
- +7.28%
- 5Y
- —
- Since Inception
- +9.20%
This fund trailed its benchmark
Top performers in Sectoral / Thematic by 5Y CAGR
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SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹20,000
Invested
₹22,121
Value today
6.2%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹1,577
Value today
14.8%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹8,41,635
Value today
-11.1%
vs lumpsum
Direct lumpsum would have beaten STP by 11.1% — but STP reduced timing risk
Model your own STP with real NAVRisk Metrics
Trailing 1 year, annualised-0.26
Sharpe Ratio
-0.02
Alpha
0.48
Beta
-0.25
Sortino
15.59%
Std Dev
-15.43%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
- 1Larsen & Toubro Limited4.00%
- 2Axis Bank Limited3.47%
- 3Icici Bank Limited3.39%
- 4Hdfc Bank Limited3.18%
- 5Ultratech Cement Limited2.76%
- 6Kotak Mahindra Bank Limited2.61%
- 7Mahindra & Mahindra Limited2.54%
- 8Reliance Industries Limited2.45%
- 9Bharti Airtel Limited2.42%
- 10Ntpc Limited2.25%
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