Axis Business Cycles Fund · Regular · Growth
NAV
₹16.6400
as of 29 Sept 2026
Expense Ratio
2.37%
AUM
₹2,056 Cr
Lumpsum returns (CAGR)
- 1Y
- +2.46%
- 3Y
- +11.30%
- 5Y
- —
- Since Inception
- +15.19%
SIP returns (XIRR)
- 1Y
- +2.36%
- 3Y
- +5.47%
- 5Y
- —
- Since Inception
- +8.31%
What history actually did — last 3 years (Oct 2023 – Sept 2026)
A ₹5,000 monthly SIP for the last 3 years (Oct 2023 – Sept 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹1,87,163 today — ₹1,75,000 invested, 4.6% XIRR.
₹1,75,000
Invested
₹1,87,163
Value today
4.6%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 3 years (Oct 2023 – Sept 2026)
Real NAV backtest
₹1,00,000 invested 3 years ago would be ₹1,37,862 today (11.3% CAGR).
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 3 years (Oct 2023 – Sept 2026) (3 Jun 2024) would be ₹1,07,702 today (1.08×).
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, annualised-0.02
Sharpe Ratio
+0.02
Alpha
0.24
Beta
-0.02
Sortino
13.82%
Std Dev
-14.21%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Banks17.62%
- Auto Components7.30%
- Chemicals & Petrochemicals6.19%
- Finance5.05%
- Retailing4.88%
- Industrial Products4.42%
- IT - Software4.15%
- Construction3.84%
- Cement & Cement Products3.69%
- Automobiles3.49%
- Financial Technology (Fintech)3.07%
- Non - Ferrous Metals2.96%
Each sector links to the mutual funds most exposed to it.
Thinking about Axis Business Cycles Fund · Regular · Growth?
Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.
Fund Details
Available transactions
Portfolio holdings
- 1Larsen & Toubro Limited3.84%
- 2Icici Bank Limited3.72%
- 3Axis Bank Limited3.59%
- 4Hdfc Bank Limited2.95%
- 5Grasim Industries Limited2.76%
- 6Kotak Mahindra Bank Limited2.48%
- 7Aether Industries Limited2.42%
- 8Bharti Airtel Limited2.39%
- 9Indusind Bank Limited2.34%
- 10Mahindra & Mahindra Limited2.27%
What this fund does
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 ₹2,056 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.37%.