Axis Business Cycles Fund · Regular · Growth
NAV
₹17.0300
as of 31 Jul 2026
Expense Ratio
2.06%
AUM
₹2,055 Cr
Lumpsum returns (CAGR)
- 1Y
- +3.40%
- 3Y
- +12.91%
- 5Y
- —
- Since Inception
- +16.76%
SIP returns (XIRR)
- 1Y
- +7.95%
- 3Y
- +8.51%
- 5Y
- —
- Since Inception
- +10.54%
What history actually did — last 3 years (Aug 2023 – Jul 2026)
A ₹5,000 monthly SIP for the last 3 years (Aug 2023 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹1,95,679 today — ₹1,75,000 invested, 7.7% XIRR.
₹1,75,000
Invested
₹1,95,679
Value today
7.7%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 3 years (Aug 2023 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 3 years ago would be ₹1,45,805 today (13.4% CAGR).
Fund vs Benchmark (TRI)
Same SIP, benchmark total-return index
The same SIP would be worth ₹1,95,679 in this fund vs ₹1,93,253 in the benchmark — outperformance of ₹2,426.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 3 years (Aug 2023 – Jul 2026) (3 Jun 2024) would be ₹1,10,227 today (1.10×).
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, annualised0.40
Sharpe Ratio
+0.08
Alpha
0.28
Beta
0.40
Sortino
14.77%
Std Dev
-14.21%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
- 1Larsen & Toubro Limited4.08%
- 2Icici Bank Limited3.65%
- 3Axis Bank Limited3.64%
- 4Hdfc Bank Limited3.26%
- 5Grasim Industries Limited2.64%
- 6Kotak Mahindra Bank Limited2.64%
- 7Mahindra & Mahindra Limited2.49%
- 8Eternal Limited2.44%
- 9Bharti Airtel Limited2.35%
- 10Aether Industries Limited2.30%
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 ₹2,055 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