Axis Business Cycles Fund
Direct · Growth ₹17.71
21 Jul 2026
NAV
16.3%
3Y CAGR
16.6%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
7.18
Sharpe
-19.3%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.62 L | 16.8% | -22.4% | 53.1% |
| 3 Years | ₹36.00 L | ₹40.69 L | 9.0% | 1.7% | 15.2% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 16.8% | 14.5% | 13.7% | +2.4% |
| 3 Years | 9.0% | 11.2% | 17.2% | -2.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 17.5% | 9.0% | -4.7% | 46.3% | 0.65 | 3.58 | 92% | — | — |
| 3 Years | 16.3% | 16.0% | 13.9% | 19.5% | 7.18 | — | 100% | — | — |
-19.3%
Max Drawdown
5 mo
Drawdown Duration
16 mo
Recovery Time
-3.5%
Avg Drawdown
Calmar Ratio by Duration
0.91
1Y
0.84
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +6.83 | 1.06 | 106.8% | 97.9% | 2.8% | -3.4% |
| 3 Years | +7.71 | 1.02 | 104.3% | 94.7% | 14.4% | 6.7% |
| 5 Years | +5.02 | 0.99 | 101.0% | 90.5% | 12.0% | 7.0% |
| 7 Years | +3.47 | 0.99 | 101.0% | 90.5% | 8.4% | 4.9% |
| 10 Years | +2.36 | 0.99 | 101.0% | 90.5% | 5.8% | 3.4% |
| 12 Years | +1.94 | 0.99 | 101.0% | 90.5% | 4.8% | 2.9% |
| 15 Years | +1.54 | 0.99 | 101.0% | 90.5% | 3.9% | 2.3% |
72
Total Holdings
28.9%
Top 10 Weight
33
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Larsen & Toubro Limited | 4.08% |
| 2 | Axis Bank Limited | 3.54% |
| 3 | ICICI Bank Limited | 3.38% |
| 4 | HDFC Bank Limited | 3.08% |
| 5 | Grasim Industries Limited | 2.70% |
| 6 | Kotak Mahindra Bank Limited | 2.62% |
| 7 | Mahindra & Mahindra Limited | 2.51% |
| 8 | Bharti Airtel Limited | 2.35% |
| 9 | Eternal Limited | 2.34% |
| 10 | Reliance Industries Limited | 2.27% |