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OmniAsset › Mutual funds › Axis Business Cycles Fund

Axis Business Cycles Fund

Sectoral / Thematic fund benchmarked to Nifty 500 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202616.0
CategorySectoral / Thematic
PlanRegular · Idcw
Launched2 Feb 2023
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty 500 TRI
Expense ratiodirect plan, a year2.26%
AUM₹5.68 Cr
Growth of ₹10,000₹15,96827 Feb 2023 to 2 Sep 2026
₹17,196₹15,352₹13,508₹11,664₹9,820Feb 2023Jan 2024Dec 2024Oct 2025Sep 2026
₹15,968 (+14.3% a year) Axis Business Cycles Fund

Performance (trailing, annualised)

1Y annualised-1.96%
3Y annualised9.96%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,18,142-2.85%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,78,2493.24%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202419.56%
Calendar 20253.10%

Rolling returns

Rolling 1Y · average130 windows since 28 Feb 202414.71%
Rolling 1Y · median6.48%
Rolling 1Y · worst window-6.00%
Rolling 1Y · best window43.90%
Rolling 1Y · windows positive80%
Rolling 3Y · average27 windows since 27 Feb 202613.52%
Rolling 3Y · median13.88%
Rolling 3Y · worst window9.90%
Rolling 3Y · best window17.89%
Rolling 3Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)15.48%
Downside deviation (3Y)11.72%
Maximum drawdown-19.64%

Management

Fund managerMr. Ashish Naik
Managing since2 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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