Axis Business Cycles Fund Direct Growth

Scheme code: INF846K016N4 NAV value: ₹ 15.5800 NAV date: 19 March, 2026 TER: 0.97%
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year-4.7046.3111.8119.8213.63
3 year16.3019.5318.0817.9818.78

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.6119.82
3 year 6.2830.9515.0417.98
5 year 8.3826.0214.22
7 year 10.1815.6212.93
10 year 11.4212.9312.18
15 year -5.6515.886.78
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4719.784.4919.82
3 year 6.5619.6413.5717.98
5 year 9.2212.2910.75
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.7519.82
3 year 7.6821.4915.0617.98
5 year 10.3713.511.93
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.1619.82
3 year 8.0432.0317.8117.98
5 year 8.1828.6415.34
7 year 10.6416.4213.77
10 year 12.5614.0613.31

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,85,418 - Absolute Returns: ₹85,418 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹42,67,616 - Absolute Returns: ₹6,67,616 - CAGR: %

Drawdown Metrics

Max Drawdown

-19.25 %

Drawdown Duration

5 months

Avg Drawdown

-3.35 %

Calmar Ratio by Duration

1 Y

1.0295

3 Y

0.9339

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year 2.83 1.01 102.7 98.8 6.80 % 4.00 %
3 years 5.36 0.99 100.5 93.0 16.60 % 11.28 %
5 years 3.17 0.98 99.2 91.0 9.41 % 6.23 %
7 years 2.18 0.98 99.2 91.0 6.64 % 4.41 %
10 years 1.45 0.98 99.2 91.0 4.60 % 3.07 %
12 years 1.17 0.98 99.2 91.0 3.82 % 2.55 %
15 years 0.90 0.98 99.2 91.0 3.04 % 2.03 %