Compiled by Rupeestop LLP, SEBI RIA INA000022701. NAV as on 18 Aug 2026. Factsheet Jun 2026. About · Disclosures
Axis Business Cycles Fund Direct Growth
Axis Mutual FundThematic Business CycleDirectGrowthVery high risk
NAV
₹18.24
As on 18 Aug 2026
Vs category
| Period | This fund | Category | Rank |
|---|---|---|---|
| 1 year | +6.85% | — | — |
| 3 year | +15.47% | — | — |
| 5 year | +18.82% | — | — |
- Sharpe
- 0.60
- Std dev
- 15.91%
Returns
From NAVs through 18 Aug 2026
1Y
+6.85%
Total
3Y
+15.47%
p.a.
5Y
+18.82%
p.a.
SI
+18.82%
p.a.
Calendar years
+36.70%2023
+21.14%2024
+4.47%2025
+5.43%2026 YTD
Rolling 1-year · 30 overlapping windows
-1.05%avg +17.08%+45.17%
Fund facts
Fund details from the Jun 2026 factsheet
Fund size
₹2,058.24 Cr
Expense ratio
0.91%
Exit load
None
Lock-in
None
BenchmarkNIFTY 500 TRI
Launched22 Feb 2023
Risk levelVery high
StructureOpen Ended
ISININF846K016N4
Where the money is invested
Split by asset type.
By asset type
Equity96.70%
Cash3.30%
What the fund holds
88 holdings · portfolio as on 30 May 2026
- 4.08%Larsen & Toubro LtdIndustrials
- 3.54%Axis Bank LtdFinancial Services
- 3.38%ICICI Bank LtdFinancial Services
- 3.08%HDFC Bank LtdFinancial Services
- 2.7%Grasim Industries LtdBasic Materials
- 2.62%Kotak Mahindra Bank LtdFinancial Services
- 2.51%Mahindra & Mahindra LtdConsumer Cyclical
- 2.35%Bharti Airtel LtdCommunication Services
- 2.34%Eternal LtdConsumer Cyclical
- 2.32%Clearing Corporation of India Ltd
Concentration
Top 5 weight
16.77%
Top 10 weight
28.92%
Avg turnover
85.21%
Risk and quality measures
How steady the returns have been.
Return quality
Sharpe
0.6
Return per unit of total risk
Sortino
0.63
Return per unit of downside risk
Information ratio
0.54
Consistency of outperformance
Risk
Std deviation
15.91%
How much returns swing
Who manages this fund
1 fund manager
- ANAshish Naik9.7 years in the industryRuns 17 schemes
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- DSP Business Cycle Fund - Direct Plan - IDCW ReinvestmentdirectCompare
SIP illustration
Rate
+15.47%
Invested
₹6,00,000
Illustrated
₹14,34,366
₹5,000/mo × 10 years at this fund's 3Y CAGR. Illustration, not a forecast. SIP calculator
Other versions
- regularGrowthAxis Business Cycles Fund Regular GrowthNAV ₹16.73
- regularIDCWAxis Business Cycles Fund Regular IDCW ReinvestmentNAV ₹16.53
- directIDCWAxis Business Cycles Fund Direct IDCW ReinvestmentNAV ₹17.17
FAQ
What is Axis Business Cycles Fund Direct Growth NAV today?
- The latest NAV of Axis Business Cycles Fund Direct Growth is ₹18.24 as on 18 Aug 2026.
How has Axis Business Cycles Fund Direct Growth performed vs its category?
- 1-year return +6.85%. Past performance does not guarantee future returns.
What are the returns of Axis Business Cycles Fund Direct Growth?
- Trailing returns from published NAVs: 1 year +6.85%, 3 year +15.47% a year, 5 year +18.82% a year, since our first NAV +18.82% a year. Past performance does not guarantee future returns.
How would a SIP in Axis Business Cycles Fund Direct Growth have been illustrated?
- The SIP illustration on this page uses ₹5,000 a month for 10 years at this fund's 3-year annualised return of +15.47%. It is not a forecast.
What is the expense ratio and fund size of Axis Business Cycles Fund Direct Growth?
- For Axis Business Cycles Fund Direct Growth, the expense ratio is 0.91% and fund size (AUM) is ₹2,058.24 Cr.
What is the ISIN of Axis Business Cycles Fund Direct Growth?
- The ISIN for Axis Business Cycles Fund Direct Growth is INF846K016N4.
Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance does not guarantee future returns and is not an indicator of future results.
Figures on this page come from published NAVs and the scheme's monthly factsheet. They are for information only and are not investment advice or a recommendation to buy or sell any scheme.