54
Business CycleHold
Axis BusIness Cycles
Axis · Direct–Growth · rank #6 of 19 by Smart Score
Data updated
Trailing returns
1 Year
-0.1%
+4.6% vs index
3 Years
12.4%
+3.0% vs index
5 Years
—
Since launch
16.2%
Year-by-year performance
2024
+21.1%+5.5% vs index
2025
+4.5%-3.2% vs index
2026
+0.1%+6.1% vs index
Why this score
Axis BusIness Cycles scores 54/100 — #6 of 19 Business Cycle fund (Hold). It stands out for sharpe ratio and fund size — beating 68% of peers on sharpe ratio. The main drag is its expense ratio (better than only 18% of peers).
Each bar shows the fund's percentile vs Business Cycle peers — a longer bar beats more of the category.
Expense ratio1.60% · 18th percentile in category
Sharpe ratio0.49 · 68th percentile in category
Fund size2041.28 Cr · 76th percentile in category
Volatility16.25 · 38th percentile in category
3Y return12.36% · 55th percentile in category
Sortino ratio0.53 · 62nd percentile in category
Top holdings
1.Larsen & Toubro Ltd3.79%
2.Axis Bank Ltd3.6%
3.ICICI Bank Ltd3.59%
4.HDFC Bank Ltd3.34%
5.Kotak Mahindra Bank Ltd2.72%
86 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.