48
Business CycleHold
Axis BusIness Cycles
Axis · Direct–Growth · rank #9 of 19 by Smart Score
Data updated
Trailing returns
1 Year
7.5%
+4.4% vs index
3 Years
14.4%
+2.8% vs index
5 Years
—
Since launch
18.4%
Year-by-year performance
2024
+21.1%+5.5% vs index
2025
+4.5%-3.2% vs index
2026
+4.9%+7.0% vs index
Why this score
Axis BusIness Cycles scores 48/100 — #9 of 19 Business Cycle fund (Hold). It stands out for fund size — beating 76% of peers on fund size. 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 ratio1.61% · 18th percentile in category
Fund size2113.57 Cr · 76th percentile in category
Volatility15.93 · 32nd percentile in category
Sharpe ratio0.64 · 56th percentile in category
Sortino ratio0.69 · 56th percentile in category
Alpha1.04 · 44th percentile in category
Top holdings
1.Larsen & Toubro Ltd3.81%
2.ICICI Bank Ltd3.74%
3.Axis Bank Ltd3.46%
4.HDFC Bank Ltd3.18%
5.Mahindra & Mahindra Ltd2.71%
77 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.