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Axis Business Cycles Fund - Direct Plan - Growth

Axis · International
High
₹16.59
Current NAV
26 Oct 2026
-4.8%
1Y Return
11.7%
3Y CAGR
16.5%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.75%.
  • Generates significant excess returns relative to benchmark index (Alpha: 6.85).
  • Well-diversified portfolio aligned with the International mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.85
Sharpe Ratio
1.05
Beta
6.85
Alpha
0.98
Sortino
Fund Details
Fund House Axis
Category International
AUM ₹7900 Cr
Expense Ratio 0.75%
Min SIP ₹500
Min Lumpsum ₹1000
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