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Axis Business Cycles Fund - Direct Plan - IDCW

Axis · International
High
₹17.31
Current NAV
25 Jun 2026
22.0%
1Y Return
9.0%
3Y CAGR
12.0%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.1%.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.00).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.50
Sharpe Ratio
0.40
Beta
5.00
Alpha
0.55
Sortino
Fund Details
Fund House Axis
Category International
AUM ₹2050 Cr
Expense Ratio 0.10%
Min SIP ₹500
Min Lumpsum ₹1000
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