52
Business CycleHold
Axis BusIness Cycles
Axis · Direct–Growth · rank #8 of 19 by Smart Score
Data updated
Trailing returns
1 Year
2.7%
+4.8% vs index
3 Years
13.2%
+3.4% vs index
5 Years
—
Since launch
17.8%
Year-by-year performance
2024
+21.1%+5.5% vs index
2025
+4.5%-3.2% vs index
2026
+3.7%+7.3% vs index
Why this score
Axis BusIness Cycles scores 52/100 — #8 of 19 Business Cycle fund (Hold). It stands out for fund size and sortino ratio — 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 ratio1.62% · 18th percentile in category
Fund size2171.33 Cr · 76th percentile in category
Volatility15.82 · 38th percentile in category
Sortino ratio0.61 · 65th percentile in category
Sharpe ratio0.64 · 59th percentile in category
3Y return13.21% · 55th percentile in category
Top holdings
1.Larsen & Toubro Ltd3.84%
2.ICICI Bank Ltd3.72%
3.Axis Bank Ltd3.59%
4.HDFC Bank Ltd2.95%
5.Grasim Industries Ltd2.76%
79 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.