MonitorDirect · Growth
Axis Business Cycles Fund
- NAV
- 17.61
- 15 Sept 2026
- 1Y
- +5.7%
- Trailing CAGR
- AUM
- ₹2,125.96 Cr
- 31 Aug 2026
- Volatility
- Medium
- 13.9% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+5.7%
- 3Y+13.0%
- 5Yn/a
- 10Yn/a
- SI+18.1%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+10.6%
- 3Y+9.4%
- 5Yn/a
- 10Yn/a
- Since inception
- +18.1%
- Calendar-day CAGR
- Excess 1Y
- +0.6%
- Category median, same plan and option
- 3Y win rate
- +2%
- Windows beating the median
- 3Y percentile
- 38
- Vs comparable share classes
- Worst rolling 3Y
- +13.0%
- 136 daily-ending windows
- Median rolling 3Y
- +15.6%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +9.4%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 14 days
- 53 recovered episodes
- Longest recovery
- 493 days
- Trough to prior peak
- Current spell
- 16 days
- Days below latest peak
- Time below peak
- +82%
- NAV observations
24 Sept 2024 – 6 Jul 2026
Trough 28 Feb 2025 · recovered in 493 days
-19.3%
3 Jun 2024 – 12 Jun 2024
Trough 4 Jun 2024 · recovered in 8 days
-7.1%
11 Sept 2023 – 21 Nov 2023
Trough 26 Oct 2023 · recovered in 26 days
-6.1%
4 Mar 2024 – 1 Apr 2024
Trough 13 Mar 2024 · recovered in 19 days
-5.4%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
39
Vs category
54
Consistency
21
Risk-adjusted
70
Drawdown
52
Mean
47
Portfolio
31 Aug 2026 · 83 holdings · top 10 are 29.4%.
- Top 5
- 16.9%
- Top 10
- 29.4%
- Largest holding
- 3.8%
- Effective holdings
- 58.6
Larsen & Toubro Ltd
Industrials
3.8%
ICICI Bank Ltd
Financial
3.7%
Axis Bank Ltd
Financial
3.6%
HDFC Bank Ltd
Financial
2.9%
Grasim Industries Ltd
Materials
2.8%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
DSP Business Cycle Fund
DSP Mutual Fund
- 1Y
- 0.0%
- 3Y
- n/a
- Vol
- 13.8%
- Max DD
- -14.8%
- Sharpe
- -0.24
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
WhiteOak Capital ESG Best-In-Class Strategy Fund
WhiteOak Capital Mutual Fund
- 1Y
- -5.5%
- 3Y
- n/a
- Vol
- 13.3%
- Max DD
- -17.2%
- Sharpe
- -0.26
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
360 ONE QUANT FUND
360 ONE Mutual Fund
- 1Y
- -5.1%
- 3Y
- +14.0%
- Vol
- 16.6%
- Max DD
- -22.4%
- Sharpe
- 0.65
- 3Y win
- +94%
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Axis Consumption Fund
Axis Mutual Fund
- 1Y
- -8.2%
- 3Y
- n/a
- Vol
- 13.9%
- Max DD
- -20.1%
- Sharpe
- -0.66
- 3Y win
- n/a
- Lower volatility
- Higher win rate vs category
- Lower TER
Caveat: Deeper drawdown · Lower trailing returns
Invesco India Business Cycle Fund
Invesco Mutual Fund
- 1Y
- +11.4%
- 3Y
- n/a
- Vol
- 17.6%
- Max DD
- -16.0%
- Sharpe
- 1.24
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Higher volatility · Lower trailing returns