Axis Business Cycles Fund - Direct Plan - Growth
Axis Mutual Fund Equity Sectoral/ Thematic
Expense Ratio
0.74%
AUM
₹94.54 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-35.44%
Poor
6 Months
-2.86%
Poor
1 Year
+5.51%
Below Average
3 Years
+18.47%
Excellent
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 11 quarters
AUM Metrics
Key indicators
Current AUM
₹94.54 Cr
Recent Trend
Growing
Stability Score
17.9
Growth Assessment
Good Growth
Growth Performance
Historical returns
1Y
Annual Growth
+10.94%
3Y
3Y CAGR
N/A
5Y
5Y CAGR
N/A
Growth Assessment: Good Growth
• Steady growth in investor base
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
13.20%
Annualized standard deviation
Sharpe Ratio
1.021
Good - Risk-adjusted return
Max Drawdown
-19.30%
Moderate - Worst decline
Consistency
82.6%
Performance consistency
Volatility Breakdown
Daily Volatility
0.83%
Average daily price movement
Annualized Volatility
13.20%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance