NAV Growth
Growth of each fund's NAV over the selected period, rebased to 0%
-
-
-
1M
3M
6M
1Y
3Y
5Y
Fund Details
| Fund Details | Baroda BNP Paribas Business Cycle Fund - Direct (G) | AXIS Business Cycles Fund - Direct (G) |
|---|---|---|
| Fund Type | Equity | Equity |
| Risk | Very High | Very High |
| Min SIP Amount | ₹500 | ₹100 |
| Min Lumpsum | ₹5,000 | ₹100 |
| Expense Ratio | 1.04% | 1.60% |
| NAV | ₹16.43 (21 Oct 2026) | ₹16.85 (21 Oct 2026) |
| Fund Size | ₹534.72 Cr | ₹2,039.20 Cr |
| Fund Started | 15 Sept 2021 | 22 Feb 2023 |
| Lock-in Period | No lock-in | No lock-in |
| Exit Load |
Returns
| Returns | Baroda BNP Paribas Business Cycle Fund - Direct (G) | AXIS Business Cycles Fund - Direct (G) |
|---|---|---|
| 1M | -3.41% | -4.63% |
| 3M | -3.41% | -3.06% |
| 6M | -0.52% | 1.24% |
| 1Y | -0.93% | -1.27% |
| 3Y | 11.81% | 12.08% |
| 5Y | 9.83% | — |
| Since Inception | 10.39% |
Risk Ratios
Trailing risk-adjusted performance measures
| Risk Ratio | Baroda BNP Paribas Business Cycle Fund - Direct (G) | AXIS Business Cycles Fund - Direct (G) |
|---|---|---|
| Alpha | 8.60 | 2.91 |
| Beta | 1.07 | 1.01 |
| Sharpe | 0.46 | 0.50 |
| Standard Deviation | 4.71 | 4.69 |
Holding Analysis
| Holding Analysis | Baroda BNP Paribas Business Cycle Fund - Direct (G) | AXIS Business Cycles Fund - Direct (G) |
|---|---|---|
| Top 5 Holdings | 26.35% | 17.41% |
| Top 10 Holdings | 42.06% | 30.07% |
| Portfolio Turnover | 0.49 | 1.08 |
| Equity | 94.32% | 95.60% |
| Debt | 6.73% | 3.58% |
| Cash | — | — |
Top Holdings
Baroda BNP Paribas Business Cycle Fund - Direct (G)
| Name | Assets |
|---|---|
| 5.93% | |
| 5.80% | |
| 5.16% | |
| 4.93% | |
| 4.53% | |
| 4.11% | |
| 3.21% | |
| 3.13% | |
| 2.80% | |
Fund Manager
| Fund Manager | Baroda BNP Paribas Business Cycle Fund - Direct (G) | AXIS Business Cycles Fund - Direct (G) |
|---|---|---|
| Name | , |
About Fund
| About | Baroda BNP Paribas Business Cycle Fund - Direct (G) | AXIS Business Cycles Fund - Direct (G) |
|---|---|---|
| AMC | Baroda BNP Paribas Mutual Fund | Axis Mutual Fund |
| Scheme Category | Thematic Fund | Thematic Fund |
| Benchmark | BSE 500 TRI | Nifty 500 TRI |
| Launch Date | 24 Aug 2021 | 02 Feb 2023 |
