Which funds are similar to Axis Business Cycles Fund Direct-Growth?
Funds similar to Axis Business Cycles Fund Direct-Growth in the Equity: Thematic-Business Cycle category include ICICI Prudential Business Cycle Fund Direct-Growth, Kotak Business Cycle Fund Direct-Growth, and HDFC Business Cycle Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Axis Business Cycles Fund Direct-Growth in its category?
The category rank of Axis Business Cycles Fund Direct-Growth is shown in the Trailing Returns section above.
How does Axis Business Cycles Fund Direct-Growth's expense ratio compare to similar funds?
Axis Business Cycles Fund Direct-Growth has an expense ratio of 1.59%. The peers ICICI Prudential Business Cycle Fund Direct-Growth has an expense ratio of 1.01% and Kotak Business Cycle Fund Direct-Growth has 0.77%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Axis Business Cycles Fund Direct-Growth's AUM compare to similar funds?
Axis Business Cycles Fund Direct-Growth has an AUM of ₹2,125.96 crore. The peers ICICI Prudential Business Cycle Fund Direct-Growth has an AUM of ₹16,122.8 crore and Kotak Business Cycle Fund Direct-Growth has ₹3,411.09 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Thematic-Business Cycle?
The top performing fund in the Equity: Thematic-Business Cycle category on a 3-year basis is HSBC Business Cycles Fund Direct-Growth with a CAGR of 16.36% as of 7 Sep 2026. Axis Business Cycles Fund Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.
How does Axis Business Cycles Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Axis Business Cycles Fund Direct-Growth has a Sharpe ratio of 0.62 compared to the Equity: Thematic-Business Cycle average of 0.62 as of 7 Sep 2026. It ranks 6 out of 9 funds in its category on Sharpe ratio.
