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Fund Overview

AXIS Business Cycles Fund - Regular (G)

Get details information of scheme on investment, NAV, Performation.

Nav (₹)

16.71

Inception Date

22-02-2023

Category

Equity - Diversified
Investment Objectives

To provide long term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Risk O Meter
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Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception (%)
AXIS Business Cycles Fund - Regular (G) 0.66 9.36 0.42 NA NA NA 21.36
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (Nifty 500 TRI)

1Lakh investment Grown to 1.00 Lakh

10,000 investment Grown to 1.27 Lakh

1Lakh investment Grown to 1.02 Lakh

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Key Parameters
AUM(₹ Cr.) 2,256
Type OPEN ENDED
Entry Load Nil
Minimum investment(₹) 100
Expense Ratio (%) 0
Benchmark Nifty 500 TRI
Fund Manager Ashish Naik
Exit If redeemed / switched-out within 12 months - For 10% of investment: Nil For remaining investment: 1% If redeemed/switched out after 12 months from the date of allotment: Nil
Incrimental Invest(₹) 100
NAV Movement
3M 6M 1Y 3Y 5Y
AUM Movement
3M 6M 1Y 3Y 5Y
Asset Allocation Pie chart
Top Company Holding (As on 30 09 25 )
Company Asset No.of shares Value (₹ in Cr)
ICICI Bank Equity 1052228 141.84
HDFC Bank Equity 1166236 110.91
Bharti Airtel Equity 458359 86.10
UltraTech Cem. Equity 61664 75.37
Infosys Equity 505777 72.92
Larsen & Toubro Equity 188809 69.09
M & M Equity 174601 59.84
GE Vernova T&D Equity 175881 52.07
SBI Equity 542783 47.36
Interglobe Aviat Equity 82077 45.92
Hind. Unilever Equity 159937 40.21
Vishal Mega Mart Equity 2548293 37.97
Sector Holding Pie Chart
Peer Comparison
Scheme Name AUM (₹ IN Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception (%) Inception Date Sharpe Std.Dev
AXIS Business Cycles Fund 2,256.00 0.42 NA NA 21.36 22-Feb-2023 1.0337 3.90
Motilal Oswal Business Cycle Fund 1,984.52 14.58 NA NA 25.94 27-Aug-2024 0.1475 6.22
HDFC Defence Fund 7,024.28 13.97 NA NA 46.35 02-Jun-2023 1.173 9.13
Motilal Oswal Multi Cap Fund 4,310.07 12.05 NA NA 28.07 18-Jun-2024 0.6641 6.09
Helios Financial Services Fund 192.44 11.51 NA NA 14.29 24-Jun-2024 0.2322 4.04
Quant BFSI Fund 655.17 11.15 NA NA 29.59 20-Jun-2023 1.1376 5.13
Motilal Oswal Large Cap Fund 2,779.28 10.27 NA NA 22.70 06-Feb-2024 1.0865 3.66
Invesco India Midcap Fund 8,518.36 9.75 28.80 28.44 17.09 19-Apr-2007 1.2118 4.61
HDFC Focused Fund 23,532.98 9.71 23.50 29.40 16.24 17-Sep-2004 1.5214 2.86
ICICI Pru Business Cycle Fund 14,148.34 9.08 24.12 NA 21.64 18-Jan-2021 1.3533 3.43
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