16 Jan, 10:24 - Indian

Nifty Midcap 100 60204 (0.73)

Nifty Pharma 22414.7 (-0.40)

Nifty Bank 60079.65 (0.84)

Nifty IT 38957.9 (3.00)

Nifty 50 25848.05 (0.71)

SENSEX 84070.19 (0.82)

Nifty Smallcap 100 17467.05 (0.32)

Nifty Next 50 69263.05 (0.69)

16 Jan, 10:24 - Global

NIKKEI 225 54075.53 (-0.06)

HANG SENG 26806.5 (-0.44)

S&P 6965.97 (0.26)

Login/Signup
Careers

Fund Overview

AXIS Business Cycles Fund - Regular (G)

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

Nav (₹)

16.50

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
img
Performance
Scheme Name 3 Months (%) 6 Months (%) YTD (%) 1 Year (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception (%)
AXIS Business Cycles Fund - Regular (G) 0.18 0.24 -0.84 7.42 NA NA NA 18.88
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (Nifty 500 TRI)

1Lakh investment Grown to 1.07 Lakh

10,000 investment Grown to 1.24 Lakh

1Lakh investment Grown to 1.10 Lakh

img
Key Parameters
AUM(₹ Cr.) 2,213
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 31 12 25 )
Company Asset No.of shares Value (₹ in Cr)
ICICI Bank Equity 1081650 145.25
HDFC Bank Equity 900368 89.24
Infosys Equity 479008 77.38
Larsen & Toubro Equity 183097 74.77
UltraTech Cem. Equity 59775 70.44
Bharti Airtel Equity 278159 58.57
Kotak Mah. Bank Equity 262890 57.86
SBI Equity 581363 57.10
Shriram Finance Equity 551614 54.95
M & M Equity 133350 49.46
C C I Reverse Repo 0 44.61
GE Vernova T&D Equity 139377 43.66
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 2,212.89 7.42 NA NA 18.88 22-Feb-2023 1.0145 3.75
Quant BFSI Fund 768.69 28.38 NA NA 29.15 20-Jun-2023 1.2553 4.87
ICICI Pru Commodities Fund 3,408.52 25.07 16.86 23.47 27.24 15-Oct-2019 0.7902 4.27
HDFC Defence Fund 7,390.95 21.05 NA NA 38.77 02-Jun-2023 1.0621 8.83
ICICI Pru Focused Equity Fund 14,568.53 19.66 22.87 19.91 14.63 28-May-2009 1.3142 3.55
SBI Focused Fund 43,173.02 19.26 18.94 16.23 18.51 11-Oct-2004 1.1263 3.03
ICICI Pru Business Cycle Fund 15,958.05 19.11 21.87 NA 20.57 18-Jan-2021 1.3655 3.28
ICICI Pru Retirement Fund - Pure Equity 1,642.46 18.82 24.20 21.60 19.34 27-Feb-2019 1.2232 4.17
Invesco India PSU Equity Fund 1,448.71 18.71 29.44 26.56 12.52 27-Nov-2009 1.0089 6.38
SBI Comma Fund 862.98 18.29 17.46 17.52 12.48 08-Aug-2005 0.7971 4.38
1 2 3  Next