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13 Feb, EOD - Global

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Fund Overview

AXIS Business Cycles Fund - Regular (G)

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

Nav (₹)

14.77

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) -6.76 -8.26 8.21 NA NA NA 21.83
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (Nifty 500 TRI)

1Lakh investment Grown to 1.08 Lakh

10,000 investment Grown to 1.13 Lakh

1Lakh investment Grown to 1.07 Lakh

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Key Parameters
AUM(₹ Cr.) 2,397
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 01 25 )
Company Asset No.of shares Value (₹ in Cr)
HDFC Bank Equity 824019 139.98
ICICI Bank Equity 1064831 133.40
Larsen & Toubro Equity 207583 74.05
Bharti Airtel Equity 452500 73.59
UltraTech Cem. Equity 61664 70.84
Interglobe Aviat Equity 142708 61.71
Infosys Equity 308957 58.08
Reliance Industr Equity 445784 56.40
TCS Equity 124046 51.01
M & M Equity 169651 50.72
CreditAcc. Gram. Equity 437677 47.39
Hind. Unilever Equity 178330 44.03
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 2,397.21 8.21 NA NA 21.83 22-Feb-2023 1.4479 3.31
Motilal Oswal Large Cap Fund 1,684.03 27.00 NA NA 25.26 06-Feb-2024 1.578 3.71
Motilal Oswal Midcap Fund 24,488.00 24.88 27.41 26.41 22.56 24-Feb-2014 1.1028 5.28
Motilal Oswal Small Cap Fund 4,061.82 23.47 NA NA 22.81 26-Dec-2023 1.1906 4.83
Motilal Oswal Flexi Cap Fund 11,855.06 22.88 18.42 14.86 17.22 28-Apr-2014 0.7632 4.52
Franklin India Opportunities Fund 5,948.48 18.73 24.89 24.87 13.30 21-Feb-2000 1.129 4.59
Invesco India Focused Fund 3,360.52 18.59 17.70 NA 23.82 30-Sep-2020 0.7506 4.50
Bandhan Small Cap Fund 9,236.21 18.30 23.55 NA 32.71 25-Feb-2020 0.9518 5.13
Invesco India Midcap Fund 5,645.33 17.88 19.95 22.48 16.33 19-Apr-2007 0.8463 4.67
Motilal Oswal Large and Midcap Fund 8,446.92 17.53 19.87 20.71 21.85 17-Oct-2019 0.8714 4.79
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