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Fund Overview

AXIS Business Cycles Fund - Regular (G)

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

Nav (₹)

15.42

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 (%) YTD (%) 1 Year (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception (%)
AXIS Business Cycles Fund - Regular (G) -6.38 -6.77 -7.33 7.83 15.56 NA NA 15.25
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 1.14 Lakh

1Lakh investment Grown to 1.09 Lakh

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Key Parameters
AUM(₹ Cr.) 2,145
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 28 02 26 )
Company Asset No.of shares Value (₹ in Cr)
ICICI Bank Equity 1138270 156.96
Larsen & Toubro Equity 183097 78.33
HDFC Bank Equity 864299 76.73
SBI Equity 581363 69.86
Reliance Industr Equity 459311 64.02
UltraTech Cem. Equity 49183 62.35
Kotak Mah. Bank Equity 1405049 58.34
Axis Bank Equity 368089 50.94
M & M Equity 147101 49.98
GE Vernova T&D Equity 120093 46.24
Infosys Equity 338669 44.03
Bharti Airtel Equity 222731 41.86
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 2,145.25 7.83 15.56 NA 15.25 22-Feb-2023 1.0145 3.75
HDFC Defence Fund 7,793.88 41.70 NA NA 38.14 02-Jun-2023 1.0621 8.83
Quant BFSI Fund 760.66 28.16 NA NA 23.85 20-Jun-2023 1.2553 4.87
SBI PSU Fund 5,979.80 27.75 31.74 26.38 8.40 07-Jul-2010 1.0076 6.24
Invesco India PSU Equity Fund 1,491.71 26.32 29.80 24.41 12.33 27-Nov-2009 1.0089 6.38
Aditya Birla SL PSU Equity Fund 5,713.52 25.74 28.47 25.23 22.89 30-Dec-2019 0.9303 6.18
ICICI Pru MidCap Fund 6,969.01 24.92 24.03 18.78 17.36 28-Oct-2004 1.0344 4.66
HSBC Midcap Fund 12,175.46 21.74 22.77 16.87 18.37 09-Aug-2004 1.0633 4.85
SBI Comma Fund 896.01 21.74 19.33 15.13 12.38 08-Aug-2005 0.7971 4.38
Kotak MNC Fund 1,966.53 20.93 NA NA 3.73 28-Oct-2024 0.0974 4.08
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