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Fund Overview

AXIS Business Cycles Fund - Regular (G)

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

Nav (₹)

16.61

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) 2.98 14.74 1.59 NA NA NA 22.51
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (Nifty 500 TRI)

1Lakh investment Grown to 1.02 Lakh

10,000 investment Grown to 1.26 Lakh

1Lakh investment Grown to 1.01 Lakh

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Key Parameters
AUM(₹ Cr.) 2,335
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 07 25 )
Company Asset No.of shares Value (₹ in Cr)
ICICI Bank Equity 1052228 155.88
HDFC Bank Equity 701626 141.60
UltraTech Cem. Equity 61664 75.53
Bharti Airtel Equity 383640 73.44
Reliance Industr Equity 490884 68.24
Larsen & Toubro Equity 167934 61.07
GE Vernova T&D Equity 200000 54.54
Infosys Equity 338415 51.07
M & M Equity 151976 48.68
Interglobe Aviat Equity 82077 48.51
RHI Magnesita Equity 854379 42.80
Kotak Mah. Bank Equity 207569 41.07
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 2,334.55 1.59 NA NA 22.51 22-Feb-2023 1.1801 3.97
Motilal Oswal Multi Cap Fund 4,130.34 18.15 NA NA 28.58 18-Jun-2024 0.9319 6.37
Invesco India Midcap Fund 7,801.80 14.95 28.40 28.57 17.16 19-Apr-2007 1.3431 4.60
Helios Financial Services Fund 188.65 14.09 NA NA 13.56 24-Jun-2024 0.4649 4.12
Invesco India Large & Mid Cap Fund 8,007.10 12.94 25.65 24.42 13.79 09-Aug-2007 1.3059 4.24
Motilal Oswal Large Cap Fund 2,636.51 12.80 NA NA 24.23 06-Feb-2024 1.3383 3.76
WhiteOak Capital Special Opportunities Fund 1,092.96 11.50 NA NA 23.83 04-Jun-2024 0.5333 5.06
Bandhan Financial Services Fund 1,057.98 11.36 NA NA 20.59 28-Jul-2023 1.0809 3.85
Sundaram Services Fund 4,366.51 10.51 18.09 24.73 19.89 21-Sep-2018 1.0518 3.62
HDFC Focused Fund 21,456.24 9.98 22.83 27.44 16.23 17-Sep-2004 1.6191 2.93
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