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Fund Overview

AXIS Business Cycles Fund - Regular (G)

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

Nav (₹)

16.08

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) 12.29 19.47 37.67 NA NA NA 40.21
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (Nifty 500 TRI)

1Lakh investment Grown to 1.38 Lakh

10,000 investment Grown to 1.45 Lakh

1Lakh investment Grown to 1.37 Lakh

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Key Parameters
AUM(₹ Cr.) 2,826
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 06 24 )
Company Asset No.of shares Value (₹ in Cr)
HDFC Bank Equity 1020675 171.86
ICICI Bank Equity 1239093 148.64
Reliance Industr Equity 446854 139.90
TCS Equity 229125 89.45
St Bk of India Equity 970321 82.38
CreditAcc. Gram. Equity 511377 67.61
Bharti Airtel Equity 425000 61.37
Sona BLW Precis. Equity 917111 58.79
Chola Financial Equity 397989 57.85
CIE Automotive Equity 1003783 57.45
Bharat Electron Equity 1877734 57.44
Mphasis Equity 228523 56.14
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 2,825.78 37.67 NA NA 40.21 22-Feb-2023 2.8984 2.58
HDFC Defence Fund 3,665.95 114.88 NA NA 108.37 02-Jun-2023 3.7572 6.11
SBI PSU Fund 3,694.68 89.54 40.25 26.54 9.02 07-Jul-2010 1.3966 5.92
Invesco India PSU Equity Fund 1,362.76 87.09 39.04 31.40 13.92 27-Nov-2009 1.5637 5.31
Aditya Birla SL PSU Equity Fund 5,121.77 85.44 40.33 NA 32.29 30-Dec-2019 1.5154 5.59
ICICI Pru PSU Equity Fund 2,643.41 83.36 NA NA 51.98 12-Sep-2022 2.4319 4.71
Quant Value Fund 1,914.73 69.93 NA NA 33.60 30-Nov-2021 1.1815 5.72
Bandhan Small Cap Fund 5,880.18 68.19 25.32 NA 38.63 25-Feb-2020 1.1057 4.92
Franklin India Opportunities Fund 4,575.97 67.15 30.19 27.43 13.95 21-Feb-2000 1.3497 4.29
ITI Mid Cap Fund 985.87 66.17 23.81 NA 25.81 05-Mar-2021 1.121 4.15
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