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Fund Overview

AXIS Business Cycles Fund - Regular (G)

Get detailed information of scheme on investment, NAV, Performance.

Nav(₹)

16.59

Inception Date

22-02-2023

Category

Equity - Diversified
Invest
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 Years (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception
AXIS Business Cycles Fund - Regular (G) 13.17 1.59 2.28 23.87
Value of Investment in last

Lumpsum

1Lakh investment Grown to 1.02 Lakh

SIP

₹ 10000 Monthly SIP Grown to 1.25 Lakh

Benchmark

1Lakh investment Grown to 1.04 Lakh

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Key Parameters
AUM(₹ Cr.) 2,404
Type OPEN ENDED
Entry Load Nil
Minimum investment(₹) 100
Incrimental Investment(₹) 100
Expense Ratio (%) NA
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
Nav Movement
3M 6M 1Y 3Y 5Y Inception
AUM Movement
3M 6M 1Y 3Y 5Y Inception
Asset Allocation Pie chart
Top 10 Company Holdings
Company Asset Honding(%)
HDFC Bank Equity 6.73
ICICI Bank Equity 6.33
Reliance Industr Equity 4.08
Bharti Airtel Equity 3.20
UltraTech Cem. Equity 2.88
C C I Reverse Repo 2.86
Larsen & Toubro Equity 2.57
Interglobe Aviat Equity 2.11
M & M Equity 2.07
Jyoti CNC Auto. Equity 1.96
Sector Holdings Pie Chart
Peer Comparision
Scheme Name AUM (Rs.in Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception Inception Date Sharpe Std.Dev
AXIS Business Cycles Fund 2,404.24 2.28 NA NA 23.87 22-Feb-2023 1.1552 4.08
Motilal Oswal Multi Cap Fund 3,843.93 27.01 NA NA 35.67 18-Jun-2024 0.9662 6.91
Motilal Oswal Large Cap Fund 2,327.02 16.17 NA NA 27.18 06-Feb-2024 1.3254 3.90
Sundaram Services Fund 4,161.11 15.04 23.86 26.81 20.72 21-Sep-2018 0.9709 3.90
Invesco India Midcap Fund 6,641.11 14.75 32.33 30.37 17.17 19-Apr-2007 1.1945 4.86
WhiteOak Capital Special Opportunities Fund 943.81 14.51 NA NA 27.76 04-Jun-2024 0.4364 5.37
Motilal Oswal Large and Midcap Fund 10,840.40 13.31 33.21 29.57 23.87 17-Oct-2019 1.1944 5.55
Motilal Oswal Small Cap Fund 4,927.18 13.29 NA NA 25.71 26-Dec-2023 0.8688 5.99
Bandhan Innovation Fund 1,512.00 12.83 NA NA 22.89 30-Apr-2024 0.6806 6.20
Invesco India Large & Mid Cap Fund 7,273.57 12.27 29.59 25.66 13.75 09-Aug-2007 1.1752 4.46
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