Axis Business Cycles Fund-Reg(G)
Scheme Returns
8.36%
Category Returns
2.13%
Riskometer
- Low
- Low to moderate
- Moderate
- Moderately High
- High
- Very High
NAV Chart
Trailing Returns
| 1 Day | 1 week | 1 Mth | 3 Mth | 1 Yrs | 3 Yrs | 4 Yrs | 5 Yrs | Since Inception | |
| Axis Business Cycles Fund-Reg(G) | -0.40 | -0.07 | 8.36 | -7.28 | 6.29 | 0.00 | 0.00 | 0.00 | 21.46 |
| Equity - Thematic Fund - Other | -44.64 | -8.42 | 2.13 | -8.85 | 5.58 | 15.22 | 16.21 | 24.89 | 9.25 |
* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.
* Debt - Returns upto 1 year are annualized and over 1 year are CAGR.
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AMC
Axis Asset Management Company Ltd.
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Fund
Axis Mutual Fund
Snapshot
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Inception Date
22-Feb-2023
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Initial Price
₹10
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Entry Load
--
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Size of Fund(in Cr.)
219,496.35
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Scheme Plan
--
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Scheme Class
Equity - Thematic Fund - Other
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Objectives
To provide long term capital appreciation by investing predominantly in equity and equity relatedsecurities 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.
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Scheme Type
Open ended scheme
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Min. Investment
₹100
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Exit Load
--
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Latest NAV
15.03
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Fund Manager
Mr. Ashish Naik
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Fund Manager Profile
Previous experience includes 6 years with Goldman Sachs as an equity analyst.
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Fund Information
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AMC
Axis Asset Management Company Ltd.
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Address
One Lodha Place, 22 & 23 Floor, Senapati Bapat Marg, Lower Parel Mumbai - 400 013
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Phone
022-43255161
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Fax
022-43255199
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Email
customerservice@axismf.com
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Website
www.axismf.com
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Registrar Agent
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Registrar
KFin Technologies Limited
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Address
Selenium Building, Tower-B, Plot No 31 & 32 Financial District,Nanakramguda, Serilingampally Hyderabad - 500 032
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Phone
(040) 23312454 23320751 23320752
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Fax
(040) 23311968
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Email
customercare@karvy.com
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Website
https://mfs.kfintech.com/
Portfolio Details
Companies - Holding Percentage
| Company | Market Value | hold percentage |
|---|---|---|
| HDFC Bank Limited | 14275.31 | 6.67 |
| ICICI Bank Limited | 12821.63 | 5.99 |
| Bharti Airtel Limited | 7105.16 | 3.32 |
| Larsen & Toubro Limited | 6567.61 | 3.07 |
| InterGlobe Aviation Limited | 6389.47 | 2.98 |
| UltraTech Cement Limited | 6245.61 | 2.92 |
| Reliance Industries Limited | 5709.88 | 2.67 |
| Infosys Limited | 5214.27 | 2.43 |
| Tata Consultancy Services Limited | 4920.72 | 2.3 |
| Clearing Corporation of India Ltd | 4615.97 | 2.16 |
| Mahindra & Mahindra Limited | 4385.65 | 2.05 |
| HDFC Life Insurance Company Limited | 4042.22 | 1.89 |
| Hindustan Unilever Limited | 3905.87 | 1.82 |
| Sun Pharmaceutical Industries Limited | 3399.42 | 1.59 |
| RHI Magnesita India Limited | 3346.6 | 1.56 |
| State Bank of India | 3332.99 | 1.56 |
| Aether Industries Limited | 3084.03 | 1.44 |
| ITC Limited | 3016.9 | 1.41 |
| REC Limited | 2989.1 | 1.4 |
| Jyoti CNC Automation Ltd | 2903.89 | 1.36 |
| Mankind Pharma Limited | 2881.85 | 1.35 |
| CreditAccess Grameen Limited | 2731.86 | 1.28 |
| GE Vernova T&D India Limited | 2676.6 | 1.25 |
| DLF Limited | 2551.13 | 1.19 |
| Godrej Agrovet Limited | 2520.59 | 1.18 |
| Brigade Enterprises Limited | 2518.38 | 1.18 |
| 91 Days Tbill (MD 28/03/2025) | 2488.31 | 1.16 |
| Hindalco Industries Limited | 2441.64 | 1.14 |
| Delhivery Limited | 2429.72 | 1.13 |
| Net Receivables / (Payables) | 2414.52 | 1.13 |
| Minda Corporation Limited | 2393.58 | 1.12 |
| Sona BLW Precision Forgings Limited | 2244.6 | 1.05 |
| Jindal Stainless Limited | 2170.76 | 1.01 |
| Bharat Electronics Limited | 2162.31 | 1.01 |
| Cipla Limited | 2065.97 | 0.96 |
| Kotak Mahindra Bank Limited | 2046.98 | 0.96 |
| Zomato Limited | 2043.04 | 0.95 |
| Apar Industries Limited | 2020.97 | 0.94 |
| Fortis Healthcare Limited | 2005.75 | 0.94 |
| Cholamandalam Financial Holdings Limited | 1991.66 | 0.93 |
| Tata Power Company Limited | 1944.74 | 0.91 |
| K.P.R. Mill Limited | 1889.86 | 0.88 |
| Ambuja Cements Limited | 1880.13 | 0.88 |
| LTIMindtree Limited | 1866.38 | 0.87 |
| KEI Industries Limited | 1768.77 | 0.83 |
| Swiggy Limited | 1717.77 | 0.8 |
| TVS Motor Company Limited | 1632 | 0.76 |
| Emcure Pharmaceuticals Limited | 1615.53 | 0.75 |
| Varun Beverages Limited | 1613.26 | 0.75 |
| Indian Bank | 1581.62 | 0.74 |
| CG Power and Industrial Solutions Limited | 1564.26 | 0.73 |
| Tata Technologies Limited | 1524.36 | 0.71 |
| Trent Limited | 1455.47 | 0.68 |
| JSW Steel Limited | 1426.05 | 0.67 |
| United Spirits Limited | 1348.67 | 0.63 |
| Premier Energies Limited-Locked IN | 1344.53 | 0.63 |
| Sudarshan Chemical Industries Limited | 1299.32 | 0.61 |
| Coal India Limited | 1292.73 | 0.6 |
| Vishal Mega Mart Limited | 1272.05 | 0.59 |
| Shriram Finance Limited | 1271.16 | 0.59 |
| Solar Industries India Limited | 1264.43 | 0.59 |
| Vijaya Diagnostic Centre Limited | 1255.49 | 0.59 |
| Life Insurance Corporation Of India | 1247.44 | 0.58 |
| Titagarh Rail Systems Limited | 1241.2 | 0.58 |
| ICICI Prudential Life Insurance Company Limited | 1241.1 | 0.58 |
| Karur Vysya Bank Limited | 1238.53 | 0.58 |
| Gujarat Fluorochemicals Limited | 1227.56 | 0.57 |
| Onesource Specialty Pharma Limited | 1212.85 | 0.57 |
| Kaynes Technology India Limited | 1096.58 | 0.51 |
| Aditya Birla Real Estate Limited | 1088.93 | 0.51 |
| Schaeffler India Limited | 1081.6 | 0.51 |
| Bharat Petroleum Corporation Limited | 1026.62 | 0.48 |
| Arvind Fashions Limited | 1010.01 | 0.47 |
| Britannia Industries Limited | 981.13 | 0.46 |
| Crompton Greaves Consumer Electricals Limited | 979.81 | 0.46 |
| City Union Bank Limited | 959.79 | 0.45 |
| Ajax Engineering Limited | 942.84 | 0.44 |
| Jyothy Labs Limited | 886.6 | 0.41 |
| Samvardhana Motherson International Limited | 842.88 | 0.39 |
| Titan Company Limited | 839.01 | 0.39 |
| Adani Energy Solutions Limited | 800.28 | 0.37 |
| PG Electroplast Limited | 785.11 | 0.37 |
| Havells India Limited | 774.68 | 0.36 |
| Aarti Industries Limited | 752 | 0.35 |
| Dhanuka Agritech Limited | 704.08 | 0.33 |
| P N Gadgil Jewellers Limited | 537.95 | 0.25 |
| Graphite India Limited | 522.52 | 0.24 |
| Ceigall India Ltd | 411.4 | 0.19 |
| PTC Industries Limited | 371.35 | 0.17 |
| Lupin Limited | 313.12 | 0.15 |
| Grasim Industries Limited | 90.88 | 0.04 |
| Mahindra & Mahindra Limited 2800 Call March 2025 Option | 24.98 | 0.01 |
| Reliance Industries Limited 1260 Call March 2025 Option | 12.78 | 0.01 |
Sectors - Holding Percentage
| Sector | hold percentage |
|---|---|
| Bank | 16.93% |
| Capital Goods | 7.9% |
| Healthcare | 6.89% |
| Automobile & Ancillaries | 6.64% |
| Finance | 6.35% |
| IT | 6.32% |
| FMCG | 6.04% |
| Chemicals | 3.89% |
| Construction Materials | 3.79% |
| Retailing | 3.75% |
| Telecom | 3.32% |
| Infrastructure | 3.26% |
| Crude Oil | 3.15% |
| Insurance | 3.05% |
| Aviation | 2.98% |
| Realty | 2.37% |
| Electricals | 1.97% |
| Iron & Steel | 1.68% |
| Power | 1.28% |
| G-Sec | 1.16% |
| Non - Ferrous Metals | 1.14% |
| Logistics | 1.13% |
| Others | 1.13% |
| Textile | 0.88% |
| Consumer Durables | 0.82% |
| Alcohol | 0.63% |
| Mining | 0.6% |
| Diversified | 0.55% |
| Diamond & Jewellery | 0.39% |
Divident Details
| Scheme Name | Date | Dividend (%) |
| No Data Found |
Alternative Funds From Category
| Scheme Name | Asset Size | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Franklin India Opportunities Fund - Growth | 681.73 | 6.7 | -9.58 | -12.39 | 15.08 | 27.59 |
| HSBC Business Cycles Fund - Regular Growth | 566.37 | 11.98 | -10 | -13.06 | 13.48 | 20.61 |
| Samco Active Momentum Fund - Regular Plan - Growth Option | 411.94 | 4.54 | -7.51 | -5.87 | 12.71 | 0 |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 491.32 | 6.31 | -15.91 | -14.35 | 12.04 | 0 |
| Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | 627.43 | 8.86 | -9.1 | -16.11 | 8.37 | 15.34 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 1627.66 | 4.21 | -9.83 | -14.19 | 7.86 | 15.82 |
| Nippon India Quant Fund -Growth Plan - Growth Option | 36.31 | 7.74 | -4.07 | -10.69 | 7.57 | 18.45 |
| 360 ONE QUANT FUND REGULAR GROWTH | 59.83 | 10.32 | -3.97 | -14.87 | 7.4 | 20.93 |
| Canara Robeco Manufacturing Fund - Regular Plan - Growth Option | 1123.4 | 8.37 | -11.47 | -18.38 | 7.09 | 0 |
| Axis Innovation Fund - Regular Plan - Growth Option | 1359.02 | 2.34 | -9.83 | -14.34 | 6.61 | 10.19 |
Other Funds From - Axis Business Cycles Fund-Reg(G)
| Scheme Name | Asset Size | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Axis Liquid Fund - Regular Plan - Growth Option | 43033.62 | 8.18 | 7.59 | 7.29 | 7.35 | 6.75 |
| Axis Liquid Fund - Regular Plan - Growth Option | 42866.63 | 8.18 | 7.59 | 7.29 | 7.35 | 6.75 |
| Axis ELSS Tax Saver Fund - Regular Plan - Growth | 39252.74 | 6.85 | -3.55 | -10.97 | 6.37 | 10.17 |
| Axis ELSS Tax Saver Fund - Regular Plan - Growth | 38422.94 | 6.85 | -3.55 | -10.97 | 6.37 | 10.17 |
| Axis ELSS Tax Saver Fund - Regular Plan - Growth | 38278.4 | 6.85 | -3.55 | -10.97 | 6.37 | 10.17 |
| Axis ELSS Tax Saver Fund - Regular Plan - Growth | 37106.3 | 6.85 | -3.55 | -10.97 | 6.37 | 10.17 |
| Axis ELSS Tax Saver Fund - Regular Plan - Growth | 36533.13 | 6.85 | -3.55 | -10.97 | 6.37 | 10.17 |
| Axis Liquid Fund - Regular Plan - Growth Option | 36518.03 | 8.18 | 7.59 | 7.29 | 7.35 | 6.75 |
| Axis ELSS Tax Saver Fund - Regular Plan - Growth | 36373.17 | 6.85 | -3.55 | -10.97 | 6.37 | 10.17 |
| Axis Bluechip Fund - Regular Plan - Growth | 36108.58 | 6.18 | -2.44 | -10.35 | 4.61 | 9.1 |