Axis Business Cycles Fund-Reg(G)
Scheme Returns
3.03%
Category Returns
7.22%
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) | -0.06 | 2.65 | 3.03 | 10.85 | 4.78 | 0.00 | 0.00 | 0.00 | 24.22 |
| Equity - Thematic Fund - Other | 2.67 | 12.55 | 7.22 | 13.74 | 3.72 | 22.99 | 15.71 | 22.49 | 14.36 |
* 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
16.66
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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 | 16186.94 | 6.73 |
| ICICI Bank Limited | 15213.11 | 6.33 |
| Reliance Industries Limited | 9816.77 | 4.08 |
| Bharti Airtel Limited | 7697.29 | 3.2 |
| UltraTech Cement Limited | 6912.53 | 2.88 |
| Clearing Corporation of India Ltd | 6884.07 | 2.86 |
| Larsen & Toubro Limited | 6168.07 | 2.57 |
| InterGlobe Aviation Limited | 5084.55 | 2.11 |
| Mahindra & Mahindra Limited | 4965.21 | 2.07 |
| Jyoti CNC Automation Ltd | 4710.8 | 1.96 |
| Tata Consultancy Services Limited | 4558.46 | 1.9 |
| GE Vernova T&D India Limited | 4482.8 | 1.86 |
| Infosys Limited | 4335.96 | 1.8 |
| Kotak Mahindra Bank Limited | 4306.43 | 1.79 |
| State Bank of India | 4059.48 | 1.69 |
| RHI Magnesita India Limited | 3938.69 | 1.64 |
| REC Limited | 3739.84 | 1.56 |
| HDFC Life Insurance Company Limited | 3653.56 | 1.52 |
| Hindustan Unilever Limited | 3635.66 | 1.51 |
| Delhivery Limited | 3481.45 | 1.45 |
| Bharat Electronics Limited | 3377.15 | 1.4 |
| DLF Limited | 3202.61 | 1.33 |
| ITC Limited | 3192.94 | 1.33 |
| Mankind Pharma Limited | 3104.66 | 1.29 |
| Apar Industries Limited | 3011.35 | 1.25 |
| Sun Pharmaceutical Industries Limited | 2807.87 | 1.17 |
| Brigade Enterprises Limited | 2718.11 | 1.13 |
| Vishal Mega Mart Limited | 2690.2 | 1.12 |
| Aether Industries Limited | 2686.7 | 1.12 |
| Sona BLW Precision Forgings Limited | 2554.25 | 1.06 |
| Minda Corporation Limited | 2539.49 | 1.06 |
| K.P.R. Mill Limited | 2529.98 | 1.05 |
| 91 Days Tbill (MD 01/08/2025) | 2476.82 | 1.03 |
| CreditAccess Grameen Limited | 2436.35 | 1.01 |
| Solar Industries India Limited | 2337.66 | 0.97 |
| Tata Power Company Limited | 2252.04 | 0.94 |
| Ambuja Cements Limited | 2238.2 | 0.93 |
| Eternal Limited | 2192.15 | 0.91 |
| Emcure Pharmaceuticals Limited | 2188.55 | 0.91 |
| KEI Industries Limited | 2079.91 | 0.87 |
| Titagarh Rail Systems Limited | 2078.12 | 0.86 |
| TVS Motor Company Limited | 2039.22 | 0.85 |
| LTIMindtree Limited | 2027.56 | 0.84 |
| Hindalco Industries Limited | 2021.01 | 0.84 |
| BSE Limited | 2005.5 | 0.83 |
| Indian Bank | 1909.21 | 0.79 |
| Onesource Specialty Pharma Limited | 1882.66 | 0.78 |
| CG Power and Industrial Solutions Limited | 1875.96 | 0.78 |
| Godrej Agrovet Limited | 1784.91 | 0.74 |
| Sudarshan Chemical Industries Limited | 1772.93 | 0.74 |
| Varun Beverages Limited | 1760.88 | 0.73 |
| Tata Technologies Limited | 1755.48 | 0.73 |
| Swiggy Limited | 1709.56 | 0.71 |
| Samvardhana Motherson International Limited | 1662.5 | 0.69 |
| Premier Energies Limited | 1648 | 0.69 |
| Fortis Healthcare Limited | 1634.31 | 0.68 |
| NTPC Limited | 1618.45 | 0.67 |
| Life Insurance Corporation Of India | 1607.86 | 0.67 |
| Cipla Limited | 1550.39 | 0.64 |
| ICICI Prudential Life Insurance Company Limited | 1490.4 | 0.62 |
| Trent Limited | 1446.54 | 0.6 |
| Coal India Limited | 1390.55 | 0.58 |
| Bharat Petroleum Corporation Limited | 1377.48 | 0.57 |
| Karur Vysya Bank Limited | 1365.28 | 0.57 |
| Kaynes Technology India Limited | 1341.97 | 0.56 |
| Shriram Finance Limited | 1316.57 | 0.55 |
| Vijaya Diagnostic Centre Limited | 1311.09 | 0.55 |
| Aditya Birla Real Estate Limited | 1273.09 | 0.53 |
| Titan Company Limited | 1250.61 | 0.52 |
| Arvind Fashions Limited | 1221.43 | 0.51 |
| Cholamandalam Financial Holdings Limited | 1198.21 | 0.5 |
| Britannia Industries Limited | 1176.49 | 0.49 |
| PTC Industries Limited | 1159.97 | 0.48 |
| Crompton Greaves Consumer Electricals Limited | 1076.67 | 0.45 |
| Adani Energy Solutions Limited | 1066.22 | 0.44 |
| Ajax Engineering Limited | 1034.5 | 0.43 |
| Graphite India Limited | 966.41 | 0.4 |
| Jyothy Labs Limited | 948.75 | 0.39 |
| Aarti Industries Limited | 938.5 | 0.39 |
| Dhanuka Agritech Limited | 914.26 | 0.38 |
| City Union Bank Limited | 871.81 | 0.36 |
| Havells India Limited | 832 | 0.35 |
| PG Electroplast Limited | 762.05 | 0.32 |
| P N Gadgil Jewellers Limited | 548.5 | 0.23 |
| Ceigall India Ltd | 398.71 | 0.17 |
| NIFTY 25000 Put June 2025 Option | 177.04 | 0.07 |
| Tata Motors Limited 680 Call June 2025 Option | 136.34 | 0.06 |
| HCL Technologies Limited 1600 Call June 2025 Option | 114.58 | 0.05 |
| Grasim Industries Limited | 100.3 | 0.04 |
| JSW Steel Limited 1020 Call June 2025 Option | 47.25 | 0.02 |
| Power Grid Corporation of India Limited 295 Call June 2025 Option | 36.45 | 0.02 |
| NTPC Limited 345 Call June 2025 Option | 32.1 | 0.01 |
| Net Receivables / (Payables) | -2634.03 | -1.1 |
Sectors - Holding Percentage
| Sector | hold percentage |
|---|---|
| Bank | 17.92% |
| Capital Goods | 10.08% |
| Finance | 7.31% |
| Automobile & Ancillaries | 7.13% |
| Healthcare | 6.02% |
| IT | 5.75% |
| FMCG | 5.2% |
| Crude Oil | 4.66% |
| Retailing | 4.08% |
| Infrastructure | 3.87% |
| Construction Materials | 3.81% |
| Chemicals | 3.6% |
| Telecom | 3.2% |
| Insurance | 2.81% |
| Realty | 2.46% |
| Aviation | 2.11% |
| Electricals | 2.11% |
| Power | 2.08% |
| Logistics | 1.45% |
| Textile | 1.05% |
| G-Sec | 1.03% |
| Non - Ferrous Metals | 0.84% |
| Consumer Durables | 0.76% |
| Mining | 0.58% |
| Diversified | 0.57% |
| Diamond & Jewellery | 0.52% |
| Iron & Steel | 0.02% |
Divident Details
| Scheme Name | Date | Dividend (%) |
| No Data Found |
Alternative Funds From Category
| Scheme Name | Asset Size | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| WhiteOak Capital Special Opportunities Fund - Regular Growth | 402.09 | 4.51 | 13.63 | 4.98 | 17.29 | 0 |
| Sundaram Business Cycle Fund Regular Plan Growth | 1331.05 | 3.5 | 9.57 | 2.68 | 10.45 | 0 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 1627.66 | 4.7 | 15.32 | 4.42 | 8.44 | 25.45 |
| Nippon India Quant Fund -Growth Plan - Growth Option | 36.31 | 4.51 | 9.71 | 5.71 | 8.26 | 26.27 |
| Quantum ESG Best In Class Strategy Fund - DIRECT PLAN - GROWTH OPTION | 63.08 | 3.12 | 9.97 | 3.7 | 8.08 | 19.41 |
| HSBC Business Cycles Fund - Regular Growth | 566.37 | 5.54 | 14.8 | 4.4 | 7.99 | 29.45 |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 491.32 | 3.88 | 11.71 | -5.81 | 7.9 | 0 |
| 360 ONE QUANT FUND REGULAR GROWTH | 59.83 | 4.97 | 13.13 | 9.42 | 7.24 | 32.16 |
| Axis Innovation Fund - Regular Plan - Growth Option | 1359.02 | 3.31 | 12.64 | 1.91 | 6.01 | 19.82 |
| DSP Quant Fund - Regular Plan - Growth | 1227.27 | 4.57 | 9.05 | 3.66 | 4.77 | 15.66 |
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 | 6.21 | 6.68 | 7.19 | 7.21 | 6.99 |
| Axis Liquid Fund - Regular Plan - Growth Option | 42866.63 | 6.21 | 6.68 | 7.19 | 7.21 | 6.99 |
| Axis ELSS Tax Saver Fund - Regular Plan - Growth | 39252.74 | 3.4 | 8.83 | 5.17 | 7.07 | 18.88 |
| Axis Liquid Fund - Regular Plan - Growth Option | 39069.41 | 6.21 | 6.68 | 7.19 | 7.21 | 6.99 |
| Axis ELSS Tax Saver Fund - Regular Plan - Growth | 38422.94 | 3.4 | 8.83 | 5.17 | 7.07 | 18.88 |
| Axis ELSS Tax Saver Fund - Regular Plan - Growth | 38278.4 | 3.4 | 8.83 | 5.17 | 7.07 | 18.88 |
| Axis ELSS Tax Saver Fund - Regular Plan - Growth | 37106.3 | 3.4 | 8.83 | 5.17 | 7.07 | 18.88 |
| Axis ELSS Tax Saver Fund - Regular Plan - Growth | 36533.13 | 3.4 | 8.83 | 5.17 | 7.07 | 18.88 |
| Axis Liquid Fund - Regular Plan - Growth Option | 36518.03 | 6.21 | 6.68 | 7.19 | 7.21 | 6.99 |
| Axis ELSS Tax Saver Fund - Regular Plan - Growth | 36373.17 | 3.4 | 8.83 | 5.17 | 7.07 | 18.88 |