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Axis Business Cycles Fund-Reg(G)

Scheme Returns

-5.12%

Category Returns

-1.89%

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) 0.85 -1.28 -5.12 -4.65 16.88 0.00 0.00 0.00 25.08
Equity - Thematic Fund - Other 13.09 10.59 -1.89 -4.46 16.74 15.02 17.98 18.06 12.94

* 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.

  • AMC

    Axis Asset Management Company Ltd.

  • Fund

    Axis Mutual Fund

Snapshot

  • Inception Date

    22-Feb-2023

  • Initial Price

    ₹10

  • Entry Load

    --

  • Size of Fund(in Cr.)

    219,496.35

  • Scheme Plan

    --

  • Scheme Class

    Equity - Thematic Fund - Other

  • 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.

  • Scheme Type

    Open ended scheme

  • Min. Investment

    ₹100

  • Exit Load

    --

  • Latest NAV

    15.37

  • Fund Manager

    Mr. Ashish Naik

  • Fund Manager Profile

    Previous experience includes 6 years with Goldman Sachs as an equity analyst.

  • Fund Information

  • AMC

    Axis Asset Management Company Ltd.

  • Address

    One Lodha Place, 22 & 23 Floor, Senapati Bapat Marg, Lower Parel Mumbai - 400 013

  • Phone

    022-43255161

  • Fax

    022-43255199

  • Email

    customerservice@axismf.com

  • Website

    www.axismf.com

  • Registrar Agent

  • Registrar

    KFin Technologies Limited

  • Address

    Selenium Building, Tower-B, Plot No 31 & 32 Financial District,Nanakramguda, Serilingampally Hyderabad - 500 032

  • Phone

    (040) 23312454 23320751 23320752

  • Fax

    (040) 23311968

  • Email

    customercare@karvy.com

  • Website

    https://mfs.kfintech.com/

Portfolio Details

Allocation
Debt : 1.95
Equity : 97.18
Others : 0.87

Companies - Holding Percentage

Company Market Value hold percentage
HDFC Bank Limited 14608.62 5.75
ICICI Bank Limited 14030.4 5.52
Larsen & Toubro Limited 7488.87 2.95
Bharti Airtel Limited 7184.57 2.83
UltraTech Cement Limited 7045.94 2.77
InterGlobe Aviation Limited 6499.28 2.56
Infosys Limited 5808.39 2.29
Tata Consultancy Services Limited 5799.42 2.28
Reliance Industries Limited 5418.28 2.13
Mahindra & Mahindra Limited 5101.58 2.01
Clearing Corporation of India Ltd 5027.67 1.98
Jyoti CNC Automation Ltd 4910.78 1.93
CreditAccess Grameen Limited 4533.61 1.78
RHI Magnesita India Limited 4298.38 1.69
GE Vernova T&D India Limited 4151.8 1.63
Hindustan Unilever Limited 4149.47 1.63
REC Limited 3921.94 1.54
State Bank of India 3846.63 1.51
ITC Limited 3693.98 1.45
Mankind Pharma Limited 3623.89 1.43
Kaynes Technology India Limited 3621.65 1.43
Apar Industries Limited 3596.72 1.42
HDFC Life Insurance Company Limited 3584.19 1.41
Delhivery Limited 3366.21 1.33
DLF Limited 3311.19 1.3
Brigade Enterprises Limited 3305.36 1.3
Aether Industries Limited 3197.97 1.26
Sun Pharmaceutical Industries Limited 2923.84 1.15
Fortis Healthcare Limited 2887.69 1.14
Bharat Electronics Limited 2866.23 1.13
Swiggy Limited 2776.46 1.09
Sona BLW Precision Forgings Limited 2703.16 1.06
Godrej Agrovet Limited 2620.33 1.03
Jindal Stainless Limited 2595.19 1.02
Zomato Limited 2557.71 1.01
KEI Industries Limited 2556.04 1.01
91 Days Tbill (MD 03/01/2025) 2499.13 0.98
91 Days Tbill (MD 28/03/2025) 2462.69 0.97
Minda Corporation Limited 2439.43 0.96
Cholamandalam Financial Holdings Limited 2397.36 0.94
Emcure Pharmaceuticals Limited 2381.42 0.94
Varun Beverages Limited 2362.26 0.93
K.P.R. Mill Limited 2343.94 0.92
Hindalco Industries Limited 2318.85 0.91
Tata Power Company Limited 2249.75 0.89
Cipla Limited 2244.31 0.88
LTIMindtree Limited 2234.36 0.88
Dabur India Limited 2211.16 0.87
Ambuja Cements Limited 2166.63 0.85
Trent Limited 2137.01 0.84
Eicher Motors Limited 2096.03 0.83
Solar Industries India Limited 2066.23 0.81
Tech Mahindra Limited 2051.86 0.81
Premier Energies Limited-Locked IN 2048.65 0.81
Tata Technologies Limited 2022.68 0.8
Karur Vysya Bank Limited 1978.46 0.78
Titagarh Rail Systems Limited 1967.41 0.77
Kotak Mahindra Bank Limited 1921.24 0.76
Bharat Petroleum Corporation Limited 1836.93 0.72
TVS Motor Company Limited 1736.87 0.68
Sudarshan Chemical Industries Limited 1718.1 0.68
United Spirits Limited 1706.72 0.67
Indian Bank 1640.91 0.65
Onesource Specialty Pharma Limited ** 1572.15 0.62
Aditya Birla Real Estate Limited 1506.07 0.59
Life Insurance Corporation Of India 1502.65 0.59
ICICI Prudential Life Insurance Company Limited 1473.41 0.58
Vijaya Diagnostic Centre Limited 1448.94 0.57
Gujarat Fluorochemicals Limited 1426.43 0.56
Arvind Fashions Limited 1362.95 0.54
JSW Steel Limited 1352.25 0.53
Coal India Limited 1344.53 0.53
Strides Pharma Science Limited 1291.8 0.51
Chalet Hotels Limited 1229.29 0.48
Marico Limited 1222.1 0.48
Crompton Greaves Consumer Electricals Limited 1207.56 0.48
Schaeffler India Limited 1203.34 0.47
City Union Bank Limited 1119.09 0.44
Samvardhana Motherson International Limited 1109.62 0.44
Jyothy Labs Limited 1092.03 0.43
Britannia Industries Limited 1016.85 0.4
Adani Energy Solutions Limited 991.22 0.39
PG Electroplast Limited 968.65 0.38
Havells India Limited 912.7 0.36
Dhanuka Agritech Limited 818.24 0.32
Graphite India Limited 754.58 0.3
P N Gadgil Jewellers Limited 665.35 0.26
Vishal Mega Mart Limited 556 0.22
Ceigall India Ltd 542.26 0.21
Mrs. Bectors Food Specialities Limited 286.76 0.11
Grasim Industries Limited ** 60.55 0.02
Net Receivables / (Payables) -2878.46 -1.13

Sectors - Holding Percentage

Sector hold percentage
Bank 15.41%
Capital Goods 8.46%
FMCG 7.34%
Automobile & Ancillaries 7.23%
Healthcare 7.23%
IT 7.05%
Finance 6.25%
Retailing 3.96%
Construction Materials 3.63%
Chemicals 3.63%
Electricals 3.24%
Infrastructure 3.16%
Crude Oil 2.86%
Telecom 2.83%
Realty 2.6%
Insurance 2.58%
Aviation 2.56%
G-Sec 1.95%
Iron & Steel 1.55%
Logistics 1.33%
Power 1.28%
Textile 0.92%
Non - Ferrous Metals 0.91%
Consumer Durables 0.86%
Alcohol 0.67%
Diversified 0.59%
Mining 0.53%
Hospitality 0.48%

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 -5.2 -3.17 -3.01 28.42 25.38
Union Innovation & Opportunities Fund - Regular Plan - Growth Option 491.32 -10.24 -4.96 2.16 25.28 0
HSBC Business Cycles Fund - Regular Growth 566.37 -9.38 -8.49 -4.37 23.43 18.74
Kotak Pioneer Fund- Regular Plan- Growth Option 1627.66 -5.47 -4.22 -1.69 20.69 15.84
Axis Innovation Fund - Regular Plan - Growth Option 1359.02 -5.7 -5.95 -1.36 20.53 9.84
Mahindra Manulife Business Cycle Fund- Regular Plan - Growth 463.85 -4.46 -7.91 -8.11 19.41 0
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth 627.43 -5.07 -7.42 -4.32 18.78 15.18
Invesco India PSU Equity Fund - Growth 431.9 -5.98 -8.33 -15.22 18.67 29.17
Edelweiss Recently Listed IPO Fund - Regular Plan Growth 872.15 -7.4 -1.21 1.48 18.27 8.35
ICICI Prudential Manufacturing Fund - Cumulative Option 717.63 -3.32 -6.4 -8.98 18.1 22.46

Other Funds From - Axis Business Cycles Fund-Reg(G)

Scheme Name Asset Size 1M 3M 6M 1Y 3Y
Axis ELSS Tax Saver Fund - Regular Plan - Growth 39252.74 -4.08 -5.84 -2.96 16.02 7.23
Axis ELSS Tax Saver Fund - Regular Plan - Growth 38422.94 -4.08 -5.84 -2.96 16.02 7.23
Axis ELSS Tax Saver Fund - Regular Plan - Growth 38278.4 -4.08 -5.84 -2.96 16.02 7.23
Axis ELSS Tax Saver Fund - Regular Plan - Growth 37106.3 -4.08 -5.84 -2.96 16.02 7.23
Axis ELSS Tax Saver Fund - Regular Plan - Growth 36533.13 -4.08 -5.84 -2.96 16.02 7.23
Axis Liquid Fund - Regular Plan - Growth Option 36518.03 7.22 6.96 7.03 7.35 6.51
Axis ELSS Tax Saver Fund - Regular Plan - Growth 36373.17 -4.08 -5.84 -2.96 16.02 7.23
Axis Bluechip Fund - Regular Plan - Growth 36108.58 -3.53 -4.8 -4.38 12.03 6.79
Axis ELSS Tax Saver Fund - Regular Plan - Growth 35953.73 -4.08 -5.84 -2.96 16.02 7.23
Axis ELSS Tax Saver Fund - Regular Plan - Growth 35641.94 -4.08 -5.84 -2.96 16.02 7.23