Axis Business Cycles Fund-Reg(G)
Scheme Returns
6.85%
Category Returns
-0.93%
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) | 1.46 | 6.78 | 6.85 | -1.61 | 6.78 | 0.00 | 0.00 | 0.00 | 21.79 |
| Equity - Thematic Fund - Other | 2.96 | 11.15 | -0.93 | -6.06 | 5.06 | 14.30 | 15.54 | 22.43 | 9.65 |
* 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
15.48
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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 | 15215.67 | 6.63 |
| ICICI Bank Limited | 14357.65 | 6.26 |
| Bharti Airtel Limited | 7843.64 | 3.42 |
| InterGlobe Aviation Limited | 7300.01 | 3.18 |
| Larsen & Toubro Limited | 7249.42 | 3.16 |
| UltraTech Cement Limited | 7097.25 | 3.09 |
| Reliance Industries Limited | 6066.72 | 2.64 |
| Clearing Corporation of India Ltd | 5459.81 | 2.38 |
| Tata Consultancy Services Limited | 5094.34 | 2.22 |
| Infosys Limited | 4852.63 | 2.11 |
| HDFC Life Insurance Company Limited | 4555.05 | 1.98 |
| Mahindra & Mahindra Limited | 4522.56 | 1.97 |
| RHI Magnesita India Limited | 4334.26 | 1.89 |
| Hindustan Unilever Limited | 4028.21 | 1.75 |
| Jyoti CNC Automation Ltd | 3848.89 | 1.68 |
| State Bank of India | 3733.16 | 1.63 |
| Sun Pharmaceutical Industries Limited | 3701.23 | 1.61 |
| REC Limited | 3560.71 | 1.55 |
| ITC Limited | 3129.55 | 1.36 |
| GE Vernova T&D India Limited | 3117.5 | 1.36 |
| Mankind Pharma Limited | 3050.63 | 1.33 |
| Aether Industries Limited | 2996.24 | 1.31 |
| CreditAccess Grameen Limited | 2829.5 | 1.23 |
| DLF Limited | 2731.56 | 1.19 |
| Minda Corporation Limited | 2687.61 | 1.17 |
| Godrej Agrovet Limited | 2656.46 | 1.16 |
| Bharat Electronics Limited | 2645.88 | 1.15 |
| Brigade Enterprises Limited | 2597.09 | 1.13 |
| 91 Days Tbill (MD 15/05/2025) | 2481.01 | 1.08 |
| Delhivery Limited | 2480.78 | 1.08 |
| Kotak Mahindra Bank Limited | 2335.54 | 1.02 |
| Hindalco Industries Limited | 2177.17 | 0.95 |
| Ambuja Cements Limited | 2176.94 | 0.95 |
| Tata Power Company Limited | 2152.28 | 0.94 |
| Cipla Limited | 2116.9 | 0.92 |
| Sona BLW Precision Forgings Limited | 2095.99 | 0.91 |
| Varun Beverages Limited | 1996.55 | 0.87 |
| Apar Industries Limited | 1931.23 | 0.84 |
| Zomato Limited | 1855.39 | 0.81 |
| K.P.R. Mill Limited | 1829.38 | 0.8 |
| Jindal Stainless Limited | 1819.09 | 0.79 |
| LTIMindtree Limited | 1796.54 | 0.78 |
| TVS Motor Company Limited | 1774.52 | 0.77 |
| Cholamandalam Financial Holdings Limited | 1767.48 | 0.77 |
| Emcure Pharmaceuticals Limited | 1764.8 | 0.77 |
| CG Power and Industrial Solutions Limited | 1744.29 | 0.76 |
| Onesource Specialty Pharma Limited | 1716.38 | 0.75 |
| Swiggy Limited | 1694.93 | 0.74 |
| Indian Bank | 1676.05 | 0.73 |
| KEI Industries Limited | 1666.63 | 0.73 |
| Solar Industries India Limited | 1632.18 | 0.71 |
| Fortis Healthcare Limited | 1615.92 | 0.7 |
| Trent Limited | 1597.55 | 0.7 |
| JSW Steel Limited | 1594.8 | 0.69 |
| Tata Technologies Limited | 1542.85 | 0.67 |
| Sudarshan Chemical Industries Limited | 1487.38 | 0.65 |
| United Spirits Limited | 1471.37 | 0.64 |
| Premier Energies Limited | 1456.05 | 0.63 |
| Titagarh Rail Systems Limited | 1417.95 | 0.62 |
| Coal India Limited | 1393.7 | 0.61 |
| Vishal Mega Mart Limited | 1383.63 | 0.6 |
| Vijaya Diagnostic Centre Limited | 1380.87 | 0.6 |
| Gujarat Fluorochemicals Limited | 1377.54 | 0.6 |
| Shriram Finance Limited | 1350.85 | 0.59 |
| Life Insurance Corporation Of India | 1346.66 | 0.59 |
| Karur Vysya Bank Limited | 1288.6 | 0.56 |
| ICICI Prudential Life Insurance Company Limited | 1269.79 | 0.55 |
| Kaynes Technology India Limited | 1256.2 | 0.55 |
| Bharat Petroleum Corporation Limited | 1204.73 | 0.52 |
| Aditya Birla Real Estate Limited | 1145.5 | 0.5 |
| BSE Limited | 1095.96 | 0.48 |
| Crompton Greaves Consumer Electricals Limited | 1079.88 | 0.47 |
| Adani Energy Solutions Limited | 1072.12 | 0.47 |
| Titan Company Limited | 1060.01 | 0.46 |
| Britannia Industries Limited | 1054.03 | 0.46 |
| City Union Bank Limited | 1020.7 | 0.44 |
| Arvind Fashions Limited | 990.51 | 0.43 |
| Ajax Engineering Limited | 940.86 | 0.41 |
| Samvardhana Motherson International Limited | 930.8 | 0.41 |
| PTC Industries Limited | 918.8 | 0.4 |
| PG Electroplast Limited | 905.43 | 0.39 |
| Jyothy Labs Limited | 903.93 | 0.39 |
| Schaeffler India Limited | 857.54 | 0.37 |
| Havells India Limited | 833.04 | 0.36 |
| Aarti Industries Limited | 781.5 | 0.34 |
| Dhanuka Agritech Limited | 716.48 | 0.31 |
| Graphite India Limited | 637.98 | 0.28 |
| P N Gadgil Jewellers Limited | 505.65 | 0.22 |
| Lupin Limited | 439.98 | 0.19 |
| Ceigall India Ltd | 405.89 | 0.18 |
| Grasim Industries Limited | 102.88 | 0.04 |
| Kotak Mahindra Bank Limited 2180 Call April 2025 Option | 48.35 | 0.02 |
| Net Receivables / (Payables) | -293.81 | -0.13 |
Sectors - Holding Percentage
| Sector | hold percentage |
|---|---|
| Bank | 17.29% |
| Capital Goods | 8.73% |
| Finance | 7% |
| Healthcare | 6.88% |
| Automobile & Ancillaries | 6.62% |
| FMCG | 6% |
| IT | 5.79% |
| Construction Materials | 4.04% |
| Chemicals | 3.92% |
| Retailing | 3.5% |
| Telecom | 3.42% |
| Infrastructure | 3.34% |
| Aviation | 3.18% |
| Crude Oil | 3.17% |
| Insurance | 3.12% |
| Realty | 2.32% |
| Electricals | 1.91% |
| Iron & Steel | 1.49% |
| Power | 1.4% |
| Logistics | 1.08% |
| G-Sec | 1.08% |
| Non - Ferrous Metals | 0.95% |
| Consumer Durables | 0.86% |
| Textile | 0.8% |
| Alcohol | 0.64% |
| Mining | 0.61% |
| Diversified | 0.54% |
| Diamond & Jewellery | 0.46% |
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 | 8.22 | -3.06 | -7.59 | 13.16 | 27.12 |
| HSBC Business Cycles Fund - Regular Growth | 566.37 | 9.77 | -2.54 | -11.28 | 11.82 | 19.69 |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 491.32 | 6 | -8.8 | -13.58 | 11.07 | 0 |
| 360 ONE QUANT FUND REGULAR GROWTH | 59.83 | 8.12 | 1.27 | -8 | 9.86 | 20.86 |
| Samco Active Momentum Fund - Regular Plan - Growth Option | 411.94 | -0.07 | -8.07 | -5.49 | 8.68 | 0 |
| Nippon India Quant Fund -Growth Plan - Growth Option | 36.31 | 6.69 | 1.88 | -5.32 | 8.58 | 18.22 |
| Quantum ESG Best In Class Strategy Fund - DIRECT PLAN - GROWTH OPTION | 63.08 | 5.82 | -2.02 | -7.96 | 8.03 | 12.09 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 1627.66 | 4.27 | -5.7 | -9.92 | 7.84 | 16.03 |
| Canara Robeco Manufacturing Fund - Regular Plan - Growth Option | 1123.4 | 4.98 | -6.72 | -15.5 | 6 | 0 |
| Axis Innovation Fund - Regular Plan - Growth Option | 1359.02 | 3.21 | -6.01 | -12.08 | 5.95 | 10.12 |
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 | 8.82 | 7.62 | 7.35 | 7.33 | 6.84 |
| Axis Liquid Fund - Regular Plan - Growth Option | 42866.63 | 8.82 | 7.62 | 7.35 | 7.33 | 6.84 |
| Axis ELSS Tax Saver Fund - Regular Plan - Growth | 39252.74 | 6.86 | 2.25 | -4.85 | 8.02 | 9.83 |
| Axis ELSS Tax Saver Fund - Regular Plan - Growth | 38422.94 | 6.86 | 2.25 | -4.85 | 8.02 | 9.83 |
| Axis ELSS Tax Saver Fund - Regular Plan - Growth | 38278.4 | 6.86 | 2.25 | -4.85 | 8.02 | 9.83 |
| Axis ELSS Tax Saver Fund - Regular Plan - Growth | 37106.3 | 6.86 | 2.25 | -4.85 | 8.02 | 9.83 |
| Axis ELSS Tax Saver Fund - Regular Plan - Growth | 36533.13 | 6.86 | 2.25 | -4.85 | 8.02 | 9.83 |
| Axis Liquid Fund - Regular Plan - Growth Option | 36518.03 | 8.82 | 7.62 | 7.35 | 7.33 | 6.84 |
| Axis ELSS Tax Saver Fund - Regular Plan - Growth | 36373.17 | 6.86 | 2.25 | -4.85 | 8.02 | 9.83 |
| Axis Bluechip Fund - Regular Plan - Growth | 36108.58 | 6.27 | 3.3 | -2.79 | 7.65 | 9.35 |