Axis Business Cycles Fund-Reg(G)
Scheme Returns
-5.77%
Category Returns
-7.08%
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) | 0.90 | -0.95 | -5.77 | -3.86 | 26.94 | 0.00 | 0.00 | 0.00 | 29.50 |
| Equity - Thematic Fund - Other | 19.11 | -8.11 | -7.08 | -3.81 | 29.72 | 15.01 | 22.11 | 19.33 | 17.51 |
* 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
15.63
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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 | 15064.92 | 5.77 |
| ICICI Bank Limited | 14146.44 | 5.41 |
| Larsen & Toubro Limited | 7519.28 | 2.88 |
| Bharti Airtel Limited | 7297.02 | 2.79 |
| UltraTech Cement Limited | 6823.52 | 2.61 |
| Reliance Industries Limited | 6522.49 | 2.5 |
| Infosys Limited | 6150.38 | 2.35 |
| Mahindra & Mahindra Limited | 5793.37 | 2.22 |
| InterGlobe Aviation Limited | 5290.58 | 2.02 |
| RHI Magnesita India Limited | 5065.61 | 1.94 |
| HDFC Life Insurance Company Limited | 5061.75 | 1.94 |
| CreditAccess Grameen Limited | 5021.47 | 1.92 |
| State Bank of India | 4480.3 | 1.71 |
| Jindal Stainless Limited | 4145.95 | 1.59 |
| Sona BLW Precision Forgings Limited | 3890.28 | 1.49 |
| Tata Consultancy Services Limited | 3850.59 | 1.47 |
| Jyoti CNC Automation Ltd | 3811.8 | 1.46 |
| ITC Limited | 3733.31 | 1.43 |
| Strides Pharma Science Limited | 3715.76 | 1.42 |
| Hindustan Unilever Limited | 3581.09 | 1.37 |
| REC Limited | 3579.81 | 1.37 |
| GE T&D India Limited | 3571.8 | 1.37 |
| Apar Industries Limited | 3507.74 | 1.34 |
| Kaynes Technology India Limited | 3474.51 | 1.33 |
| Delhivery Limited | 3462.97 | 1.33 |
| Fortis Healthcare Limited | 3402.92 | 1.3 |
| Mankind Pharma Limited | 3355.85 | 1.28 |
| DLF Limited | 3290.92 | 1.26 |
| Brigade Enterprises Limited | 3134.64 | 1.2 |
| Aether Industries Limited | 3075.92 | 1.18 |
| Cholamandalam Financial Holdings Limited | 3007.4 | 1.15 |
| Clearing Corporation of India Ltd | 2907.06 | 1.11 |
| Sun Pharmaceutical Industries Limited | 2865.8 | 1.1 |
| Bharat Electronics Limited | 2785.56 | 1.07 |
| Hindalco Industries Limited | 2640.63 | 1.01 |
| Solar Industries India Limited | 2604.56 | 1 |
| Minda Corporation Limited | 2561.28 | 0.98 |
| Godrej Agrovet Limited | 2512.31 | 0.96 |
| 91 Days Tbill (MD 03/01/2025) | 2472.26 | 0.95 |
| Emcure Pharmaceuticals Limited | 2368.25 | 0.91 |
| Dabur India Limited | 2355.08 | 0.9 |
| Ambuja Cements Limited | 2347.59 | 0.9 |
| KEI Industries Limited | 2334.29 | 0.89 |
| LTIMindtree Limited | 2284.34 | 0.87 |
| Tata Technologies Limited | 2283.53 | 0.87 |
| Cipla Limited | 2277.71 | 0.87 |
| Varun Beverages Limited | 2211.5 | 0.85 |
| K.P.R. Mill Limited | 2202.95 | 0.84 |
| Titagarh Rail Systems Limited | 2175.49 | 0.83 |
| Aditya Birla Real Estate Limited | 2130.33 | 0.82 |
| Karur Vysya Bank Limited | 2059.1 | 0.79 |
| Power Grid Corporation of India Limited | 1981.19 | 0.76 |
| Bharat Petroleum Corporation Limited | 1951.88 | 0.75 |
| Tech Mahindra Limited | 1934.55 | 0.74 |
| Granules India Limited | 1923.14 | 0.74 |
| Kotak Mahindra Bank Limited | 1862.13 | 0.71 |
| Eicher Motors Limited | 1837.55 | 0.7 |
| Indian Bank | 1834.74 | 0.7 |
| TVS Motor Company Limited | 1828.68 | 0.7 |
| National Aluminium Company Limited | 1761.73 | 0.67 |
| Zomato Limited | 1696.17 | 0.65 |
| Multi Commodity Exchange of India Limited | 1693.42 | 0.65 |
| ICICI Prudential Life Insurance Company Limited | 1667.25 | 0.64 |
| Sudarshan Chemical Industries Limited | 1572.1 | 0.6 |
| Bank Nifty Index November 2024 Future | 1558.63 | 0.6 |
| United Spirits Limited | 1521.56 | 0.58 |
| Premier Energies Limited-Locked IN | 1520.04 | 0.58 |
| Arvind Fashions Limited | 1501.69 | 0.57 |
| Tata Power Company Limited | 1485.17 | 0.57 |
| Gujarat Fluorochemicals Limited | 1475.22 | 0.56 |
| JSW Steel Limited | 1445.48 | 0.55 |
| Jyothy Labs Limited | 1427.53 | 0.55 |
| Trent Limited | 1425.67 | 0.55 |
| Vijaya Diagnostic Centre Limited | 1401.88 | 0.54 |
| Mrs. Bectors Food Specialities Limited | 1363.63 | 0.52 |
| Net Receivables / (Payables) | 1349 | 0.52 |
| Samvardhana Motherson International Limited | 1235.48 | 0.47 |
| Marico Limited | 1223.06 | 0.47 |
| Britannia Industries Limited | 1222.69 | 0.47 |
| Schaeffler India Limited | 1213.97 | 0.46 |
| Adani Energy Solutions Limited | 1200.24 | 0.46 |
| Crompton Greaves Consumer Electricals Limited | 1192.91 | 0.46 |
| City Union Bank Limited | 1141.23 | 0.44 |
| Life Insurance Corporation Of India | 1107.66 | 0.42 |
| Chalet Hotels Limited | 1098.95 | 0.42 |
| Havells India Limited | 892.7 | 0.34 |
| Dhanuka Agritech Limited | 870.18 | 0.33 |
| P N Gadgil Jewellers Limited | 715.6 | 0.27 |
| Ceigall India Ltd | 557.18 | 0.21 |
| CIE Automotive India Limited | 311.92 | 0.12 |
| Grasim Industries Limited | 69.52 | 0.03 |
Sectors - Holding Percentage
| Sector | hold percentage |
|---|---|
| Bank | 15.53% |
| Healthcare | 8.16% |
| Automobile & Ancillaries | 7.98% |
| Capital Goods | 7.51% |
| FMCG | 7.51% |
| IT | 6.32% |
| Finance | 6.2% |
| Chemicals | 3.67% |
| Construction Materials | 3.51% |
| Crude Oil | 3.24% |
| Infrastructure | 3.09% |
| Insurance | 3% |
| Electricals | 2.8% |
| Telecom | 2.79% |
| Realty | 2.46% |
| Iron & Steel | 2.14% |
| Retailing | 2.04% |
| Aviation | 2.02% |
| Power | 1.79% |
| Non - Ferrous Metals | 1.68% |
| Logistics | 1.33% |
| Others | 1.14% |
| G-Sec | 0.95% |
| Textile | 0.84% |
| Diversified | 0.82% |
| Alcohol | 0.58% |
| Consumer Durables | 0.46% |
| Hospitality | 0.42% |
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 | -4.93 | -3.99 | 5.69 | 48.25 | 23.92 |
| Invesco India PSU Equity Fund - Growth | 431.9 | -8.44 | -10.68 | -3.4 | 47.46 | 30.41 |
| HSBC Business Cycles Fund - Regular Growth | 566.37 | -7.62 | -1.92 | 7.65 | 41.27 | 20.95 |
| Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 463.85 | -8.65 | -7.34 | 4.54 | 39.91 | 0 |
| ICICI Prudential Manufacturing Fund - Cumulative Option | 717.63 | -7.57 | -6.07 | 0 | 36.62 | 24.11 |
| Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth | 627.43 | -7.93 | -3.37 | 6.98 | 36.39 | 16.6 |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 491.32 | -4.77 | 0.07 | 16.48 | 35.1 | 0 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 1627.66 | -4.95 | -2.05 | 8.25 | 34.12 | 14.43 |
| 360 ONE QUANT FUND REGULAR GROWTH | 59.83 | -8.42 | -7.61 | 4.05 | 33.8 | 0 |
| UTI-Transpotation and Logistics Fund-Growth Option | 7.2 | -6.47 | -7.75 | -0.79 | 32.26 | 22.08 |
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 | -5.43 | -2.31 | 6.21 | 23.62 | 5.97 |
| Axis ELSS Tax Saver Fund - Regular Plan - Growth | 38422.94 | -5.43 | -2.31 | 6.21 | 23.62 | 5.97 |
| Axis ELSS Tax Saver Fund - Regular Plan - Growth | 38278.4 | -5.43 | -2.31 | 6.21 | 23.62 | 5.97 |
| Axis ELSS Tax Saver Fund - Regular Plan - Growth | 37106.3 | -5.43 | -2.31 | 6.21 | 23.62 | 5.97 |
| Axis ELSS Tax Saver Fund - Regular Plan - Growth | 36533.13 | -5.43 | -2.31 | 6.21 | 23.62 | 5.97 |
| Axis Liquid Fund - Regular Plan - Growth Option | 36518.03 | 6.88 | 7.03 | 7.08 | 7.39 | 6.29 |
| Axis Bluechip Fund - Regular Plan - Growth | 36108.58 | -4.59 | -3.7 | 3.58 | 21.46 | 6.2 |
| Axis ELSS Tax Saver Fund - Regular Plan - Growth | 35641.94 | -5.43 | -2.31 | 6.21 | 23.62 | 5.97 |
| Axis ELSS Tax Saver Fund - Regular Plan - Growth | 35473.88 | -5.43 | -2.31 | 6.21 | 23.62 | 5.97 |
| Axis Bluechip Fund - Regular Plan - Growth | 35451.86 | -4.59 | -3.7 | 3.58 | 21.46 | 6.2 |