Axis Business Cycles Fund-Reg(G)
Scheme Returns
2.12%
Category Returns
3.38%
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) | 0.12 | 2.18 | 2.12 | 1.99 | 5.50 | 0.00 | 0.00 | 0.00 | 19.98 |
| Equity - Thematic Fund - Other | 20.52 | 7.83 | 3.38 | 3.71 | 7.15 | 20.21 | 14.12 | 17.11 | 12.78 |
* 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
16.88
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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
301, Centrium, 3rd Floor, 57, L.B.S. Road Nav Pada, Kurla (West) Mumbai - 400070
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Phone
022 - 4617 0911
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Fax
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Email
investorsupport.mfs@kfintech.com
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Website
https://mfs.kfintech.com/
Portfolio Details
Companies - Holding Percentage
| Company | Market Value | hold percentage |
|---|---|---|
| ICICI Bank Limited | 14151.16 | 6.25 |
| Bharti Airtel Limited | 9164.57 | 4.05 |
| HDFC Bank Limited | 9072.11 | 4 |
| Infosys Limited | 7657.39 | 3.38 |
| Larsen & Toubro Limited | 7451.32 | 3.29 |
| UltraTech Cement Limited | 6933.9 | 3.06 |
| State Bank of India | 5550.51 | 2.45 |
| Mahindra & Mahindra Limited | 5010.36 | 2.21 |
| InterGlobe Aviation Limited | 4843.77 | 2.14 |
| Vishal Mega Mart Limited | 4795.79 | 2.12 |
| GE Vernova T&D India Limited | 4706.45 | 2.08 |
| Hindustan Unilever Limited | 4173.19 | 1.84 |
| Kotak Mahindra Bank Limited | 3983.93 | 1.76 |
| RHI Magnesita India Limited | 3780.11 | 1.67 |
| Jyoti CNC Automation Ltd | 3673.27 | 1.62 |
| HDFC Life Insurance Company Limited | 3594.53 | 1.59 |
| PTC Industries Limited | 3418.91 | 1.51 |
| BSE Limited | 3271.44 | 1.44 |
| Tata Consultancy Services Limited | 3218.2 | 1.42 |
| Aether Industries Limited | 3162.81 | 1.4 |
| Cummins India Limited | 3137.21 | 1.38 |
| One 97 Communications Limited | 2952.2 | 1.3 |
| Mankind Pharma Limited | 2832.03 | 1.25 |
| CG Power and Industrial Solutions Limited | 2831.47 | 1.25 |
| Hyundai Motor India Ltd | 2779.45 | 1.23 |
| Shriram Finance Limited | 2771.17 | 1.22 |
| Max Healthcare Institute Limited | 2749.36 | 1.21 |
| Bharat Electronics Limited | 2656.68 | 1.17 |
| REC Limited | 2589.2 | 1.14 |
| Endurance Technologies Limited | 2567.91 | 1.13 |
| 364 Days Tbill (MD 18/12/2025) | 2493.87 | 1.1 |
| Delhivery Limited | 2471.78 | 1.09 |
| LTIMindtree Limited | 2438.6 | 1.08 |
| Solar Industries India Limited | 2384.45 | 1.05 |
| Bajaj Finserv Limited | 2339.92 | 1.03 |
| Eternal Limited | 2298.44 | 1.01 |
| Trent Limited | 2238.35 | 0.99 |
| Ambuja Cements Limited | 2224.86 | 0.98 |
| Brigade Enterprises Limited | 2223.12 | 0.98 |
| City Union Bank Limited | 2183.5 | 0.96 |
| Minda Corporation Limited | 2173.41 | 0.96 |
| Info Edge (India) Limited | 2126.39 | 0.94 |
| K.P.R. Mill Limited | 2125.79 | 0.94 |
| TVS Motor Company Limited | 2108.91 | 0.93 |
| Anant Raj Limited | 2094.04 | 0.92 |
| Sona BLW Precision Forgings Limited | 2091.1 | 0.92 |
| Sun Pharmaceutical Industries Limited | 2024.56 | 0.89 |
| Varun Beverages Limited | 2015.54 | 0.89 |
| CreditAccess Grameen Limited | 1947.46 | 0.86 |
| Torrent Pharmaceuticals Limited | 1937.61 | 0.86 |
| Titagarh Rail Systems Limited | 1926.86 | 0.85 |
| Jindal Steel Limited | 1919.53 | 0.85 |
| Samvardhana Motherson International Limited | 1894.25 | 0.84 |
| Hindalco Industries Limited | 1860.61 | 0.82 |
| L&T Finance Limited | 1823.84 | 0.81 |
| Jubilant Ingrevia Limited | 1770.13 | 0.78 |
| Kaynes Technology India Limited | 1564.49 | 0.69 |
| Sudarshan Chemical Industries Limited | 1561.31 | 0.69 |
| Billionbrains Garage Ventures Ltd | 1551.31 | 0.68 |
| Pine Labs Limited | 1541.58 | 0.68 |
| Tenneco Clean Air India Limited | 1451.08 | 0.64 |
| Onesource Specialty Pharma Limited | 1391.94 | 0.61 |
| Vijaya Diagnostic Centre Limited | 1368.33 | 0.6 |
| Clearing Corporation of India Ltd | 1346.41 | 0.59 |
| Arvind Fashions Limited | 1337.09 | 0.59 |
| National Securities Depository Limited | 1330.84 | 0.59 |
| Gujarat Fluorochemicals Limited | 1285.94 | 0.57 |
| Divi's Laboratories Limited | 1274.22 | 0.56 |
| JK Cement Limited | 1230.54 | 0.54 |
| Bharat Heavy Electricals Limited | 1213.47 | 0.54 |
| Gabriel India Limited | 1156.3 | 0.51 |
| Anthem Biosciences Limited | 1148.91 | 0.51 |
| Reliance Industries Limited | 1127.88 | 0.5 |
| PI Industries Limited | 1092.3 | 0.48 |
| Aditya Birla Real Estate Limited | 1036.62 | 0.46 |
| Tata Capital Limited | 989.92 | 0.44 |
| Siemens Energy India Limited | 874.26 | 0.39 |
| Tata Communications Limited | 869.26 | 0.38 |
| Jyothy Labs Limited | 825.14 | 0.36 |
| Crompton Greaves Consumer Electricals Limited | 809.56 | 0.36 |
| LG Electronics India Ltd | 630.93 | 0.28 |
| Bharat Petroleum Corporation Limited | 567.44 | 0.25 |
| Ceigall India Ltd | 386.43 | 0.17 |
| Tata Power Company Limited | 317.57 | 0.14 |
| Havells India Limited | 315.03 | 0.14 |
| RBL Bank Limited | 269.14 | 0.12 |
| Tata Technologies Limited | 223.31 | 0.1 |
| P N Gadgil Jewellers Limited | 179.84 | 0.08 |
| ICICI Prudential Life Insurance Company Limited | 179.03 | 0.08 |
| Biocon Limited | 133 | 0.06 |
| Tube Investments of India Limited | 108.95 | 0.05 |
| Premier Energies Limited | 49.68 | 0.02 |
| 6% TVS Motor Co Non Convertible Redeemable Preference shares ** | 29.75 | 0.01 |
| Net Receivables / (Payables) | -864.48 | -0.38 |
Sectors - Holding Percentage
| Sector | hold percentage |
|---|---|
| Bank | 15.54% |
| Automobile & Ancillaries | 13.17% |
| IT | 9.58% |
| Capital Goods | 8.85% |
| Finance | 7.54% |
| Healthcare | 6.56% |
| Chemicals | 4.97% |
| Retailing | 4.79% |
| Construction Materials | 4.59% |
| Telecom | 4.43% |
| Infrastructure | 3.46% |
| FMCG | 3.1% |
| Realty | 2.36% |
| Aviation | 2.14% |
| Insurance | 1.67% |
| G-Sec | 1.1% |
| Logistics | 1.09% |
| Textile | 0.94% |
| Iron & Steel | 0.85% |
| Non - Ferrous Metals | 0.82% |
| Crude Oil | 0.75% |
| Electricals | 0.71% |
| Consumer Durables | 0.64% |
| Business Services | 0.59% |
| Power | 0.14% |
Divident Details
| Scheme Name | Date | Dividend (%) |
| No Data Found |
Alternative Funds From Category
| Scheme Name | Asset Size | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Bandhan TRANSPORTATION AND LOGISTICS FUND - GROWTH - REGULAR PLAN | 260.72 | 2.15 | 4.25 | 15.89 | 20.74 | 26.29 |
| UTI-Transpotation and Logistics Fund-Growth Option | 7.2 | 1.78 | 2.97 | 14.18 | 20.32 | 26.51 |
| Invesco India PSU Equity Fund - Regular Plan - Growth | 431.9 | 4.14 | 4.34 | 2.42 | 15.01 | 29.67 |
| SBI Comma Fund - REGULAR PLAN - Growth | 427.78 | 5.27 | 5.05 | 5.03 | 14.88 | 18.22 |
| ICICI Prudential Manufacturing Fund - Cumulative Option | 717.63 | 1.62 | 1.57 | 2.17 | 11.21 | 25.3 |
| 360 ONE QUANT FUND REGULAR GROWTH | 59.83 | 1.76 | 3.26 | 2.12 | 10.24 | 24.96 |
| Nippon India Quant Fund -Growth Plan - Growth Option | 36.31 | 1.42 | 4.54 | 3.8 | 10.18 | 21.05 |
| Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 463.85 | 1.78 | 6.39 | 4.38 | 9.48 | 0 |
| DSP Quant Fund - Regular Plan - Growth | 1227.27 | 1.11 | 5.75 | 5.51 | 8.95 | 13.1 |
| WhiteOak Capital Special Opportunities Fund - Regular Growth | 402.09 | 0.18 | 3.32 | 2.1 | 8.11 | 0 |
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 | 5.88 | 5.78 | 5.75 | 6.52 | 6.98 |
| Axis Liquid Fund - Regular Plan - Growth Option | 42866.63 | 5.88 | 5.78 | 5.75 | 6.52 | 6.98 |
| Axis ELSS Tax Saver Fund - Regular Plan - Growth | 39252.74 | 0.03 | 1.94 | 0.64 | 5.53 | 15.82 |
| Axis Liquid Fund - Regular Plan - Growth Option | 39069.41 | 5.88 | 5.78 | 5.75 | 6.52 | 6.98 |
| Axis ELSS Tax Saver Fund - Regular Plan - Growth | 38422.94 | 0.03 | 1.94 | 0.64 | 5.53 | 15.82 |
| Axis ELSS Tax Saver Fund - Regular Plan - Growth | 38278.4 | 0.03 | 1.94 | 0.64 | 5.53 | 15.82 |
| Axis Liquid Fund - Regular Plan - Growth Option | 37357.87 | 5.88 | 5.78 | 5.75 | 6.52 | 6.98 |
| Axis Liquid Fund - Regular Plan - Growth Option | 37122.11 | 5.88 | 5.78 | 5.75 | 6.52 | 6.98 |
| Axis ELSS Tax Saver Fund - Regular Plan - Growth | 37106.3 | 0.03 | 1.94 | 0.64 | 5.53 | 15.82 |
| Axis Liquid Fund - Regular Plan - Growth Option | 36757.35 | 5.88 | 5.78 | 5.75 | 6.52 | 6.98 |