Axis Business Cycles Fund - Regular Plan - Growth
AUM:
₹ 225.72 Cr
Expense Ratio
2.02%
Benchmark
NIFTY 500 TRI
ISIN
INF846K019N8
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Exit Load
If redeemed / switched-out within 12 months from the date of allotment - ? For 10% of investment: Nil; For remaining investment: 1% If redeemed/switched out after 12 months from the date of allotment: Nil
Asset Class
Status
Open Ended Schemes
Fund Manager
Mr. Ashish Naik
16.73
-0.01 (-0.0598%)
Overview
Investment Objective
To provide long term capital appreciation by investing predominantly in equity and equity related securities 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.
Asset Allocation
Equity
96.99%
Debt
1.11%
Others
1.90%
Indicators
| Volatility | |
| Sharp Ratio | |
| Alpha |
| Beta | |
| Yield to Maturity | |
| Average Maturity |
-
-
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
-
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
-
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) | Since Launch (%) |
|---|---|---|---|---|
| Axis Business Cycles Fund - Regular Plan - Growth | 3.78 | - | - | 21.3 |
| NIFTY 500 TRI | 5.06 | 17.41 | 20.65 | 12.51 |
Riskometer
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 23.11 |
| Capital Goods | 13.5 |
| Automobile and Auto Components | 9.09 |
| Healthcare | 8.05 |
| Consumer Services | 6.32 |
| Information Technology | 6.31 |
| Construction Materials | 4.36 |
| Telecommunication | 3.82 |
| Chemicals | 3.75 |
| Services | 3.46 |
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 6.29 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 4.92 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.82 |
| ULTRATECH CEMENT LIMITED EQ | 3.34 |
| INFOSYS LIMITED EQ FV RS 5 | 3.23 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.06 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 2.65 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 2.31 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 2.1 |
| INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- | 2.04 |
Peer Comparison
| Scheme Name | Inception Date | 1Yr Rtn (%) | 3Yrs Rtn (%) | 5Yrs Rtn (%) | 10Yrs Rtn(%) |
|---|---|---|---|---|---|
| Axis Business Cycles Fund Reg Gr | 05-02-2023 | 3.78 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal Business Cycle Fund Reg Gr | 27-08-2024 | 15.11 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 05-01-2021 | 8.4 | 23.71 | 0.0 | 0.0 |
| Kotak Business Cycle Fund Reg Gr | 05-09-2022 | 7.42 | 18.27 | 0.0 | 0.0 |
| Bandhan Business Cycle Fund Reg Gr | 01-09-2024 | 5.47 | 0.0 | 0.0 | 0.0 |
| Sundaram Business Cycle Fund Reg Gr | 25-06-2024 | 5.08 | 0.0 | 0.0 | 0.0 |
| HDFC Business Cycle Fund Gr | 05-11-2022 | 3.93 | 0.0 | 0.0 | 0.0 |
| Union Business Cycle Reg Gr | 05-03-2024 | 1.68 | 0.0 | 0.0 | 0.0 |
| Mahindra Manulife Business Cycle Fund Reg Gr | 11-09-2023 | 0.87 | 0.0 | 0.0 | 0.0 |
| HSBC Business Cycles Fund Reg Gr | 20-08-2014 | 0.32 | 21.79 | 24.42 | 13.43 |