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Scheme Profile

AXIS Business Cycles Fund - Regular (G)

Get detailed information of scheme on investment, NAV, Performance.
AUM ( Cr. )
2,298
Inception Date
22-02-2023
Category
Equity - Thematic - Others

Key Parameters

  • Type
  • OPEN ENDED
  • Minimum Investment ()
  • 100
  • 52 Week High / Low ()
  • 16.87 (29-Oct-2025) / 13.87 (28-Feb-2025)
  • Incremental Investment ()
  • 100
  • NAV ()
  • 16.75 ( 0.00) ( 0.00 %)
  • Benchmark
  • Nifty 500 TRI
  • Fund Manager
  • Ashish Naik
  • Value of () 1,00,000 since inception
  • 1,67,500
  • Entry Load
  • Nil
  • Exit Load
  • If redeemed / switched-out within 12 months - For 10% of investment: Nil For remaining investment: 1% If redeemed/switched out after 12 months from the date of allotment: Nil
  • Expense Ratio (%)
  • 2.02
  • Maturity Date
  • NA

Portfolio Indicators

  • Portfolio P/E
  • 54.27 times
  • Portfolio P/B
  • 8.52 times
  • Average Maturity
  • -
  • Yield To Maturity
  • -
  • Modified Duration
  • -
  • Turnover Ratio (%)
  • 0.58

Risk Factors

  • Jenson's Alpha
  • 0.01
  • Standard Deviation
  • 3.84
  • Beta
  • 0.99
  • Sharpe
  • 1.09
  • R-Squared
  • 1.00
  • Treynor Factor
  • 0.01

NAV Movement

  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y

AUM Growth ( Cr.)

  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y

Performance

  • Scheme Name
  • YTD (%)
  • 3 Months (%)
  • 6 Months (%)
  • 1 Year (%)
  • 3 Years (%)
  • 5 Years (%)
  • 10 Years (%)
  • Since Inception
  • Nifty 500 TRI
  • 7.48
  • 5.48
  • 5.44
  • 5.82
  • 15.43
  • 18.37
  • 14.82
  • -

Company Top 5 Holdings

  [ As on 31 Oct 2025 ] More
  • Company
  • Asset
  • Value( in Cr.)
  • Holdings (%)
  • ICICI Bank Ltd
  • Equity
  • 10,52,228
  • 6.16
  • Bharti Airtel Ltd
  • Equity
  • 4,58,359
  • 4.10
  • HDFC Bank Ltd
  • Equity
  • 9,34,409
  • 4.01
  • Larsen & Toubro Ltd
  • Equity
  • 1,88,809
  • 3.31
  • Infosys Ltd
  • Equity
  • 5,05,777
  • 3.26

Sector Top 5 Holdings

  [ As on 31 Oct 2025 ] More
  • Sector
  • Value( in Cr.)
  • Holdings (%)
  • Banks
  • 35,46,609
  • 15.58
  • IT - Software
  • 8,75,272
  • 6.54
  • Pharmaceuticals
  • 10,79,101
  • 5.83
  • Finance
  • 20,07,626
  • 5.19
  • Telecom-Service
  • 5,01,101
  • 4.62

Annual Performance

Year Return (%) AUM ( in Cr.)
Scheme Return Category Return Benchmark Return Sensex Return
YTD 3.33 4.00 7.52 9.17 2,298.23
2024 19.47 14.84 16.00 8.12 2,540.13
2023 35.00 27.24 26.30 18.10 2,654.44

Quarterly Performance

Year Return (%) AUM ( in Cr.)
Scheme Return Category Return Benchmark Return Sensex Return
Sep-2025 -2.46 -2.14 -3.41 -4.10 2,256.00
Jun-2025 12.04 12.32 12.47 9.97 2,446.11
Mar-2025 -7.34 -8.65 -4.89 -1.39 2,295.36
Dec-2024 -5.83 -6.35 -7.69 -7.27 2,540.13

Peer Comparison

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Asset Allocation

Sector Allocation

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