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Scheme Profile

AXIS Business Cycles Fund - Regular (G)

Get detailed information of scheme on investment, NAV, Performance.

AUM (

Cr. )

1,866

Inception Date

22-02-2023

Category

Equity - Thematic - Others

Key Parameters

Type
OPEN ENDED
Minimum Investment ()
100

52 Week High / Low ()
16.89 (07-Jan-2026) / 14.49 (31-Mar-2026)
Incremental Investment ()
100

NAV ()
16.20 ( 0.15) ( 0.93 %)
Benchmark
Nifty 500 TRI

Fund Manager
Ashish Naik
Value of () 1,00,000 since inception
1,62,000

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 (%)
2.11
Maturity Date
NA

Portfolio Indicators

Portfolio P/E
49.01 times
Portfolio P/B
7.50 times

Average Maturity
-
Yield To Maturity
-

Modified Duration
-
Turnover Ratio (%)
1.00

Risk Factors

Jenson's Alpha
0.02
Standard Deviation
4.30

Beta
0.99
Sharpe
0.44

R-Squared
1.00
Treynor Factor
-0.02

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

AXIS Business Cycles Fund - Regular (G)
-2.99
-1.94
-3.05
6.02
16.58
0
-
16.55

Nifty 500 TRI
-4.21
-2.04
-2.83
6.49
16.45
14.77
14.42
-

Company Top 5 Holdings

[ As on 31 Mar 2026 ] More

Company
Asset
Value( in Cr.)
Holdings (%)

ICICI Bank Ltd
Equity
6,32,735
4.09

Larsen & Toubro Ltd
Equity
1,89,992
3.57

Axis Bank Ltd
Equity
5,65,542
3.52

UltraTech Cement Ltd
Equity
49,183
2.83

HDFC Bank Ltd
Equity
7,20,669
2.82

Sector Top 5 Holdings

[ As on 31 Mar 2026 ] More

Sector
Value( in Cr.)
Holdings (%)

Banks
51,01,613
17.82

Pharmaceuticals
6,03,488
5.24

Chemicals
12,71,990
5.01

Finance
12,59,462
4.97

Capital Goods - Electrical Equipment
13,66,072
4.94

Annual Performance

Year	Return (%)				AUM ( in Cr.)
Year	Scheme Return	Category Return	Benchmark Return	Sensex Return	AUM ( in Cr.)
YTD	-2.99	-2.56	-4.21	-7.86	1,866.24
2025	2.65	3.54	7.25	8.55	2,212.89
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.)
Year	Scheme Return	Category Return	Benchmark Return	Sensex Return	AUM ( in Cr.)
Mar-2026	-13.23	-13.14	-14.02	-15.54	1,866.24
Dec-2025	1.84	2.68	4.24	5.23	2,212.89
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

Peer Comparison

Scheme Name
AUM ( Cr.)
1 Year (%)
3 Year (%)
5 Year (%)
Since Inception
Inception Date
Sharpe
Std.Dev.

SBI Automotive Opportunities Fund
4,616.45
31.33
0
0
6.85
05-Jun-2024
-0.30
5.73

HDFC Defence Fund
7,304.61
29.93
0
0
39.76
02-Jun-2023
0.83
8.79

ICICI Pru Commodities Fund
3,341.95
24.06
20.69
20.82
26.92
15-Oct-2019
0.61
4.57

Aditya Birla SL Manufacturing Equity Fund
1,015.66
20.63
22.49
15.25
11.76
31-Jan-2015
0.71
4.78

SBI Comma Fund
938.81
20.40
20.90
15.17
12.54
08-Aug-2005
0.73
4.55

Baroda BNP Paribas Manufacturing Fund
804.30
20.26
0
0
2.68
28-Jun-2024
-0.54
4.60

Kotak Manufacture in India Fund
2,400.89
18.91
22.15
0
18.37
22-Feb-2022
0.72
4.77

ICICI Pru Manufacturing Fund
5,867.42
18.45
25.42
21.85
18.97
11-Oct-2018
0.82
5.04

Canara Robeco Manufacturing Fund
1,405.34
17.34
0
0
12.72
11-Mar-2024
0.02
5.66

AXIS India Manufacturing Fund
4,681.40
16.17
0
0
17.38
21-Dec-2023
0.33
4.92

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