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Scheme Profile

AXIS Business Cycles Fund - Regular (G)

Get detailed information of scheme on investment, NAV, Performance.
AUM ( Cr. )
2,145
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) / 14.02 (04-Mar-2025)
  • Incremental Investment ()
  • 100
  • NAV ()
  • 16.18 ( -0.24) ( -1.46 %)
  • Benchmark
  • Nifty 500 TRI
  • Fund Manager
  • Ashish Naik
  • Value of () 1,00,000 since inception
  • 1,61,800
  • 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 (%)
  • 2.06
  • Maturity Date
  • NA

Portfolio Indicators

  • Portfolio P/E
  • 49.11 times
  • Portfolio P/B
  • 7.75 times
  • Average Maturity
  • -
  • Yield To Maturity
  • -
  • Modified Duration
  • -
  • Turnover Ratio (%)
  • 0.77

Risk Factors

  • Jenson's Alpha
  • -0.43
  • Standard Deviation
  • 3.75
  • Beta
  • 0.99
  • Sharpe
  • 1.01
  • 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
  • Nifty 500 TRI
  • -4.38
  • -4.03
  • 0.76
  • 15.85
  • 17.23
  • 13.92
  • 15.32
  • -

Company Top 5 Holdings

  [ As on 31 Jan 2026 ] More
  • Company
  • Asset
  • Value( in Cr.)
  • Holdings (%)
  • ICICI Bank Ltd
  • Equity
  • 11,38,270
  • 7.19
  • HDFC Bank Ltd
  • Equity
  • 9,00,368
  • 3.90
  • Infosys Ltd
  • Equity
  • 4,79,008
  • 3.66
  • Larsen & Toubro Ltd
  • Equity
  • 1,83,097
  • 3.36
  • State Bank of India
  • Equity
  • 5,81,363
  • 2.92

Sector Top 5 Holdings

  [ As on 31 Jan 2026 ] More
  • Sector
  • Value( in Cr.)
  • Holdings (%)
  • Banks
  • 59,57,152
  • 21.35
  • Finance
  • 23,78,699
  • 8.04
  • IT - Software
  • 13,18,729
  • 6.60
  • Automobile
  • 17,83,186
  • 5.48
  • Pharmaceuticals
  • 5,51,909
  • 4.60

Annual Performance

Year Return (%) AUM ( in Cr.)
Scheme Return Category Return Benchmark Return Sensex Return
YTD -3.11 -3.82 -4.38 -5.81 2,145.25
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.)
Scheme Return Category Return Benchmark Return Sensex Return
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
Mar-2025 -7.34 -8.65 -4.89 -1.39 2,295.36

Peer Comparison

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Asset Allocation

Sector Allocation

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