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Scheme Profile

AXIS Business Cycles Fund - Regular (G)

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

AUM (

Cr. )

2,295

Inception Date

22-02-2023

Category

Equity - Thematic - Others

Key Parameters

Type
OPEN ENDED
Minimum Investment ()
100

52 Week High / Low ()
17.26 (24-Sep-2024) / 13.87 (28-Feb-2025)
Incremental Investment ()
100

NAV ()
15.40 ( -0.01) ( -0.06 %)
Benchmark
Nifty 500 TRI

Fund Manager
Ashish Naik
Value of () 1,00,000 since inception
1,54,000

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 (%)
0
Maturity Date
NA

Portfolio Indicators

Portfolio P/E
47.50 times
Portfolio P/B
8.68 times

Average Maturity
-
Yield To Maturity
-

Modified Duration
-
Turnover Ratio (%)
0.89

Risk Factors

Jenson's Alpha
-0.07
Standard Deviation
4.19

Beta
1.01
Sharpe
1.00

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

AXIS Business Cycles Fund - Regular (G)
-5.00
1.45
-3.99
4.55
0
0
0
21.87

Nifty 500 TRI
-1.91
2.95
-2.01
5.40
15.44
24.94
13.60
-

Company Top 5 Holdings

[ As on 31 Mar 2025 ] More

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

HDFC Bank Ltd
Equity
8,32,276
6.63

ICICI Bank Ltd
Equity
10,64,831
6.26

Bharti Airtel Ltd
Equity
4,52,500
3.42

Interglobe Aviation Ltd
Equity
1,42,708
3.18

Larsen & Toubro Ltd
Equity
2,07,583
3.16

Sector Top 5 Holdings

[ As on 31 Mar 2025 ] More

Sector
Value( in Cr.)
Holdings (%)

Banks
40,63,429
17.86

IT - Software
7,17,148
5.99

Pharmaceuticals
6,72,220
4.99

FMCG
11,97,107
4.80

Finance
14,33,685
4.29

Annual Performance

Year	Return (%)				AUM ( in Cr.)
Year	Scheme Return	Category Return	Benchmark Return	Sensex Return	AUM ( in Cr.)
YTD	-5.00	-5.75	-1.91	2.54	2,295.36
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-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
Sep-2024	6.15	7.51	6.96	6.07	2,793.45
Jun-2024	11.19	12.16	10.49	6.78	2,825.78

Peer Comparison

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

Bandhan Innovation Fund
1,387.32
15.93
0
0
15.93
30-Apr-2024
0.47
6.69

Sundaram Services Fund
3,745.64
14.49
17.36
26.89
19.78
21-Sep-2018
0.59
3.92

ICICI Pru ESG Exclusionary Strategy Fund
1,428.28
14.34
19.04
0
18.32
09-Oct-2020
0.73
3.81

ICICI Pru India Opportunities Fund
25,696.42
13.52
23.75
32.89
21.70
15-Jan-2019
1.25
3.62

Bandhan Financial Services Fund
967.14
13.23
0
0
21.72
28-Jul-2023
0.94
3.98

Aditya Birla SL ESG Integration Strategy Fund
605.05
13.09
11.73
0
12.86
24-Dec-2020
0.22
4.45

ICICI Pru Export and Services Fund
1,330.73
12.86
20.30
26.98
15.27
30-Nov-2005
1.00
3.40

ICICI Pru Innovation Fund
6,298.40
12.69
0
0
31.76
28-Apr-2023
1.45
4.38

ICICI Pru Quant Fund
124.89
12.29
16.33
0
19.61
11-Dec-2020
0.72
3.51

Kotak Business Cycle Fund
2,492.96
11.71
0
0
16.76
28-Sep-2022
0.65
4.02

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