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Scheme Profile

AXIS Business Cycles Fund - Regular (G)

Get detailed information of scheme on investment, NAV, Performance.
AUM ( Cr. )
2,126
Inception Date
22-02-2023
Category
Equity - Thematic

Key Parameters

  • Type
  • OPEN ENDED
  • Minimum Investment ()
  • 100
  • 52 Week High / Low ()
  • 17.6 (26-Aug-2026) / 14.49 (31-Mar-2026)
  • Incremental Investment ()
  • 100
  • NAV ()
  • 17.44 ( 0.00) ( 0.00 %)
  • Benchmark
  • Nifty 500 TRI
  • Fund Manager
  • Ashish Naik
  • Value of () 1,00,000 since inception
  • 1,74,400
  • 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 (%)
  • 2.28
  • Maturity Date
  • NA

Portfolio Indicators

  • Portfolio P/E
  • 46.88 times
  • Portfolio P/B
  • 10.62 times
  • Average Maturity
  • -
  • Yield To Maturity
  • -
  • Modified Duration
  • -
  • Turnover Ratio (%)
  • 1.13

Risk Factors

  • Jenson's Alpha
  • 1.08
  • Standard Deviation
  • 4.55
  • Beta
  • 1.01
  • Sharpe
  • 0.57
  • 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
  • -1.99
  • 3.87
  • 4.45
  • 2.83
  • 11.68
  • 10.56
  • 13.03
  • -

Company Top 5 Holdings

  [ As on 31 Jul 2026 ] More
  • Company
  • Asset
  • Value( in Cr.)
  • Holdings (%)
  • Larsen & Toubro Ltd
  • Equity
  • 2,05,760
  • 3.81
  • ICICI Bank Ltd
  • Equity
  • 5,54,096
  • 3.74
  • Axis Bank Ltd
  • Equity
  • 5,99,057
  • 3.46
  • HDFC Bank Ltd
  • Equity
  • 9,03,407
  • 3.18
  • Mahindra & Mahindra Ltd
  • Equity
  • 1,69,482
  • 2.71

Sector Top 5 Holdings

  [ As on 31 Jul 2026 ] More
  • Sector
  • Value( in Cr.)
  • Holdings (%)
  • Banks
  • 49,60,747
  • 17.20
  • E-Commerce/App based Aggregator
  • 37,35,817
  • 6.66
  • Finance
  • 10,08,349
  • 6.52
  • Chemicals
  • 12,33,359
  • 5.56
  • Automobile
  • 8,97,672
  • 5.37

Annual Performance

Year Return (%) AUM ( in Cr.)
Scheme Return Category Return Benchmark Return Sensex Return
YTD 4.43 2.42 -1.99 -10.18 2,125.96
2025 2.65 2.95 7.25 8.55 2,212.89
2024 19.47 14.39 16.00 8.12 2,540.13
2023 35.00 31.17 26.30 18.10 2,654.44

Quarterly Performance

Year Return (%) AUM ( in Cr.)
Scheme Return Category Return Benchmark Return Sensex Return
Jun-2026 11.91 11.99 10.21 4.57 2,088.60
Mar-2026 -13.23 -12.62 -14.02 -15.54 1,866.24
Dec-2025 1.84 2.02 4.24 5.23 2,212.89
Sep-2025 -2.46 -2.49 -3.41 -4.10 2,256.00

Peer Comparison

<< < 123456> >> 

Asset Allocation

Sector Allocation

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