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Scheme Profile

AXIS Business Cycles Fund - Regular (G)

Get detailed information of scheme on investment, NAV, Performance.
AUM ( Cr. )
2,089
Inception Date
22-02-2023
Category
Equity - Thematic

Key Parameters

  • Type
  • OPEN ENDED
  • Minimum Investment ()
  • 100
  • 52 Week High / Low ()
  • 16.94 (10-Jul-2026) / 14.49 (31-Mar-2026)
  • Incremental Investment ()
  • 100
  • NAV ()
  • 16.87 ( -0.01) ( -0.06 %)
  • Benchmark
  • Nifty 500 TRI
  • Fund Manager
  • Ashish Naik
  • Value of () 1,00,000 since inception
  • 1,68,700
  • 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 (%)
  • 2.39
  • Maturity Date
  • NA

Portfolio Indicators

  • Portfolio P/E
  • 48.70 times
  • Portfolio P/B
  • 11.20 times
  • Average Maturity
  • -
  • Yield To Maturity
  • -
  • Modified Duration
  • -
  • Turnover Ratio (%)
  • 1.10

Risk Factors

  • Jenson's Alpha
  • 0.49
  • Standard Deviation
  • 4.56
  • Beta
  • 1.01
  • Sharpe
  • 0.54
  • 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
  • -1.78
  • 1.77
  • 2.81
  • 0.83
  • 12.45
  • 12.42
  • 13.74
  • -

Company Top 5 Holdings

  [ As on 30 Jun 2026 ] More
  • Company
  • Asset
  • Value( in Cr.)
  • Holdings (%)
  • Larsen & Toubro Ltd
  • Equity
  • 2,05,760
  • 4.08
  • ICICI Bank Ltd
  • Equity
  • 5,54,096
  • 3.65
  • Axis Bank Ltd
  • Equity
  • 5,65,542
  • 3.64
  • HDFC Bank Ltd
  • Equity
  • 8,52,010
  • 3.26
  • Grasim Industries Ltd
  • Equity
  • 1,77,798
  • 2.64

Sector Top 5 Holdings

  [ As on 30 Jun 2026 ] More
  • Sector
  • Value( in Cr.)
  • Holdings (%)
  • Banks
  • 61,12,265
  • 18.60
  • Capital Goods-Non Electrical Equipment
  • 8,32,907
  • 5.95
  • E-Commerce/App based Aggregator
  • 36,52,433
  • 5.82
  • Chemicals
  • 12,71,990
  • 5.27
  • Finance
  • 8,20,849
  • 5.07

Annual Performance

Year Return (%) AUM ( in Cr.)
Scheme Return Category Return Benchmark Return Sensex Return
YTD 1.02 1.57 -1.84 -8.78 2,088.60
2025 2.65 2.96 7.25 8.55 2,212.89
2024 19.47 14.44 16.00 8.12 2,540.13
2023 35.00 31.27 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 12.02 10.21 4.57 2,088.60
Mar-2026 -13.23 -12.60 -14.02 -15.54 1,866.24
Dec-2025 1.84 1.99 4.24 5.23 2,212.89
Sep-2025 -2.46 -2.50 -3.41 -4.10 2,256.00

Peer Comparison

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Asset Allocation

Sector Allocation

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