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Scheme Profile

AXIS Business Cycles Fund - Regular (G)

Get detailed information of scheme on investment, NAV, Performance.
AUM ( Cr. )
2,256
Inception Date
22-02-2023
Category
Equity - Thematic - Others

Key Parameters

  • Type
  • OPEN ENDED
  • Minimum Investment ()
  • 100
  • 52 Week High / Low ()
  • 16.86 (19-Sep-2025) / 13.87 (28-Feb-2025)
  • Incremental Investment ()
  • 100
  • NAV ()
  • 16.70 ( 0.10) ( 0.60 %)
  • Benchmark
  • Nifty 500 TRI
  • Fund Manager
  • Ashish Naik
  • Value of () 1,00,000 since inception
  • 1,67,000
  • 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 (%)
  • 2.02
  • Maturity Date
  • NA

Portfolio Indicators

  • Portfolio P/E
  • 50.42 times
  • Portfolio P/B
  • 8.29 times
  • Average Maturity
  • -
  • Yield To Maturity
  • -
  • Modified Duration
  • -
  • Turnover Ratio (%)
  • 0.63

Risk Factors

  • Jenson's Alpha
  • 0.81
  • Standard Deviation
  • 3.96
  • Beta
  • 0.99
  • Sharpe
  • 1.07
  • R-Squared
  • 1.00
  • Treynor Factor
  • -0.03

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
  • 5.74
  • 0.69
  • 10.84
  • 0.55
  • 17.60
  • 20.85
  • 14.38
  • -

Company Top 5 Holdings

  [ As on 30 Sep 2025 ] More
  • Company
  • Asset
  • Value( in Cr.)
  • Holdings (%)
  • ICICI Bank Ltd
  • Equity
  • 10,52,228
  • 6.29
  • HDFC Bank Ltd
  • Equity
  • 11,66,236
  • 4.92
  • Bharti Airtel Ltd
  • Equity
  • 4,58,359
  • 3.82
  • UltraTech Cement Ltd
  • Equity
  • 61,664
  • 3.34
  • Infosys Ltd
  • Equity
  • 5,05,777
  • 3.23

Sector Top 5 Holdings

  [ As on 30 Sep 2025 ] More
  • Sector
  • Value( in Cr.)
  • Holdings (%)
  • Banks
  • 37,54,262
  • 16.22
  • IT - Software
  • 8,90,205
  • 6.52
  • Pharmaceuticals
  • 12,52,900
  • 6.31
  • Automobile
  • 3,16,826
  • 5.28
  • Cement
  • 4,66,037
  • 4.50

Annual Performance

Year Return (%) AUM ( in Cr.)
Scheme Return Category Return Benchmark Return Sensex Return
YTD 3.02 3.38 4.90 5.22 2,256.00
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
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
Dec-2024 -5.83 -6.35 -7.69 -7.27 2,540.13

Peer Comparison

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Asset Allocation

Sector Allocation

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