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Scheme Profile

AXIS Business Cycles Fund - Regular (G)

Get detailed information of scheme on investment, NAV, Performance.
AUM ( Cr. )
2,039
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 ()
  • 16.33 ( -0.19) ( -1.15 %)
  • Benchmark
  • Nifty 500 TRI
  • Fund Manager
  • Ashish Naik
  • Value of () 1,00,000 since inception
  • 1,63,300
  • 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 (%)
  • 2.38
  • Maturity Date
  • NA

Portfolio Indicators

  • Portfolio P/E
  • 47.84 times
  • Portfolio P/B
  • 9.84 times
  • Average Maturity
  • -
  • Yield To Maturity
  • -
  • Modified Duration
  • -
  • Turnover Ratio (%)
  • 1.08

Risk Factors

  • Jenson's Alpha
  • 1.63
  • Standard Deviation
  • 4.67
  • Beta
  • 1.00
  • Sharpe
  • 0.42
  • R-Squared
  • 1.00
  • Treynor Factor
  • 0.00

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

Company Top 5 Holdings

  [ As on 30 Sep 2026 ] More
  • Company
  • Asset
  • Value( in Cr.)
  • Holdings (%)
  • Larsen & Toubro Ltd
  • Equity
  • 2,05,760
  • 3.79
  • Axis Bank Ltd
  • Equity
  • 5,99,057
  • 3.60
  • ICICI Bank Ltd
  • Equity
  • 5,54,096
  • 3.59
  • HDFC Bank Ltd
  • Equity
  • 9,60,108
  • 3.34
  • C C I
  • Reverse Repo
  • 0
  • 3.09

Sector Top 5 Holdings

  [ As on 30 Sep 2026 ] More
  • Sector
  • Value( in Cr.)
  • Holdings (%)
  • Banks
  • 61,22,754
  • 18.25
  • E-Commerce/App based Aggregator
  • 33,09,603
  • 6.36
  • Auto Ancillaries
  • 7,58,577
  • 6.01
  • Chemicals
  • 8,67,894
  • 5.69
  • Finance
  • 8,70,037
  • 5.27

Annual Performance

Year Return (%) AUM ( in Cr.)
Scheme Return Category Return Benchmark Return Sensex Return
YTD -2.22 -3.11 -7.07 -13.31 2,039.20
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
Sep-2026 -0.24 -2.69 -4.21 -5.78 2,039.20
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

Peer Comparison

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Asset Allocation

Sector Allocation

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