Axis Business Cycles Fund - IDCW - Direct Plan

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  • Net Change on 08-12-2023

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Fund Overview IDCW | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

To provide long term capital appreciation by investing predominantly in equity and equity relatedsecurities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
SBI Magnum Equity ESG Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 2013 17.45 17.81 16.05 1.32 4,879.42
TATA Ethical Fund Direct Plan - Payout of Income Distribution cum capital withdrawal option Jan 01, 2013 18.15 21.09 18.41 0.88 1,882.67
ICICI Prudential Manufacturing Fund - Direct Plan - IDCW Option Oct 11, 2018 38.20 31.62 22.31 1.24 1,516.92
Franklin INDIA OPPORTUNITIES FUND - Direct - IDCW Jan 01, 2013 Unrated 43.83 26.74 21.73 1.28 1,489.72
HDFC Housing Opportunities Fund - IDCW Option - Direct Plan Dec 06, 2017 33.65 27.64 17.76 1.25 1,152.58

Fund Holdings as on 31-October-2023

  • Reliance Industries Limited

  • CreditAccess Grameen Limited

  • Clearing Corporation of India Ltd

  • UltraTech Cement Limited

  • Sona BLW Precision Forgings Limited

  • Tata Consultancy Services Limited

  • Cholamandalam Financial Holdings Limited

  • ICICI Bank Limited

  • State Bank of India

  • Tata Motors Limited

  • HDFC Bank Limited

  • CIE Automotive India Limited

  • RHI Magnesita India Limited

  • NTPC Limited

  • Solar Industries India Limited

  • K.P.R. Mill Limited

  • Infosys Limited

  • SRF Limited

  • Balrampur Chini Mills Limited

  • 182 Days Tbill (MD 23/11/2023)

  • Data Patterns (India) Limited

  • Brigade Enterprises Limited

  • Bharat Electronics Limited

  • DLF Limited

  • Tech Mahindra Limited

  • Hindustan Unilever Limited

  • LTIMindtree Limited

  • Schaeffler India Limited

  • Jindal Steel & Power Limited

  • Kaynes Technology India Limited

  • Shree Cement Limited

  • Power Grid Corporation of India Limited

  • Tata Steel Limited November 2023 Future

  • Jio Financial Services Limited

  • Coal India Limited

  • Hindalco Industries Limited November 2023 Future

  • Chemplast Sanmar Limited

  • Aether Industries Limited

  • Marico Limited

  • Asian Paints Limited

  • Bharat Petroleum Corporation Limited

  • Voltas Limited

  • Delhivery Limited

  • InterGlobe Aviation Limited

  • Grasim Industries Limited

  • L&T Finance Holdings Limited

  • Mahindra & Mahindra Financial Services Limited

  • CEAT Limited

  • Jindal Stainless Limited

  • HCL Technologies Limited

  • Minda Corporation Limited

  • Vedant Fashions Limited

  • Zee Entertainment Enterprises Limited November 2023 Future

  • Hindalco Industries Limited

  • BSE Limited

  • Indraprastha Gas Limited

  • Union Bank of India

  • Net Receivables / (Payables)

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  • IT - Software

  • Chemicals

  • Refineries

  • Bank - Private

  • Finance - NBFC

  • Cement & Construction Materials

  • Auto Ancillary

  • Power Generation/Distribution

  • Construction - Real Estate

  • Miscellaneous

  • Finance - Investment

  • Bank - Public

  • Automobiles-Trucks/Lcv

  • Textile

  • Refractories

  • Forgings

  • Sugar

  • Defence

  • Engineering - Industrial Equipments

  • Household & Personal Products

  • Bearings

  • Steel/Sponge Iron/Pig Iron

  • Electronics - Components

  • Finance - Stock Broking

  • Mining & Minerals

  • Paints

  • Consumer Food

  • Air Conditioners

  • Courier Services

  • Airlines

  • Diversified

  • Steel & Iron Products

  • Tyres & Allied

  • Metal - Non Ferrous

  • Finance - Others

  • Gas Transmission/Marketing

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About Axis Business Cycles Fund

Scheme Analysis

Axis Business Cycles Fund is a Equity - Thematic Fund - Other fund and belongs to Axis Mutual Fund. It was launched on 22-Feb-2023 and currently has an AUM of ₹2,485.24 crore. Axis Business Cycles Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Axis Business Cycles Fund ended down ₹-0.03(-0.23%)yesterday to ₹13.

Among its top 3 holdings the fund has exposure to Reliance Industries Limited, and

The Axis Business Cycles Fund is managed by Ashish Naik .

Fund House Contact

Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400 025

022-43255161
022-43255199
www.axismf.com