Axis Business Cycles Fund - IDCW - Regular Plan

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Fund Overview IDCW | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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  • 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.)
ICICI Prudential India Opportunities Fund - IDCW Option Jan 15, 2019 46.44 28.74 23.64 1.65 19,792.23
SBI ESG Exclusionary Strategy Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 1991 31.33 16.42 16.57 1.93 5,534.25
ICICI Prudential Manufacturing Fund - IDCW Option Oct 11, 2018 70.78 32.94 28.12 1.88 4,841.52
Franklin INDIA OPPORTUNITIES FUND - IDCW Feb 21, 2000 Unrated 73.31 30.68 26.19 1.90 3,933.36
UTI Transportation and Logistics Fund - Regular Plan - IDCW Apr 11, 2004 62.20 31.41 24.90 1.91 3,435.05

Fund Holdings as on 31-May-2024

  • HDFC Bank Limited

  • ICICI Bank Limited

  • Reliance Industries Limited

  • State Bank of India

  • Tata Consultancy Services Limited

  • CreditAccess Grameen Limited

  • Jindal Steel & Power Limited

  • Bharat Electronics Limited

  • RHI Magnesita India Limited

  • Sona BLW Precision Forgings Limited

  • Bharti Airtel Limited

  • Schaeffler India Limited

  • InterGlobe Aviation Limited

  • CIE Automotive India Limited

  • Bharat Petroleum Corporation Limited

  • Tata Motors Limited

  • Brigade Enterprises Limited

  • NTPC Limited

  • Jindal Stainless Limited

  • Infosys Limited

  • Solar Industries India Limited

  • Kaynes Technology India Limited

  • REC Limited

  • Tech Mahindra Limited

  • UltraTech Cement Limited

  • Cholamandalam Financial Holdings Limited

  • Data Patterns (India) Limited

  • DLF Limited

  • K.P.R. Mill Limited

  • Delhivery Limited

  • Shree Cement Limited

  • ITC Limited

  • Marico Limited

  • Net Receivables / (Payables)

  • Maruti Suzuki India Limited

  • Minda Corporation Limited

  • Jio Financial Services Limited

  • Larsen & Toubro Limited

  • Aether Industries Limited

  • Power Grid Corporation of India Limited

  • Tata Steel Limited

  • Apar Industries Limited

  • Jyoti CNC Automation Ltd

  • Hindustan Unilever Limited

  • Oil & Natural Gas Corporation Limited

  • 91 Days Tbill (MD 19/07/2024)

  • HDFC Life Insurance Company Limited

  • Kotak Mahindra Bank Limited

  • Tata Technologies Ltd

  • Life Insurance Corporation Of India

  • Indian Bank

  • Endurance Technologies Limited

  • SRF Limited

  • Ambuja Cements Limited

  • HCL Technologies Limited

  • Granules India Limited

  • Divi's Laboratories Limited

  • Sudarshan Chemical Industries Limited

  • Chalet Hotels Limited

  • Hindalco Industries Limited

  • Adani Ports and Special Economic Zone Limited

  • Mahindra & Mahindra Limited June 2024 Future

  • Aadhar Housing Finance Limited

  • Mahindra & Mahindra Limited

  • KEI Industries Limited

  • Dabur India Limited

  • REC Limited June 2024 Future

  • Karur Vysya Bank Limited

  • Voltas Limited

  • Awfis Space Solutions Limited

  • Clearing Corporation of India Ltd

  • Balrampur Chini Mills Limited

  • Max Healthcare Institute Limited

  • Dabur India Limited June 2024 Future

  • Grasim Industries Limited

  • Vedant Fashions Limited

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  • Bank - Private

  • IT - Software

  • Refineries

  • Auto Ancillary

  • Bank - Public

  • Cement & Construction Materials

  • Finance - NBFC

  • Chemicals

  • Engineering - Industrial Equipments

  • Construction - Real Estate

  • Power Generation/Distribution

  • Steel & Iron Products

  • Steel/Sponge Iron/Pig Iron

  • Refractories

  • Telecommunication - Service Provider

  • Bearings

  • Airlines

  • Forgings

  • Automobiles-Trucks/Lcv

  • Insurance

  • Electronics - Components

  • Finance Term Lending

  • Automobiles - Passenger Cars

  • Finance - Investment

  • Defence

  • Miscellaneous

  • Courier Services

  • Textile

  • Cigarettes/Tobacco

  • Household & Personal Products

  • Consumer Food

  • Pharmaceuticals & Drugs

  • Engineering - Construction

  • Electric Equipment

  • Oil Exploration

  • Dyes & Pigments

  • Hotel, Resort & Restaurants

  • Metal - Non Ferrous

  • Port

  • Finance - Housing

  • Cable

  • Air Conditioners

  • Sugar

  • Hospital & Healthcare Services

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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 ₹2,699.44 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 ₹-0.12(-0.76%)yesterday to ₹15.67.

Among its top 3 holdings the fund has exposure to HDFC Bank Limited, and

The Axis Business Cycles Fund is managed by Ashish Naik and Mayank Hyanki.

Fund House Contact

One Lodha Place, 22 & 23 Floor, Senapati Bapat Marg, Lower Parel Mumbai - 400 013

022-43255161
022-43255199
www.axismf.com