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May 16, 2025

Category

Equity

AUM (Cr.)

2,295.36

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

2.02

Sharpe Ratio

2.87

Beta Ratio

0.00

Fund Manager

Ashish Naik

Inception Date

Feb 22, 2023

Risk Level

Very High

Investment Objective

To provide long term capital appreciation by investing predominantly in equity and equity related securities 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.

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Nifty 500 TRI

Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - AXIS Business Cycles Fund - Regular (G) 6.91 3.27 9.52 0 0 23.81
Benchmark - Nifty 500 TRI 6.91 4.42 10.26 20.17 26.23 0
Category Average - BEST EQUITY PERFORMERS 6.44 1.52 9.23 22.08 26.6 12.57
Category Rank 3/10 5/10 6/10 8/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
HDFC Defence Fund - Regular (G) 23.6480 4.05 21.37 0.00 0.00 4,975.51 1.82 100.00 invest
HDFC Defence Fund - Regular (IDCW) 23.6480 4.05 21.37 0.00 0.00 4,975.51 1.82 100.00 invest
Invesco India PSU Equity Fund (G) 63.3900 2.26 4.14 36.11 31.73 1,217.40 0.00 1,000.00 invest
Invesco India PSU Equity Fund (IDCW) 41.9300 2.24 4.13 36.09 31.73 1,217.40 0.00 1,000.00 invest
HDFC Technology Fund - Regular (IDCW) 13.5420 -0.73 20.09 0.00 0.00 1,359.15 2.12 100.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Equity-HDFC Bank Apr 30, 2025 160.21 6.88 5.29
Equity-ICICI Bank Apr 30, 2025 151.95 6.52 5.83
Equity-Reliance Industr Apr 30, 2025 84.41 3.62 39.13
Equity-Bharti Airtel Apr 30, 2025 77.32 3.32 -1.43
Equity-Interglobe Aviat Apr 30, 2025 74.91 3.22 2.62
Equity-UltraTech Cem. Apr 30, 2025 71.78 3.08 1.14
Equity-Larsen & Toubro Apr 30, 2025 69.35 2.98 -4.33
Reverse Repo-C C I Apr 30, 2025 68.73 2.95 25.88
Equity-M & M Apr 30, 2025 49.69 2.13 9.87
Equity-TCS Apr 30, 2025 46.90 2.01 -7.94

latest news

Axis Mutual Fund announces change in Key Personnel

Axis Mutual Fund has announced that Mr. Nirman S Morakhia has been appointe...

May 15, 2025 15:16

Axis Mutual Fund announces change in scheme name

Axis Mutual Fund has announced change in scheme name under the following sc...

May 06, 2025 09:48

Axis Mutual Fund announces change in Key Personnel

Axis Mutual Fund has announced that Mr. Namrata Chirag Shah has been appoin...

Apr 02, 2025 10:15

Axis Mutual Fund announces merger of AXIS Crisil IBX 70:30 CPSE Plus SDL April 2025 Index Fund Merger into AXIS Crisil IBX SDL May 2027 Index Fund

Axis Mutual Fund has approved the merger of AXIS Crisil IBX 70:30 CPSE Plus...

Mar 20, 2025 09:58

Axis Nifty500 Momentum 50 ETF announces Withdrawal of the NFO

Axis Mutual Fund has announced that the New Fund Offer (�NFO�) of Axis Nift...

Mar 13, 2025 12:02

Axis MF announces IDCW Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Axis Mutual Fund has announced 20 March 2024 as the record date for declara...

Mar 07, 2025 10:25

SCHEME DETAILS

AMC Name : Axis Mutual Fund
Fund Name : AXIS Business Cycles Fund - Regular (G)
Contact Persone : Ashish Naik
Registered Address : One Lodha Place. 22nd & 23rd Floor,Senapati Bapat Marg, Lower Parel, Maharashtra, Mumbai - 400013.
Telephone No : 022-43255161
Fax No. : 022-43255199
Email : customerserivce:axismf.com
Website : www.axismf.com