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NRI
  • Mutual Fund
  • AXIS Business Cycles Fund - Regular (IDCW)

Dec 11, 2024

Category

Equity

AUM (Cr.)

2,612.83

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

1.98

Sharpe Ratio

19.86

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

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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 (IDCW) 4.56 8.5 29.19 0 0 33.04
Benchmark - Nifty 500 TRI 2.99 7.43 25.81 16.63 20.66 0
Category Average - BEST EQUITY PERFORMERS 3.36 9.16 30.85 19.05 23 18.66
Category Rank 6/4 7/4 6/4 7/4 7/4 4/4
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Samco Active Momentum Fund - Regular (G) 15.7000 1.23 31.49 0.00 0.00 850.06 2.26 5,000.00 invest
Nippon India US Equity Opportunities Fund (IDCW) 35.1842 0.93 29.74 10.16 15.56 679.12 2.41 100.00 invest
Nippon India US Equity Opportunities Fund (G) 35.1842 0.93 29.74 10.16 15.56 679.12 2.41 100.00 invest
360 ONE Quant Fund (IDCW) 19.2058 0.88 33.09 24.41 0.00 561.77 1.83 1,000.00 invest
Franklin Asian Equity Fund (G) 29.0341 -0.51 22.08 -1.41 4.47 250.36 0.00 5,000.00 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 Nov 30, 2024 148.00 5.67 -1.76
Equity-ICICI Bank Nov 30, 2024 142.32 5.45 0.61
Equity-Larsen & Toubro Nov 30, 2024 77.32 2.96 2.83
Equity-Bharti Airtel Nov 30, 2024 73.63 2.82 0.90
Equity-UltraTech Cem. Nov 30, 2024 69.08 2.64 1.23
Equity-Interglobe Aviat Nov 30, 2024 62.49 2.39 18.12
Equity-TCS Nov 30, 2024 60.49 2.32 57.09
Equity-Reliance Industr Nov 30, 2024 57.60 2.21 -11.68
Equity-Infosys Nov 30, 2024 57.40 2.20 -6.67
Equity-M & M Nov 30, 2024 50.32 1.93 -13.14

latest news

Axis Mutual Fund announces change in scheme name

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

Nov 28, 2024 12:50

Axis Mutual Fund launches Momentum fund

Axis Mutual Fund has launched the Axis Momentum Fund, a new open-ended equi...

Nov 25, 2024 14:49

Axis MF announces Income Distribution cum capital withdrawal (IDCW) under Four schemes

Axis Mutual Fund has announced 25 November 2024 as the record date for the ...

Nov 21, 2024 10:13

Axis MF announces change in Fund Manager of the following schemes

Axis Mutual Fund has announced change in Fund Managers of the following sch...

Nov 05, 2024 10:42

Axis MF announces Income Distribution cum capital withdrawal (IDCW) under Four schemes

Axis Mutual Fund has announced 25 October 2024 as the record date for the d...

Oct 23, 2024 15:24

Axis Mutual Fund announces change in scheme name

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

Sep 21, 2024 09:28

SCHEME DETAILS

AMC Name : Axis Mutual Fund
Fund Name : AXIS Business Cycles Fund - Regular (IDCW)
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