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Jun 25, 2026


Category Equity
AUM (Cr.) 2,058.24
Exit Load (%) 0.00
Min Inv Lumpsum 100
Expense Ratio 2.05
Sharpe Ratio 0.74
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 Activating the following links will update the content below.

Return Calculator

Minimum: 1 Maximum: 5
Minimum: 0 Maximum: 10000000
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - AXIS Business Cycles Fund - Regular (G) 1.35 -0.3 0.67 13.98 0 16.32
Benchmark - Nifty 500 TRI 2.33 -2.58 1.08 14.12 12.55 0
Category Average - BEST EQUITY PERFORMERS 1.69 1.65 4.89 16.93 13.87 10.56
Category Rank 4/10 4/10 3/10 4/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
ICICI Pru Transportation and Logistics Fund-Reg (IDCW) 17.5800 1.68 12.21 22.78 0.00 3,079.35 1.96 5,000.00 invest
ICICI Pru Transportation and Logistics Fund-Reg (G) 20.7300 1.67 12.18 22.78 0.00 3,079.35 1.96 5,000.00 invest
UTI-Transportation & Logistics Fund (G) 283.4953 1.53 8.20 19.10 17.93 3,860.06 2.42 5,000.00 invest
UTI-Transportation & Logistics Fund (IDCW) 130.7223 1.53 8.20 19.10 17.93 3,860.06 2.42 5,000.00 invest
DSP Natural Resources & New Energy Fund (G) 105.4780 -1.40 19.59 21.28 15.52 2,456.74 3.27 100.00 invest

Asset Allocation

Asset Legend Asset 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-Larsen & Toubro May 31, 2026 83.88 4.08 25.99
Equity-Axis Bank May 31, 2026 72.76 3.54 10.79
Equity-ICICI Bank May 31, 2026 69.62 3.38 -8.76
Equity-HDFC Bank May 31, 2026 63.44 3.08 20.33
Equity-Grasim Inds May 31, 2026 55.52 2.70 0.00
Equity-Kotak Mah. Bank May 31, 2026 53.98 2.62 8.72
Equity-M & M May 31, 2026 51.62 2.51 18.76
Equity-Bharti Airtel May 31, 2026 48.41 2.35 11.57
Equity-Eternal May 31, 2026 48.19 2.34 297.63
Reverse Repo-C C I May 31, 2026 47.82 2.32 57.58

latest news

SCHEME DETAILS

AMC Name
Axis Mutual Fund
Fund Name
AXIS Business Cycles Fund - Regular (G)
Contact Person
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