Axis Business Cycles Fund Direct Growth
- Equity - Other
- Equity
- Very High Risk
Rating:
Key Metrics
Aum
₹2,088.60 Cr
Expense Ratio
1.48%
Exit Load
1.00%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
22 Feb 2023
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +3.7% | -- |
| 3 Months | +7.44% | -- |
| 6 Months | +5.94% | -- |
| 1 Year | +7.57% | +7.57% |
| 2 Years | -- | +5.7% |
| 3 Years | +55.03% | +15.74% |
| 5 Years | -- | 0% |
| Since Launch | +82% | +18.81% |
Holdings as on 17 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Larsen & Toubro Ltd | 81.05 | 3.81 |
| ICICI Bank | 79.54 | 3.74 |
| AXIS Bank Ltd | 73.66 | 3.46 |
| HDFC Bank | 67.59 | 3.18 |
| Mahindra & Mahindra Ltd | 57.60 | 2.71 |
| Bharti Airtel | 56.47 | 2.66 |
| Grasim Industries | 55.14 | 2.59 |
| Bajaj Finance | 53.93 | 2.54 |
| Indusind Bank | 50.63 | 2.38 |
| Kotak Mahindra Bank | 49.38 | 2.32 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.54
Sharpe Ratio
15.77%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| ICICI Prudential PSU Equity Fund Direct Growth | +10.5% | +24.17% | -- |
| Axis Business Cycles Fund Direct Growth | +7.57% | +15.74% | -- |
| Bandhan Innovation Fund Direct Growth | +24.18% | -- | -- |
| Kotak MNC Fund Direct Growth | +29.14% | -- | -- |
| Aditya Birla Sun Life Quant Fund Direct Growth | +12.58% | -- | -- |
Results are calculated on CAGR basis
About Fund
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.
The Axis Business Cycles Fund Direct Growth has an AUM of 2088.60 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.48%. The minimum investment in Axis Business Cycles Fund Direct Growth is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include Larsen & Toubro Ltd, ICICI Bank, AXIS Bank Ltd, HDFC Bank.
The major sectors where the fund is invested are Regional Banks, Chemical Manufacturing, Consumer Financial Services, Auto & Truck Parts.
Some of the similar funds are ICICI Prudential PSU Equity Fund Direct Growth, Axis Business Cycles Fund Direct Growth, Bandhan Innovation Fund Direct Growth, Kotak MNC Fund Direct Growth, Aditya Birla Sun Life Quant Fund Direct Growth. Axis Business Cycles Fund Direct Growth has a sharpe ratio of 0.54 & a standard deviation of 15.77%.
FAQs
According to the morning star rating Axis Business Cycles Fund Direct Growth has a Medium risk & Exceptional return.
Axis Business Cycles Fund Direct Growth is managed by Ashish Naik.
The expense ratio of Axis Business Cycles Fund Direct Growth is 1.48%.
The 5 year annualized return on Axis Business Cycles Fund Direct Growth is 0.00% & it has generated 7.57% in the last 1 year.
The minimum investment in Axis Business Cycles Fund Direct Growth is 100 Rs.
Axis Business Cycles Fund Direct Growth has an AUM of 2088.60 crores.
Wait for it…
Oops! Looks like you have exceeded the limit to bookmark the image. Remove some to bookmark this image.