Axis Business Cycles Fund Regular Growth
- Equity - Other
- Equity
- Very High Risk
Explore On
Rating:
Key Metrics
Aum
₹2,065.05 Cr
Expense Ratio
3.16%
Exit Load
1.00%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
22 Feb 2023
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -3.5% | -- |
| 3 Months | +2.83% | -- |
| 6 Months | -2.2% | -- |
| 1 Year | -3.21% | -3.21% |
| 2 Years | -- | +2.13% |
| 3 Years | +44.35% | +13.02% |
| 5 Years | -- | 0% |
| Since Launch | +59.8% | +15.29% |
Holdings as on 10 June 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Larsen & Toubro Ltd | 82.60 | 4.00 |
| AXIS Bank Ltd | 71.73 | 3.47 |
| ICICI Bank | 70.01 | 3.39 |
| HDFC Bank | 65.75 | 3.18 |
| UltraTech Cement | 56.99 | 2.76 |
| Kotak Mahindra Bank | 53.86 | 2.61 |
| Mahindra & Mahindra Ltd | 52.50 | 2.54 |
| Net Receivables / (Payables) | 51.55 | 2.50 |
| Reliance Industries | 50.58 | 2.45 |
| Bharti Airtel | 49.94 | 2.42 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.62
Sharpe Ratio
16.02%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| DSP Natural Resources & New Energy Fund Regular Plan Growth | +21.89% | +23.19% | +16.35% |
| Axis Business Cycles Fund Regular Growth | -3.21% | +13.02% | -- |
| Bandhan Innovation Fund Regular Growth | +7.37% | -- | -- |
| Kotak MNC Fund Regular Growth | +18.34% | -- | -- |
| Aditya Birla Sun Life Quant Fund Regular Growth | +3.16% | -- | -- |
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 Regular Growth has an AUM of 2065.05 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 3.16%. The minimum investment in Axis Business Cycles Fund Regular 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, AXIS Bank Ltd, ICICI Bank, HDFC Bank.
The major sectors where the fund is invested are Regional Banks, Chemical Manufacturing, Consumer Financial Services, Construction Services.
Some of the similar funds are DSP Natural Resources & New Energy Fund Regular Plan Growth, Axis Business Cycles Fund Regular Growth, Bandhan Innovation Fund Regular Growth, Kotak MNC Fund Regular Growth, Aditya Birla Sun Life Quant Fund Regular Growth. Axis Business Cycles Fund Regular Growth has a sharpe ratio of 0.62 & a standard deviation of 16.02%.
FAQs
According to the morning star rating Axis Business Cycles Fund Regular Growth has a Medium risk & Exceptional return.
Axis Business Cycles Fund Regular Growth is managed by Ashish Naik.
The expense ratio of Axis Business Cycles Fund Regular Growth is 3.16%.
The 5 year annualized return on Axis Business Cycles Fund Regular Growth is 0.00% & it has generated -3.21% in the last 1 year.
The minimum investment in Axis Business Cycles Fund Regular Growth is 100 Rs.
Axis Business Cycles Fund Regular Growth has an AUM of 2065.05 crores.
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