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Axis Mutual Fund · Equity: Thematic-Business-Cycle
Axis Business Cycles Fund - Regular Plan - Growth
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.
Benchmark · NIFTY 500 TRITER · 3.16%Inception · 05-02-2023
NAV
₹16.23
+0.92% · as of 14-05-2026
Since inception
16.21%
CAGR
Benchmark (inception)
12.11%
CAGR
Fund size
₹21 Cr
AUM
Expense ratio
3.16%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +16.21% CAGR vs benchmark +12.11%.
Portfolio
Where the money is invested
Top holdings
ICICI BANK LIMITED EQ NEW FV RS. 2/-4.09%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-3.57%
AXIS BANK LIMITED EQ NE FV RS. 2/-3.52%
ULTRATECH CEMENT LIMITED EQ2.83%
HDFC BANK LIMITED EQ NEW FV RE. 1/-2.82%
Net Receivables / (Payables)2.70%
Kotak Mahindra Bank Limited2.66%
RELIANCE INDUSTRIES LIMITED EQ2.55%
NTPC LIMITED EQ2.47%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.52.33%
Sector allocation
Financial Services25.81%
Capital Goods10.96%
Automobile and Auto Components8.39%
Healthcare7.01%
Chemicals6.74%
Fast Moving Consumer Goods5.21%
Construction Materials4.12%
Oil, Gas & Consumable Fuels3.86%
Construction3.57%
Consumer Services3.57%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 16.2% p.a.₹10,000
10 years
Projected value
₹30,03,804
Invested: ₹12,00,000
Gained: ₹18,03,804
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Ashish Naik
Manager since fund inception data not available
ISIN & identifiers
AMFI code
151366
ISIN (Growth)
INF846K019N8
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-Business-Cycle funds
Invesco India Business Cycle Fund Gr
₹12.86
1Y
+14.1%
3Y
+0.0%
5Y
+0.0%
Mahindra Manulife Business Cycle Fund Reg Gr
₹15.23
1Y
+6.7%
3Y
+0.0%
5Y
+0.0%
DSP Business Cycle Fund Reg Gr
₹10.09
1Y
+4.8%
3Y
+0.0%
5Y
+0.0%
Union Business Cycle Reg Gr
₹11.22
1Y
+4.8%
3Y
+0.0%
5Y
+0.0%
Kotak Business Cycle Fund Reg Gr
₹16.01
1Y
+4.2%
3Y
+16.2%
5Y
+0.0%
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