Axis Business Cycles Fund - Growth - Regular Plan

Invest Now

₹15.37 0.85 %Nav, as on 23-01-2025
Previous Nav
₹ 15.24
Net Change on 23-01-2025
₹0.13
PersonalFN Rating
Unrated
Category
Equity - Thematic Fund - Other
Assets (Cr.)
₹ 2,540.13
Expense Ratio
1.96%
(As on Dec 31, 2024)

Fund Overview Growth | Regular Plan

Fund House
Axis Mutual Fund
Launch Date
22-Feb-2023
Benchmark
NIFTY 50 - TRI
Minimum Investment (₹)
100
Minimum Addl Investment (₹)
100
Exit Load (%)
Nil for 10% of investment and 1% for remaining investments on or before 12M, Nil after 12M
Minimum SIP Investment (₹)
100
Minimum STP Investment (₹)
1,000
Minimum SWP Investment (₹)
1,000
52 Week Low Nav (₹)
13.15
52 Week Low Nav Date
23-Jan-2024
52 Week High Nav (₹)
17.26
52 Week High Nav Date
24-Sep-2024

Fund Objective

To provide long term capital appreciation by investing predominantly in equity and equity relatedsecurities 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.

Fund Performance

Scheme Name	1-Month Return (%)	3-Month Return (%)	1-Year Return (%)	3-Year Return (%)	5-Year Return (%)	Since Inception
NIFTY 50 - TRI	N/A	N/A	N/A	N/A	N/A	N/A
NIFTY 500 - TRI	N/A	N/A	N/A	N/A	N/A	N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name	Launch Date	Ratings	1-Year Return (%)	3-Year Return (%)	5-Year Return (%)	Expense Ratio (%)	Assets (Cr.)
ICICI Prudential India Opportunities Fund - Cumulative Option	Jan 15, 2019		17.12	22.84	24.95	1.63	24,552.50
ICICI Prudential Manufacturing Fund - Cumulative Option	Oct 11, 2018		14.12	21.95	24.51	1.81	6,532.75
Franklin India Opportunities Fund - Growth	Feb 21, 2000	Unrated	24.85	24.99	26.16	1.80	6,119.62
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth	Jan 01, 1991	Unrated	10.37	10.29	14.53	1.94	5,620.09
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth	Dec 30, 2019		4.40	28.78	25.28	1.81	5,236.98

Fund Holdings as on 31-December-2024

Company % Assets
HDFC Bank Limited
5.75
ICICI Bank Limited
5.52
Larsen & Toubro Limited
2.95
Bharti Airtel Limited
2.83
UltraTech Cement Limited
2.77
InterGlobe Aviation Limited
2.56
Infosys Limited
2.29
Tata Consultancy Services Limited
2.28
Reliance Industries Limited
2.13
Mahindra & Mahindra Limited
2.01
Clearing Corporation of India Ltd
1.98
Jyoti CNC Automation Ltd
1.93
CreditAccess Grameen Limited
1.78
RHI Magnesita India Limited
1.69
GE Vernova T&D India Limited
1.63
Hindustan Unilever Limited
1.63
REC Limited
1.54
State Bank of India
1.51
ITC Limited
1.45
Mankind Pharma Limited
1.43
Kaynes Technology India Limited
1.43
Apar Industries Limited
1.42
HDFC Life Insurance Company Limited
1.41
Delhivery Limited
1.33
DLF Limited
1.30
Brigade Enterprises Limited
1.30
Aether Industries Limited
1.26
Sun Pharmaceutical Industries Limited
1.15
Fortis Healthcare Limited
1.14
Bharat Electronics Limited
1.13
Swiggy Limited
1.09
Sona BLW Precision Forgings Limited
1.06
Godrej Agrovet Limited
1.03
Jindal Stainless Limited
1.02
Zomato Limited
1.01
KEI Industries Limited
1.01
91 Days Tbill (MD 03/01/2025)
0.98
91 Days Tbill (MD 28/03/2025)
0.97
Minda Corporation Limited
0.96
Cholamandalam Financial Holdings Limited
0.94
Emcure Pharmaceuticals Limited
0.94
Varun Beverages Limited
0.93
K.P.R. Mill Limited
0.92
Hindalco Industries Limited
0.91
Tata Power Company Limited
0.89
Cipla Limited
0.88
LTIMindtree Limited
0.88
Dabur India Limited
0.87
Ambuja Cements Limited
0.85
Trent Limited
0.84
Eicher Motors Limited
0.83
Solar Industries India Limited
0.81
Tech Mahindra Limited
0.81
Premier Energies Limited-Locked IN
0.81
Tata Technologies Limited
0.80
Karur Vysya Bank Limited
0.78
Titagarh Rail Systems Limited
0.77
Kotak Mahindra Bank Limited
0.76
Bharat Petroleum Corporation Limited
0.72
TVS Motor Company Limited
0.68
Sudarshan Chemical Industries Limited
0.68
United Spirits Limited
0.67
Indian Bank
0.65
Onesource Specialty Pharma Limited **
0.62
Aditya Birla Real Estate Limited
0.59
Life Insurance Corporation Of India
0.59
ICICI Prudential Life Insurance Company Limited
0.58
Vijaya Diagnostic Centre Limited
0.57
Gujarat Fluorochemicals Limited
0.56
Arvind Fashions Limited
0.54
JSW Steel Limited
0.53
Coal India Limited
0.53
Strides Pharma Science Limited
0.51
Chalet Hotels Limited
0.48
Marico Limited
0.48
Crompton Greaves Consumer Electricals Limited
0.48
Schaeffler India Limited
0.47
City Union Bank Limited
0.44
Samvardhana Motherson International Limited
0.44
Jyothy Labs Limited
0.43
Britannia Industries Limited
0.40
Adani Energy Solutions Limited
0.39
PG Electroplast Limited
0.38
Havells India Limited
0.36
Dhanuka Agritech Limited
0.32
Graphite India Limited
0.30
P N Gadgil Jewellers Limited
0.26
Vishal Mega Mart Limited
0.22
Ceigall India Ltd
0.21
Mrs. Bectors Food Specialities Limited
0.11
Grasim Industries Limited **
0.02
Net Receivables / (Payables)
-1.13

Sector Holding%
Bank - Private
13.25
IT - Software
7.05
Pharmaceuticals & Drugs
5.53
Cement & Construction Materials
3.63
Electric Equipment
3.41
Engineering - Construction
3.16
Household & Personal Products
2.93
Refineries
2.86
Telecommunication - Service Provider
2.83
Chemicals
2.63
Construction - Real Estate
2.60
Insurance
2.58
Airlines
2.56
Auto Ancillary
2.46
Electronics - Components
2.23
Bank - Public
2.16
e-Commerce
2.10
Automobiles - Passenger Cars
2.01
Miscellaneous
1.95
Engineering - Industrial Equipments
1.93
Consumer Food
1.92
Retailing
1.86
Finance - NBFC
1.78
Hospital & Healthcare Services
1.71
Refractories
1.69
Steel & Iron Products
1.55
Finance Term Lending
1.54
Automobile Two & Three Wheelers
1.51
Cigarettes/Tobacco
1.45
Courier Services
1.33
Power Generation/Distribution
1.28
Defence
1.13
Animal Feed
1.03
Cable
1.01
Finance - Investment
0.94
Textile
0.92
Metal - Non Ferrous
0.91
Consumer Durables - Domestic Appliances
0.86
Railways Wagons
0.77
Dyes & Pigments
0.68
Breweries & Distilleries
0.67
Diversified
0.59
Mining & Minerals
0.53
Hotel, Resort & Restaurants
0.48
Bearings
0.47
Pesticides & Agrochemicals
0.32
Electrodes & Welding Equipment
0.30

Fund Manager

Ashish Naik

Education:MBA from XLRI, Jamshedpur and B.E. from Mumbai University
Experience:6 Years
Basic Details:Previous experience includes 6 years with Goldman Sachs as an equity analyst.
Funds Managed:
Axis Business Cycles Fund
Axis Innovation Fund
Axis Multi Asset Allocation Fund
Axis Business Cycles Fund
Axis ELSS Tax Saver Fund
Axis ELSS Tax Saver Fund
Axis Multi Asset Allocation Fund
Axis Innovation Fund
Axis Multi Asset Allocation Fund

Holding Type Holding %
Cash
0.85
Equity
97.14
Rights
0.02
Sovereign
1.95

About Axis Business Cycles Fund

Scheme Analysis

Axis Business Cycles Fund is a Equity - Thematic Fund - Other fund and belongs to Axis Mutual Fund. It was launched on 22-Feb-2023 and currently has an AUM of ₹2,540.13 crore. Axis Business Cycles Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Axis Business Cycles Fund ended up ₹0.13(0.85%)yesterday to ₹15.37.

Among its top 3 holdings the fund has exposure to HDFC Bank Limited, and

The Axis Business Cycles Fund is managed by Ashish Naik .

Fund House Contact

Address:

One Lodha Place, 22 & 23 Floor, Senapati Bapat Marg, Lower Parel Mumbai - 400 013

Phone Number: 022-43255161

Email Address: customerservice@axismf.com

Fax Number: 022-43255199

Website: www.axismf.com

Financial Health Checkup

Money Simplified Videos

Infographics