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Axis Business Cycles Fund - Regular Plan - Growth
Axis Business Cycles Fund - Regular Plan - Growth
Category: Equity: Thematic-Business-Cycle
Launch Date: 05-02-2023
Riskometer: Very High
Asset Class
Status
Open Ended Schemes
Fund Managers
Mr. Ashish Naik
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.
Benchmark
NIFTY 500 TRI
Expense Ratio
2.02% As on (31-10-2025)
Minimum Investment | Top up
100.0 | 100.0
Total Assets
2,313.44 Cr As on (31-10-2025)
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RETURNS CALCULATOR for Axis Business Cycles Fund - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of Axis Business Cycles Fund - Regular Plan - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Business Cycles Fund - Regular Plan - Growth | ||||||
| Equity: Thematic-Business-Cycle | - | - | - | - | - | - |
Sectors
| Sector | Holdings (%) |
|---|---|
| Financial Services | 23.38 |
| Capital Goods | 13.79 |
| Automobile and Auto Components | 8.16 |
| Healthcare | 8.07 |
| Information Technology | 6.29 |
| Consumer Services | 5.47 |
| Telecommunication | 4.45 |
| Chemicals | 4.31 |
| Construction Materials | 4.2 |
| Construction | 3.48 |
Portfolio Holdings
| Company | Holdings (%) |
|---|---|
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 6.16 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 4.1 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 4.01 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.31 |
| INFOSYS LIMITED EQ FV RS 5 | 3.26 |
| ULTRATECH CEMENT LIMITED EQ | 3.21 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 2.31 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 2.21 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 2.16 |
| INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- | 2.01 |