Axis Business Cycles Fund Regular-Growth
Unrated
NAV as of May 23, 2025
16.070.82%
- Growth - Regular
(Earn upto 1.30% Extra Returns with Direct Plan)
Fund Category:
Equity: Thematic
Expense Ratio:
2.00%(1.62% Category
average)Fund Size:
Rs. 2,330.00 Cr(1.10% of Investment in Category)
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Axis Business Cycles Fund Regular-Growth
Unrated
NAV as of May 23, 2025
16.070.82%
Expense Ratio:
2.00%
Fund Size:
Rs. 2,330.00 Cr
Fund Category:
Equity: Thematic
Axis Business Cycles Fund Regular-Growth Fund Key Highlights
1. Current NAV: The Current Net Asset Value of the Axis Business Cycles Fund - Regular Plan as of May 23, 2025 is Rs 16.07 for Growth option of its Regular plan.
2. Returns: Its trailing returns over different time periods are: 5.52% (1yr) and 23.48% (since launch). Whereas, Category returns for the same time duration are: 1.95% (1yr), 21.61% (3yr) and 27.79% (5yr).
3. Fund Size: The Axis Business Cycles Fund - Regular Plan currently holds Assets under Management worth of Rs 2330.0 crore as on Apr 30, 2025.
4. Expense ratio: The expense ratio of the fund is 2.0% for Regular plan as on May 22, 2025.
5. Exit Load: Axis Business Cycles Fund - Regular Plan shall attract an Exit Load, "Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months."
6. Minimum Investment: Minimum investment required is Rs 100 and minimum additional investment is Rs 100. Minimum SIP investment is Rs 100.
1. Current NAV: The Current Net Asset Value of the Axis Business Cycles Fund - Regular Plan as of May 23, 2025 is Rs 16.07 for Growth option of its Regular plan.
2. Returns: Its trailing returns over different time periods are: 5.52% (1yr) and 23.48% (since launch). Whereas, Category returns for the same time duration are: 1.95% (1yr), 21.61% (3yr) and 27.79% (5yr).
3. Fund Size: The Axis Business Cycles Fund - Regular Plan currently holds Assets under Management worth of Rs 2330.0 crore as on Apr 30, 2025.
4. Expense ratio: The expense ratio of the fund is 2.0% for Regular plan as on May 22, 2025.
5. Exit Load: Axis Business Cycles Fund - Regular Plan shall attract an Exit Load, "Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months."
6. Minimum Investment: Minimum investment required is Rs 100 and minimum additional investment is Rs 100. Minimum SIP investment is Rs 100.
Axis Business Cycles Fund Regular-Growth Returns
Trailing Returns
Rolling Returns
Discrete Period
SIP Returns
1M 3M 6M 1Y 3Y 5Y Annualized Returns 2.75 11.52 1.07 5.52 - - Category Avg 4.03 11.61 1.68 1.95 21.61 27.79 Rank within Category 82 23 44 20 - - No. of funds within Category 128 118 98 66 30 15 - Loading...
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Return Comparison
- This Fund
- BenchmarkNIFTY 500 Total Return Index
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Axis Business Cycles Fund Regular-Growth Fund Details
Investment Objective - The scheme seeks 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.
| Fund House | Axis Mutual Fund |
| Launch Date | Feb 22, 2023 |
| Benchmark | NIFTY 500 Total Return Index |
| Return Since Launch | 23.48% |
| Riskometer | Very High |
| Type | Open-ended |
| Risk Grade | - |
| Return Grade | - |
Axis Business Cycles Fund Regular-Growth Investment Details
| Minimum Investment (Rs.) | 100.00 |
| Minimum Additional Investment (Rs.) | 100.00 |
| Minimum SIP Investment (Rs.) | 100.00 |
| Minimum Withdrawal (Rs.) | - |
| Exit Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. | |
Portfolio Allocation
Asset Allocation
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Asset Allocation History
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EquityDebtCash
Sector Allocation
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Market Cap Allocation
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Concentration & Valuation Analysis
| APR 2025 | MAR 2025 | FEB 2025 | JAN 2025 | DEC 2024 | NOV 2024 | |
|---|---|---|---|---|---|---|
| Number of Holdings | 87 | 92 | 93 | 89 | 90 | 89 |
| Top 5 Company Holdings | 23.56% | 22.65% | 22.03% | 20.51% | 19.82% | 19.54% |
| Top 10 Company Holdings | 35.73% | 34.69% | 34.4% | 32.1% | 31.09% | 30.59% |
| Company with Highest Exposure | HDFC Bank (6.88%) | HDFC Bank (6.63%) | HDFC Bank (6.67%) | HDFC Bank (5.84%) | HDFC Bank (5.75%) | HDFC Bank (5.67%) |
| Number of Sectors | 17 | 17 | 17 | 17 | 17 | 17 |
| Top 3 Sector Holdings | 40.68% | 39.62% | 38.15% | 37.66% | 38.62% | 38.28% |
| Top 5 Sector Holdings | 54.18% | 53.64% | 52.21% | 52.55% | 54.17% | 53.56% |
| Sector with Highest Exposure | Financial (22.37%) | Financial (21.43%) | Financial (21.13%) | Financial (20.53%) | Financial (19.68%) | Financial (20.39%) |
Top Stock Holdings
Sector Holdings in MF
Company Sector Assest(%) P/E EPS-TTM(₹) RETURN 1 YR(%) HDFC Bank Financial 5.62 20.90 92.51 27.45 ICICI Bank Financial 5.42 20.23 71.65 28.08 Reliance Industries Energy 3.17 26.50 53.84 -3.61 Larsen & Toubro Construction 2.76 32.92 109.35 -0.72 Infosys Technology 2.69 24.33 64.32 6.80 Ultratech Cement Materials 2.61 53.54 219.39 14.81 Bharti Airtel Communication 2.52 33.27 55.06 31.92 Interglobe Aviation Services 2.24 29.39 187.84 29.71 CreditAccess Grameen Financial 2.19 33.58 33.27 -19.89 Sona BLW Precision Forgings Automobile 2.08 - - -
Peer Comparison
Cumulative Returns
SIP returns
Discrete Returns
Quant Measures
Asset Allocation
Scheme Name NAV(Rs./Unit) Scheme Rating AUM(Rs. Cr) 1M 1Y 3Y 5Y Axis Business Cycles Fund Regular-Growth 16.07 Unrated 2,330.00 2.75 5.52 - - Baroda BNP Paribas Innovation Fund Regular - Growth 11.64 Unrated 981.39 2.57 4.37 - - Nippon India Active Momentum Fund Regular-Growth 11.38 Unrated 150.24 2.14 - - - ICICI Prudential India Opportunities Fund - Growth 35.18 Unrated 27,197.33 2.48 13.45 26.54 34.57 Aditya Birla Sun Life Quant Fund Regular-Growth 9.19 Unrated 2,446.79 -0.54 - - -
Risk Ratios
Ratios are calculated using the calendar month returns for the last 3 years
Risk Ratio data not available for this fund
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Fund Manager
- A.N.Ashish NaikSince Feb 20234 schemes
Mr. Naik is a B.E from Mumbai University and MBA from XLRI, Jamshedpur. Prior to joining Axis Mutual Fund he was associated with organizations such as Goldman Sachs and has over 7 years of experience as an Equity Analyst.
Scheme Name Category Nav(Rs./Unit) Scheme Rating Asset(Rs. Cr) 1Y Axis Conservative Hybrid Fund Regular-Growth Conservative Hybrid 30.06 274.92 9.81 Axis ELSS Tax Saver Fund-Growth ELSS 94.86 34,949.86 8.82 Axis Multi Asset Allocation Fund Regular-Growth Multi Asset Allocation 39.14 1,390.80 9.14 Axis Innovation Fund Regular-Growth Thematic 17.88 Unrated 1,120.71 7.78
More Axis Mutual Fund
| Scheme Name | Rating | Asset Size(Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Axis Liquid Fund Regular-Growth | 39,069.41 | 0.51 | 1.78 | 3.59 | 7.28 | 6.92 | |
| Axis Liquid Fund Retail-Growth | 39,069.41 | 0.47 | 1.66 | 3.33 | 6.76 | 6.39 | |
| Axis ELSS Tax Saver Fund-Growth | 34,949.86 | 3.53 | 8.63 | 3.93 | 10.32 | 16.79 | |
| Axis Bluechip Fund-Growth | 33,218.10 | 3.09 | 7.34 | 5.00 | 8.71 | 15.02 | |
| Axis Midcap Fund Regular-Growth | 28,809.45 | 7.07 | 11.62 | 1.50 | 9.38 | 21.79 | |
| Axis Small Cap Fund Regular-Growth | 23,317.93 | 5.29 | 11.55 | 0.63 | 10.73 | 21.97 | |
| Axis Money Market Fund Regular-Growth | 17,354.56 | 0.67 | 2.37 | 4.16 | 8.09 | 7.35 | |
| Axis Growth Opportunities Fund Regular-Growth | 13,755.24 | 5.53 | 7.65 | 1.54 | 8.97 | 20.58 | |
| Axis Banking & PSU Debt Fund-Growth | 13,313.34 | 0.95 | 3.31 | 5.10 | 9.19 | 7.14 | |
| Axis Focused Fund Regular-Growth | 12,665.01 | 3.94 | 10.43 | 4.62 | 10.58 | 13.11 |
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About Axis Business Cycles Fund Regular-Growth
1. Axis Business Cycles Fund - Regular Plan is Open-ended Thematic Equity scheme which belongs to Axis Mutual Fund House.
2. The fund was launched on Feb 22, 2023.
Investment objective & Benchmark
1. The investment objective of the fund is that " The scheme seeks 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. "
2. It is benchmarked against NIFTY 500 Total Return Index.
Asset Allocation & Portfolio Composition
1. The asset allocation of the fund comprises around 95.83% in equities, 4.02% in debts and 0.15% in cash & cash equivalents.
2. While the top 10 equity holdings constitute around 31.3% of the assets, the top 3 sectors constitute around 40.68% of the assets.
3. The fund largely follows a Growth oriented style of investing and invests across market capitalisations - around 0.0% in giant & large cap companies, 0.0% in mid cap and 0.0% in small cap companies.
Tax Implications on Axis Business Cycles Fund Regular-Growth
1. Gains are taxed at a rate of 15% (Short-term Capital Gain Tax - STCG) if units are redeemed within 1 year of investment.
2. For units redeemed after 1 year of investment, gains of upto Rs. 1 lakh accruing from those units in a financial year shall be exempted from tax.
3. Gains of more than Rs. 1 lakh will be taxed at a rate of 10% (Long-term Capital Gain Tax - LTCG).
4. For Dividend Distribution Tax, the dividend income from this fund will get added to the income of an investor and taxed according to his/her respective tax slabs.
5. Also, for dividend income in excess of Rs 5,000 in a financial year; the fund house shall deduct a TDS of 10% on such income.
1. Axis Business Cycles Fund - Regular Plan is Open-ended Thematic Equity scheme which belongs to Axis Mutual Fund House.
2. The fund was launched on Feb 22, 2023.
Investment objective & Benchmark
1. The investment objective of the fund is that " The scheme seeks 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. "
2. It is benchmarked against NIFTY 500 Total Return Index.
Asset Allocation & Portfolio Composition
1. The asset allocation of the fund comprises around 95.83% in equities, 4.02% in debts and 0.15% in cash & cash equivalents.
2. While the top 10 equity holdings constitute around 31.3% of the assets, the top 3 sectors constitute around 40.68% of the assets.
3. The fund largely follows a Growth oriented style of investing and invests across market capitalisations - around 0.0% in giant & large cap companies, 0.0% in mid cap and 0.0% in small cap companies.
Tax Implications on Axis Business Cycles Fund Regular-Growth
1. Gains are taxed at a rate of 15% (Short-term Capital Gain Tax - STCG) if units are redeemed within 1 year of investment.
2. For units redeemed after 1 year of investment, gains of upto Rs. 1 lakh accruing from those units in a financial year shall be exempted from tax.
3. Gains of more than Rs. 1 lakh will be taxed at a rate of 10% (Long-term Capital Gain Tax - LTCG).
4. For Dividend Distribution Tax, the dividend income from this fund will get added to the income of an investor and taxed according to his/her respective tax slabs.
5. Also, for dividend income in excess of Rs 5,000 in a financial year; the fund house shall deduct a TDS of 10% on such income.
This Might Catch Your Interest
FAQs about Axis Business Cycles Fund Regular-Growth
- Is it safe to invest in Axis Business Cycles Fund - Regular Plan?As per SEBI’s latest guidelines to calculate risk grades, investment in the Axis Business Cycles Fund - Regular Plan comes under Very High risk category.
- What is the category of Axis Business Cycles Fund - Regular Plan?Axis Business Cycles Fund - Regular Plan belongs to the Equity : Thematic category of funds.
- How Long should I Invest in Axis Business Cycles Fund - Regular Plan?The suggested investment horizon of investing into Axis Business Cycles Fund - Regular Plan is >3 years. The suggested investment horizon is the minimum time required for holding investments in the fund to reduce its downside risk and ensure that the returns become more predictable.
- Who manages the Axis Business Cycles Fund - Regular Plan?The Axis Business Cycles Fund - Regular Plan is managed by Ashish Naik (Since Feb 02, 2023).
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