Axis Business Cycles Fund - Regular Plan - IDCW
Fund House: Axis Mutual Fund
Category: Equity: Thematic-Others
Status: Open Ended Schemes
Launch Date: 22-02-2023
Minimum Investment: 100.0
Asset Class:
Minimum Topup: 100.0
Benchmark: NIFTY 500 TRI
Total Assets: 2338.54 As on (31-07-2025)
Expense Ratio: 2.01% As on (31-07-2025)
Turn over: 81.00% | Exit Load: If redeemed / switched-out within 12 months from the date of allotment - ? For 10% of investment: Nil; For remaining investment: 1% If redeemed/switched out after 12 months from the date of allotment: Nil
NAV as on 26-08-2025
16.38
-0.19
CAGR Since Inception
21.76%
NIFTY 500 TRI 12.42%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Axis Business Cycles Fund - Regular Plan - IDCW | -1.68 | - | - | - | 21.76 |
| NIFTY 500 TRI | -2.39 | 15.64 | 20.18 | 14.61 | 12.42 |
| Equity: Thematic-Others | -3.24 | 17.93 | 22.35 | 14.02 | 10.51 |
Funds Manager
Mr. Ashish Naik
RETURNS CALCULATORS for Axis Business Cycles Fund - Regular Plan - IDCW
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Axis Business Cycles Fund - Regular Plan - IDCW
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Axis Business Cycles Fund - Regular Plan - IDCW
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Axis Business Cycles Fund Reg IDCW | 22-02-2023 | -1.68 | 17.87 | 0.0 | 0.0 | 0.0 |
| Sundaram Services Reg Gr | 21-09-2018 | 6.42 | 19.33 | 17.71 | 23.76 | 0.0 |
| ICICI Pru Commodities Gr | 05-10-2019 | 2.09 | 19.12 | 19.48 | 29.91 | 0.0 |
| ICICI Pru Exports & Services Gr | 01-11-2005 | 1.83 | 21.36 | 20.4 | 22.83 | 13.39 |
| ICICI Pru India Opportunities Cum | 05-01-2019 | 1.76 | 22.19 | 22.73 | 28.76 | 0.0 |
| HDFC Defence Fund Gr | 02-06-2023 | 0.99 | 40.19 | 0.0 | 0.0 | 0.0 |
| Edelweiss Recently Listed IPO Fund Reg Gr | 16-02-2018 | 0.73 | 15.66 | 15.6 | 19.72 | 0.0 |
| ICICI Prudential Housing Opportunities Fund Gr | 18-04-2022 | 0.65 | 18.41 | 17.52 | 0.0 | 0.0 |
| Franklin India Opportunities Gr | 05-02-2000 | 0.12 | 30.56 | 29.05 | 28.6 | 16.61 |
| SBI COMMA Fund Reg PLAN Gr | 05-08-2005 | -4.66 | 19.13 | 15.06 | 19.24 | 16.53 |
Asset Allocation (%)
Key Performance and Risk Statistics of Axis Business Cycles Fund - Regular Plan - IDCW
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Business Cycles Fund - Regular Plan - IDCW | ||||||
| Equity: Thematic-Others | - | - | - | - | - | - |