Axis Business Cycles Fund
Current Fund Size :
N.A.
₹16.82
NAV
22.15% p.a.
Overall Return
-1.29%
1-Day Change
0.74%
Expense Ratio
₹ 2,274 Cr
AUM (Fund Size)
2+ yrs
Fund Age
Investment Policy
Benchmark
NIFTY 500 TRI
Risk Level
High Risk
Min. Investment
SIP: ₹1000 & Lumpsum: ₹5000
Exit Load
1.0%
Lock-in Period
Nil
Capital Gains Tax Rules (Equity)
STCG (Before 1 Year)
Returns taxed at 20% if you redeem before 1 year
LTCG (After 1 Year)
After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Age of Fund
2 yrs 7 m since Feb 02, 2023
Current Value (Example)
N.A.
Returns Ratio
N/A
Holdings Lists
| # | Company Name | Sector | Instrument | % of Assets |
|---|---|---|---|---|
| 1 | ICICI Bank Ltd. | Financial | Equity | 6.47% |
| 2 | HDFC Bank Ltd. | Financial | Equity | 4.88% |
| 3 | Bharti Airtel Ltd. | Communication | Equity | 3.59% |
| 4 | Ultratech Cement Ltd. | Construction | Equity | 3.43% |
| 5 | Infosys Ltd. | Technology | Equity | 3.17% |
| 6 | Larsen & Toubro Ltd. | Construction | Equity | 2.67% |
| 7 | GE Vernova T&D India Ltd. | Capital Goods | Equity | 2.15% |
| 8 | Mahindra & Mahindra Ltd. | Automobile | Equity | 2.14% |
| 9 | Interglobe Aviation Ltd. | Services | Equity | 2.04% |
| 10 | Reliance Industries Ltd. | Energy | Equity | 1.99% |
| 11 | Hindustan Unilever Ltd. | Consumer Staples | Equity | 1.87% |
| 12 | Kotak Mahindra Bank Ltd. | Financial | Equity | 1.79% |
| 13 | Tata Consultancy Services Ltd. | Technology | Equity | 1.79% |
| 14 | RHI Magnesita India Ltd. | Construction | Equity | 1.78% |
| 15 | State Bank of India | Financial | Equity | 1.76% |
| 16 | Vishal Mega Mart Ltd. | Services | Equity | 1.67% |
| 17 | HDFC Life Insurance Co Ltd. | Insurance | Equity | 1.60% |
| 18 | Swiggy Ltd. | Services | Equity | 1.47% |
| 19 | Delhivery Ltd. | Services | Equity | 1.46% |
| 20 | Jyoti CNC Automation Ltd. | Capital Goods | Equity | 1.46% |
| 21 | REC Ltd. | Financial | Equity | 1.43% |
| 22 | Mankind Pharma Ltd. | Healthcare | Equity | 1.37% |
| 23 | Endurance Technologies Ltd. | Automobile | Equity | 1.23% |
| 24 | CreditAccess Grameen Ltd. | Financial | Equity | 1.22% |
| 25 | Cummins India Ltd. | Capital Goods | Equity | 1.18% |
| 26 | Trent Ltd. | Services | Equity | 1.18% |
| 27 | Aether Industries Ltd. | Chemicals | Equity | 1.17% |
| 28 | CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 1.09% |
| 29 | Maruti Suzuki India Ltd. | Automobile | Equity | 1.08% |
| 30 | ITC Ltd. | Consumer Staples | Equity | 1.07% |
| 31 | Minda Corporation Ltd. | Automobile | Equity | 1.07% |
| 32 | Eternal Ltd. | Services | Equity | 1.06% |
| 33 | TVS Motor Company Ltd. | Automobile | Equity | 1.06% |
| 34 | Sudarshan Chemical Industries Ltd. | Chemicals | Equity | 1.05% |
| 35 | DLF Ltd. | Construction | Equity | 1.04% |
| 36 | Kaynes Technology India Ltd. | Capital Goods | Equity | 1.01% |
| 37 | Emcure Pharmaceuticals Ltd. | Healthcare | Equity | 1.01% |
| 38 | Brigade Enterprises Ltd. | Construction | Equity | 1.01% |
| 39 | Solar Industries India Ltd. | Chemicals | Equity | 1.00% |
| 40 | Ambuja Cements Ltd. | Construction | Equity | 1.00% |
| 41 | Hindalco Industries Ltd. | Metals & Mining | Equity | 0.99% |
| 42 | PTC Industries Ltd. | Metals & Mining | Equity | 0.98% |
| 43 | K.P.R. Mill Ltd. | Textiles | Equity | 0.97% |
| 44 | Tata Power Company Ltd. | Energy | Equity | 0.94% |
| 45 | Fortis Healthcare Ltd. | Healthcare | Equity | 0.93% |
| 46 | Sona BLW Precision Forgings Ltd. | Automobile | Equity | 0.91% |
| 47 | LTIMindtree Ltd. | Technology | Equity | 0.90% |
| 48 | Bharat Electronics Ltd. | Capital Goods | Equity | 0.87% |
| 49 | BSE Ltd. | Services | Equity | 0.85% |
| 50 | Titagarh Rail Systems Ltd. | Automobile | Equity | 0.85% |
| 51 | Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 0.82% |
| 52 | Biocon Ltd. | Healthcare | Equity | 0.79% |
| 53 | Varun Beverages Ltd. | Consumer Staples | Equity | 0.79% |
| 54 | Hyundai Motor India Ltd. | Automobile | Equity | 0.78% |
| 55 | Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.78% |
| 56 | Onesource Specialty Pharma Ltd. | Healthcare | Equity | 0.76% |
| 57 | Karur Vysya Bank Ltd. | Financial | Equity | 0.75% |
| 58 | Apar Industries Ltd. | Diversified | Equity | 0.73% |
| 59 | City Union Bank Ltd. | Financial | Equity | 0.69% |
| 60 | Samvardhana Motherson International Ltd. | Automobile | Equity | 0.66% |
| 61 | Tata Technologies Ltd | Services | Equity | 0.66% |
| 62 | National Securities Depository Ltd | Financial | Equity | 0.65% |
| 63 | Life Insurance Corporation of India | Insurance | Equity | 0.63% |
| 64 | Vijaya Diagnostic Centre Ltd. | Healthcare | Equity | 0.61% |
| 65 | Arvind Fashions Ltd. | Textiles | Equity | 0.61% |
| 66 | ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 0.59% |
| 67 | Anthem Biosciences Ltd. | Healthcare | Equity | 0.58% |
| 68 | Shriram Finance Ltd | Financial | Equity | 0.53% |
| 69 | Ajax Engineering Ltd. | Capital Goods | Equity | 0.50% |
| 70 | Aditya Birla Real Estate Ltd. | Consumer Staples | Equity | 0.45% |
| 71 | Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | Equity | 0.44% |
| 72 | Adani Energy Solutions Ltd. | Energy | Equity | 0.41% |
| 73 | Jyothy Labs Ltd. | Consumer Staples | Equity | 0.41% |
| 74 | Siemens Energy India Ltd. | Energy | Equity | 0.41% |
| 75 | Havells India Ltd. | Capital Goods | Equity | 0.37% |
| 76 | Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 0.35% |
| 77 | P N Gadgil Jewellers Ltd. | Consumer Discretionary | Equity | 0.25% |
| 78 | HCL Technologies Ltd. | Technology | Equity | 0.22% |
| 79 | Ceigall India Ltd. | Construction | Equity | 0.17% |
| 80 | JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 0.08% |
| 81 | Graphite India Ltd. | Capital Goods | Equity | 0.04% |
Peer Comparison: Returns & Risk Ratios
| # | Fund Name | Annualized Returns | Risk Ratios | Other Details | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 3 Year | 5 Year | Std. Deviation | Beta | Sharpe Ratio | Sortino Ratio | AUM | Fund Age | Expense Ratio | ||
| 1 | Axis Business Cycles Fund | -3.78% | N.A. | N.A. | N.A. | N.A. | N.A. | N.A. | 2,274 Cr | 2 yrs 7 m | 0.74% |
| 2 | ICICI Prudential India Opportunities Fund | -0.39% | 24.92% | 33.05% | 11.66 | 0.82 | 1.32 | 2.62 | 29,871 Cr | 6 yrs 9 m | 0.63% |
| 3 | ICICI Prudential Dividend Yield Equity Fund | -1.88% | 26.22% | 30.46% | 12.34 | 0.86 | 1.32 | 2.17 | 5,779 Cr | 11 yrs 5 m | 0.57% |
| 4 | ICICI Prudential Value Fund | -0.84% | 23.21% | 26.84% | 11.41 | 0.80 | 1.22 | 2.21 | 53,750 Cr | 12 yrs 8 m | 0.99% |
| 5 | SBI Contra Fund | -6.29% | 21.72% | 30.08% | 12.26 | 0.88 | 1.09 | 1.78 | 46,654 Cr | 12 yrs 8 m | 0.66% |
| 6 | ICICI Prudential India Equity FOF | -2.49% | 22.25% | 26.62% | 11.94 | 0.87 | 1.11 | 1.89 | 219 Cr | 5 yrs 7 m | 0.63% |
Trailing Returns vs. Category Average
| # | Period | Fund Return | Category Average |
|---|---|---|---|
| 1 | 1 Month | 0.42% | 1.08% |
| 2 | 3 Months | -2.27% | -2.68% |
| 3 | 6 Months | 8.73% | 7.56% |
| 4 | 1 Year | -3.78% | -5.54% |
| 5 | 2 Years | 17.56% | 18% |
Related Funds
| # | Fund Name | AUM | Return 1y | Return 5y | url |
|---|---|---|---|---|---|
| 1 | Axis Small Cap Fund | 25,569 Cr | -3.63% | 27.56% | View Detail |
| 2 | Axis Large & Mid Cap Fund | 14,711 Cr | -2.75% | 22.86% | View Detail |
| 3 | Axis Midcap Fund | 31,056 Cr | -3.83% | 22.84% | View Detail |
| 4 | Axis Nifty 100 Index Fund | 1,903 Cr | -5.02% | 18.36% | View Detail |
| 5 | Axis Flexi Cap Fund | 12,796 Cr | -2.73% | 18.26% | View Detail |
| 6 | Axis Global Equity Alpha FoF | 1,045 Cr | 26.12% | 17.32% | View Detail |
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