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Home Mf Research Axis Business Cycles Fund Regular Plan Growth
AXIS MUTUAL FUND

Mutual Fund Research

Axis Business Cycles Fund - Regular Plan - Growth

AXIS MUTUAL FUND Equity Equity Sectoral Thematic

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-26 ₹1,000.00 ₹1,030.32 +3.03%
Two Week 2026-10-19 ₹1,000.00 ₹998.78 -0.12%
One Month 2026-10-05 ₹1,000.00 ₹990.29 -0.97%
Three Months 2026-08-04 ₹3,000.00 ₹2,870.45 -4.32%
Six Months 2026-05-06 ₹6,000.00 ₹5,842.23 -2.63%
One Year 2025-11-03 ₹12,000.00 ₹11,935.12 -0.54%
Three Year 2023-11-03 ₹36,000.00 ₹37,720.24 +4.78%
Since Inception 2023-02-22 ₹45,000.00 ₹51,016.99 +13.37%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Banks 17.62%
Auto Components 7.30%
Chemicals & Petrochemicals 6.19%
Finance 5.05%
Retailing 4.88%
Industrial Products 4.42%
IT - Software 4.15%
Construction 3.84%
Other 3.78%
Cement & Cement Products 3.69%
Automobiles 3.49%
Financial Technology (Fintech) 3.07%
Non - Ferrous Metals 2.96%
Pharmaceuticals & Biotechnology 2.62%
Telecom - Services 2.39%
Industrial Manufacturing 2.34%
Leisure Services 2.28%
Electrical Equipment 2.26%
Consumer Durables 2.17%
Petroleum Products 1.87%
Ferrous Metals 1.83%
Healthcare Services 1.56%
Realty 1.37%
Agricultural, Commercial & Construction Vehicles 1.32%
Power 1.29%
Transport Services 0.97%
Beverages 0.73%
Aerospace & Defense 0.67%
Textiles & Apparels 0.63%
Diversified FMCG 0.61%
Fertilizers & Agrochemicals 0.61%
Oil 0.59%
Capital Markets 0.58%
Sovereign 0.46%
Insurance 0.37%

Top Holdings

Company-wise portfolio exposure

Larsen & Toubro Limited 3.84%
ICICI Bank Limited 3.72%
Axis Bank Limited 3.59%
HDFC Bank Limited 2.95%
Grasim Industries Limited 2.76%
Kotak Mahindra Bank Limited 2.48%
Aether Industries Limited 2.42%
Bharti Airtel Limited 2.39%
IndusInd Bank Limited 2.34%
Mahindra & Mahindra Limited 2.27%
One 97 Communications Limited 2.20%
PTC Industries Limited 2.08%
HCL Technologies Limited 1.95%
Reliance Industries Limited 1.87%
Eternal Limited 1.65%
Jindal Steel Limited 1.55%
Bajaj Finance Limited 1.54%
Solar Industries India Limited 1.45%
CreditAccess Grameen Limited 1.45%
Mankind Pharma Limited 1.40%
Sona BLW Precision Forgings Limited 1.39%
Vishal Mega Mart Limited 1.39%
Tata Motors Ltd 1.32%
Jyoti CNC Automation Ltd 1.29%
NTPC Limited 1.29%
Bosch Limited 1.27%
TD Power Systems Limited 1.26%
Hyundai Motor India Ltd 1.22%
Asian Paints Limited 1.14%
Endurance Technologies Limited 1.07%
Titagarh Rail Systems Limited 1.05%
Bajaj Finserv Limited 1.04%
Hindustan Zinc Limited 1.03%
Amber Enterprises India Limited 1.03%
PNB Housing Finance Limited 1.02%
Hindustan Copper Limited 1.02%
Coforge Limited 1.00%
Brigade Enterprises Limited 1.00%
ABB India Limited 1.00%
Canara Bank 0.98%
Delhivery Limited 0.97%
Info Edge (India) Limited 0.96%
Bharat Forge Limited 0.94%
Ambuja Cements Limited 0.93%
Vedanta Aluminium Metal Limited 0.91%
RBL Bank Limited 0.90%
Swiggy Limited 0.88%
Pine Labs Limited 0.87%
RHI Magnesita India Limited 0.86%
Cummins India Limited 0.85%
Gujarat Fluorochemicals Limited 0.81%
Sapphire Foods India Limited 0.81%
Max Healthcare Institute Limited 0.80%
Jubilant Foodworks Limited 0.78%
Jubilant Ingrevia Limited 0.78%
Healthcare Global Enterprises Limited 0.76%
Minda Corporation Limited 0.75%
Aarti Industries Limited 0.73%
United Spirits Limited 0.73%
Mphasis Limited 0.72%
Chalet Hotels Limited 0.69%
Hindustan Aeronautics Limited 0.67%
City Union Bank Limited 0.66%
Welspun Corp Limited 0.63%
Page Industries Limited 0.63%
Anthem Biosciences Limited 0.63%
Hindustan Unilever Limited 0.61%
Tube Investments of India Limited 0.61%
PI Industries Limited 0.61%
Oil & Natural Gas Corporation Limited 0.59%
Alkem Laboratories Limited 0.59%
SPR Auto Technologies Ltd 0.59%
360 One WAM Limited 0.58%
S.J.S. Enterprises Limited 0.51%
Tech Mahindra Limited 0.48%
SBI Life Insurance Company Limited 0.37%
Aditya Birla Real Estate Limited 0.37%
Jindal Stainless Limited 0.28%
Dhoot Transmission Ltd 0.17%
NIFTY 24200 Call September 2026 Option 0.04%
91 Days Tbill (MD 12/11/2026) 0.46%
Clearing Corporation of India Ltd 2.44%
Net Receivables / (Payables) 1.30%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
15.75%
Return volatility
β
Beta
1.01
Benchmark sensitivity
S
Sharpe Ratio
-0.54
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Nippon India Taiwan Equity Fund - Regular Plan - Growth 72.09% 52.20% 24.94%
HDFC Pharma And Healthcare Fund - Regular Plan - Growth 22.96% 28.71% 27.73%
Kotak Healthcare Fund - Regular Plan - Growth 21.39% 0.00% 18.89%
ICICI Prudential US Bluechip Equity Fund - Regular Plan - Growth 20.17% 18.45% 15.90%
Nippon India - Japan Equity Fund - Regular Plan - Growth 20.05% 20.38% 8.48%
SBI Automotive Opportunities Fund - Regular Plan - Growth 18.05% 0.00% 10.40%
Whiteoak Capital - Pharma And Healthcare Fund - Regular Plan - Growth 17.93% 0.00% 19.92%
Franklin Asian Equity Fund - Regular Plan - Growth 17.86% 20.14% 7.88%
Bajaj Finserv Healthcare Fund - Regular Plan - Growth 17.69% 0.00% 8.16%
Mirae Asset Healthcare Fund - Regular Plan - Growth 17.66% 21.74% 19.93%

Returns are historical and do not guarantee future performance.

View All Equity Sectoral Thematic Funds

Fund Family

Compare schemes from AXIS MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Axis Silver Fund Of Fund - Regular Plan - Growth 22.28% 33.75% 31.20%
Axis Silver ETF - Regular Plan - Growth 20.47% 34.69% 31.53%
Axis Nasdaq 100 US Specific Equity Passive FOF - Regular Plan - Growth 17.34% 30.44% 29.72%
Axis Global Equity Alpha Fund Of Fund - Regular Plan - Growth 12.87% 21.89% 15.73%
Axis Gold ETF - Regular Plan - Growth 12.66% 29.53% -16.58%
Axis Nifty Healthcare ETF - Regular Plan - Growth 12.28% 20.57% 13.54%
Axis Gold Fund - Regular Plan - Growth 11.79% 28.87% 9.51%
Axis Global Innovation Fund Of Fund - Regular Plan - Growth 10.78% 22.54% 11.52%
Axis India Manufacturing Fund - Regular Plan - Growth 6.90% 0.00% 16.14%
Axis Greater China Equity Fund Of Fund - Regular Plan - Growth 6.72% 16.84% 1.09%

Returns are historical and do not guarantee future performance.

View All AXIS MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

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. There is no assurance that the investment objective of the Scheme will be achieved

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
2.28%
Expense Ratio (Direct)
1.62%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty 500 TRI

Exit Load

Charges that may apply when you redeem units

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
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