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Axis Business Cycles Fund - Regular Plan - Growth

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  • SI
Fund info
NAV (as on 2025-07-18)
16.49 -0.66%
AUM (Fund Size)
96
Expense Ratio
1.99%
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
Risk
Very High
AMC
AXIS MUTUAL FUND
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-07-11 ₹1,000.00 ₹1,004.88
0.49 %
Two Week 2025-07-03 ₹1,000.00 ₹997.58
-0.24 %
One Month 2025-06-18 ₹1,000.00 ₹1,017.90
1.79 %
Three Months 2025-04-21 ₹3,000.00 ₹3,111.93
3.73 %
Six Months 2025-01-20 ₹6,000.00 ₹6,419.78
7.00 %
One Year 2024-07-18 ₹12,000.00 ₹12,521.40
4.34 %
Since Inception 2023-02-22 ₹30,000.00 ₹36,516.23
21.72 %

Return Calculator

SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0

Portfolio

Allocation of Equity and Debt Asset Classes.

Equity 51%
Debt 4%
Others -1%

Sectors Holding in Axis Business Cycles Fund - Regular Plan - Growth

Banks
14%
Petroleum Products
4%
Telecom - Services
3%
Cement & Cement Products
2%
Construction
2%
Transport Services
3%
Automobiles
2%
Industrial Manufacturing
1%
IT - Software
2%
Electrical Equipment
2%
Industrial Products
1%
Finance
2%
Insurance
1%
Diversified FMCG
2%
Aerospace & Defense
1%
Realty
2%
Pharmaceuticals & Biotechnology
2%
Retailing
1%
Chemicals & Petrochemicals
1%
Auto Components
2%
Textiles & Apparels
1%
Power
0%
Non - Ferrous Metals
0%
Capital Markets
0%
Food Products
0%
Beverages
0%
IT - Services
0%
Healthcare Services
0%
Consumable Fuels
0%
Paper, Forest & Jute Products
0%
Consumer Durables
0%
Agricultural, Commercial & Construction Vehicles
0%
Household Products
0%
Fertilizers & Agrochemicals
0%
Other
3%

Companies Holding in Axis Business Cycles Fund - Regular Plan - Growth

HDFC Bank Limited
6.73%
ICICI Bank Limited
6.33%
Reliance Industries Limited
4.08%
Bharti Airtel Limited
3.20%
UltraTech Cement Limited
2.88%
Larsen & Toubro Limited
2.57%
InterGlobe Aviation Limited
2.11%
Mahindra & Mahindra Limited
2.07%
Jyoti CNC Automation Ltd
1.96%
Tata Consultancy Services Limited
1.90%
GE Vernova T&D India Limited
1.86%
Infosys Limited
1.80%
Kotak Mahindra Bank Limited
1.79%
State Bank Of India
1.69%
RHI Magnesita India Limited
1.64%
REC Limited
1.56%
HDFC Life Insurance Company Limited
1.52%
Hindustan Unilever Limited
1.51%
Delhivery Limited
1.45%
Bharat Electronics Limited
1.40%
DLF Limited
1.33%
ITC Limited
1.33%
Mankind Pharma Limited
1.29%
Apar Industries Limited
1.25%
Sun Pharmaceutical Industries Limited
1.17%
Brigade Enterprises Limited
1.13%
Vishal Mega Mart Limited
1.12%
Aether Industries Limited
1.12%
Sona BLW Precision Forgings Limited
1.06%
Minda Corporation Limited
1.06%
K.P.R. Mill Limited
1.05%
CreditAccess Grameen Limited
1.01%
Solar Industries India Limited
0.97%
Tata Power Company Limited
0.94%
Ambuja Cements Limited
0.93%
Eternal Limited
0.91%
Emcure Pharmaceuticals Limited
0.91%
KEI Industries Limited
0.87%
Titagarh Rail Systems Limited
0.86%
TVS Motor Company Limited
0.85%
LTIMindtree Limited
0.84%
Hindalco Industries Limited
0.84%
BSE Limited
0.83%
Indian Bank
0.79%
Onesource Specialty Pharma Limited
0.78%
CG Power And Industrial Solutions Limited
0.78%
Godrej Agrovet Limited
0.74%
Sudarshan Chemical Industries Limited
0.74%
Varun Beverages Limited
0.73%
Tata Technologies Limited
0.73%
Swiggy Limited
0.71%
Samvardhana Motherson International Limited
0.69%
Premier Energies Limited
0.69%
Fortis Healthcare Limited
0.68%
NTPC Limited
0.67%
Life Insurance Corporation Of India
0.67%
Cipla Limited
0.64%
ICICI Prudential Life Insurance Company Limited
0.62%
Trent Limited
0.60%
Coal India Limited
0.58%
Bharat Petroleum Corporation Limited
0.57%
Karur Vysya Bank Limited
0.57%
Kaynes Technology India Limited
0.56%
Shriram Finance Limited
0.55%
Vijaya Diagnostic Centre Limited
0.55%
Aditya Birla Real Estate Limited
0.53%
Titan Company Limited
0.52%
Arvind Fashions Limited
0.51%
Cholamandalam Financial Holdings Limited
0.50%
Britannia Industries Limited
0.49%
PTC Industries Limited
0.48%
Crompton Greaves Consumer Electricals Limited
0.45%
Adani Energy Solutions Limited
0.44%
Ajax Engineering Limited
0.43%
Graphite India Limited
0.40%
Jyothy Labs Limited
0.39%
Aarti Industries Limited
0.39%
Dhanuka Agritech Limited
0.38%
City Union Bank Limited
0.36%
Havells India Limited
0.35%
PG Electroplast Limited
0.32%
P N Gadgil Jewellers Limited
0.23%
Ceigall India Ltd
0.17%
Grasim Industries Limited
0.04%
Larsen & Toubro Limited June 2025 Future
1.14%
Infosys Limited June 2025 Future
0.43%
Kotak Mahindra Bank Limited June 2025 Future
-0.35%
NIFTY 25000 Put June 2025 Option
0.07%
Tata Motors Limited 680 Call June 2025 Option
0.06%
HCL Technologies Limited 1600 Call June 2025 Option
0.05%
JSW Steel Limited 1020 Call June 2025 Option
0.02%
Power Grid Corporation Of India Limited 295 Call June 2025 Option
0.02%
NTPC Limited 345 Call June 2025 Option
0.01%
91 Days Tbill (MD 01/08/2025)
1.03%
Clearing Corporation Of India Ltd
2.86%
Net Receivables / (Payables)
-1.09%

Risk Ratios

Std. Deviation N/A
Beta N/A
Sharpe Ratio N/A
Lock In Period N/A
Residual Maturity N/A

Standard Deviation:

Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.

Beta:

Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.

Sharpe Ratio:

The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.

Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.

Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.

Risk-O-Meter

Investors understand that their principal will be at
Very High

Scheme Details

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
1.99
Expense Ratio Direct
0.70
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A
Fund managers
Ashish Naik
16 years Experience
Mayank Hyanki
14 years Experience

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

FAQs

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