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

Axis Business Cycles Fund - Regular Plan - Growth

Equity Equity Sectoral Thematic
Fund House : AXIS MUTUAL FUND
Overview
Returns
Portfolio
SIP Calculator
Analysis
Peer Comparison
Fund Family
Scheme Details
-
-
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • SI
NAV (as on 2025-06-03)
16.14 -0.43%
Fund Size (Total Assets)
-
Expense Ratio (Regular)
-%
Expense Ratio (Direct)
-%
SIP Returns
Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-05-27 ₹1,000.00 ₹999.38
-0.06 %
Two Week 2025-05-19 ₹1,000.00 ₹1,002.48
0.25 %
1 Month 2025-05-05 ₹1,000.00 ₹1,036.61
3.66 %
Three Months 2025-03-05 ₹3,000.00 ₹3,270.20
9.01 %
Six Months 2024-12-05 ₹6,000.00 ₹6,309.34
5.16 %
One Year 2024-06-03 ₹12,000.00 ₹12,281.43
2.35 %
Since Inception 2023-02-22 ₹28,000.00 ₹33,779.44
20.64 %
Portfolio Summary
Company Name Sector Sector Type Nav(in %)
HDFC Bank Limited Banks Equity 5.41
ICICI Bank Limited Banks Equity 5.16
Reliance Industries Limited Petroleum Products Equity 3.58
Infosys Limited IT - Software Equity 3.20
State Bank of India Banks Equity 2.90
Bharti Airtel Limited Telecom - Services Equity 2.62
Tata Consultancy Services Limited IT - Software Equity 2.42
CreditAccess Grameen Limited Finance Equity 2.33
REC Limited Finance Equity 2.14
Sona BLW Precision Forgings Limited Auto Components Equity 2.13
Larsen & Toubro Limited Construction Equity 2.09
Bharat Electronics Limited Aerospace & Defense Equity 2.03
CIE Automotive India Limited Auto Components Equity 2.02
InterGlobe Aviation Limited Transport Services Equity 2.00
ITC Limited Diversified FMCG Equity 1.91
Tata Motors Limited Automobiles Equity 1.81
UltraTech Cement Limited Cement & Cement Products Equity 1.78
RHI Magnesita India Limited Industrial Products Equity 1.76
Tech Mahindra Limited IT - Software Equity 1.68
Bharat Petroleum Corporation Limited Petroleum Products Equity 1.65
Jindal Stainless Limited Ferrous Metals Equity 1.60
Jyoti CNC Automation Ltd Industrial Manufacturing Equity 1.42
DLF Limited Realty Equity 1.42
Brigade Enterprises Limited Realty Equity 1.36
Delhivery Limited Transport Services Equity 1.35
Cholamandalam Financial Holdings Limited Finance Equity 1.33
Marico Limited Agricultural Food & other Products Equity 1.32
Dabur India Limited Personal Products Equity 1.31
K.P.R. Mill Limited Textiles & Apparels Equity 1.30
Kaynes Technology India Limited Industrial Manufacturing Equity 1.28
Minda Corporation Limited Auto Components Equity 1.27
Schaeffler India Limited Auto Components Equity 1.26
Granules India Limited Pharmaceuticals & Biotechnology Equity 1.23
Data Patterns (India) Limited Aerospace & Defense Equity 1.20
Aadhar Housing Finance Limited Finance Equity 1.13
Ambuja Cements Limited Cement & Cement Products Equity 1.12
Apar Industries Limited Electrical Equipment Equity 1.10
Aether Industries Limited Chemicals & Petrochemicals Equity 1.10
HDFC Life Insurance Company Limited Insurance Equity 1.10
Hindalco Industries Limited Non - Ferrous Metals Equity 1.09
Power Grid Corporation of India Limited Power Equity 1.08
Hindustan Unilever Limited Diversified FMCG Equity 1.03
Fortis Healthcare Limited Healthcare Services Equity 1.03
Godrej Agrovet Limited Food Products Equity 1.03
Titagarh Rail Systems Limited Industrial Manufacturing Equity 0.99
Lupin Limited Pharmaceuticals & Biotechnology Equity 0.97
Solar Industries India Limited Chemicals & Petrochemicals Equity 0.94
Life Insurance Corporation Of India Insurance Equity 0.89
Mahindra & Mahindra Limited Automobiles Equity 0.87
Tata Technologies Ltd IT - Services Equity 0.78
Emcure Pharmaceuticals Limited Pharmaceuticals & Biotechnology Equity 0.74
Karur Vysya Bank Limited Banks Equity 0.72
Gujarat Fluorochemicals Limited Chemicals & Petrochemicals Equity 0.70
Multi Commodity Exchange of India Limited Capital Markets Equity 0.65
Jio Financial Services Limited Finance Equity 0.65
Indus Towers Limited Telecom - Services Equity 0.65
Sudarshan Chemical Industries Limited Chemicals & Petrochemicals Equity 0.63
Divi's Laboratories Limited Pharmaceuticals & Biotechnology Equity 0.61
KEI Industries Limited Industrial Products Equity 0.60
Awfis Space Solutions Limited Commercial Services & Supplies Equity 0.57
Jindal Steel & Power Limited Ferrous Metals Equity 0.57
Chalet Hotels Limited Leisure Services Equity 0.55
Oil & Natural Gas Corporation Limited Oil Equity 0.54
HCL Technologies Limited IT - Software Equity 0.51
Other Domestic Equity Less than 0.50% of the corpus Equity 3.76
SIP Calculator
Risk Ratios
Standard Deviation
-
Beta
-
Sharpe Ratio
-
Lock In Period
-
Residual Maturity
-
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.
Scheme Details
  • Fund manager(s) : Ashish Naik (16 years), Mayank Hyanki (14 years),
  • Expense ration regular : -
  • Expense ration direct : -
  • Launch date : -
  • Benchmark : -
  • Min SIP amount : -
  • Max SIP amount : -
  • Min investment amount (one time- first time) : ₹100.00
  • Type : equity
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.

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