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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
Analysis
Peer Comparison
Fund Family
Scheme Details
-
-
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • SI
NAV (as on 2025-06-18)
16.20 -0.25%
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 2025-06-11 ₹1,000.00 ₹981.82
-1.82 %
Two Week 2025-06-03 ₹1,000.00 ₹1,003.72
0.37 %
One Month 2025-05-19 ₹1,000.00 ₹1,006.21
0.62 %
Three Months 2025-03-20 ₹3,000.00 ₹3,141.43
4.71 %
Six Months 2024-12-20 ₹6,000.00 ₹6,309.88
5.16 %
One Year 2024-06-18 ₹12,000.00 ₹12,327.16
2.73 %
Since Inception 2023-02-22 ₹29,000.00 ₹34,886.83
20.30 %
Portfolio Summary
Company Name Sector Sector Type Nav(in %)
HDFC Bank Limited Banks Equity 6.73
ICICI Bank Limited Banks Equity 6.33
Reliance Industries Limited Petroleum Products Equity 4.08
Bharti Airtel Limited Telecom - Services Equity 3.20
UltraTech Cement Limited Cement & Cement Products Equity 2.88
Larsen & Toubro Limited Construction Equity 2.57
InterGlobe Aviation Limited Transport Services Equity 2.11
Mahindra & Mahindra Limited Automobiles Equity 2.07
Jyoti CNC Automation Ltd Industrial Manufacturing Equity 1.96
Tata Consultancy Services Limited IT - Software Equity 1.90
GE Vernova T&D India Limited Electrical Equipment Equity 1.86
Infosys Limited IT - Software Equity 1.80
Kotak Mahindra Bank Limited Banks Equity 1.79
State Bank of India Banks Equity 1.69
RHI Magnesita India Limited Industrial Products Equity 1.64
REC Limited Finance Equity 1.56
HDFC Life Insurance Company Limited Insurance Equity 1.52
Hindustan Unilever Limited Diversified FMCG Equity 1.51
Delhivery Limited Transport Services Equity 1.45
Bharat Electronics Limited Aerospace & Defense Equity 1.40
DLF Limited Realty Equity 1.33
ITC Limited Diversified FMCG Equity 1.33
Mankind Pharma Limited Pharmaceuticals & Biotechnology Equity 1.29
Apar Industries Limited Electrical Equipment Equity 1.25
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology Equity 1.17
Brigade Enterprises Limited Realty Equity 1.13
Vishal Mega Mart Limited Retailing Equity 1.12
Aether Industries Limited Chemicals & Petrochemicals Equity 1.12
Sona BLW Precision Forgings Limited Auto Components Equity 1.06
Minda Corporation Limited Auto Components Equity 1.06
K.P.R. Mill Limited Textiles & Apparels Equity 1.05
CreditAccess Grameen Limited Finance Equity 1.01
Solar Industries India Limited Chemicals & Petrochemicals Equity 0.97
Tata Power Company Limited Power Equity 0.94
Ambuja Cements Limited Cement & Cement Products Equity 0.93
Eternal Limited Retailing Equity 0.91
Emcure Pharmaceuticals Limited Pharmaceuticals & Biotechnology Equity 0.91
KEI Industries Limited Industrial Products Equity 0.87
Titagarh Rail Systems Limited Industrial Manufacturing Equity 0.86
TVS Motor Company Limited Automobiles Equity 0.85
LTIMindtree Limited IT - Software Equity 0.84
Hindalco Industries Limited Non - Ferrous Metals Equity 0.84
BSE Limited Capital Markets Equity 0.83
Indian Bank Banks Equity 0.79
Onesource Specialty Pharma Limited Pharmaceuticals & Biotechnology Equity 0.78
CG Power and Industrial Solutions Limited Electrical Equipment Equity 0.78
Godrej Agrovet Limited Food Products Equity 0.74
Sudarshan Chemical Industries Limited Chemicals & Petrochemicals Equity 0.74
Varun Beverages Limited Beverages Equity 0.73
Tata Technologies Limited IT - Services Equity 0.73
Swiggy Limited Retailing Equity 0.71
Samvardhana Motherson International Limited Auto Components Equity 0.69
Premier Energies Limited Electrical Equipment Equity 0.69
Fortis Healthcare Limited Healthcare Services Equity 0.68
NTPC Limited Power Equity 0.67
Life Insurance Corporation Of India Insurance Equity 0.67
Cipla Limited Pharmaceuticals & Biotechnology Equity 0.64
ICICI Prudential Life Insurance Company Limited Insurance Equity 0.62
Trent Limited Retailing Equity 0.60
Coal India Limited Consumable Fuels Equity 0.58
Bharat Petroleum Corporation Limited Petroleum Products Equity 0.57
Karur Vysya Bank Limited Banks Equity 0.57
Kaynes Technology India Limited Industrial Manufacturing Equity 0.56
Shriram Finance Limited Finance Equity 0.55
Vijaya Diagnostic Centre Limited Healthcare Services Equity 0.55
Aditya Birla Real Estate Limited Paper, Forest & Jute Products Equity 0.53
Titan Company Limited Consumer Durables Equity 0.52
Arvind Fashions Limited Retailing Equity 0.51
Cholamandalam Financial Holdings Limited Finance Equity 0.50
Britannia Industries Limited Food Products Equity 0.49
PTC Industries Limited Industrial Products Equity 0.48
Crompton Greaves Consumer Electricals Limited Consumer Durables Equity 0.45
Adani Energy Solutions Limited Power Equity 0.44
Ajax Engineering Limited Agricultural, Commercial & Construction Vehicles Equity 0.43
Graphite India Limited Industrial Products Equity 0.40
Jyothy Labs Limited Household Products Equity 0.39
Aarti Industries Limited Chemicals & Petrochemicals Equity 0.39
Dhanuka Agritech Limited Fertilizers & Agrochemicals Equity 0.38
City Union Bank Limited Banks Equity 0.36
Havells India Limited Consumer Durables Equity 0.35
PG Electroplast Limited Consumer Durables Equity 0.32
P N Gadgil Jewellers Limited Consumer Durables Equity 0.23
Ceigall India Ltd Construction Equity 0.17
Grasim Industries Limited Cement & Cement Products Equity 0.04
Larsen & Toubro Limited June 2025 Future - Debt 1.14
Infosys Limited June 2025 Future - Debt 0.43
Kotak Mahindra Bank Limited June 2025 Future - Debt -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) - Debt 1.03
Clearing Corporation of India Ltd - Debt 2.86
Net Receivables / (Payables) - - -1.09
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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