Axis Business Cycles Fund - Regular Plan - Growth

Fund House: Axis Mutual Fund

Category: Equity: Thematic-Business-Cycle

Status: Open Ended Schemes

Launch Date: 05-02-2023

Minimum Investment: 100.0

Asset Class:

Minimum Topup: 100.0

Benchmark: NIFTY 500 TRI

Total Assets: 2277.53 As on (29-08-2025)

Expense Ratio: 2.02% As on (31-08-2025)

Turn over: 81.00% | 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

NAV as on 07-10-2025

16.6

0.05

CAGR Since Inception

21.33%

NIFTY 500 TRI 12.44%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Business Cycles Fund - Regular Plan - Growth 1.65 - - - 21.33
NIFTY 500 TRI 1.13 16.66 20.42 14.26 12.44
Equity: Thematic-Business-Cycle -0.7 18.55 24.25 13.36 12.22

Funds Manager

Mr. Ashish Naik

RETURNS CALCULATORS for Axis Business Cycles Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Axis Business Cycles Fund - Regular Plan - Growth

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Axis Business Cycles Fund - Regular Plan - Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Axis Business Cycles Fund Reg Gr 05-02-2023 1.65 17.37 0.0 0.0 0.0
Motilal Oswal Business Cycle Fund Reg Gr 27-08-2024 14.35 0.0 0.0 0.0 0.0
ICICI Pru Business Cycle Fund Gr 05-01-2021 5.99 23.85 23.11 0.0 0.0
Kotak Business Cycle Fund Reg Gr 05-09-2022 5.09 20.08 18.01 0.0 0.0
Sundaram Business Cycle Fund Reg Gr 25-06-2024 4.84 0.0 0.0 0.0 0.0
HDFC Business Cycle Fund Gr 05-11-2022 1.89 14.66 0.0 0.0 0.0
Bandhan Business Cycle Fund Reg Gr 01-09-2024 1.35 0.0 0.0 0.0 0.0
HSBC Business Cycles Fund Reg Gr 20-08-2014 0.44 21.86 20.73 24.25 13.36
Union Business Cycle Reg Gr 05-03-2024 -1.39 0.0 0.0 0.0 0.0
ABSL Business Cycle Fund Reg Gr 06-12-2021 -3.47 14.42 13.77 0.0 0.0

Asset Allocation (%)

Key Performance and Risk Statistics of Axis Business Cycles Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Business Cycles Fund - Regular Plan - Growth
Equity: Thematic-Business-Cycle - - - - - -