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: 2313.44 As on (31-10-2025)
Expense Ratio: 2.02% As on (31-10-2025)
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 05-12-2025
16.53
0.0
CAGR Since Inception
19.79%
NIFTY 500 TRI 12.48%
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 | -0.66 | - | - | - | 19.79 |
| NIFTY 500 TRI | 3.43 | 15.37 | 17.95 | 14.98 | 12.48 |
| Equity: Thematic-Business-Cycle | -1.64 | 16.34 | 20.43 | 13.51 | 11.97 |
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
Sector Allocation
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 | -0.66 | 13.27 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 05-01-2021 | 11.6 | 20.49 | 21.68 | 0.0 | 0.0 |
| Kotak Business Cycle Fund Reg Gr | 05-09-2022 | 2.3 | 17.35 | 16.65 | 0.0 | 0.0 |
| ABSL Business Cycle Fund Reg Gr | 06-12-2021 | 1.37 | 13.4 | 12.5 | 0.0 | 0.0 |
| Bandhan Business Cycle Fund Reg Gr | 01-09-2024 | 1.29 | 0.0 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal Business Cycle Fund Reg Gr | 27-08-2024 | 1.22 | 0.0 | 0.0 | 0.0 | 0.0 |
| Mahindra Manulife Business Cycle Fund Reg Gr | 11-09-2023 | 0.71 | 18.67 | 0.0 | 0.0 | 0.0 |
| Sundaram Business Cycle Fund Reg Gr | 25-06-2024 | -0.14 | 0.0 | 0.0 | 0.0 | 0.0 |
| Union Business Cycle Reg Gr | 05-03-2024 | -0.44 | 0.0 | 0.0 | 0.0 | 0.0 |
| HDFC Business Cycle Fund Gr | 05-11-2022 | -1.4 | 9.65 | 13.47 | 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 | - | - | - | - | - | - |