Axis Business Cycles Fund - Regular Plan - IDCW
Fund House: Axis Mutual Fund
Category: Equity: Thematic-Business-Cycle
Status: Open Ended Schemes
Launch Date: 22-02-2023
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 08-10-2025
16.48
-0.11
CAGR Since Inception
20.97%
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 - IDCW | -0.54 | - | - | - | 20.97 |
| 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 - IDCW
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 - IDCW
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Axis Business Cycles Fund - Regular Plan - IDCW
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Axis Business Cycles Fund Reg IDCW | 22-02-2023 | -0.54 | 16.92 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal Business Cycle Fund Reg Gr | 27-08-2024 | 10.32 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 05-01-2021 | 7.03 | 23.91 | 23.2 | 0.0 | 0.0 |
| Kotak Business Cycle Fund Reg Gr | 05-09-2022 | 3.37 | 19.8 | 17.83 | 0.0 | 0.0 |
| Sundaram Business Cycle Fund Reg Gr | 25-06-2024 | 2.96 | 0.0 | 0.0 | 0.0 | 0.0 |
| HDFC Business Cycle Fund Gr | 05-11-2022 | 0.38 | 14.53 | 0.0 | 0.0 | 0.0 |
| Bandhan Business Cycle Fund Reg Gr | 01-09-2024 | 0.33 | 0.0 | 0.0 | 0.0 | 0.0 |
| Axis Business Cycles Fund Reg Gr | 05-02-2023 | -0.54 | 16.92 | 0.0 | 0.0 | 0.0 |
| ABSL Business Cycle Fund Reg Gr | 06-12-2021 | -2.02 | 14.48 | 13.89 | 0.0 | 0.0 |
| HSBC Business Cycles Fund Reg Gr | 20-08-2014 | -2.74 | 21.49 | 20.48 | 24.12 | 13.33 |
Asset Allocation (%)
Key Performance and Risk Statistics of Axis Business Cycles Fund - Regular Plan - IDCW
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Business Cycles Fund - Regular Plan - IDCW | ||||||
| Equity: Thematic-Business-Cycle | - | - | - | - | - | - |