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: 2257.23 As on (30-09-2025)
Expense Ratio: 2.02% As on (29-09-2025)
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 28-10-2025
16.76
-0.03
CAGR Since Inception
21.26%
NIFTY 500 TRI 12.52%
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 | 5.14 | - | - | - | 21.26 |
| NIFTY 500 TRI | 6.25 | 17.14 | 21.08 | 14.57 | 12.52 |
| Equity: Thematic-Business-Cycle | 3.54 | 18.69 | 24.66 | 13.64 | 13.22 |
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 | 5.14 | 19.17 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal Business Cycle Fund Reg Gr | 27-08-2024 | 17.12 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 05-01-2021 | 12.5 | 27.09 | 22.99 | 0.0 | 0.0 |
| Kotak Business Cycle Fund Reg Gr | 05-09-2022 | 8.77 | 22.63 | 18.12 | 0.0 | 0.0 |
| Sundaram Business Cycle Fund Reg Gr | 25-06-2024 | 6.92 | 0.0 | 0.0 | 0.0 | 0.0 |
| Bandhan Business Cycle Fund Reg Gr | 01-09-2024 | 6.77 | 0.0 | 0.0 | 0.0 | 0.0 |
| HDFC Business Cycle Fund Gr | 05-11-2022 | 5.85 | 17.18 | 0.0 | 0.0 | 0.0 |
| ABSL Business Cycle Fund Reg Gr | 06-12-2021 | 5.25 | 18.64 | 14.49 | 0.0 | 0.0 |
| Axis Business Cycles Fund Reg Gr | 05-02-2023 | 5.14 | 19.17 | 0.0 | 0.0 | 0.0 |
| Union Business Cycle Reg Gr | 05-03-2024 | 3.49 | 0.0 | 0.0 | 0.0 | 0.0 |
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 | - | - | - | - | - | - |