Axis Business Cycles Fund - Regular Plan - IDCW
Category: Equity: Thematic-Others
Launch Date: 22-02-2023
AUM:
₹ 2,715.14 Cr
Expense Ratio
1.96%
Benchmark
NIFTY 500 TRI
ISIN
INF846K010O5
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
1000
Fund Manager
Ashish Naik, Hitesh Das, Mayank Hyanki
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis Business Cycles Fund - Regular Plan - IDCW | 35.73 | - | - |
| NIFTY 500 TRI | 35.04 | 19.63 | 18.84 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
14.51
Last change
0.14 (0.9649%)
Fund Size (AUM)
₹ 2,715.14 Cr
Performance
35.76% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks to provide long term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Fund Manager
Ashish Naik, Hitesh Das, Mayank Hyanki
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC Bank Ltd. | 5.13 |
| ICICI Bank Ltd. | 5.06 |
| Reliance Industries Ltd. | 4.72 |
| State Bank of India | 4.38 |
| Tata Consultancy Services Ltd. | 3.22 |
| CreditAccess Grameen Ltd. | 2.86 |
| Others | 2.54 |
| Jindal Steel & Power Ltd. | 2.17 |
| Sona BLW Precision Forgings Ltd. | 2.11 |
| Bharat Electronics Ltd. | 2.09 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 24.5 |
| Energy | 10.66 |
| Capital Goods | 9.66 |
| Automobile | 8.63 |
| Technology | 7.41 |
| Metals & Mining | 7.0 |
| Services | 5.69 |
| Materials | 5.17 |
| Construction | 4.1 |
| Consumer Staples | 3.61 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Business Cycles Fund Reg IDCW | 0.0 |
| Franklin India Opportunities Gr | 24.91 |
| ICICI Prudential Innovation Fund Gr | 0.0 |
| HDFC Housing Opportunities Reg Gr | 18.59 |
| Tata Business Cycle Fund Reg Gr | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 0.0 |
| ICICI Pru India Opportunities Cum | 24.01 |
| SBI Magnum Comma Fund Reg Gr | 22.49 |
| Taurus Ethical Fund Reg Gr | 19.24 |
| ICICI Pru Commodities Gr | 0.0 |