Axis Business Cycles Fund - Regular Plan - Growth
Category: Equity: Thematic-Others
Launch Date: 22-02-2023
AUM:
₹ 2,296.37 Cr
Expense Ratio
2.02%
Benchmark
NIFTY 500 TRI
ISIN
INF846K019N8
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 - Growth | 4.55 | - | - |
| NIFTY 500 TRI | 5.95 | 15.33 | 23.64 |
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
15.41
Last change
-0.06 (-0.3894%)
Fund Size (AUM)
₹ 2,296.37 Cr
Performance
21.91% (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 LIMITED EQ NEW FV RE. 1/- | 6.63 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 6.26 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.42 |
| INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- | 3.18 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.16 |
| ULTRATECH CEMENT LIMITED EQ | 3.09 |
| RELIANCE INDUSTRIES LIMITED EQ | 2.64 |
| Clearing Corporation of India Ltd | 2.38 |
| TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/- | 2.22 |
| INFOSYS LIMITED EQ FV RS 5 | 2.11 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 25.01 |
| Capital Goods | 11.3 |
| Healthcare | 6.87 |
| Fast Moving Consumer Goods | 6.63 |
| Information Technology | 5.78 |
| Automobile and Auto Components | 5.6 |
| Services | 4.26 |
| Construction Materials | 4.08 |
| Chemicals | 3.92 |
| Oil, Gas & Consumable Fuels | 3.77 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Business Cycles Fund Reg Gr | 0.0 |
| Sundaram Services Reg Gr | 26.9 |
| ICICI Pru India Opportunities Cum | 32.91 |
| ICICI Pru Exports & Services Gr | 26.99 |
| ICICI Prudential Innovation Fund Gr | 0.0 |
| Kotak Business Cycle Fund Reg Gr | 0.0 |
| HDFC Defence Fund Gr | 0.0 |
| Kotak Pioneer Fund Reg Gr | 26.61 |
| Franklin India Opportunities Gr | 31.33 |
| ICICI Pru Business Cycle Fund Gr | 0.0 |