Axis Business Cycles Fund - Regular Plan - IDCW
Category: Equity: Thematic-Others
Launch Date: 22-02-2023
AUM:
₹ 2,338.54 Cr
Expense Ratio
2.01%
Benchmark
NIFTY 500 TRI
ISIN
INF846K010O5
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Mr. Ashish Naik
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis Business Cycles Fund - Regular Plan - IDCW | 2.51 | - | - |
| NIFTY 500 TRI | 1.07 | 15.48 | 20.99 |
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
16.35
Last change
-0.02 (-0.1223%)
Fund Size (AUM)
₹ 2,338.54 Cr
Performance
21.99% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
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 However, there can be no assurance that the investment objective of the Scheme will be achieved.
Fund Manager
Mr. Ashish Naik
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 6.68 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 6.07 |
| ULTRATECH CEMENT LIMITED EQ | 3.24 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.15 |
| RELIANCE INDUSTRIES LIMITED EQ | 2.92 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 2.62 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 2.34 |
| INFOSYS LIMITED EQ FV RS 5 | 2.19 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 2.09 |
| INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- | 2.08 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 25.0 |
| Capital Goods | 13.17 |
| Healthcare | 7.86 |
| Automobile and Auto Components | 6.18 |
| Information Technology | 5.67 |
| Consumer Services | 4.41 |
| Construction Materials | 4.32 |
| Fast Moving Consumer Goods | 3.94 |
| Services | 3.69 |
| Chemicals | 3.49 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Business Cycles Fund Reg IDCW | 0.0 |
| Sundaram Services Reg Gr | 24.92 |
| HDFC Defence Fund Gr | 0.0 |
| ICICI Pru Exports & Services Gr | 23.93 |
| ICICI Pru Commodities Gr | 30.57 |
| ICICI Pru India Opportunities Cum | 30.22 |
| ICICI Prudential Housing Opportunities Fund Gr | 0.0 |
| Franklin India Opportunities Gr | 29.08 |
| Edelweiss Recently Listed IPO Fund Reg Gr | 20.26 |
| SBI COMMA Fund Reg PLAN Gr | 20.48 |