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Fund Overview

Fund Size

Fund Size

₹2,141 Cr

Expense Ratio

Expense Ratio

2.04%

ISIN

ISIN

INF846K019N8

Minimum SIP

Minimum SIP

₹100

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

22 Feb 2023

About this fund

Axis Business Cycles Fund Regular Growth is a Equity - Other mutual fund schemes offered by Axis Mutual Fund. This fund has been in existence for 2 years, 1 months and 6 days, having been launched on 22-Feb-23.
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹15.09, Assets Under Management (AUM) of 2141.47 Crores, and an expense ratio of 2.04%.
  • Axis Business Cycles Fund Regular Growth has given a CAGR return of 21.74% since inception.
  • The fund's asset allocation comprises around 95.56% in equities, 0.00% in debts, and 4.44% in cash & cash equivalents.
  • You can start investing in Axis Business Cycles Fund Regular Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+7.56%

(Cat Avg.)

Since Inception

+21.74%

(Cat Avg.)

Portfolio Summaryas of 28th February 2025

Equity2,046.28 Cr95.56%
Others95.19 Cr4.44%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
HDFC Bank LtdEquity142.75 Cr6.67%
ICICI Bank LtdEquity128.22 Cr5.99%
Bharti Airtel LtdEquity71.05 Cr3.32%
Larsen & Toubro LtdEquity65.68 Cr3.07%
InterGlobe Aviation LtdEquity63.89 Cr2.98%
UltraTech Cement LtdEquity62.46 Cr2.92%
Reliance Industries LtdEquity57.1 Cr2.67%
Infosys LtdEquity52.14 Cr2.43%
Tata Consultancy Services LtdEquity49.21 Cr2.30%
Clearing Corporation Of India LtdCash - Repurchase Agreement46.16 Cr2.16%
Mahindra & Mahindra LtdEquity43.86 Cr2.05%
HDFC Life Insurance Co LtdEquity40.42 Cr1.89%
Hindustan Unilever LtdEquity39.06 Cr1.82%
Sun Pharmaceuticals Industries LtdEquity33.99 Cr1.59%
RHI Magnesita India LtdEquity33.47 Cr1.56%
State Bank of IndiaEquity33.33 Cr1.56%
Aether Industries LtdEquity30.84 Cr1.44%
ITC LtdEquity30.17 Cr1.41%
REC LtdEquity29.89 Cr1.40%
Jyoti CNC Automation LtdEquity29.04 Cr1.36%
Mankind Pharma LtdEquity28.82 Cr1.35%
CreditAccess Grameen Ltd Ordinary SharesEquity27.32 Cr1.28%
GE Vernova T&D India LtdEquity26.77 Cr1.25%
DLF LtdEquity25.51 Cr1.19%
Godrej Agrovet Ltd Ordinary SharesEquity25.21 Cr1.18%
Brigade Enterprises LtdEquity25.18 Cr1.18%
91 DTB 28032025Bond - Gov't/Treasury24.88 Cr1.16%
Hindalco Industries LtdEquity24.42 Cr1.14%
Delhivery LtdEquity24.3 Cr1.13%
Net Receivables / (Payables)Cash24.15 Cr1.13%
Minda Corp LtdEquity23.94 Cr1.12%
Sona BLW Precision Forgings LtdEquity22.45 Cr1.05%
Jindal Stainless LtdEquity21.71 Cr1.01%
Bharat Electronics LtdEquity21.62 Cr1.01%
Cipla LtdEquity20.66 Cr0.96%
Kotak Mahindra Bank LtdEquity20.47 Cr0.96%
Zomato LtdEquity20.43 Cr0.95%
Apar Industries LtdEquity20.21 Cr0.94%
Fortis Healthcare LtdEquity20.06 Cr0.94%
Cholamandalam Financial Holdings LtdEquity19.92 Cr0.93%
Tata Power Co LtdEquity19.45 Cr0.91%
K.P.R. Mill LtdEquity18.9 Cr0.88%
Ambuja Cements LtdEquity18.8 Cr0.88%
LTIMindtree LtdEquity18.66 Cr0.87%
KEI Industries LtdEquity17.69 Cr0.83%
Swiggy LtdEquity17.18 Cr0.80%
TVS Motor Co LtdEquity16.32 Cr0.76%
Emcure Pharmaceuticals LtdEquity16.16 Cr0.75%
Varun Beverages LtdEquity16.13 Cr0.75%
Indian BankEquity15.82 Cr0.74%
CG Power & Industrial Solutions LtdEquity15.64 Cr0.73%
Tata Technologies LtdEquity15.24 Cr0.71%
Trent LtdEquity14.55 Cr0.68%
JSW Steel LtdEquity14.26 Cr0.67%
United Spirits LtdEquity13.49 Cr0.63%
Sudarshan Chemical Industries LtdEquity12.99 Cr0.61%
Coal India LtdEquity12.93 Cr0.60%
Vishal Mega Mart LtdEquity12.72 Cr0.59%
Shriram Finance LtdEquity12.71 Cr0.59%
Solar Industries India LtdEquity12.64 Cr0.59%
Vijaya Diagnostic Centre LtdEquity12.55 Cr0.59%
Life Insurance Corporation of IndiaEquity12.47 Cr0.58%
Titagarh Rail Systems LtdEquity12.41 Cr0.58%
ICICI Prudential Life Insurance Co LtdEquity12.41 Cr0.58%
Karur Vysya Bank LtdEquity12.39 Cr0.58%
Gujarat Fluorochemicals Ltd Ordinary SharesEquity12.28 Cr0.57%
OneSource Specialty Pharma LtdEquity12.13 Cr0.57%
Premier Energies LtdEquity11.05 Cr0.52%
Kaynes Technology India LtdEquity10.97 Cr0.51%
Aditya Birla Real Estate LtdEquity10.89 Cr0.51%
Schaeffler India LtdEquity10.82 Cr0.51%
Bharat Petroleum Corp LtdEquity10.27 Cr0.48%
Arvind Fashions LtdEquity10.1 Cr0.47%
Britannia Industries LtdEquity9.81 Cr0.46%
Crompton Greaves Consumer Electricals LtdEquity9.8 Cr0.46%
City Union Bank LtdEquity9.6 Cr0.45%
Ajax Engnrg LEquity9.43 Cr0.44%
Jyothy Labs LtdEquity8.87 Cr0.41%
Samvardhana Motherson International LtdEquity8.43 Cr0.39%
Titan Co LtdEquity8.39 Cr0.39%
Adani Energy Solutions LtdEquity8 Cr0.37%
PG Electroplast LtdEquity7.85 Cr0.37%
Havells India LtdEquity7.75 Cr0.36%
Aarti Industries LtdEquity7.52 Cr0.35%
Dhanuka Agritech LtdEquity7.04 Cr0.33%
P N Gadgil Jewellers LtdEquity5.38 Cr0.25%
Graphite India LtdEquity5.23 Cr0.24%
Ceigall India LtdEquity4.11 Cr0.19%
PTC Industries LtdEquity3.71 Cr0.17%
Lupin LtdEquity3.13 Cr0.15%
Premier Energies LimitedEquity2.4 Cr0.11%
Grasim Industries LtdEquity0.91 Cr0.04%
Mahindra & Mahindra Limited 2800 Call March 2025 OptionEquity - Option (Call)0.25 Cr0.01%
Reliance Industries Limited 1260 Call March 2025 OptionEquity - Option (Call)0.13 Cr0.01%

Allocation By Market Cap (Equity)

Large Cap Stocks

62.80%

Mid Cap Stocks

12.25%

Small Cap Stocks

19.36%

Allocation By Credit Quality (Debt)

AAA

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services517.71 Cr24.18%
Industrials362.48 Cr16.93%
Consumer Cyclical243.25 Cr11.36%
Basic Materials236.75 Cr11.06%
Technology154.16 Cr7.20%
Healthcare147.5 Cr6.89%
Consumer Defensive142.73 Cr6.67%
Energy80.29 Cr3.75%
Communication Services71.05 Cr3.32%
Real Estate50.7 Cr2.37%
Utilities27.45 Cr1.28%

Risk & Performance Ratios

Standard Deviation

This fund

--

Cat. avg.

--

Lower the better

Sharpe Ratio

This fund

--

Cat. avg.

--

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

--

Higher the better

Fund Managers

Ashish Naik

Ashish Naik

Since February 2023

Additional Scheme Detailsas of 28th February 2025

ISIN
INF846K019N8
Expense Ratio
2.04%
Exit Load
1.00%
Fund Size
₹2,141 Cr
Age
2 years 1 month
Lumpsum Minimum
₹100
Fund Status
Open Ended Investment Company
Benchmark
Nifty 500 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Equity - Other Funds

Fund nameExpense RatioExit LoadFund size
1Y
SBI Equity Minimum Variance Fund Direct Growth

Very High Risk

0.4%0.0%₹197.90 Cr2.1%
SBI Equity Minimum Variance Fund Regular Growth

Very High Risk

0.7%0.0%₹197.90 Cr1.8%
Bandhan Transportation and Logistics Fund Direct Growth

Very High Risk

0.9%0.0%₹476.44 Cr3.1%
Bandhan Transportation and Logistics Fund Regular Growth

Very High Risk

2.4%0.0%₹476.44 Cr1.6%
ICICI Prudential Transportation and Logistics Fund Direct Growth

Very High Risk

0.7%1.0%₹2739.18 Cr7.7%
ICICI Prudential Transportation and Logistics Fund Regular Growth

Very High Risk

2.0%1.0%₹2739.18 Cr6.5%
HDFC NIFTY200 Momentum 30 ETF

Very High Risk

0.3%-₹11.35 Cr63.0%
HDFC NIFTY100 Low Volatility 30 ETF

Very High Risk

0.3%-₹5.95 Cr34.7%
ICICI Prudential Nifty 200 Momentum 30 ETF

Very High Risk

0.3%-₹397.64 Cr-6.5%
DSP Nifty Midcap 150 Quality 50 ETF

Very High Risk

0.3%-₹93.15 Cr9.1%

About the AMC

Axis Mutual Fund

Axis Mutual Fund

Total AUM

₹3,16,417 Cr

Address

Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, 400 025

Other Funds by Axis Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Axis Fixed Term Plan Series 120 (91 Days) Direct Growth

Moderate Risk

-0.0%--
Axis US Treasury Dynamic Bond ETF Fund of Fund Direct Growth

Very High Risk

0.1%0.0%₹60.15 Cr7.3%
Axis India Manufacturing Fund Direct Growth

Very High Risk

0.5%1.0%₹4926.22 Cr10.5%
Axis Fixed Term Plan Series 118 100 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 113 1228 Days Direct Growth

Low to Moderate Risk

-0.0%₹92.41 Cr7.8%
Axis Fixed Term Plan Series 110 1553 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 105 1128 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 112 1143 Days Direct Growth

Low to Moderate Risk

-0.0%₹76.51 Cr7.6%
Axis Nifty SDL September 2026 Debt Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹75.74 Cr8.2%
Axis Banking & PSU Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹12911.64 Cr8.3%
Axis Global Equity Alpha Fund of Fund Direct Growth

Very High Risk

0.9%1.0%₹862.06 Cr12.0%
Axis Nifty Smallcap 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹398.51 Cr9.7%
Axis Flexi Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹11115.75 Cr11.5%
Axis Money Market Fund Direct Growth

Moderate Risk

0.2%0.0%₹16587.21 Cr7.9%
Axis Equity Hybrid Fund Direct Growth

Very High Risk

1.1%1.0%₹1440.65 Cr12.4%
Axis Special Situations Fund Direct Growth

Very High Risk

1.3%1.0%₹1071.19 Cr9.7%
Axis Corporate Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹5968.70 Cr8.9%
Axis ESG Equity Fund Direct Growth

Very High Risk

1.4%1.0%₹1163.13 Cr6.5%
Axis Arbitrage Fund Direct Growth

Low Risk

0.3%0.0%₹5780.54 Cr7.8%
Axis Greater China Equity Fund of Fund Direct Growth

Very High Risk

0.5%1.0%₹402.66 Cr19.4%
Axis Value Fund Direct Growth

Very High Risk

0.9%1.0%₹742.48 Cr14.9%
Axis All Seasons Debt Fund of Funds Direct Growth

Moderate Risk

0.2%0.0%₹148.37 Cr9.1%
Axis Gilt Fund Direct Growth

Moderate Risk

0.4%0.0%₹918.09 Cr10.2%
Axis Bluechip Fund Direct Growth

Very High Risk

0.7%1.0%₹30517.08 Cr7.1%
Axis Dynamic Bond Fund Direct Growth

Moderate Risk

0.3%0.0%₹1334.23 Cr8.9%
Axis Gold Fund Direct Growth

High Risk

0.2%1.0%₹869.00 Cr31.2%
Axis Focused 25 Fund Direct Growth

Very High Risk

0.8%1.0%₹11556.73 Cr6.6%
Axis Regular Saver Fund Direct Growth

Very High Risk

0.9%1.0%₹267.48 Cr9.7%
Axis Strategic Bond Fund Direct Growth

Moderately High risk

0.6%1.0%₹1934.39 Cr9.4%
Axis Long Term Equity Fund Direct Growth

Very High Risk

0.8%0.0%₹32174.34 Cr8.5%
Axis Short Term Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹8922.62 Cr8.8%
Axis Liquid Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹44666.25 Cr7.4%
Axis Multi Asset Allocation Fund Direct Growth

Very High Risk

1.1%1.0%₹1270.15 Cr13.4%
Axis Midcap Fund Direct Growth

Very High Risk

0.6%1.0%₹26087.92 Cr13.7%
Axis Treasury Advantage Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹5947.72 Cr8.1%
Axis Equity Saver Fund Direct Growth

Moderately High risk

1.0%1.0%₹929.60 Cr8.5%
Axis Balanced Advantage Fund Direct Growth

Moderately High risk

0.8%1.0%₹2625.19 Cr13.5%
Axis Nifty Midcap 50 Index Fund Direct Growth

Low Risk

0.3%0.0%₹371.77 Cr8.4%
Axis Nifty IT Index Fund Direct Growth

Very High Risk

0.3%0.0%₹126.33 Cr10.0%
Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹32.60 Cr8.3%
Axis Credit Risk Fund Direct Growth

High Risk

0.8%1.0%₹381.97 Cr9.0%
Axis Ultra Short Term Fund Direct Growth

Moderate Risk

0.4%0.0%₹5297.38 Cr7.9%
Axis Multicap Fund Direct Growth

Very High Risk

0.8%1.0%₹6347.87 Cr16.1%
Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹75.10 Cr8.6%
Axis Nifty AAA Bond Plus SDL Apirl 2026 50:50 ETF Fund Of Funds Direct Growth

Low to Moderate Risk

0.1%0.0%₹278.60 Cr6.7%
Axis Silver Fund of Funds Direct Growth

Very High Risk

0.2%0.0%₹71.86 Cr32.7%
Axis Nifty Next 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹268.82 Cr6.2%
Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Direct Growth

Low Risk

0.2%0.0%₹456.07 Cr7.5%
Axis Long Duration Fund Direct Growth

Moderate Risk

0.3%0.0%₹474.13 Cr9.9%
Axis Nifty 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹589.55 Cr7.7%

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

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The NAV of Axis Business Cycles Fund Regular Growth, as of 27-Mar-2025, is ₹15.09.
The fund's allocation of assets is distributed as 95.56% in equities, 0.00% in bonds, and 4.44% in cash and cash equivalents.
The fund managers responsible for Axis Business Cycles Fund Regular Growth are:-
  1. Ashish Naik

Fund Overview

Fund Size

Fund Size

₹2,141 Cr

Expense Ratio

Expense Ratio

2.04%

ISIN

ISIN

INF846K019N8

Minimum SIP

Minimum SIP

₹100

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

22 Feb 2023

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

About this fund

Axis Business Cycles Fund Regular Growth is a Equity - Other mutual fund schemes offered by Axis Mutual Fund. This fund has been in existence for 2 years, 1 months and 6 days, having been launched on 22-Feb-23.
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹15.09, Assets Under Management (AUM) of 2141.47 Crores, and an expense ratio of 2.04%.
  • Axis Business Cycles Fund Regular Growth has given a CAGR return of 21.74% since inception.
  • The fund's asset allocation comprises around 95.56% in equities, 0.00% in debts, and 4.44% in cash & cash equivalents.
  • You can start investing in Axis Business Cycles Fund Regular Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+7.56%

(Cat Avg.)

Since Inception

+21.74%

(Cat Avg.)

Portfolio Summaryas of 28th February 2025

Equity2,046.28 Cr95.56%
Others95.19 Cr4.44%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
HDFC Bank LtdEquity142.75 Cr6.67%
ICICI Bank LtdEquity128.22 Cr5.99%
Bharti Airtel LtdEquity71.05 Cr3.32%
Larsen & Toubro LtdEquity65.68 Cr3.07%
InterGlobe Aviation LtdEquity63.89 Cr2.98%
UltraTech Cement LtdEquity62.46 Cr2.92%
Reliance Industries LtdEquity57.1 Cr2.67%
Infosys LtdEquity52.14 Cr2.43%
Tata Consultancy Services LtdEquity49.21 Cr2.30%
Clearing Corporation Of India LtdCash - Repurchase Agreement46.16 Cr2.16%
Mahindra & Mahindra LtdEquity43.86 Cr2.05%
HDFC Life Insurance Co LtdEquity40.42 Cr1.89%
Hindustan Unilever LtdEquity39.06 Cr1.82%
Sun Pharmaceuticals Industries LtdEquity33.99 Cr1.59%
RHI Magnesita India LtdEquity33.47 Cr1.56%
State Bank of IndiaEquity33.33 Cr1.56%
Aether Industries LtdEquity30.84 Cr1.44%
ITC LtdEquity30.17 Cr1.41%
REC LtdEquity29.89 Cr1.40%
Jyoti CNC Automation LtdEquity29.04 Cr1.36%
Mankind Pharma LtdEquity28.82 Cr1.35%
CreditAccess Grameen Ltd Ordinary SharesEquity27.32 Cr1.28%
GE Vernova T&D India LtdEquity26.77 Cr1.25%
DLF LtdEquity25.51 Cr1.19%
Godrej Agrovet Ltd Ordinary SharesEquity25.21 Cr1.18%
Brigade Enterprises LtdEquity25.18 Cr1.18%
91 DTB 28032025Bond - Gov't/Treasury24.88 Cr1.16%
Hindalco Industries LtdEquity24.42 Cr1.14%
Delhivery LtdEquity24.3 Cr1.13%
Net Receivables / (Payables)Cash24.15 Cr1.13%
Minda Corp LtdEquity23.94 Cr1.12%
Sona BLW Precision Forgings LtdEquity22.45 Cr1.05%
Jindal Stainless LtdEquity21.71 Cr1.01%
Bharat Electronics LtdEquity21.62 Cr1.01%
Cipla LtdEquity20.66 Cr0.96%
Kotak Mahindra Bank LtdEquity20.47 Cr0.96%
Zomato LtdEquity20.43 Cr0.95%
Apar Industries LtdEquity20.21 Cr0.94%
Fortis Healthcare LtdEquity20.06 Cr0.94%
Cholamandalam Financial Holdings LtdEquity19.92 Cr0.93%
Tata Power Co LtdEquity19.45 Cr0.91%
K.P.R. Mill LtdEquity18.9 Cr0.88%
Ambuja Cements LtdEquity18.8 Cr0.88%
LTIMindtree LtdEquity18.66 Cr0.87%
KEI Industries LtdEquity17.69 Cr0.83%
Swiggy LtdEquity17.18 Cr0.80%
TVS Motor Co LtdEquity16.32 Cr0.76%
Emcure Pharmaceuticals LtdEquity16.16 Cr0.75%
Varun Beverages LtdEquity16.13 Cr0.75%
Indian BankEquity15.82 Cr0.74%
CG Power & Industrial Solutions LtdEquity15.64 Cr0.73%
Tata Technologies LtdEquity15.24 Cr0.71%
Trent LtdEquity14.55 Cr0.68%
JSW Steel LtdEquity14.26 Cr0.67%
United Spirits LtdEquity13.49 Cr0.63%
Sudarshan Chemical Industries LtdEquity12.99 Cr0.61%
Coal India LtdEquity12.93 Cr0.60%
Vishal Mega Mart LtdEquity12.72 Cr0.59%
Shriram Finance LtdEquity12.71 Cr0.59%
Solar Industries India LtdEquity12.64 Cr0.59%
Vijaya Diagnostic Centre LtdEquity12.55 Cr0.59%
Life Insurance Corporation of IndiaEquity12.47 Cr0.58%
Titagarh Rail Systems LtdEquity12.41 Cr0.58%
ICICI Prudential Life Insurance Co LtdEquity12.41 Cr0.58%
Karur Vysya Bank LtdEquity12.39 Cr0.58%
Gujarat Fluorochemicals Ltd Ordinary SharesEquity12.28 Cr0.57%
OneSource Specialty Pharma LtdEquity12.13 Cr0.57%
Premier Energies LtdEquity11.05 Cr0.52%
Kaynes Technology India LtdEquity10.97 Cr0.51%
Aditya Birla Real Estate LtdEquity10.89 Cr0.51%
Schaeffler India LtdEquity10.82 Cr0.51%
Bharat Petroleum Corp LtdEquity10.27 Cr0.48%
Arvind Fashions LtdEquity10.1 Cr0.47%
Britannia Industries LtdEquity9.81 Cr0.46%
Crompton Greaves Consumer Electricals LtdEquity9.8 Cr0.46%
City Union Bank LtdEquity9.6 Cr0.45%
Ajax Engnrg LEquity9.43 Cr0.44%
Jyothy Labs LtdEquity8.87 Cr0.41%
Samvardhana Motherson International LtdEquity8.43 Cr0.39%
Titan Co LtdEquity8.39 Cr0.39%
Adani Energy Solutions LtdEquity8 Cr0.37%
PG Electroplast LtdEquity7.85 Cr0.37%
Havells India LtdEquity7.75 Cr0.36%
Aarti Industries LtdEquity7.52 Cr0.35%
Dhanuka Agritech LtdEquity7.04 Cr0.33%
P N Gadgil Jewellers LtdEquity5.38 Cr0.25%
Graphite India LtdEquity5.23 Cr0.24%
Ceigall India LtdEquity4.11 Cr0.19%
PTC Industries LtdEquity3.71 Cr0.17%
Lupin LtdEquity3.13 Cr0.15%
Premier Energies LimitedEquity2.4 Cr0.11%
Grasim Industries LtdEquity0.91 Cr0.04%
Mahindra & Mahindra Limited 2800 Call March 2025 OptionEquity - Option (Call)0.25 Cr0.01%
Reliance Industries Limited 1260 Call March 2025 OptionEquity - Option (Call)0.13 Cr0.01%

Allocation By Market Cap (Equity)

Large Cap Stocks

62.80%

Mid Cap Stocks

12.25%

Small Cap Stocks

19.36%

Allocation By Credit Quality (Debt)

AAA

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services517.71 Cr24.18%
Industrials362.48 Cr16.93%
Consumer Cyclical243.25 Cr11.36%
Basic Materials236.75 Cr11.06%
Technology154.16 Cr7.20%
Healthcare147.5 Cr6.89%
Consumer Defensive142.73 Cr6.67%
Energy80.29 Cr3.75%
Communication Services71.05 Cr3.32%
Real Estate50.7 Cr2.37%
Utilities27.45 Cr1.28%

Risk & Performance Ratios

Standard Deviation

This fund

--

Cat. avg.

--

Lower the better

Sharpe Ratio

This fund

--

Cat. avg.

--

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

--

Higher the better

Fund Managers

Ashish Naik

Ashish Naik

Since February 2023

Additional Scheme Detailsas of 28th February 2025

ISIN
INF846K019N8
Expense Ratio
2.04%
Exit Load
1.00%
Fund Size
₹2,141 Cr
Age
2 years 1 month
Lumpsum Minimum
₹100
Fund Status
Open Ended Investment Company
Benchmark
Nifty 500 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Equity - Other Funds

Fund nameExpense RatioExit LoadFund size
1Y
SBI Equity Minimum Variance Fund Direct Growth

Very High Risk

0.4%0.0%₹197.90 Cr2.1%
SBI Equity Minimum Variance Fund Regular Growth

Very High Risk

0.7%0.0%₹197.90 Cr1.8%
Bandhan Transportation and Logistics Fund Direct Growth

Very High Risk

0.9%0.0%₹476.44 Cr3.1%
Bandhan Transportation and Logistics Fund Regular Growth

Very High Risk

2.4%0.0%₹476.44 Cr1.6%
ICICI Prudential Transportation and Logistics Fund Direct Growth

Very High Risk

0.7%1.0%₹2739.18 Cr7.7%
ICICI Prudential Transportation and Logistics Fund Regular Growth

Very High Risk

2.0%1.0%₹2739.18 Cr6.5%
HDFC NIFTY200 Momentum 30 ETF

Very High Risk

0.3%-₹11.35 Cr63.0%
HDFC NIFTY100 Low Volatility 30 ETF

Very High Risk

0.3%-₹5.95 Cr34.7%
ICICI Prudential Nifty 200 Momentum 30 ETF

Very High Risk

0.3%-₹397.64 Cr-6.5%
DSP Nifty Midcap 150 Quality 50 ETF

Very High Risk

0.3%-₹93.15 Cr9.1%

About the AMC

Axis Mutual Fund

Axis Mutual Fund

Total AUM

₹3,16,417 Cr

Address

Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, 400 025

Other Funds by Axis Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Axis Fixed Term Plan Series 120 (91 Days) Direct Growth

Moderate Risk

-0.0%--
Axis US Treasury Dynamic Bond ETF Fund of Fund Direct Growth

Very High Risk

0.1%0.0%₹60.15 Cr7.3%
Axis India Manufacturing Fund Direct Growth

Very High Risk

0.5%1.0%₹4926.22 Cr10.5%
Axis Fixed Term Plan Series 118 100 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 113 1228 Days Direct Growth

Low to Moderate Risk

-0.0%₹92.41 Cr7.8%
Axis Fixed Term Plan Series 110 1553 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 105 1128 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 112 1143 Days Direct Growth

Low to Moderate Risk

-0.0%₹76.51 Cr7.6%
Axis Nifty SDL September 2026 Debt Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹75.74 Cr8.2%
Axis Banking & PSU Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹12911.64 Cr8.3%
Axis Global Equity Alpha Fund of Fund Direct Growth

Very High Risk

0.9%1.0%₹862.06 Cr12.0%
Axis Nifty Smallcap 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹398.51 Cr9.7%
Axis Flexi Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹11115.75 Cr11.5%
Axis Money Market Fund Direct Growth

Moderate Risk

0.2%0.0%₹16587.21 Cr7.9%
Axis Equity Hybrid Fund Direct Growth

Very High Risk

1.1%1.0%₹1440.65 Cr12.4%
Axis Special Situations Fund Direct Growth

Very High Risk

1.3%1.0%₹1071.19 Cr9.7%
Axis Corporate Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹5968.70 Cr8.9%
Axis ESG Equity Fund Direct Growth

Very High Risk

1.4%1.0%₹1163.13 Cr6.5%
Axis Arbitrage Fund Direct Growth

Low Risk

0.3%0.0%₹5780.54 Cr7.8%
Axis Greater China Equity Fund of Fund Direct Growth

Very High Risk

0.5%1.0%₹402.66 Cr19.4%
Axis Value Fund Direct Growth

Very High Risk

0.9%1.0%₹742.48 Cr14.9%
Axis All Seasons Debt Fund of Funds Direct Growth

Moderate Risk

0.2%0.0%₹148.37 Cr9.1%
Axis Gilt Fund Direct Growth

Moderate Risk

0.4%0.0%₹918.09 Cr10.2%
Axis Bluechip Fund Direct Growth

Very High Risk

0.7%1.0%₹30517.08 Cr7.1%
Axis Dynamic Bond Fund Direct Growth

Moderate Risk

0.3%0.0%₹1334.23 Cr8.9%
Axis Gold Fund Direct Growth

High Risk

0.2%1.0%₹869.00 Cr31.2%
Axis Focused 25 Fund Direct Growth

Very High Risk

0.8%1.0%₹11556.73 Cr6.6%
Axis Regular Saver Fund Direct Growth

Very High Risk

0.9%1.0%₹267.48 Cr9.7%
Axis Strategic Bond Fund Direct Growth

Moderately High risk

0.6%1.0%₹1934.39 Cr9.4%
Axis Long Term Equity Fund Direct Growth

Very High Risk

0.8%0.0%₹32174.34 Cr8.5%
Axis Short Term Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹8922.62 Cr8.8%
Axis Liquid Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹44666.25 Cr7.4%
Axis Multi Asset Allocation Fund Direct Growth

Very High Risk

1.1%1.0%₹1270.15 Cr13.4%
Axis Midcap Fund Direct Growth

Very High Risk

0.6%1.0%₹26087.92 Cr13.7%
Axis Treasury Advantage Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹5947.72 Cr8.1%
Axis Equity Saver Fund Direct Growth

Moderately High risk

1.0%1.0%₹929.60 Cr8.5%
Axis Balanced Advantage Fund Direct Growth

Moderately High risk

0.8%1.0%₹2625.19 Cr13.5%
Axis Nifty Midcap 50 Index Fund Direct Growth

Low Risk

0.3%0.0%₹371.77 Cr8.4%
Axis Nifty IT Index Fund Direct Growth

Very High Risk

0.3%0.0%₹126.33 Cr10.0%
Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹32.60 Cr8.3%
Axis Credit Risk Fund Direct Growth

High Risk

0.8%1.0%₹381.97 Cr9.0%
Axis Ultra Short Term Fund Direct Growth

Moderate Risk

0.4%0.0%₹5297.38 Cr7.9%
Axis Multicap Fund Direct Growth

Very High Risk

0.8%1.0%₹6347.87 Cr16.1%
Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹75.10 Cr8.6%
Axis Nifty AAA Bond Plus SDL Apirl 2026 50:50 ETF Fund Of Funds Direct Growth

Low to Moderate Risk

0.1%0.0%₹278.60 Cr6.7%
Axis Silver Fund of Funds Direct Growth

Very High Risk

0.2%0.0%₹71.86 Cr32.7%
Axis Nifty Next 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹268.82 Cr6.2%
Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Direct Growth

Low Risk

0.2%0.0%₹456.07 Cr7.5%
Axis Long Duration Fund Direct Growth

Moderate Risk

0.3%0.0%₹474.13 Cr9.9%
Axis Nifty 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹589.55 Cr7.7%

Still got questions?
We're here to help.

The NAV of Axis Business Cycles Fund Regular Growth, as of 27-Mar-2025, is ₹15.09.
The fund's allocation of assets is distributed as 95.56% in equities, 0.00% in bonds, and 4.44% in cash and cash equivalents.
The fund managers responsible for Axis Business Cycles Fund Regular Growth are:-
  1. Ashish Naik
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