Mutual Fund Research

Axis Business Cycles Fund-Reg(G)

As on Apr-24-2024 change fund
14.63  up0.07 (0.48%)

fund objective

To provide long term capital appreciation by investing predominantly in equity and equity relatedsecurities 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.

riskometer

Investors understand that their principal will be at very high risk

5-Years History
financial year2022-20232023-2024
NAV in Rs (as on 31-Mar-2024)10.0114.14
Net Assets(Rs Crores) (as on 31-Mar-2024) 2155.53 2645.19
Scheme Returns(%)(Absolute)0.1041.12
B'mark Returns(%)(Absolute)NANA
Category Rank23/6131/82
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2023-202413.096.6311.854.74
Top 10 holdings
company (%)
Reliance Industries Ltd.5.30 
HDFC Bank Ltd.5.02 
ICICI Bank Ltd.4.94 
State Bank Of India4.10 
Tata Consultancy Services Ltd.3.36 
CreditAccess Grameen Ltd.2.82 
Sona BLW Precision Forgings Ltd.2.80 
NTPC Ltd.2.68 
Solar Industries India Ltd.2.29 
Bharat Petroleum Corporation L...2.14 

Category

Thematic Fund

Launch Date

22-Feb-23

Scheme Benchmark

NA

AUM ( in Cr.)

2,645.19

portfolio price to book value

5.95

investing style?

Large Growth

fund manager?

Ashish Naik,Mayank Hyanki

inception date (regular plan)

22-Feb-23

expense ratio (regular plan) %

1.95

Top 10 sectors
sectors (%)
Bank - Private10.63
IT - Software8.39
Refineries7.44
Chemicals5.37
Finance - NBFC5.27
Bank - Public4.87
Auto Ancillary4.68
Power Generation/Distribution3.73
Construction - Real Estate3.70
Cement & Construction Materials3.54

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

to go
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performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Axis Business Cycles Fund-Reg(G)Large-Growth 22-Feb-20232,645.1943.29NANANA38.44
Aditya Birla SL PSU Equity Fund-Reg(G)Large-Blend 30-Dec-20193,403.6394.9245.36NANA32.19
Invesco India PSU Equity Fund(G)Large-Growth 18-Nov-2009858.9286.5139.7627.4419.0012.94
ICICI Pru India Opp Fund(G)Large-Growth 15-Jan-201917,992.3151.9432.2722.37NA23.25
UTI Transportation & Logistics Fund-Reg(G)Large-Growth 16-Apr-20043,107.8760.7228.8919.6217.3517.17
Franklin India Opportunities Fund(G)Large-Growth 21-Feb-20002,950.3574.1728.7823.3818.7913.44
HSBC Business Cycles Fund-Reg(G)Large-Growth 20-Aug-2014764.4547.1825.2419.20NA14.23
Taurus Ethical Fund-Reg(G)Large-Growth 20-Mar-2009165.6148.5718.9218.0515.1617.76
Tata Ethical Fund-Reg(G)Large-Growth 24-May-19962,370.4832.7418.0218.1414.7815.97
Edelweiss Recently Listed IPO Fund-Reg(G)Large-Growth 22-Feb-2018897.4247.3216.8122.01NA15.18
SBI ESG Exclusionary Strategy Fund-Reg(G)Large-Growth 01-Jan-19915,525.3031.5316.4514.9714.2414.55
Quantum ESG Best In Class Strategy Fund-Reg(G)Large-Growth 12-Jul-201980.0829.7714.34NANA17.07
DSP Quant Fund-Reg(G)Large-Growth 10-Jun-20191,212.5023.6512.06NANA14.43
Quant Quantamental Fund-Reg(G)Large-Growth 30-Apr-20211,895.9769.69NANANA32.66
360 ONE Quant Fund-Reg(G)Large-Growth 29-Nov-2021143.9061.93NANANA23.44
Bandhan Transportation and Logistics Fund-Reg(G)Large-Growth 25-Oct-2022436.1557.83NANANA36.25
Kotak Business Cycle Fund-Reg(G)Large-Growth 28-Sep-20222,373.3335.44NANANA19.81
HDFC Business Cycle Fund-Reg(G)Large-Growth 30-Nov-20222,938.1933.54NANANA21.90
Nippon India Innovation Fund-Reg(G)Large-Growth 28-Aug-20231,354.69NANANANA23.73
Baroda BNP Paribas Innovation Fund-Reg(G)Large-Growth 05-Mar-2024981.95NANANANA5.30
Canara Rob Manufacturing Fund-Reg(G)Large-Growth 11-Mar-20241,123.40NANANANA6.10
Axis India Manufacturing Fund-Reg(G)Large-Growth 21-Dec-20234,360.55NANANANA19.80
Samco Active Momentum Fund-Reg(G)Large-Growth 05-Jul-2023745.73NANANANA28.20
Mahindra Manulife Business Cycle Fund-Reg(G)Large-Growth 11-Sep-2023733.78NANANANA32.09
Union Innovation & Opp Fund-Reg(G)Large-Growth 06-Sep-2023600.98NANANANA14.90
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