Axis Business Cycles Fund - Regular Plan - IDCW
Category: Equity: Thematic-Business-Cycle
Launch Date: 22-02-2023
AUM:
₹ 2,272.69 Cr
Expense Ratio
2.03%
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 | 3.53 | - | - |
| NIFTY 500 TRI | 7.58 | 16.79 | 15.88 |
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
16.44
Last change
-0.19 (-1.1557%)
Fund Size (AUM)
₹ 2,272.69 Cr
Performance
18.84% (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/- | 6.25 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 4.05 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 4.0 |
| INFOSYS LIMITED EQ FV RS 5 | 3.38 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.29 |
| ULTRATECH CEMENT LIMITED EQ | 3.06 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 2.45 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 2.21 |
| INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- | 2.14 |
| VISHAL MEGA MART PRIVATE LIMITED EQ | 2.12 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 27.4 |
| Capital Goods | 13.17 |
| Automobile and Auto Components | 9.43 |
| Healthcare | 6.55 |
| Information Technology | 5.98 |
| Consumer Services | 5.65 |
| Chemicals | 4.97 |
| Construction Materials | 4.58 |
| Telecommunication | 4.43 |
| Construction | 3.46 |