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NRI
  • Mutual Fund
  • AXIS Business Cycles Fund - Regular (IDCW)

Nov 21, 2024

Category

Equity

AUM (Cr.)

2,612.83

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

1.98

Sharpe Ratio

22.71

Beta Ratio

0.00

Fund Manager

Ashish Naik

Inception Date

Feb 22, 2023

Risk Level

Very High

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.

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Nifty 500 TRI

Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - AXIS Business Cycles Fund - Regular (IDCW) -5.22 4.34 25.64 0 0 29.11
Benchmark - Nifty 500 TRI -6.09 3.64 24.94 13.72 18.79 0
Category Average - BEST EQUITY PERFORMERS -5.68 5.42 28.95 16.31 21.07 16.05
Category Rank 8/7 7/7 7/7 7/7 7/7 7/7
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
ICICI Pru US Bluechip Equity Fund (IDCW) 63.2300 1.48 21.44 10.22 14.79 3,221.37 1.99 5,000.00 invest
ICICI Pru US Bluechip Equity Fund (G) 63.2300 1.48 21.44 10.22 14.79 3,221.37 1.99 5,000.00 invest
Aditya Birla SL International Equity Fund (IDCW) 16.9448 0.88 14.82 3.92 8.24 182.93 2.54 1,000.00 invest
Aditya Birla SL International Equity Fund (G) 34.8146 0.88 14.83 3.92 8.24 182.93 2.54 1,000.00 invest
Tata Quant Fund - Regular (IDCW) 14.7462 -2.52 16.16 11.33 0.00 67.78 0.00 5,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Equity-Larsen & Toubro Oct 31, 2024 75.19 2.88 -2.49
Equity-M & M Oct 31, 2024 57.93 2.22 113.93
Equity-Reliance Industr Oct 31, 2024 65.22 2.50 -26.34
Equity-Infosys Oct 31, 2024 61.50 2.35 -18.02
Equity-ICICI Bank Oct 31, 2024 141.46 5.41 -6.54
Equity-HDFC Bank Oct 31, 2024 150.65 5.77 -4.03
Equity-Bharti Airtel Oct 31, 2024 72.97 2.79 3.48
Equity-HDFC Life Insur. Oct 31, 2024 50.62 1.94 37.88
Equity-Interglobe Aviat Oct 31, 2024 52.91 2.02 -15.35
Equity-UltraTech Cem. Oct 31, 2024 68.24 2.61 -6.24

latest news

Axis MF announces Income Distribution cum capital withdrawal (IDCW) under Four schemes

Axis Mutual Fund has announced 25 November 2024 as the record date for the ...

Nov 21, 2024 10:13

Axis MF announces change in Fund Manager of the following schemes

Axis Mutual Fund has announced change in Fund Managers of the following sch...

Nov 05, 2024 10:42

Axis MF announces Income Distribution cum capital withdrawal (IDCW) under Four schemes

Axis Mutual Fund has announced 25 October 2024 as the record date for the d...

Oct 23, 2024 15:24

Axis Mutual Fund announces change in scheme name

Axis Mutual Fund has announced change in scheme name under the following sc...

Sep 21, 2024 09:28

Axis Mutual Fund launches consumption fund

Axis Mutual Fund has launched a new open-ended equity scheme focused o...

Aug 27, 2024 14:41

Axis MF announces Income Distribution cum capital withdrawal (IDCW) under Four schemes

Axis Mutual Fund has announced 26 August 2024 as the record date for the de...

Aug 23, 2024 10:42

SCHEME DETAILS

AMC Name : Axis Mutual Fund
Fund Name : AXIS Business Cycles Fund - Regular (IDCW)
Contact Persone : Ashish Naik
Registered Address : One Lodha Place. 22nd & 23rd Floor,Senapati Bapat Marg, Lower Parel, Maharashtra, Mumbai - 400013.
Telephone No : 022-43255161
Fax No. : 022-43255199
Email : customerserivce:axismf.com
Website : www.axismf.com