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

Jul 16, 2024

Category

Equity

AUM (Cr.)

2,825.78

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

1.95

Sharpe Ratio

30.70

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) 4.2 20.37 41.49 0 0 42.3
Benchmark - Nifty 500 TRI 4.56 17.7 39.77 20.32 20.77 0
Category Average - BEST EQUITY PERFORMERS 4.2 21.04 45.96 21.34 22.52 21.91
Category Rank 7/4 5/4 7/4 8/4 7/4 4/4
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) 59.4000 1.59 9.21 8.85 16.17 3,030.82 2.00 5,000.00 invest
ICICI Pru US Bluechip Equity Fund (G) 59.4000 1.57 9.23 8.85 16.18 3,030.82 2.00 5,000.00 invest
ICICI Pru FMCG Fund - (IDCW) 103.0400 0.97 12.89 19.80 16.72 1,612.97 2.20 5,000.00 invest
ICICI Pru FMCG Fund - (G) 512.9500 0.97 12.88 19.80 16.71 1,612.97 2.20 5,000.00 invest
Nippon India Taiwan Equity Fund (G) 11.3659 -0.93 21.72 0.00 0.00 414.11 2.43 500.00 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-HDFC Bank May 31, 2024 141.01 5.22 1.18
Equity-ICICI Bank May 31, 2024 133.86 4.96 -2.55
Equity-Reliance Industr May 31, 2024 124.98 4.63 -2.49
Equity-St Bk of India May 31, 2024 86.38 3.20 -27.41
Equity-TCS May 31, 2024 84.11 3.12 -3.92
Equity-CreditAcc. Gram. May 31, 2024 68.23 2.53 -12.24
Equity-Jindal Steel May 31, 2024 65.16 2.41 10.60
Equity-Bharat Electron May 31, 2024 64.45 2.39 13.57
Equity-RHI Magnesita May 31, 2024 60.42 2.24 8.75
Equity-Sona BLW Precis. May 31, 2024 59.71 2.21 4.12

latest news

Axis MF Announces IDCW Income Distribution cum Capital Withdrawal (IDCW) under its schemes

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

Jun 24, 2024 12:45

Axis Mutual Fund Announces change in Exit Load Structure

Axis Mutual Fund has announced change in exit load structure under followin...

Jun 24, 2024 11:18

AXIS MF Announces change in benchmark index under its schemes

Axis Mutual Fund has announced change in the benchmark of Axis Floater Fund...

Jun 07, 2024 11:52

Axis MF Announces change in benchmark index under its schemes

Axis Mutual Fund has announced change in the benchmark index for the follow...

Jun 04, 2024 13:58

Axis MF Announces change in scheme name

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

Jun 04, 2024 13:41

Axis MF Announces change in fund manager under its scheme

Axis Mutual Fund has announced that the Fund Management responsibilities of...

Jun 04, 2024 11:33

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