Axis Business Cycles Fund - Regular Plan - Growth
| Category: Equity: Thematic-Business-Cycle |
| Launch Date: 05-02-2023 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| Expense Ratio: 2.0% As on (30-06-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 244.79 Cr As on (30-06-2025) |
| Turn over: 100% |
16.54
-0.07 (-0.4232%)
23.58%
NIFTY 500 TRI 12.58%
PERFORMANCE of Axis Business Cycles Fund - Regular Plan - Growth
Scheme Performance (%)
Data as on - 10-07-2025Yearly Performance (%)
Fund Managers
Mr. Ashish Naik
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.
MONTHLY LUMPSUM RETURNS ( Invested amount 1,00,000)
| NAV Date | NAV | Units | Market Value |
Returns (%) |
|---|---|---|---|---|
| 27-02-2023 | 10.02 | 9980.0399 | 100000 | 0.0 % |
| 27-03-2023 | 9.84 | 9980.0399 | 98204 | -1.8 % |
| 27-04-2023 | 10.27 | 9980.0399 | 102495 | 2.5 % |
| 29-05-2023 | 10.95 | 9980.0399 | 109281 | 9.28 % |
| 27-06-2023 | 11.26 | 9980.0399 | 112375 | 12.38 % |
| 27-07-2023 | 11.65 | 9980.0399 | 116267 | 16.27 % |
| 28-08-2023 | 11.84 | 9980.0399 | 118164 | 18.16 % |
| 27-09-2023 | 12.08 | 9980.0399 | 120559 | 20.56 % |
| 27-10-2023 | 11.79 | 9980.0399 | 117665 | 17.66 % |
| 28-11-2023 | 12.43 | 9980.0399 | 124052 | 24.05 % |
| 27-12-2023 | 13.39 | 9980.0399 | 133633 | 33.63 % |
| 29-01-2024 | 13.48 | 9980.0399 | 134531 | 34.53 % |
| 27-02-2024 | 14.15 | 9980.0399 | 141218 | 41.22 % |
| 27-03-2024 | 14.03 | 9980.0399 | 140020 | 40.02 % |
| 29-04-2024 | 14.73 | 9980.0399 | 147006 | 47.01 % |
| 27-05-2024 | 15.22 | 9980.0399 | 151896 | 51.9 % |
| 27-06-2024 | 15.86 | 9980.0399 | 158283 | 58.28 % |
| 29-07-2024 | 16.54 | 9980.0399 | 165070 | 65.07 % |
| 27-08-2024 | 16.66 | 9980.0399 | 166267 | 66.27 % |
| 27-09-2024 | 17.24 | 9980.0399 | 172056 | 72.06 % |
| 28-10-2024 | 15.94 | 9980.0399 | 159082 | 59.08 % |
| 27-11-2024 | 16.23 | 9980.0399 | 161976 | 61.98 % |
| 27-12-2024 | 16.21 | 9980.0399 | 161776 | 61.78 % |
| 27-01-2025 | 14.87 | 9980.0399 | 148403 | 48.4 % |
| 27-02-2025 | 14.11 | 9980.0399 | 140818 | 40.82 % |
| 27-03-2025 | 15.09 | 9980.0399 | 150599 | 50.6 % |
| 28-04-2025 | 15.49 | 9980.0399 | 154591 | 54.59 % |
| 27-05-2025 | 16.15 | 9980.0399 | 161178 | 61.18 % |
| 27-06-2025 | 16.67 | 9980.0399 | 166367 | 66.37 % |
| 10-07-2025 | 16.54 | 9980.0399 | 165070 | 65.07 % |
RETURNS CALCULATOR for Axis Business Cycles Fund - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Market Cap Distribution
Small Cap
21.11%
Others
4.25%
Large Cap
61.93%
Mid Cap
12.7%
Riskometer
Key Performance and Risk Statistics of Axis Business Cycles Fund - Regular Plan - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Business Cycles Fund - Regular Plan - Growth | ||||||
| Equity: Thematic-Business-Cycle | - | - | - | - | - | - |
PEER COMPARISION of Axis Business Cycles Fund - Regular Plan - Growth
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Axis Business Cycles Fund - Regular Plan - Growth | 05-02-2023 | 2.35 | 20.26 | 0.0 | 0.0 | 0.0 |
| Sundaram Business Cycle Fund Regular Plan Growth | 25-06-2024 | 10.52 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 7.64 | 26.27 | 25.28 | 0.0 | 0.0 |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 7.43 | 21.61 | 0.0 | 0.0 | 0.0 |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 4.9 | 26.73 | 27.04 | 27.48 | 13.43 |
| Aditya Birla Sun Life Business Cycle Fund-Regular-Growth | 06-12-2021 | 2.67 | 18.13 | 17.73 | 0.0 | 0.0 |
| HDFC Business Cycle Fund - Growth Option | 05-11-2022 | 1.83 | 16.02 | 0.0 | 0.0 | 0.0 |
| Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 11-09-2023 | -0.94 | 0.0 | 0.0 | 0.0 | 0.0 |
| Tata Business Cycle Fund-Regular Plan-Growth | 04-08-2021 | -1.59 | 22.29 | 24.04 | 0.0 | 0.0 |
| Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth | 15-09-2021 | -2.15 | 20.2 | 20.21 | 0.0 | 0.0 |
PORTFOLIO ANALYSIS of Axis Business Cycles Fund - Regular Plan - Growth
Asset Allocation (%)
| Allocation | Percentage (%) |
|---|