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%
NAV as on 10-07-2025

16.54

-0.07 (-0.4232%)

CAGR Since Inception

23.58%

NIFTY 500 TRI 12.58%

PERFORMANCE of Axis Business Cycles Fund - Regular Plan - Growth

Scheme Performance (%)

Data as on - 10-07-2025

Yearly 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)

Show All Monthly Lumpsum Returns
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)

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Period :
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End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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

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

Amount :
Start :
End :
Period
Data as on - 10-07-2025
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 (%)