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Axis Business Cycles Fund-Reg(G)

very highequity
17.24 -0.01(-0.06%) NAV as on 11 Sep 2026
-0.92 % 1 M
4.55 % 1 Y
11.6 % 3 Y

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • max

FUND OBJECTIVE

To provide long term capital appreciation by investing predominantly in equity and equity relatedsecurities 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.

SCHEME DETAILS

expense_ration-icon Expenses Ratio :

2.28

As on 31 Aug, 2026
age-icon Age :

3 yrs 6 m

Since 22 02 ,2023
exit_load Exit Load :

0%

aum AUM :

2,168.39 Crs

lock_in Lock-in :

Nil for 10% of investment and 1% for remaining investment on or before 12M, Nil after 12M

investing_style Investing Style :

Large Growth

Portfolio_book_value Portfolio Price To Book Value :

6.65

Min_Investment Min. Investment :

SIP 1000 & Lumpsum 100

Scheme_benchmark Scheme Benchmark :

NIFTY 500 - TRI

Fund_manager Fund Manager :

Ashish Naik

LATEST ASSET & PORTFOLIO ALLOCATION

as on Aug 31 ,2026
Debt 0.46 %
Others 3.79 %
Equity 95.76 %

TOP HOLDINGS

Larsen & Toubro Ltd.3.84 %
ICICI Bank Ltd.3.72 %
Axis Bank Ltd.3.59 %
HDFC Bank Ltd.2.95 %
Grasim Industries Ltd.2.76 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Bank - Private16.64
Chemicals6.20
Auto Ancillary6.19
IT - Software4.15
Engineering - Construction3.84
See All Sectors

5-YEARS HISTORY

Financial Year2022-20232023-20242024-20252025-2026
NAV in Rs (as on 31-Mar-2026)10.0114.1415.0214.49
Net Assets(Rs Crores) (as on 31-Mar-2026) 2155.53 2645.19 2295.36 1866.24
Scheme Returns(%)(Absolute)0.1041.125.03-2.56
B'mark Returns(%)(Absolute)NANANANA
Category Rank23/6131/8237/11976/133

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Axis Business Cycles Fund-Reg(G)Very HighEquity17.24-0.01(-0.06%)NAV As on 11 Sep, 202622-Feb-2023Inception Date2,168.39AUM In Cr.4.55%1Y11.60%3YNA%5Y16.56%Since Inception
HDFC Defence Fund-Reg(G)Very HighEquity30.56-0.19(-0.62%)NAV As on 11 Sep, 202602-Jun-2023Inception Date11,477.59AUM In Cr.30.19%1Y34.66%3YNA%5Y40.58%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity266.950.02(0.01%)NAV As on 11 Sep, 202621-Feb-2000Inception Date9,717.42AUM In Cr.3.12%1Y18.69%3Y17.39%5Y13.16%Since Inception
Kotak Pioneer Fund-Reg(G)Very HighEquity35.320.01(0.02%)NAV As on 11 Sep, 202631-Oct-2019Inception Date4,280.58AUM In Cr.8.83%1Y17.89%3Y14.09%5Y20.17%Since Inception