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Axis Business Cycles Fund-Reg(G)

very highequity
16.41 -0.15(-0.91%) NAV as on 11 May 2026
3.53 % 1 M
7.54 % 1 Y
15.13 % 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 :

2.11

As on 31 Mar, 2026
age-icon Age :

3 yrs 2 m

Since 22 02 ,2023
exit_load Exit Load :

0%

aum AUM :

2,065.05 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 :

6.85

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 Apr 30 ,2026
Debt 0.48 %
Others 3.53 %
Equity 95.99 %

TOP HOLDINGS

Larsen & Toubro Ltd.4.00 %
Axis Bank Ltd.3.47 %
ICICI Bank Ltd.3.39 %
HDFC Bank Ltd.3.18 %
Ultratech Cement Ltd.2.76 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Bank - Private17.46
Chemicals6.49
Auto Ancillary4.33
Engineering - Construction4.00
Cement & Construction Materials3.63
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 HighEquity16.41-0.15(-0.91%)NAV As on 11 May, 202622-Feb-2023Inception Date2,065.05AUM In Cr.7.54%1Y15.13%3YNA%5Y16.65%Since Inception
Invesco India PSU Equity Fund-Reg(G)Very HighEquity68.11-0.86(-1.25%)NAV As on 11 May, 202618-Nov-2009Inception Date1,520.15AUM In Cr.17.09%1Y28.27%3Y24.43%5Y12.35%Since Inception
Aditya Birla SL PSU Equity Fund-Reg(G)Very HighEquity37.15-0.62(-1.64%)NAV As on 11 May, 202630-Dec-2019Inception Date6,043.99AUM In Cr.19.45%1Y27.96%3Y25.77%5Y22.92%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity254.02-0.96(-0.38%)NAV As on 11 May, 202621-Feb-2000Inception Date8,534.74AUM In Cr.7.92%1Y26.12%3Y20.34%5Y13.13%Since Inception
Kotak Pioneer Fund-Reg(G)Very HighEquity33.010.13(0.40%)NAV As on 11 May, 202631-Oct-2019Inception Date3,495.30AUM In Cr.16.28%1Y21.87%3Y16.31%5Y20.09%Since Inception