Mutual Fund

Fund Card

Axis Business Cycles Fund-Reg(G)

very highequity

15.64 0.09(0.58%) NAV as on 23 Apr 2025

3.99 % 1 M

7.42 % 1 Y

NA 3 Y

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

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

Expenses Ratio :

2.02

As on 31 Mar, 2025

Age :

2 yrs 2 m

Since 22 02 ,2023

Exit Load :

AUM :

2,295.36 Crs

Lock-in :

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

Investing Style :

Large Growth

Portfolio Price To Book Value :

7.46

Min. Investment :

SIP 1000 & Lumpsum 100

Scheme Benchmark :

Fund Manager :

Ashish Naik

LATEST ASSET & PORTFOLIO ALLOCATION

as on Mar 31 ,2025

Debt 1.08 %

Others 2.27 %

Equity 96.65 %

TOP HOLDINGS

HDFC Bank Ltd.6.63 %

ICICI Bank Ltd.6.26 %

Bharti Airtel Ltd.3.42 %

Interglobe Aviation Ltd.3.18 %

Larsen & Toubro Ltd.3.16 %

See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Bank - Private	14.91
IT - Software	5.79
Pharmaceuticals & Drugs	5.57
Cement & Construction Materials	4.04
Telecommunication - Service Provider	3.42

See All Sectors

5-YEARS HISTORY

Financial Year	2022-2023	2023-2024	2024-2025
NAV in Rs (as on 31-Mar-2025)	10.01	14.14	15.02
Net Assets(Rs Crores) (as on 31-Mar-2025)	2155.53	2645.19	2295.36
Scheme Returns(%)(Absolute)	0.10	41.12	5.03
B'mark Returns(%)(Absolute)	NA	NA	NA
Category Rank	23/61	31/82	37/119

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 HighEquity15.640.09(0.58%)NAV As on 23 Apr, 2025	22-Feb-2023Inception Date	2,295.36AUM In Cr.	7.42%1Y	NA%3Y	NA%5Y	22.92%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity239.201.24(0.52%)NAV As on 23 Apr, 2025	21-Feb-2000Inception Date	6,046.75AUM In Cr.	13.29%1Y	29.31%3Y	32.45%5Y	13.43%Since Inception
Invesco India PSU Equity Fund(G)Very HighEquity60.050.03(0.05%)NAV As on 23 Apr, 2025	18-Nov-2009Inception Date	1,217.40AUM In Cr.	5.02%1Y	28.72%3Y	29.09%5Y	12.31%Since Inception
360 ONE Quant Fund-Reg(G)Very HighEquity18.620.14(0.77%)NAV As on 23 Apr, 2025	29-Nov-2021Inception Date	631.71AUM In Cr.	12.96%1Y	22.92%3Y	NA%5Y	20.06%Since Inception
ICICI Pru India Opp Fund(G)Very HighEquity34.330.25(0.73%)NAV As on 23 Apr, 2025	15-Jan-2019Inception Date	25,696.42AUM In Cr.	14.28%1Y	22.88%3Y	34.30%5Y	21.73%Since Inception