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Axis Business Cycles Fund-Reg(G)

very highequity
16.14 -0.27(-1.65%) NAV as on 20 Dec 2024
2.87 % 1 M
24.25 % 1 Y
NA 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 :

1.97

As on 30 Nov, 2024
age-icon Age :

1 yrs 10 m

Since 22 02 ,2023
exit_load Exit Load :

0%

aum AUM :

2,611.73 Crs

lock_in Lock-in :

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

investing_style Investing Style :

Large Growth

Portfolio_book_value Portfolio Price To Book Value :

8.7

Min_Investment Min. Investment :

SIP 1000 & Lumpsum 100

Scheme_benchmark Scheme Benchmark :

NA

Fund_manager Fund Manager :

Ashish Naik

LATEST ASSET & PORTFOLIO ALLOCATION

as on Nov 30 ,2024
Debt 0.95 %
Others 1.85 %
Equity 97.20 %

TOP HOLDINGS

HDFC Bank Ltd.5.67 %
ICICI Bank Ltd.5.45 %
Larsen & Toubro Ltd.2.96 %
Bharti Airtel Ltd.2.82 %
Ultratech Cement Ltd.2.64 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Bank - Private13.11
IT - Software7.06
Pharmaceuticals & Drugs5.96
Cement & Construction Materials3.47
Engineering - Construction3.17
See All Sectors

5-YEARS HISTORY

Financial Year2022-20232023-2024
NAV in Rs (as on 31-Mar-2024)10.0114.14
Net Assets(Rs Crores) (as on 31-Mar-2024) 2155.53 2645.19
Scheme Returns(%)(Absolute)0.1041.12
B'mark Returns(%)(Absolute)NANA
Category Rank23/6131/82

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 HighEquity16.14-0.27(-1.65%)NAV As on 20 Dec, 202422-Feb-2023Inception Date2,611.73AUM In Cr.24.25%1YNA%3YNA%5Y29.95%Since Inception
Invesco India PSU Equity Fund(G)Very HighEquity60.57-1.52(-2.45%)NAV As on 20 Dec, 202418-Nov-2009Inception Date1,344.86AUM In Cr.33.71%1Y34.91%3Y27.14%5Y12.67%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity249.67-4.60(-1.81%)NAV As on 20 Dec, 202421-Feb-2000Inception Date5,904.85AUM In Cr.41.69%1Y29.33%3Y27.67%5Y13.83%Since Inception
ICICI Pru India Opp Fund(G)Very HighEquity33.38-0.47(-1.39%)NAV As on 20 Dec, 202415-Jan-2019Inception Date24,785.97AUM In Cr.25.73%1Y27.38%3Y26.14%5Y22.52%Since Inception
Quant Quantamental Fund-Reg(G)Very HighEquity21.97-0.36(-1.63%)NAV As on 20 Dec, 202430-Apr-2021Inception Date2,345.99AUM In Cr.20.24%1Y27.15%3YNA%5Y24.11%Since Inception
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