Mutual Funds

Axis Business Cycles Fund-Reg(G)
Equity | Very High | Equity - Thematic Fund - Other

16.4 +0.07
NAV(₹) as on 6/6/2025

0.43%
1D

9.12%
1Y

-
3Y

-
5Y

Axis Business Cycles Fund-Reg(G)
Growth Chart of the Scheme

Scheme Details
Expense Ratio: 2.01	Launch Date: 22 Feb 2023
Exit Load: Nil for 10% of investment and 1% for remaining investments on or before 12M, Nil after 12M	AUM: ₹ 2,330.0 Crs
Lock-in: Nil	Investing Style: Large Growth
Portfolio Price To Book Value: 7.15	Min. Investment: SIP : ₹ 1,000.0 Lumpsum : ₹ 100.0
Scheme Benchmark: NA
Fund Manager: Ashish Naik

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.

LATEST ASSET & PORTFOLIO ALLOCATION		Debt		Others		Equity
as on 30/4/2025		1.07 %		4.18 %		94.75 %

TOP HOLDINGS

HDFC Bank Ltd. - Equity

6.88 %

ICICI Bank Ltd. - Equity

6.52 %

Reliance Industries - Equity

3.62 %

Bharti Airtel Ltd. - Equity

3.32 %

Interglobe Aviation - Equity

3.22 %

Ultratech Cement Ltd - Equity

3.08 %

Larsen & Toubro Ltd. - Equity

2.98 %

See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Bank - Private

16.28 %

IT - Software

5.23 %

Pharmaceuticals & Drugs

4.91 %

Refineries

4.20 %

Cement & Construction Materi

4.02 %

Telecommunication - Service

3.49 %

Electric Equipment

3.29 %

See All Sectors

5 YEAR HISTORY

Financial Year	2022-23	2023-24	2024-25
NAV (31/3/2025)	10.01	14.14	15.02
Net Assets (Rs Crores)	2,15,552.8	2,64,519.3	2,29,535.69
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

Clients will understand that their principal will be at Very High risk.

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Fund Details	Inception Date	Aum(₹ Crs)	1Y	3Y	5Y	Since Inception
Sundaram Business Cycle Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 10.84 +0.06	25/6/2024	₹ 1,678.43	-	-	-	8.43%
HDFC Defence Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 25.27 +-0.34	2/6/2023	₹ 5,487.27	24.30%	-	-	58.46%
Tata Housing Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 15.33 +0.25	2/9/2022	₹ 519.54	1.91%	-	-	16.73%
ICICI Pru Transportation and Logistics Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 18.29 +0.19	28/10/2022	₹ 3,010.04	4.45%	-	-	26.05%
Bandhan Transportation and Logistics Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 17.08 +0.18	25/10/2022	₹ 512.67	-1.41%	-	-	22.69%
Invesco India Manufacturing Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 10.09 +-0.01	14/8/2024	₹ 771.55	-	-	-	0.90%
Axis Business Cycles Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 16.40 +0.07	22/2/2023	₹ 2,330.0	9.12%	-	-	24.14%
Samco Active Momentum Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 14.06 +0.01	5/7/2023	₹ 860.15	7.99%	-	-	19.38%
ICICI Pru Innovation Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 18.14 +0.12	28/4/2023	₹ 6,580.61	11.29%	-	-	32.62%
Quant Business Cycle Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 16.27 +0.14	30/5/2023	₹ 1,274.87	-0.32%	-	-	27.22%