Mutual Funds

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

15.04 +0.07
NAV(₹) as on 7/4/2026

0.47%
1D

6.44%
1Y

14.09%
3Y

-
5Y

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

Scheme Details
Expense Ratio: 2.06	Launch Date: 22 Feb 2023
Exit Load: Nil for 10% of investment and 1% for remaining investment on or before 12M, Nil after 12M	AUM: ₹ 1,866.24 Crs
Lock-in: Nil	Investing Style: Large Growth
Portfolio Price To Book Value: 6.88	Min. Investment: SIP : ₹ 1,000.00 Lumpsum : ₹ 100.00
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 28/2/2026		0.47 %		1.34 %		98.19 %

TOP HOLDINGS

ICICI Bank Ltd.

7.32 %

Larsen & Toubro Ltd.

3.65 %

HDFC Bank Ltd.

3.58 %

State Bank Of India

3.26 %

Reliance Industries Ltd.

2.98 %

Ultratech Cement Ltd.

2.91 %

Kotak Mahindra Bank Ltd.

2.72 %

Axis Bank Ltd.

2.37 %

Mahindra & Mahindra Ltd.

2.33 %

GE Vernova T&D India Ltd.

2.16 %

See All Holding

ALLOCATION BY MARKET CAP (Equity)

ALLOCATION BY RATING (Debt & Others)

ALLOCATION BY SECTOR

Bank - Private

16.92 %

Chemicals

5.92 %

Pharmaceuticals & Drugs

4.98 %

Cement & Construction Materi

4.13 %

Auto Ancillary

4.12 %

See All Sectors

PORTFOLIO CHARACTERISTICS (Debt)

No Data

5 YEAR HISTORY

Financial Year	2022-23	2023-24	2024-25	2025-26
NAV (31/3/2026)	10.01	14.14	15.02	14.49
Net Assets (Rs Crores)	2,15,552.80	2,64,519.30	2,29,535.69	2,14,510.81
Scheme Returns(%)(Absolute)	0.10	41.12	5.03	-2.56
B'mark Returns(%)(Absolute)	NA	NA	NA	NA
Category Rank	23/61	31/82	37/119	76/133

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
The Wealth Company Ethical Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 8.91 +0.05	14/10/2025	₹ 33.71	-	-	-	-10.93%
WOC ESG Best-In-Class Strategy Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.25 +0.06	30/10/2024	₹ 54.98	1.38%	-	-	-5.29%
Motilal Oswal Special Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.72 +0.13	14/8/2025	₹ 65.87	-	-	-	-2.84%
Quantum Ethical Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 8.82 +0.02	20/12/2024	₹ 88.35	1.50%	-	-	-9.23%
Samco Special Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 7.45 +0.03	6/6/2024	₹ 131.97	3.04%	-	-	-14.82%
Motilal Oswal Quant Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 8.99 +0.14	6/6/2024	₹ 143.03	4.80%	-	-	-5.65%
Mahindra Manulife Innovation Opportunities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 9.42 +-0.01	30/1/2026	₹ 162.28	-	-	-	-5.77%
Shriram Multi Sector Rotation Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 7.25 +0.03	9/12/2024	₹ 180.6	-2.65%	-	-	-21.53%
Quant Commodities Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 12.35 +-0.01	27/12/2023	₹ 309.6	6.75%	-	-	9.68%
Nippon India Active Momentum Fund-Reg(G) Equity - Thematic Fund - Other \| Very High \| 11.15 +0.17	28/2/2025	₹ 362.26	7.45%	-	-	10.39%