Mutual Funds
Axis Business Cycles Fund-Reg(G)
Equity  |   Very High  |   Equity - Thematic Fund - Other
16.66   +0.17
NAV(₹) as on 4/11/2026 		1.03%
  1D 		-0.60%
  1Y 		11.60%
  3Y 		   -
  5Y
Axis Business Cycles Fund-Reg(G)
Growth Chart of the Scheme

Scheme Details
Expense Ratio:
2.4 		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:
₹ 2,039.20 Crs
Lock-in:
Nil 		Investing Style:
Large Growth
Portfolio Price To Book Value:
6.02 		Min. Investment:
SIP : ₹ 1,000.00
Lumpsum : ₹ 100.00
Scheme Benchmark:
NA
Fund Manager:
Ashish Naik ,Pratik Tibrewal

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 30/9/2026 0.49 % 3.89 % 95.62 %
TOP HOLDINGS

Larsen & Toubro Ltd.
3.79 %

Axis Bank Ltd.
3.60 %

ICICI Bank Ltd.
3.59 %

HDFC Bank Ltd.
3.34 %

Kotak Mahindra Bank Ltd.
2.72 %

Grasim Industries Ltd.
2.67 %

Aether Industries Ltd.
2.58 %

Bharti Airtel Ltd.
2.47 %

PTC Industries Ltd.
2.22 %

IndusInd Bank Ltd.
2.21 %

See All Holding
ALLOCATION BY MARKET CAP (Equity)
ALLOCATION BY RATING (Debt & Others)
ALLOCATION BY SECTOR

Bank - Private
16.47 %

Chemicals
6.95 %

Auto Ancillary
6.30 %

Pharmaceuticals & Drugs
4.13 %

Engineering - Construction
3.79 %

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 1,86,624.01
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
MDB Logo
The Wealth Company Ethical Fund-Reg(G)
Equity - Thematic Fund - Other  |   Very High |  9.33   +0.17  
14/10/2025 ₹ 39.36 -5.88% - - -6.37%
MDB Logo
Motilal Oswal Quality Fund-Reg(G)
Equity - Thematic Fund - Other  |   Very High |  10.20   +0.08  
15/9/2026 ₹ 40.13 - - - 1.98%
MDB Logo
WOC ESG Best-In-Class Strategy Fund-Reg(G)
Equity - Thematic Fund - Other  |   Very High |  9.87   +0.09  
30/10/2024 ₹ 46.38 -6.99% - - -0.63%
MDB Logo
Motilal Oswal Special Opportunities Fund-Reg(G)
Equity - Thematic Fund - Other  |   Very High |  12.51   +0.23  
14/8/2025 ₹ 108.37 15.97% - - 20.05%
MDB Logo
ITI Business Cycle Fund-Reg(G)
Equity - Thematic Fund - Other  |   Very High |  10.19   +0.16  
9/3/2026 ₹ 116.61 - - - 1.88%
MDB Logo
Samco Special Opportunities Fund-Reg(G)
Equity - Thematic Fund - Other  |   Very High |  8.77   +0.17  
6/6/2024 ₹ 124.19 -1.13% - - -5.29%
MDB Logo
Quantum Ethical Fund-Reg(G)
Equity - Thematic Fund - Other  |   Very High |  9.71   +0.10  
20/12/2024 ₹ 131.4 -1.62% - - -1.56%
MDB Logo
Shriram Multi Sector Rotation Fund-Reg(G)
Equity - Thematic Fund - Other  |   Very High |  7.87   +0.08  
9/12/2024 ₹ 147.57 -2.06% - - -11.85%
MDB Logo
JioBlackRock Sector Rotation Fund-Reg(G)
Equity - Thematic Fund - Other  |   Very High |  9.72   +0.11  
17/8/2026 ₹ 161.33 - - - -2.84%
MDB Logo
Motilal Oswal Quant Fund-Reg(G)
Equity - Thematic Fund - Other  |   Very High |  9.51   +0.11  
6/6/2024 ₹ 233.67 -4.14% - - -2.08%