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Axis Mutual Fund · Equity: Thematic-Business-Cycle
Axis BusIness Cycles Fund - Regular Plan - Growth
To provide long term capital appreciation by investing predominantly in equity and equity related securities 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.
EquityBenchmark · Nifty 500 TRITER · 2.05%Inception · 05-02-2023
NAV
₹16.85
+0.36% · as of 15-07-2026
Since inception
16.62%
CAGR
Benchmark (inception)
12.16%
CAGR
Fund size
₹2,083 Cr
AUM
Expense ratio
2.05%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +16.62% CAGR vs benchmark +12.16%.
Portfolio
Where the money is invested
Top holdings
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-4.08%
AXIS BANK LIMITED EQ NE FV RS. 2/-3.54%
ICICI BANK LIMITED EQ NEW FV RS. 2/-3.38%
HDFC BANK LIMITED EQ NEW FV RE. 1/-3.08%
GRASIM INDUSTRIES LIMITED EQ NEW FV RS. 2/-2.70%
Kotak Mahindra Bank Limited2.62%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.52.51%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-2.35%
ZOMATO LIMITED EQ2.34%
Clearing Corporation of India Ltd2.32%
Sector allocation
Financial Services27.24%
Capital Goods12.16%
Automobile and Auto Components10.06%
Chemicals7.13%
Consumer Services5.74%
Healthcare5.09%
Construction4.08%
Construction Materials3.58%
Information Technology3.52%
Metals & Mining3.38%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 16.6% p.a.₹10,000
10 years
Projected value
₹30,81,872
Invested: ₹12,00,000
Gained: ₹18,81,872
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Ashish Naik
Manager since fund inception data not available
ISIN & identifiers
AMFI code
151366
ISIN (Growth)
INF846K019N8
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-Business-Cycle funds
Invesco India BusIness Cycle Fund Gr
₹14.22
1Y
+13.6%
3Y
+0.0%
5Y
+0.0%
Kotak BusIness Cycle Fund Reg Gr
₹17.22
1Y
+5.7%
3Y
+15.7%
5Y
+0.0%
MahIndra Manulife BusIness Cycle Fund Reg Gr
₹15.71
1Y
+5.4%
3Y
+0.0%
5Y
+0.0%
Union BusIness Cycle Reg Gr
₹11.72
1Y
+4.9%
3Y
+0.0%
5Y
+0.0%
Quant BusIness Cycle Fund Gr Reg Plan
₹16.71
1Y
+2.5%
3Y
+16.2%
5Y
+0.0%
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