← Equity: Thematic-Business-Cycle
Start this SIP →
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 · 2.38%Inception · 05-02-2023
NAV
₹16.56
+0.66% · as of 13-10-2026
Since inception
14.86%
CAGR
Benchmark (inception)
11.88%
CAGR
Fund size
₹2,041 Cr
AUM
Expense ratio
2.38%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +14.86% CAGR vs benchmark +11.88%.
Portfolio
Where the money is invested
Top holdings
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-4.08%
ICICI BANK LIMITED EQ NEW FV RS. 2/-3.65%
AXIS BANK LIMITED EQ NE FV RS. 2/-3.64%
HDFC BANK LIMITED EQ NEW FV RE. 1/-3.26%
GRASIM INDUSTRIES LIMITED EQ NEW FV RS. 2/-2.64%
Kotak Mahindra Bank Limited2.64%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.52.49%
ZOMATO LIMITED EQ2.44%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-2.35%
AETHER INDUSTRIES LIMITED EQ2.30%
Sector allocation
Financial Services28.64%
Capital Goods11.48%
Automobile and Auto Components10.70%
Chemicals7.41%
Consumer Services6.31%
Healthcare4.76%
Construction4.08%
Metals & Mining3.90%
Construction Materials3.66%
Oil, Gas & Consumable Fuels3.07%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 14.9% p.a.₹10,000
10 years
Projected value
₹27,62,651
Invested: ₹12,00,000
Gained: ₹15,62,651
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
A
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
₹13.74
1Y
+7.1%
3Y
+0.0%
5Y
+0.0%
Kotak BusIness Cycle Fund Reg Gr
₹16.92
1Y
+3.1%
3Y
+13.7%
5Y
+0.0%
ABSL BusIness Cycle Fund Reg Gr
₹15.51
1Y
+2.2%
3Y
+10.5%
5Y
+0.0%
Quant BusIness Cycle Fund Gr Reg Plan
₹15.79
1Y
+2.0%
3Y
+8.7%
5Y
+0.0%
Bank Of India BusIness Cycle Fund Reg Gr
₹9.43
1Y
+1.9%
3Y
+0.0%
5Y
+0.0%
Want a personalised recommendation?
Our team will tell you whether this fund fits your goals, allocation and risk profile — and suggest peers if it doesn't.