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Fund Summary
Axis Business Cycles Fund Reg (G)
[Equity: Thematic]  
 
Fund Details
Fund Type Growth Launch Date 22-Feb-23
Corpus(Cr.) 2039.00 Latest NAV 16.19 As on 29-10-2026
Equity(%) 95.64 52 Week High 17.6
Debt(%) 4.36 52 Week Low 14.49
Others(%) 0.00 Exit Load For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days
Minimum Investment - Availability
Entry Load Nil Expense Ratio(%) 0.00
Scheme Benchmark NIFTY 500 TRI Broader Benchmark NSE - Nifty 50 TRI
Fund Manager Ashish Naik
 
Riskometer
Investors understand that their principal will be at Very High risk
 
Scheme Objective
The scheme seeks 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.

Portfolio Classification
 
Asset Mix
 
Concentration Analysis
Top 5 Holdings 17.41%
Top 10 Holdings 30.07%
Top 25 Holdings 54.15%
 
Sector Analysis
Sector/Ratings Net Asset(%)
Banking & Financial 17.99
Automobile 9.9
Construction 7.38
Chemicals 6.94
Industrial Products 6.11
Retail 5.43
Finance & Investments 5.36
Pharma & Biotech 4.13
Cash 3.87
Software & Services 3.63
Metals 2.94
Technology 2.93
Telecom 2.47
Ferrous Metals 2.25
Petroleum Products 2.17
Electricals 2.13
Consumer Durables 2.05
Agricultural & Farm Machinery 1.83
SERVICES 1.83
Healthcare 1.48
Energy 1.35
Transportation 1.25
Fertilisers 0.87
Aerospace & Defence 0.79
Food Beverage & Tobacco 0.71
Textiles 0.68
Oil & GAS 0.62
SOV 0.49
Miscellaneous 0.38
Derivatives 0.04
 
 
 
 
 
Portfolio Metrics
PB Ratio 3.22
PE Ratio 28.38
 
Top 25 Holdings
Holdings Net Asset(%)
Larsen & Toubro Limited 3.79
AXIS Bank Ltd. 3.60
ICICI Bank Ltd. 3.59
HDFC Bank Ltd. 3.34
Clearing Corporation of India Ltd 3.09
Kotak Mahindra Bank Ltd. 2.72
Grasim Industries Ltd 2.67
Aether Industries Limited 2.58
Bharti Airtel Ltd. 2.47
PTC Industries Ltd. 2.22
IndusInd Bank Ltd. 2.21
Reliance Industries Ltd 2.17
One 97 Communications Limited 1.96
HCL Technologies Ltd 1.94
Eternal Limited 1.56
JINDAL STEEL LIMITED 1.56
Solar Industries India Limited 1.51
Sona BLW Precision Forgings Limited 1.51
Mahindra & Mahindra Ltd. 1.50
Bajaj Finance Limited 1.49
CreditAccess Grameen Ltd. 1.44
NTPC Limited 1.35
Vishal Mega Mart Limited 1.35
Bosch Ltd 1.27
Tata Motors Limited 1.26

Performance Analysis
 
Short Terms Returns
1 Month 3 Month 6 Month 1 Year
-2.70% -4.26% -0.55% -4.03%
 
Broader Market Benchmark [NSE - Nifty 50 TRI]
1.01% -5.23% -4.33% -11.05%
 
Scheme Benchmark [NSE - Nifty 500 TRI]
-0.68% -5.86% -3.43% -7.59%
 
Long term Returns
2 Year 3 Year 5 Year 10 Year
0.47% 11.12% 0.00% 0.00%
 
 
-2.07% 7.60% 6.59% 11.58%
 
 
-0.95% 10.39% 8.85% 12.54%
 
Cumulative Performance of Last 5 Years
 
Calendar Year Returns

Risk Analysis
 
Absolute Metrics (Single Computation - last 3 years)
Scheme Name Standard Deviation Sharpe Ratio Downside Deviation Downside Probability Sortino Ratio
Axis Business Cycles Fund Reg (G) 16.18% 0.0000 0.0000% 0.0000 0.0000
 
Benchmark Relative Metrics (Single Computation - last 3 years)
Scheme Name Alpha Beta Treynor Ratio Tracking Error Information Ratio
Axis Business Cycles Fund Reg (G) 0.0000% 0.0000 0.0000 0.0000 0.0000
 
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