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Axis Business Cycles Fund - Regular Plan - IDCW

Category: Equity: Thematic-Business-Cycle Launch Date: 22-02-2023
AUM:

₹ 2,079.42 Cr

Expense Ratio

3.16%

Benchmark

NIFTY 500 TRI

ISIN

INF846K010O5

Minimum Investment

100.0

Minimum Topup

100.0

Minimum SIP Amount

100

Fund Manager

Mr. Ashish Naik

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Axis Business Cycles Fund - Regular Plan - IDCW -2.02 13.29 -
NIFTY 500 TRI -0.49 13.47 12.04
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
16.0
Last change
-0.03 (-0.1875%)
Fund Size (AUM)
₹ 2,079.42 Cr
Performance
15.38% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

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.

Fund Manager
Mr. Ashish Naik
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- 4.0
AXIS BANK LIMITED EQ NE FV RS. 2/- 3.47
ICICI BANK LIMITED EQ NEW FV RS. 2/- 3.39
HDFC BANK LIMITED EQ NEW FV RE. 1/- 3.18
ULTRATECH CEMENT LIMITED EQ 2.76
Kotak Mahindra Bank Limited 2.61
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 2.54
Net Receivables / (Payables) 2.49
RELIANCE INDUSTRIES LIMITED EQ 2.45
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- 2.42

Sector Allocation

Sector Holdings (%)
Financial Services 28.51
Capital Goods 11.34
Automobile and Auto Components 8.53
Chemicals 7.32
Healthcare 5.17
Construction 4.0
Consumer Services 3.81
Oil, Gas & Consumable Fuels 3.69
Construction Materials 3.63
Fast Moving Consumer Goods 3.58

Peer Comparison

Scheme Name 5Y (%)
Axis Business Cycles Fund Reg IDCW 0.0