Axis BusIness Cycles Fund - Regular Plan - IDCW
Category: Equity: Thematic-Business-Cycle
Launch Date: 22-02-2023
AUM:
₹ 2,041.28 Cr
Expense Ratio
2.38%
Benchmark
Nifty 500 TRI
ISIN
INF846K010O5
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Ashish Naik, Pratik Tibrewal
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis BusIness Cycles Fund - Regular Plan - IDCW | -12.21 | 7.72 | - |
| NIFTY 500 TRI | -8.03 | 10.07 | 8.09 |
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
14.74
Last change
0.14 (0.9498%)
Fund Size (AUM)
₹ 2,041.28 Cr
Performance
11.1% (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
Ashish Naik, Pratik Tibrewal
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.79 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.6 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 3.59 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 3.34 |
| Clearing Corporation of India Ltd | 3.09 |
| Kotak Mahindra Bank Limited | 2.72 |
| GRASIM INDUSTRIES LIMITED EQ NEW FV RS. 2/- | 2.67 |
| AETHER INDUSTRIES LIMITED EQ | 2.58 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 2.47 |
| PTC INDUSTRIES LIMITED EQ | 2.22 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 26.66 |
| Automobile and Auto Components | 11.16 |
| Capital Goods | 9.03 |
| Chemicals | 7.81 |
| Consumer Services | 6.01 |
| Healthcare | 5.61 |
| Metals & Mining | 5.19 |
| Construction | 3.79 |
| Information Technology | 3.63 |
| Construction Materials | 3.59 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis BusIness Cycles Fund Reg IDCW | 0.0 |