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Fund Overview of Axis Business Cycles Fund Regular-growth
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₹2,058.2 CrAUM
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₹16.52NAV
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2.05%Expense Ratio
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Axis Business Cycles Fund Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 8.76% | NA | NA |
| 6 Months | 1.35% | NA | NA |
| 1 Year | 1.72% | 1.72% | NA |
| 2 Years | 5.13% | 2.54% | NA |
| 3 Years | 46.74% | 13.64% | NA |
Compare Axis Business Cycles Fund Regular-growth with other mutual funds in the same category
Axis Business Cycles Fund Regular-growth
ICICI Prudential Business Cycle Fund Direct-growth
ICICI Prudential Business Cycle Fund Direct-idcw
Asset Allocation
equities
96.69%debt instruments
3.29%other assets or cash equivalents
0.01%Launched on 22 Feb 2023, the fund aims Capital appreciation over long term. An equity scheme investing in equity & equity related securities with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. It manages assets worth ₹2,058.2 crore as on Sun May 31, 2026. The expense ratio stands at 2.05%. Fund Manager Manager EducationAbout Axis Business Cycles Fund Regular-growth
The portfolio allocation consists of 96.69% in equities, 3.29% in debt instruments, 0.01% in other assets or cash equivalents.Managed by Ashish Naik, it has delivered a return of 1.72% in the last year, a total return since inception of 16.33%.
As exploring long-term investments savvy investors generally refer to which sip is best depending on financial goals.
Key Metrics of Axis Business Cycles Fund Regular-growth
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Standard Deviation15.85%
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Sharpe Ratio0.54%
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Alpha0.52%
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Beta1.01%
Fund Details
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|
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
ICICI Prudential Business Cycle Fund Direct-growth  |
₹15,798 | 2.45% | 5.78% | 3.78% | 19.31% | 17.79% |
| ICICI Prudential Business Cycle Fund Direct-idcw |
₹15,798 | 2.45% | 5.78% | 3.78% | 19.31% | 17.79% |
| HSBC Business Cycles Fund Direct-growth |
₹1,142 | 3.13% | 12.10% | -0.16% | 17.62% | 17.22% |
| HSBC Business Cycles Fund Direct-idcw |
₹1,142 | 3.13% | 12.10% | -0.16% | 17.62% | 17.22% |
| ICICI Prudential Business Cycle Fund-growth |
₹15,798 | 2.36% | 5.55% | 2.83% | 18.14% | 16.46% |
| ICICI Prudential Business Cycle Fund-idcw |
₹15,798 | 2.36% | 5.55% | 2.83% | 18.14% | 16.46% |
| HSBC Business Cycles Fund Regular-growth |
₹1,142 | 3.02% | 11.76% | -1.32% | 16.31% | 15.94% |
| HSBC Business Cycles Fund Regular-idcw |
₹1,142 | 3.02% | 11.76% | -1.32% | 16.31% | 15.94% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Axis Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Axis Business Cycles Fund Direct-growth
|
₹2,058 | 2.43% | 9.03% | 1.89% | 2.92% | 15.14% |
|
Axis Business Cycles Fund Regular-idcw
|
₹2,058 | 2.35% | 8.76% | 1.35% | 1.72% | 13.64% |
|
Axis Business Cycles Fund Direct-idcw
|
₹2,058 | 2.43% | 9.03% | 1.89% | 2.92% | 15.14% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Business Cycle Fund-growth |
₹15,798 | ₹24.73 | 18.14% | 16.46% | - |
| ICICI Prudential Business Cycle Fund Direct-growth |
₹15,798 | ₹26.34 | 19.31% | 17.79% | - |
| ICICI Prudential Business Cycle Fund-idcw |
₹15,798 | ₹17.68 | 18.14% | 16.46% | - |
| ICICI Prudential Business Cycle Fund Direct-idcw |
₹15,798 | ₹19.18 | 19.31% | 17.79% | - |
| Kotak Business Cycle Fund Regular-growth |
₹3,135 | ₹16.61 | 15.18% | - | - |
| Kotak Business Cycle Fund Direct-growth |
₹3,135 | ₹17.57 | 16.85% | - | - |
| Kotak Business Cycle Fund Regular-idcw |
₹3,135 | ₹15.44 | 15.18% | - | - |
| Kotak Business Cycle Fund Direct-idcw |
₹3,135 | ₹16.33 | 16.85% | - | - |
| Tata Business Cycle Fund Regular-growth |
₹2,675 | ₹19.01 | 14.95% | - | - |
| Tata Business Cycle Fund Direct-growth |
₹2,675 | ₹20.53 | 16.67% | - | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Larsen & Toubro Ltd | Industrials | 4.08% | ₹83.88 Cr |
| Axis Bank Ltd | Financial | 3.54% | ₹72.76 Cr |
| Icici Bank Ltd | Financial | 3.38% | ₹69.62 Cr |
| Hdfc Bank Ltd | Financial | 3.08% | ₹63.44 Cr |
| Grasim Industries Ltd | Materials | 2.70% | ₹55.52 Cr |
| Kotak Mahindra Bank Ltd | Financial | 2.62% | ₹53.98 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 2.51% | ₹51.62 Cr |
| Bharti Airtel Ltd | Technology | 2.35% | ₹48.41 Cr |
| Zomato Ltd | Technology | 2.34% | ₹48.19 Cr |
| Others Cblo | Unspecified | 2.32% | ₹47.82 Cr |
| Bse Ltd | Financial | 2.27% | ₹46.73 Cr |
| Reliance Industries Ltd | Energy & Utilities | 2.27% | ₹46.70 Cr |
| Indusind Bank Ltd | Financial | 2.22% | ₹45.72 Cr |
| Cummins India Ltd | Industrials | 2.00% | ₹41.19 Cr |
| Ntpc Ltd | Energy & Utilities | 1.99% | ₹40.91 Cr |
| Aether Industries Ltd | Materials | 1.89% | ₹38.86 Cr |
| One 97 Communications Ltd | Industrials | 1.77% | ₹36.33 Cr |
| Bharat Heavy Electricals Ltd | Industrials | 1.75% | ₹36.03 Cr |
| Jindal Steel & Power Ltd | Materials | 1.65% | ₹33.91 Cr |
| Solar Industries India Ltd | Materials | 1.59% | ₹32.78 Cr |
Top Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential Business Cycle Fund Direct-growth |
₹26.34 | 19.31% | 17.79% | - |
| ICICI Prudential Business Cycle Fund Direct-idcw |
₹19.18 | 19.31% | 17.79% | - |
| HSBC Business Cycles Fund Direct-growth |
₹47.28 | 17.62% | 17.22% | - |
| HSBC Business Cycles Fund Direct-idcw |
₹27.25 | 17.62% | 17.22% | - |
| ICICI Prudential Business Cycle Fund-growth |
₹24.73 | 18.14% | 16.46% | - |
| ICICI Prudential Business Cycle Fund-idcw |
₹17.68 | 18.14% | 16.46% | - |
| HSBC Business Cycles Fund Regular-growth |
₹42.50 | 16.31% | 15.94% | - |
| HSBC Business Cycles Fund Regular-idcw |
₹24.63 | 16.31% | 15.94% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Axis Business Cycles Fund Regular-growth
What is the current AUM of Axis Business Cycles Fund Regular-growth?
As of Sun May 31, 2026, Axis Business Cycles Fund Regular-growth manages assets worth ₹2,058.2 crore
How has Axis Business Cycles Fund Regular-growth performed recently?
- 3 Months: 8.76%
- 6 Months: 1.35%
What is the long-term performance of Axis Business Cycles Fund Regular-growth?
- 3 Years CAGR: 13.64%
- Since Inception: 16.33%
What is the portfolio composition of Axis Business Cycles Fund Regular-growth?
Equity: 96.69%, Debt: 3.29%, Others: 0.01%.
Who manages Axis Business Cycles Fund Regular-growth?
Axis Business Cycles Fund Regular-growth is managed by Ashish Naik from Axis Mutual Fund.
What is the market-cap allocation of Axis Business Cycles Fund Regular-growth?
Large Cap: 52.40%, Mid Cap: 24.12%, Small Cap: 23.49%.
Which are the top companies Axis Business Cycles Fund Regular-growth has invested in?
- Larsen & Toubro Ltd – 4.08% of the fund's portfolio
- Axis Bank Ltd – 3.54% of the fund's portfolio
- ICICI Bank Ltd – 3.38% of the fund's portfolio
- HDFC Bank Ltd – 3.08% of the fund's portfolio
- Grasim Industries Ltd – 2.70% of the fund's portfolio
Which are the major sectors Axis Business Cycles Fund Regular-growth focuses on?
- Financial – 17.11% of the fund's portfolio
- Industrials – 9.59% of the fund's portfolio
- Materials – 7.83% of the fund's portfolio
- Technology – 4.69% of the fund's portfolio
- Energy & Utilities – 4.26% of the fund's portfolio
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