What is the current price / NAV of Axis Business Cycles Fund(IDCW)?
The current NAV of Axis Business Cycles Fund(IDCW) is ₹14.70, as of 12th March 2025.What are the returns of Axis Business Cycles Fund(IDCW)?
The Axis Business Cycles Fund(IDCW) was launched on 22nd February 2023. This mutual fund's past returns are as follows:- 1 Year Returns: 3.45%
What are the top 5 sectoral holdings of Axis Business Cycles Fund(IDCW)?
The top sectors Axis Business Cycles Fund(IDCW) has invested in are as follows:- Private Banks | 14.64%
- Construction & Engineering | 7.05%
- IT Services & Consulting | 6.32%
- Pharmaceuticals | 5.36%
- Electrical Components & Equipments | 4.67%
What are the top 5 holdings of Axis Business Cycles Fund(IDCW)?
The top 5 holdings for Axis Business Cycles Fund(IDCW) are as follows:- HDFC Bank Ltd | 6.67%
- ICICI Bank Ltd | 5.99%
- Bharti Airtel Ltd | 3.32%
- Larsen and Toubro Ltd | 3.07%
- Interglobe Aviation Ltd | 2.98%
What is the asset allocation of Axis Business Cycles Fund(IDCW)?
The asset allocation for Axis Business Cycles Fund(IDCW) is as follows:- Equity | 95.54%
- Cash & Equivalents | 3.28%
- Treasury Bills | 1.16%
- Futures & Options | 0.02%
What is the AUM of Axis Business Cycles Fund(IDCW)?
The AUM (i.e. assets under management) of Axis Business Cycles Fund(IDCW) is ₹2141.47 Cr as of 12th March 2025.What is the expense ratio of Axis Business Cycles Fund(IDCW)?
The expense ratio of Axis Business Cycles Fund(IDCW) Plan is 0.73 as of 12th March 2025.What is the alpha ratio of Axis Business Cycles Fund(IDCW)?
The alpha ratio for the Axis Business Cycles Fund(IDCW) is 1.66
Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the volatility or standard deviation of Axis Business Cycles Fund(IDCW)?
The volatility or standard deviation for the Axis Business Cycles Fund(IDCW) is 16.45
Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Axis Business Cycles Fund(IDCW)?
The Sharpe ratio for the Axis Business Cycles Fund(IDCW) is 0.06
The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Axis Business Cycles Fund(IDCW)?
The Sortino Ratio for the Axis Business Cycles Fund(IDCW) is 0.01
The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.
What is the Price to Earnings (PE) ratio of Axis Business Cycles Fund(IDCW)?
The PE ratio of Axis Business Cycles Fund(IDCW) is 37.28, while category PE ratio is 40.41.
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Axis Business Cycles Fund(IDCW)
IDCW
EquityThematic Fund
Mid-size FundAssets Under Mgmt: ₹ 2,141 Cr
Very High RiskPrinciple investment will be at very high risk
14.700.27% (-0.04)
Price Chart
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EquityThematic Fund
Mid-size FundAssets Under Mgmt: ₹ 2,141 Cr
Very High RiskPrinciple investment will be at very high risk
Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.73 | 37.28 | 0.06 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.45 | 40.41 | -0.71 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| — |
About Thematic Fund
Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.
Peers & Comparison
Comparing 3 mutual funds from
EquityThematic Fund
EquityThematic Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Axis Business Cycles Fund(IDCW) | 3.45% | — | 20.65% |
| ICICI Pru India Opp Fund(IDCW-Payout) | -0.72% | 13.17% | 15.99% |
| HDFC Manufacturing Fund(IDCW) | — | — | — |
| SBI Innovative Opportunities Fund(IDCW) | — | — | — |
Price Comparison
Compare Axis Business Cycles Fund(IDCW) with any MF, ETF, stock or indexCompare Axis Business Cycles Fund(IDCW) with any MF, ETF, stock or index
Axis Business Cycles Fund(IDCW)
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Jun 2024
Sep 2024
Dec 2024
Feb 2025
ACTUAL
Jun 2024
Sep 2024
Dec 2024
Feb 2025
Sector Distribution
Jun 2024
Sep 2024
Dec 2024
Feb 2025
Sector Weightage
Private Banks
Private Banks as a % of total holdings for last six quarters
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
Holdings
6.67 %
1.00 %Holdings
5.99 %
0.54 %Holdings
3.32 %
0.50 %
AMC Profile
Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.
No.of Schemes
72
Total AUM
₹ 3,06,773.32 Cr.
Fund Manager Profile
Ashish Naik
AUM: ₹36,703.15 Cr.
|
Exp: 6yrs
Qualification
MBA from XLRI, Jamshedpur and B.E. from Mumbai University
Past Experience
Previous experience includes 6 years with Goldman Sachs as an equity analyst.
Funds Managed (14)
Equity (10)
-2.75%
2.11%
0.84%
-3.46%
-0.70%
1.56%
8.62%
11.92%
1.33%
7.71%
10.55%
2.29%
2.07%
—
2.04%
3.45%
—
0.73%
2.07%
—
2.04%
7.71%
10.55%
2.29%
8.62%
11.92%
1.33%
3.45%
—
0.73%
Manager Performance (0)
Equity: Thematic Fund
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
CAGR (%)
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Historical
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%