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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
14.840.07% (+0.01)

Price Chart

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Returns
0.00%
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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 RatioNo LabelNo LabelNo LabelNo Label
0.6941.60-0.01
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4343.24-0.49

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
Nil for 10% of investment and 1% for remaining investments on or before 12M Nil after 12M
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 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
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Axis Business Cycles Fund(IDCW)2.70%21.37%
ICICI Pru India Opp Fund(IDCW-Payout)0.40%14.68%16.32%
HDFC Manufacturing Fund(IDCW)
SBI Innovative Opportunities Fund(IDCW)

Price Comparison

Compare Axis Business Cycles Fund(IDCW) with any MF, ETF, stock or index
Compare Axis Business Cycles Fund(IDCW) with any MF, ETF, stock or index
Axis Business Cycles Fund(IDCW)
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Asset Allocation

Actual

Target

Jun 2024

Sep 2024

Dec 2024

Feb 2025

ACTUAL
Futures & OptionsTreasury BillsCash & EquivalentsEquity0.02%1.16%3.28%95.54%

Jun 2024

Sep 2024

Dec 2024

Feb 2025

Tickertape Separator

Sector Distribution

+35 moreElectrical Components & EquipmentsPharmaceuticalsIT Services & ConsultingConstruction & EngineeringPrivate Banks61.96 %4.67 %5.36 %6.32 %7.05 %14.64 %

Jun 2024

Sep 2024

Dec 2024

Feb 2025

Tickertape Separator

Sector Weightage

Dec 23Mar 24Jun 24Sep 24Dec 24Feb 255.79%10.63%11.71%11.74%13.25%14.64%
Private Banks as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change

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

    ₹ 3,05,495.45 Cr.

Fund Manager Profile

Ashish Naik

AUM:  ₹36,657.14 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

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)

Manager Performance (0)

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Tax Implications

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%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Opinions and Fund Reviews

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Frequently asked questions

  1. What is the current price / NAV of Axis Business Cycles Fund(IDCW)?

    The current NAV of Axis Business Cycles Fund(IDCW) is ₹14.84, as of 7th March 2025.

  2. 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: 2.70%

  3. 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%
    This data is as on 7th March 2025.

  4. 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%
    This data is as on 7th March 2025.

  5. 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%
    This data is as on 7th March 2025.

  6. 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 7th March 2025.

  7. What is the expense ratio of Axis Business Cycles Fund(IDCW)?

    The expense ratio of Axis Business Cycles Fund(IDCW) Plan is 0.69 as of 7th March 2025.

  8. What is the alpha ratio of Axis Business Cycles Fund(IDCW)?

    The alpha ratio for the Axis Business Cycles Fund(IDCW) is 1.49

    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.

  9. 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 16.49

    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.

  10. What is the sharpe ratio of Axis Business Cycles Fund(IDCW)?

    The Sharpe ratio for the Axis Business Cycles Fund(IDCW) is -0.01

    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.

  11. What is the Sortino ratio of Axis Business Cycles Fund(IDCW)?

    The Sortino Ratio for the Axis Business Cycles Fund(IDCW) is -0.00

    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.

  12. What is the Price to Earnings (PE) ratio of Axis Business Cycles Fund(IDCW)?

    The PE ratio of Axis Business Cycles Fund(IDCW) is 41.60, while category PE ratio is 43.24.