Mutual Fund

Fund Card

Axis Business Cycles Fund-Reg(G)

very highequity

16.58 -0.04(-0.24%) NAV as on 26 Dec 2025

-1.43 % 1 M

2.35 % 1 Y

NA 3 Y

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

FUND OBJECTIVE

To provide long term capital appreciation by investing predominantly in equity and equity relatedsecurities 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.

SCHEME DETAILS

Expenses Ratio :

2.03

As on 30 Nov, 2025

Age :

2 yrs 10 m

Since 22 02 ,2023

Exit Load :

AUM :

2,265.22 Crs

Lock-in :

Nil for 10% of investment and 1% for remaining investment on or before 12M, Nil after 12M

Investing Style :

Large Growth

Portfolio Price To Book Value :

8.5

Min. Investment :

SIP 1000 & Lumpsum 100

Scheme Benchmark :

Fund Manager :

Ashish Naik

LATEST ASSET & PORTFOLIO ALLOCATION

as on Nov 30 ,2025

Others 0.23 %

Debt 1.10 %

Equity 98.67 %

TOP HOLDINGS

ICICI Bank Ltd.6.25 %

Bharti Airtel Ltd.4.05 %

HDFC Bank Ltd.4.00 %

Infosys Ltd.3.38 %

Larsen & Toubro Ltd.3.29 %

See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Bank - Private	13.09
IT - Software	5.98
Auto Ancillary	5.05
Pharmaceuticals & Drugs	4.74
Cement & Construction Materials	4.59

See All Sectors

5-YEARS HISTORY

Financial Year	2022-2023	2023-2024	2024-2025
NAV in Rs (as on 31-Mar-2025)	10.01	14.14	15.02
Net Assets(Rs Crores) (as on 31-Mar-2025)	2155.53	2645.19	2295.36
Scheme Returns(%)(Absolute)	0.10	41.12	5.03
B'mark Returns(%)(Absolute)	NA	NA	NA
Category Rank	23/61	31/82	37/119

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Axis Business Cycles Fund-Reg(G)Very HighEquity16.58-0.04(-0.24%)NAV As on 26 Dec, 2025	22-Feb-2023Inception Date	2,265.22AUM In Cr.	2.35%1Y	NA%3Y	NA%5Y	19.46%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity258.40-0.56(-0.22%)NAV As on 26 Dec, 2025	21-Feb-2000Inception Date	8,303.72AUM In Cr.	3.24%1Y	29.94%3Y	23.08%5Y	13.40%Since Inception
Invesco India PSU Equity Fund-Reg(G)Very HighEquity65.260.07(0.11%)NAV As on 26 Dec, 2025	18-Nov-2009Inception Date	1,444.71AUM In Cr.	7.48%1Y	29.01%3Y	27.55%5Y	12.34%Since Inception
Aditya Birla SL PSU Equity Fund-Reg(G)Very HighEquity34.06-0.02(-0.06%)NAV As on 26 Dec, 2025	30-Dec-2019Inception Date	5,627.47AUM In Cr.	7.14%1Y	26.44%3Y	28.50%5Y	22.68%Since Inception
UTI Transportation & Logistics Fund-Reg(G)Very HighEquity292.85-1.46(-0.50%)NAV As on 26 Dec, 2025	16-Apr-2004Inception Date	4,067.49AUM In Cr.	17.87%1Y	25.98%3Y	23.46%5Y	16.83%Since Inception
360 ONE Quant Fund-Reg(G)Very HighEquity19.66-0.10(-0.50%)NAV As on 26 Dec, 2025	29-Nov-2021Inception Date	901.81AUM In Cr.	6.72%1Y	24.19%3Y	NA%5Y	18.04%Since Inception