Mutual Fund

Fund Card

Axis Business Cycles Fund-Reg(G)

very highequity

16.20 -0.08(-0.49%) NAV as on 13 Jun 2025

3.12 % 1 M

3.85 % 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 :

1.99

As on 31 May, 2025

Age :

2 yrs 3 m

Since 22 02 ,2023

Exit Load :

AUM :

2,404.24 Crs

Lock-in :

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

Investing Style :

Large Growth

Portfolio Price To Book Value :

7.74

Min. Investment :

SIP 1000 & Lumpsum 100

Scheme Benchmark :

Fund Manager :

Ashish Naik

LATEST ASSET & PORTFOLIO ALLOCATION

as on May 31 ,2025

Debt 1.03 %

Others 3.22 %

Equity 95.75 %

TOP HOLDINGS

HDFC Bank Ltd.6.73 %

ICICI Bank Ltd.6.33 %

Reliance Industries Ltd.4.08 %

Bharti Airtel Ltd.3.20 %

Ultratech Cement Ltd.2.88 %

See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Bank - Private	15.78
IT - Software	5.27
Pharmaceuticals & Drugs	4.80
Refineries	4.66
Electric Equipment	4.24

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 HighEquity16.20-0.08(-0.49%)NAV As on 13 Jun, 2025	22-Feb-2023Inception Date	2,404.24AUM In Cr.	3.85%1Y	NA%3Y	NA%5Y	23.26%Since Inception
Invesco India PSU Equity Fund(G)Very HighEquity63.75-0.16(-0.25%)NAV As on 13 Jun, 2025	18-Nov-2009Inception Date	1,394.40AUM In Cr.	-3.58%1Y	36.78%3Y	29.72%5Y	12.63%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity246.48-1.17(-0.47%)NAV As on 13 Jun, 2025	21-Feb-2000Inception Date	6,863.66AUM In Cr.	4.26%1Y	34.88%3Y	31.53%5Y	13.49%Since Inception
Aditya Birla SL PSU Equity Fund-Reg(G)Very HighEquity32.88-0.25(-0.75%)NAV As on 13 Jun, 2025	30-Dec-2019Inception Date	5,581.82AUM In Cr.	-6.78%1Y	33.62%3Y	32.17%5Y	24.37%Since Inception
360 ONE Quant Fund-Reg(G)Very HighEquity19.35-0.06(-0.32%)NAV As on 13 Jun, 2025	29-Nov-2021Inception Date	709.15AUM In Cr.	4.70%1Y	29.91%3Y	NA%5Y	20.50%Since Inception
Quant Quantamental Fund-Reg(G)Very HighEquity22.62-0.14(-0.60%)NAV As on 13 Jun, 2025	30-Apr-2021Inception Date	1,958.21AUM In Cr.	-7.68%1Y	27.51%3Y	NA%5Y	21.89%Since Inception

Bank - Private	15.78
IT - Software	5.27
Pharmaceuticals & Drugs	4.80
Refineries	4.66
Electric Equipment	4.24
Cement & Construction Materials	3.81
Telecommunication - Service Provider	3.20
Auto Ancillary	2.81
Insurance	2.81
Engineering - Construction	2.73