Mutual Fund

Fund Card

Axis Business Cycles Fund-Reg(G)

very highequity

14.71 -0.09(-0.61%) NAV as on 03 May 2024

1.94 % 1 M

40.77 % 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 :

1.95

As on 31 Mar, 2024

Age :

1 yrs 2 m

Since 22 02 ,2023

Exit Load :

AUM :

2,645.19 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 :

5.95

Min. Investment :

SIP 1000 & Lumpsum 100

Scheme Benchmark :

Fund Manager :

Ashish Naik,Mayank Hyanki

LATEST ASSET & PORTFOLIO ALLOCATION

as on Mar 31 ,2024

Debt 0.94 %

Others 1.40 %

Equity 97.66 %

TOP HOLDINGS

Reliance Industries Ltd.5.30 %

HDFC Bank Ltd.5.02 %

ICICI Bank Ltd.4.94 %

State Bank Of India4.10 %

Tata Consultancy Services Ltd.3.36 %

See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Bank - Private	10.63
IT - Software	8.39
Refineries	7.44
Chemicals	5.37
Finance - NBFC	5.27

See All Sectors

5-YEARS HISTORY

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

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 HighEquity14.71-0.09(-0.61%)NAV As on 03 May, 2024	22-Feb-2023Inception Date	2,645.19AUM In Cr.	40.77%1Y	NA%3Y	NA%5Y	38.14%Since Inception
Invesco India PSU Equity Fund(G)Very HighEquity60.360.80(1.34%)NAV As on 03 May, 2024	18-Nov-2009Inception Date	858.92AUM In Cr.	87.86%1Y	39.49%3Y	28.14%5Y	13.24%Since Inception
Quant Quantamental Fund-Reg(G)Very HighEquity23.49-0.13(-0.54%)NAV As on 03 May, 2024	30-Apr-2021Inception Date	1,895.97AUM In Cr.	66.50%1Y	32.80%3Y	NA%5Y	32.80%Since Inception
ICICI Pru India Opp Fund(G)Very HighEquity30.18-0.18(-0.59%)NAV As on 03 May, 2024	15-Jan-2019Inception Date	17,992.31AUM In Cr.	49.18%1Y	30.47%3Y	22.65%5Y	23.17%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity218.801.46(0.67%)NAV As on 03 May, 2024	21-Feb-2000Inception Date	2,950.35AUM In Cr.	76.86%1Y	29.88%3Y	24.07%5Y	13.59%Since Inception

Bank - Private	10.63
IT - Software	8.39
Refineries	7.44
Chemicals	5.37
Finance - NBFC	5.27
Bank - Public	4.87
Auto Ancillary	4.68
Power Generation/Distribution	3.73
Construction - Real Estate	3.70
Cement & Construction Materials	3.54