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Axis Business Cycles Fund-Reg(G)

very highequity
16.79 0.02(0.12%) NAV as on 11 Feb 2026
2.13 % 1 M
13.45 % 1 Y
NA 3 Y

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

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • max

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

expense_ration-icon Expenses Ratio :

2.05

As on 31 Dec, 2025
age-icon Age :

2 yrs 11 m

Since 22 02 ,2023
exit_load Exit Load :

0%

aum AUM :

2,145.25 Crs

lock_in Lock-in :

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

investing_style Investing Style :

Large Growth

Portfolio_book_value Portfolio Price To Book Value :

7.06

Min_Investment Min. Investment :

SIP 1000 & Lumpsum 100

Scheme_benchmark Scheme Benchmark :

NA

Fund_manager Fund Manager :

Ashish Naik

LATEST ASSET & PORTFOLIO ALLOCATION

as on Jan 31 ,2026
Debt 0.46 %
Others 1.14 %
Equity 98.40 %

TOP HOLDINGS

ICICI Bank Ltd.7.19 %
HDFC Bank Ltd.3.90 %
Infosys Ltd.3.66 %
Larsen & Toubro Ltd.3.36 %
State Bank Of India2.92 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Bank - Private18.09
Finance - NBFC5.95
IT - Software5.83
Pharmaceuticals & Drugs4.53
Cement & Construction Materials4.42
See All Sectors

5-YEARS HISTORY

Financial Year2022-20232023-20242024-20252025-2026
NAV in Rs (as on 11-Feb-2026)10.0114.1415.0216.79
Net Assets(Rs Crores) (as on 11-Feb-2026) 2155.53 2645.19 2295.36 2145.25
Scheme Returns(%)(Absolute)0.1041.125.0312.91
B'mark Returns(%)(Absolute)NANANANA
Category Rank23/6131/8237/11964/129

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 HighEquity16.790.02(0.12%)NAV As on 11 Feb, 202622-Feb-2023Inception Date2,145.25AUM In Cr.13.45%1YNA%3YNA%5Y19.04%Since Inception
Invesco India PSU Equity Fund-Reg(G)Very HighEquity68.160.05(0.07%)NAV As on 11 Feb, 202618-Nov-2009Inception Date1,491.71AUM In Cr.28.24%1Y31.85%3Y26.84%5Y12.54%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity260.751.60(0.62%)NAV As on 11 Feb, 202621-Feb-2000Inception Date8,271.28AUM In Cr.14.51%1Y30.16%3Y20.22%5Y13.37%Since Inception
UTI Transportation & Logistics Fund-Reg(G)Very HighEquity300.073.49(1.18%)NAV As on 11 Feb, 202616-Apr-2004Inception Date3,905.77AUM In Cr.26.23%1Y25.84%3Y19.54%5Y16.85%Since Inception
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