Axis Business Cycles Fund Growth

Axis Business Cycles Fund Growth

+14.29%
3Y annualised
0.00% 1D
1M
6M
1Y
3Y
All
NAV: 26 Aug '26
₹17.60
Min. for SIP
₹100
Fund size (AUM)
₹2,125.96 Cr
Expense ratio
2.28%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,473
+3.15%
6 months₹30,000₹31,999
+6.66%
1 year₹60,000₹64,048
+6.75%
3 years₹1,80,000₹2,06,727
+14.85%

Holdings (81)

NameSectorInstrumentsAssets
Larsen & Toubro LtdIndustrialsEquity3.81%
ICICI Bank LtdFinancialEquity3.74%
Axis Bank LtdFinancialEquity3.46%
HDFC Bank LtdFinancialEquity3.18%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity2.71%
Bharti Airtel LtdTechnologyEquity2.66%
Grasim Industries LtdMaterialsEquity2.59%
Bajaj Finance LtdFinancialEquity2.54%
Indusind Bank LtdFinancialEquity2.38%
Kotak Mahindra Bank LtdFinancialEquity2.32%
Aether Industries LtdMaterialsEquity2.28%
Zomato LtdTechnologyEquity2.10%
HCL Technologies LtdTechnologyEquity2.04%
Reliance Industries LtdEnergy & UtilitiesEquity2.00%
One 97 Communications LtdIndustrialsEquity1.75%
CreditAccess Grameen LtdFinancialEquity1.73%
Others CBLOUnspecifiedCBLO1.71%
PTC Industries LtdMaterialsEquity1.56%
BSE LtdFinancialEquity1.53%
Sona BLW Precision Forgings LtdConsumer DiscretionaryEquity1.47%
Mankind Pharma Ltd.HealthcareEquity1.46%
Jindal Steel & Power LtdMaterialsEquity1.46%
Aarti Industries LtdMaterialsEquity1.45%
NTPC LtdEnergy & UtilitiesEquity1.39%
Jyoti CNC Automation Ltd.IndustrialsEquity1.38%
Solar Industries India LtdMaterialsEquity1.36%
Net ReceivablesUnspecifiedNet Receivables1.31%
Tata Motors LtdIndustrialsEquity1.25%
Hyundai Motor India Ltd.Consumer DiscretionaryEquity1.23%
Vishal Mega Mart Ltd.Consumer StaplesEquity1.22%
Asian Paints LtdMaterialsEquity1.21%
Titagarh Wagons LtdIndustrialsEquity1.09%
Bajaj Finserv LtdFinancialEquity1.07%
Bosch LtdConsumer DiscretionaryEquity1.06%
Max Healthcare Institute LtdHealthcareEquity1.06%
Endurance Technologies LtdConsumer DiscretionaryEquity1.05%
Ambuja Cements LtdMaterialsEquity1.02%
Delhivery LtdIndustrialsEquity1.01%
Anthem Biosciences Ltd.HealthcareEquity0.98%
Vedanta Aluminium Metal LtdMaterialsEquity0.97%
PNB Housing Finance LtdFinancialEquity0.96%
Cummins India LtdIndustrialsEquity0.94%
TD Power Systems LtdIndustrialsEquity0.94%
RHI Magnesita India LtdMaterialsEquity0.92%
Info Edge (India) LtdTechnologyEquity0.91%
Swiggy Ltd.TechnologyEquity0.90%
RBL Bank LtdFinancialEquity0.90%
Brigade Enterprises LtdReal EstateEquity0.90%
Coforge LtdTechnologyEquity0.89%
Jubilant Ingrevia LtdMaterialsEquity0.87%
Oil & Natural Gas Corporation LtdEnergy & UtilitiesEquity0.84%
Amber Enterprises India LtdConsumer DiscretionaryEquity0.81%
Hindustan Zinc LtdMaterialsEquity0.78%
Gujarat Fluorochemicals LtdMaterialsEquity0.77%
United Spirits LtdConsumer StaplesEquity0.76%
Minda Corporation LtdConsumer DiscretionaryEquity0.75%
Pine Labs Ltd.TechnologyEquity0.75%
PI Industries LtdMaterialsEquity0.72%
Page Industries LtdConsumer DiscretionaryEquity0.72%
Healthcare Global Enterprises LtdHealthcareEquity0.71%
Mphasis LtdTechnologyEquity0.71%
Jubilant FoodWorks LtdConsumer DiscretionaryEquity0.71%
Hindustan Copper LtdMaterialsEquity0.70%
Bharat Forge LtdConsumer DiscretionaryEquity0.69%
Hindustan Unilever LtdConsumer StaplesEquity0.67%
Hindustan Aeronautics LtdIndustrialsEquity0.66%
Welspun Corp LtdMaterialsEquity0.66%
Alkem Laboratories LtdHealthcareEquity0.65%
Chalet Hotels LtdConsumer DiscretionaryEquity0.63%
Tube Investments Of India LtdConsumer DiscretionaryEquity0.62%
City Union Bank LtdFinancialEquity0.61%
Sapphire Foods India LtdConsumer DiscretionaryEquity0.59%
ABB India LtdIndustrialsEquity0.58%
IIFL Wealth Management LtdFinancialEquity0.57%
S.J.S Enterprises LtdConsumer DiscretionaryEquity0.50%
Tech Mahindra LtdTechnologyEquity0.50%
GOVERNMENT OF INDIA 37448 091 DAYS TBILL 20AG26 FV RS 100FinancialTreasury Bills0.47%
SBI Life Insurance Company LtdFinancialEquity0.41%
Century Textiles & Industries LtdMaterialsEquity0.39%
CORONA Remedies Ltd.HealthcareEquity0.35%
NIFTY 24800 Call August 2026 OptionFinancialIndex Derivatives0.01%
See All

Minimum investments

Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100

Returns and rankings

Annualised returns
Absolute returns
Name6M1Y3YAll
Fund returns+5.6%+7.5%+14.3%+17.5%
Category average (Equity Thematic)-1.0%-0.6%+16.8%--
Rank (Equity Thematic)--43--

Exit load, stamp duty and tax

Exit load

Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Fund management

AN
Ashish Naik
Feb 2023 - Present
View details

Education
Mr. Naik is a B.E from Mumbai University and MBA from XLRI, Jamshedpur.
Experience
Prior to joining Axis Mutual Fund he was associated with organizations such as Goldman Sachs and has over 7 years of experience as an Equity Analyst.

About Axis Business Cycles Fund Growth

Axis Business Cycles Fund Growth is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. Ashish Naik is the Current Fund Manager of Axis Business Cycles Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,77,427 Cr and the Latest NAV as of 26 Aug 2026 is ₹17.60. The Axis Business Cycles Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. ;

Investment Objective

The scheme seeks to provide long term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Fund benchmarkNIFTY 500 Total Return Index

Fund house

Rank (total assets)#7 in India
Total AUM₹3,77,427.21 Cr
Date of Incorporation04 Sep 2009
Phone022-24255161
E-mail--
Launch Date04 Sep 2009
Address23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
CustodianDeutsche Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,