Axis Business Cycles Fund Regular Plan Idcw

14.68
NAV (Apr 26,2024)

Axis Business Cycles Fund - Regular Plan - IDCW is a mutual fund that aims to generate long-term capital appreciation by investing in sectors that typically follow a cyclical pattern. The fund has an expense ratio of 1.96% and an established date of 22nd February 2023. With a minimum investment amount of INR 100 and no lock-in period, this fund offers investors the opportunity to participate in the growth potential of cyclical sectors. The fund's AUM is INR 2654.43.

Axis Business Cycles Fund Regular Plan Idcw Latest Trend

  • 1M
  • 2M
  • 3M

Axis Business Cycles Fund Regular Plan Idcw Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    35.74
  • P/B Ratio
    UM_URBAN_MONEY

    5.95
  • Alpha
    UM_URBAN_MONEY

    0.01
  • Beta
    UM_URBAN_MONEY

    0.98
  • Sharpe
    UM_URBAN_MONEY

    0.19
  • Sortino
    UM_URBAN_MONEY

    0.31

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.95%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

2645.19 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

14,397.65 (43.98%)-- (--)-- (--)11,060.95 (10.61%)12,585.62 (25.86%)
43,192.95 (43.98%)-- (--)-- (--)33,182.85 (10.61%)37,756.86 (25.86%)
71,988.25 (43.98%)-- (--)-- (--)55,304.75 (10.61%)62,928.1 (25.86%)
1,15,181.2 (43.98%)-- (--)-- (--)88,487.6 (10.61%)1,00,684.96 (25.86%)
1,43,976.5 (43.98%)-- (--)-- (--)1,10,609.5 (10.61%)1,25,856.2 (25.86%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Reliance Industries Limited5.30%
  • HDFC Bank Limited5.02%
  • ICICI Bank Limited4.94%
  • State Bank of India4.10%
  • Tata Consultancy Services Limited3.36%
  • CreditAccess Grameen Limited2.82%
  • Sona BLW Precision Forgings Limited2.80%
  • NTPC Limited2.68%
  • Solar Industries India Limited2.29%
  • Bharat Petroleum Corporation Limited2.14%
  • Tata Motors Limited2.10%
  • Jindal Steel & Power Limited2.03%
  • Infosys Limited1.98%
  • Bharti Airtel Limited1.97%
  • DLF Limited1.92%
  • Bharat Electronics Limited1.85%
  • Cholamandalam Financial Holdings Limited1.83%
  • K P R Mill Limited1.81%
  • Brigade Enterprises Limited1.79%
  • RHI Magnesita India Limited1.79%
  • CIE Automotive India Limited1.75%
  • Data Patterns India Limited1.75%
  • InterGlobe Aviation Limited1.75%
  • Tech Mahindra Limited1.68%
  • Jindal Stainless Limited1.65%
  • Delhivery Limited1.64%
  • Schaeffler India Limited1.62%
  • UltraTech Cement Limited1.61%
  • Jio Financial Services Limited1.54%
  • Shree Cement Limited1.47%
  • Kaynes Technology India Limited1.45%
  • SRF Limited1.27%
  • Maruti Suzuki India Limited1.26%
  • Minda Corporation Limited1.19%
  • Larsen & Toubro Limited1.14%
  • BSE Limited1.08%
  • Marico Limited1.07%
  • Balrampur Chini Mills Limited1.06%
  • Aether Industries Limited1.05%
  • Power Grid Corporation of India Limited1.05%
  • Voltas Limited1.04%
  • Grasim Industries Limited1.04%
  • Coal India Limited1.01%
  • Hindustan Unilever Limited0.96%
  • Days Tbill MD0.94%
  • L&T Finance Holdings Limited0.90%
  • Oil & Natural Gas Corporation Limited0.86%
  • HCL Technologies Limited0.82%
  • Indian Bank0.77%
  • Apar Industries Limited0.72%
  • HDFC Life Insurance Company Limited0.72%
  • Endurance Technologies Limited0.68%
  • Hero MotoCorp Limited0.68%
  • Kotak Mahindra Bank Limited0.67%
  • Mahindra & Mahindra Limited April Future0.64%
  • Hindalco Industries Limited0.58%
  • LTIMindtree Limited0.55%
  • Ambuja Cements Limited0.46%
  • Vedant Fashions Limited0.44%
  • Inox India Limited0.41%
  • Tata Chemicals Limited0.41%
  • Chemplast Sanmar Limited0.35%
  • Life Insurance Corporation Of India0.35%
  • Tata Steel Limited April Future0.33%
  • KEI Industries Limited0.31%
  • Net Receivables Payables0.21%
  • Clearing Corporation of India Ltd0.21%
  • CEAT Limited0.15%
  • Adani Ports and Special Economic Zone Limited0.12%
  • Max Healthcare Institute Limited0.07%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Invesco India PSU Equity Fund - GrowthInvesco India PSU Equity Fund - Growth

EQUITY

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46.50%

Franklin India Opportunities Fund - GrowthFranklin India Opportunities Fund - Growth

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31.83%

360 ONE Quant Fund - Regular Plan - Growth360 ONE Quant Fund - Regular Plan - Growth

EQUITY

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30.59%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

29.22%

Nippon India Quant Fund - GrowthNippon India Quant Fund - Growth

EQUITY

Very High

28.65%

HDFC Housing Opportunities Fund - Regular Plan - GrowthHDFC Housing Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

25.47%

Union Innovation & Opportunities Fund - Regular Plan - GrowthUnion Innovation & Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

19.69%

Baroda BNP Paribas Business Cycle Fund - Regular Plan - GrowthBaroda BNP Paribas Business Cycle Fund - Regular Plan - Growth

EQUITY

Very High

19.43%

HSBC Business Cycles Fund - Regular Plan - GrowthHSBC Business Cycles Fund - Regular Plan - Growth

EQUITY

Very High

16.40%

Aditya Birla Sun Life MNC Fund - Regular Plan - GrowthAditya Birla Sun Life MNC Fund - Regular Plan - Growth

EQUITY

Very High

15.34%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India PSU Equity Fund - GrowthInvesco India PSU Equity Fund - Growth

EQUITY

Very High

84.78%

Quant ESG Equity Fund - Regular Plan - GrowthQuant ESG Equity Fund - Regular Plan - Growth

EQUITY

Very High

50.84%

Edelweiss Recently Listed IPO Fund - Regular Plan - GrowthEdelweiss Recently Listed IPO Fund - Regular Plan - Growth

EQUITY

Very High

44.41%

HSBC Business Cycles Fund - Regular Plan - GrowthHSBC Business Cycles Fund - Regular Plan - Growth

EQUITY

Very High

41.29%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

41.10%

Kotak Pioneer Fund - Regular Plan - GrowthKotak Pioneer Fund - Regular Plan - Growth

EQUITY

Very High

37.11%

Aditya Birla Sun Life MNC Fund - Regular Plan - GrowthAditya Birla Sun Life MNC Fund - Regular Plan - Growth

EQUITY

Very High

36.02%

Tata Ethical Fund - Regular Plan - GrowthTata Ethical Fund - Regular Plan - Growth

EQUITY

Very High

28.81%

Motilal Oswal S&P 500 Index Fund - Regular Plan - GrowthMotilal Oswal S&P 500 Index Fund - Regular Plan - Growth

EQUITY

Very High

24.67%

DSP Quant Fund - Regular Plan - GrowthDSP Quant Fund - Regular Plan - Growth

EQUITY

Very High

20.92%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India PSU Equity Fund - GrowthInvesco India PSU Equity Fund - Growth

EQUITY

Very High

39.53%

Quant ESG Equity Fund - Regular Plan - GrowthQuant ESG Equity Fund - Regular Plan - Growth

EQUITY

Very High

31.58%

Kotak Pioneer Fund - Regular Plan - GrowthKotak Pioneer Fund - Regular Plan - Growth

EQUITY

Very High

19.71%

Taurus Ethical Fund - Regular Plan - GrowthTaurus Ethical Fund - Regular Plan - Growth

EQUITY

Very High

19.53%

Tata Ethical Fund - Regular Plan - GrowthTata Ethical Fund - Regular Plan - Growth

EQUITY

Very High

19.24%

Edelweiss Recently Listed IPO Fund - Regular Plan - GrowthEdelweiss Recently Listed IPO Fund - Regular Plan - Growth

EQUITY

Very High

16.26%

Quantum ESG Best In Class Strategy Fund - Growth - Direct PlanQuantum ESG Best In Class Strategy Fund - Growth - Direct Plan

EQUITY

Very High

15.28%

Aditya Birla Sun Life MNC Fund - Regular Plan - GrowthAditya Birla Sun Life MNC Fund - Regular Plan - Growth

EQUITY

Very High

10.76%

DSP Quant Fund - Regular Plan - GrowthDSP Quant Fund - Regular Plan - Growth

EQUITY

Very High

10.76%

Motilal Oswal S&P 500 Index Fund - Regular Plan - GrowthMotilal Oswal S&P 500 Index Fund - Regular Plan - Growth

EQUITY

Very High

10.71%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India PSU Equity Fund - GrowthInvesco India PSU Equity Fund - Growth

EQUITY

Very High

27.16%

SBI Magnum COMMA Fund - Regular Plan - GrowthSBI Magnum COMMA Fund - Regular Plan - Growth

EQUITY

Very High

22.99%

Franklin India Opportunities Fund - GrowthFranklin India Opportunities Fund - Growth

EQUITY

Very High

22.71%

Edelweiss Recently Listed IPO Fund - Regular Plan - GrowthEdelweiss Recently Listed IPO Fund - Regular Plan - Growth

EQUITY

Very High

21.76%

UTI Transportation and Logistics Fund - Regular Plan - IDCWUTI Transportation and Logistics Fund - Regular Plan - IDCW

EQUITY

Very High

19.62%

Nippon India Quant Fund - GrowthNippon India Quant Fund - Growth

EQUITY

Very High

19.28%

Tata Ethical Fund - Regular Plan - GrowthTata Ethical Fund - Regular Plan - Growth

EQUITY

Very High

18.45%

Taurus Ethical Fund - Regular Plan - GrowthTaurus Ethical Fund - Regular Plan - Growth

EQUITY

Very High

18.28%

HDFC Housing Opportunities Fund - Regular Plan - GrowthHDFC Housing Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

18.11%

Aditya Birla Sun Life MNC Fund - Regular Plan - GrowthAditya Birla Sun Life MNC Fund - Regular Plan - Growth

EQUITY

Very High

9.31%

Fund Managers

AN

Mr. Ashish NaikFund Manager

Previous experience includes 6 years with Goldman Sachs as an equity analyst.

MH

Mr. Mayank HyankiFund Manager

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Axis Business Cycles Fund - Regular Plan - IDCW

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