Axis Business Cycles Fund - Regular Plan - IDCW
Category: Equity: Thematic-Business-Cycle
Launch Date: 22-02-2023
AUM:
1,866.8 Cr
Expense Ratio
2.11%
Benchmark
NIFTY 500 TRI
ISIN
INF846K010O5
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Mr. Ashish Naik
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis Business Cycles Fund - Regular Plan - IDCW | 6.02 | 16.58 | - |
| NIFTY 500 TRI | 6.49 | 16.45 | 14.33 |
If you invested in this fund:
₹
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
16.2
Last change
0.15 (0.9259%)
Fund Size (AUM)
₹ 1,866.8 Cr
Performance
16.55% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
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 However, there can be no assurance that the investment objective of the Scheme will be achieved.
Fund Manager
Mr. Ashish Naik
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 7.32 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.65 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 3.58 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.26 |
| RELIANCE INDUSTRIES LIMITED EQ | 2.98 |
| ULTRATECH CEMENT LIMITED EQ | 2.91 |
| Kotak Mahindra Bank Limited | 2.72 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 2.37 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 2.33 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 2.16 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 33.44 |
| Capital Goods | 11.73 |
| Automobile and Auto Components | 8.16 |
| Healthcare | 7.28 |
| Chemicals | 5.78 |
| Construction Materials | 4.41 |
| Fast Moving Consumer Goods | 4.06 |
| Construction | 3.65 |
| Consumer Services | 3.6 |
| Metals & Mining | 3.34 |