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Axis Business Cycles Fund-Reg(G)

As on Apr-11-2025 change fund
14.59  up0.28 (1.96%)

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.

riskometer

Investors understand that their principal will be at very high risk

5-Years History
financial year2022-20232023-20242024-2025
NAV in Rs (as on 31-Mar-2025)10.0114.1415.02
Net Assets(Rs Crores) (as on 31-Mar-2025) 2155.53 2645.19 2295.36
Scheme Returns(%)(Absolute)0.1041.125.03
B'mark Returns(%)(Absolute)NANANA
Category Rank23/6131/8237/119
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2
2024-202512.457.48
2023-202413.096.63
Top 10 holdings
company (%)
HDFC Bank Ltd.6.63 
ICICI Bank Ltd.6.26 
Bharti Airtel Ltd.3.42 
Interglobe Aviation Ltd.3.18 
Larsen & Toubro Ltd.3.16 
Ultratech Cement Ltd.3.09 
Reliance Industries Ltd.2.64 
Tata Consultancy Services Ltd.2.22 
Infosys Ltd.2.11 
HDFC Life Insurance Company Ltd.1.98 

Category

Thematic Fund

Launch Date

22-Feb-23

ISIN Code

INF846K019N8

Scheme Benchmark

NIFTY 500 - TRI

AUM ( in Cr.)

2,295.36

portfolio price to book value

7.46

investing style?

Large Growth

fund manager?

Ashish Naik

inception date (regular plan)

22-Feb-23

expense ratio (regular plan) %

2.02

Top 10 sectors
sectors (%)
Bank - Private14.91
IT - Software5.79
Pharmaceuticals & Drugs5.57
Cement & Construction Materials4.04
Telecommunication - Service Provider3.42
Engineering - Construction3.34
Electric Equipment3.32
Airlines3.18
Refineries3.17
Insurance3.12

Growth Chart of the Scheme

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • maximum
performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Axis Business Cycles Fund-Reg(G)Large-Growth 22-Feb-20232,295.360.14NANANA19.36
Invesco India PSU Equity Fund(G)Large-Growth 18-Nov-20091,217.40-2.4225.7228.2514.9211.88
Franklin India Opportunities Fund(G)Large-Growth 21-Feb-20006,046.757.6424.9231.7914.1613.16
Aditya Birla SL PSU Equity Fund-Reg(G)Large-Blend 30-Dec-20195,342.23-8.6424.8131.70NA23.52
ICICI Pru India Opp Fund(G)Large-Growth 15-Jan-201925,696.426.2520.3632.93NA20.66
UTI Transportation & Logistics Fund-Reg(G)Large-Growth 16-Apr-20043,163.31-5.7819.3928.739.7816.02
360 ONE Quant Fund-Reg(G)Large-Growth 29-Nov-2021631.713.2618.51NANA17.60
Quant Quantamental Fund-Reg(G)Large-Growth 30-Apr-20211,891.54-12.5817.12NANA19.62
Kotak Pioneer Fund-Reg(G)Large-Growth 25-Oct-20192,554.352.4214.1026.63NA19.61
Taurus Ethical Fund-Reg(G)Large-Growth 20-Mar-2009274.31-4.609.6919.6910.3516.40
Quantum ESG Best In Class Strategy Fund-Reg(G)Large-Growth 12-Jul-201991.90-0.059.1720.87NA14.47
Tata Ethical Fund-Reg(G)Large-Growth 24-May-19963,216.02-3.517.0419.9610.1315.29
Samco Active Momentum Fund-Reg(G)Large-Growth 05-Jul-2023886.804.60NANANA18.13
Union Innovation & Opp Fund-Reg(G)Large-Growth 06-Sep-2023854.343.47NANANA11.68
Axis India Manufacturing Fund-Reg(G)Large-Growth 21-Dec-20235,297.791.26NANANA15.34
Nippon India Innovation Fund-Reg(G)Large-Growth 28-Aug-20232,309.571.26NANANA14.49
Canara Rob Manufacturing Fund-Reg(G)Large-Growth 11-Mar-20241,511.261.15NANANA4.97
Mahindra Manulife Business Cycle Fund-Reg(G)Large-Growth 11-Sep-20231,128.52-0.69NANANA18.92
DSP Business Cycle Fund-Reg(G)Large-Growth 17-Dec-2024976.66NANANANA-8.65
Bandhan Business Cycle Fund-Reg(G)Large-Growth 30-Sep-20241,587.92NANANANA-10.63
HSBC India Export Opportunities Fund-Reg(G)Large-Growth 25-Sep-20241,633.52NANANANA-14.77
Baroda BNP Paribas Manufacturing Fund-Reg(G)Large-Growth 28-Jun-20241,228.99NANANANA-15.56
Sundaram Business Cycle Fund-Reg(G)Large-Growth 25-Jun-20241,604.63NANANANA-1.32
HDFC Manufacturing Fund-Reg(G)Large-Growth 16-May-202411,596.69NANANANA-7.67
Groww Nifty India Railways PSU Index Fund-Reg(G)Large-Growth 04-Feb-202523.50NANANANA-7.20
SBI Innovative Opportunities Fund-Reg(G)Large-Growth 20-Aug-20246,951.40NANANANA-15.97
Edelweiss Business Cycle Fund-Reg(G)Large-Growth 29-Jul-20241,695.21NANANANA-21.49
Motilal Oswal Business Cycle Fund-Reg(G)Large-Growth 27-Aug-20241,751.58NANANANA9.13
WOC Special Opp Fund-Reg(G)Large-Growth 04-Jun-2024780.08NANANANA11.37
Shriram Multi Sector Rotation Fund-Reg(G)Large-Growth 09-Dec-2024190.35NANANANA-23.38
LIC MF Manufacturing Fund-Reg(G)Large-Growth 11-Oct-2024768.32NANANANA-17.81
Bank of India Business Cycle Fund-Reg(G)Large-Growth 30-Aug-2024514.97NANANANA-16.70
ENTRY LOAD / EXIT LOAD
Max Entry Load [%]
0.00
Entry Remark
Max Exit Load [%]
0.00
Exit Remark
Nil for 10% of investment and 1% for remaining investments on or before 12M, Nil after 12M
52 Week Highs & Lows
52 Week High
17.26
52 Week Low
13.87
portfolio characteristics
As on 31-Mar-2025
Average Maturity
N.A
Modified Duration
N.A
Yield to Maturity
N.A.
Portfolio Turnover Ratio
0.89 Times
ratios
Statistical Ratios
Standard Deviation [%]
20.2646
Semi Standard Deviation [%]
0.7407
Beta [%]
1.0064
Sharp Ratio [%]
-0.0505
R-Square [%]
0.8760
Expense Ratio [%]
2.0200
AVG Ratio [%]
0.0062
Other Ratios
Jenson Ratio [%]
0.0036
Treynor Ratio [%]
-0.0102
Turnover Ratio [%]
89.0000
FAMA Ratio [%]
0.0008
SORTINO Ratio [%]
-0.0138
HEAD OFFICE Leader Care A-507/8 Navratna Corporate Park, Ashok Vatika Bopal-Ambli Road, Ahmedabad-380058
CALL US @ 02717-469491/872 EMAIL US @ info@leadercare.in
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DISCLAIMER

Mutual Funds and securities investments are subject to market risks and there is no assurance or guarantee that the objective of the Scheme will be achieved. Past performance of the Sponsor/AMC/Fund or that of any scheme of the Fund does not indicate the future performance of the Schemes of the Fund. Please read the Key Information Memorandum and the Offer Document carefully before investing.

  • INSURANCE DISCLAIMER - Insurance is a subject matter of solicitation
  • ARN Number - 11439
  • IRDAI Licence Number - AGQ0127782
  • Leader Care Finance is registered with AMFI and holds ARN-11439 & Current Validity is 12 Oct 2025

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