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Axis Business Cycles Fund Direct-Growth
| NAV as of Jul 21, 2025 | Returns since inception | ET Money Rank | AUM (Fund size) |
|---|---|---|---|
| ₹17.17+0.7% 1 day change | 25.06% |   | ₹2,404 Cr |
Historical NAV & returns
NAV: ₹17.17 as on Jul 21, 2025
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Axis Business Cycles Fund overview
| Expense ratio | 0.7% as on May 31, 2025 |
| Exit load | 1.0% Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.! |
| AUM (Fund size) | ₹2,404 Cr |
| Lock-in Period | Nil |
| Age | 2 yrs 5 m since Feb 02, 2023 |
| Benchmark | NIFTY 500 TRI |
| Min. investment | This scheme is currently not buyable |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Axis Business Cycles Fund Returns calculator
Investment type
- Total investment ₹ 12 lakh
- Profit ₹12 lakhs
- Total corpus ₹1 lakh
- Absolute return 52.69%
Trailing returns as on Jun 16, 2025
| Period | This fund | Category average |
|---|---|---|
| 1 Month | 0.35% | 0.2% |
| 3 Months | 7.11% | 6.62% |
| 6 Months | 9.71% | 8.55% |
| 1 Year | 4.0% | 2.98% |
| 2 Years | 21.19% | 21.64% |
Asset allocationas on May 31, 2025
Large Cap 64.38%
Mid Cap 12.37%
Small Cap 20.45%
Other Cap 0%
Top holdings
Top sectors
Financial 21.95%
Capital Goods 10.569999999999999%
Services 8.459999999999999%
Energy 7.449999999999999%
Credit quality
Bifurcation by Credit Quality is not available for this fund
Top Debt Holdings
Others 2.86%
Reserve Bank of India 1.03%
Allocation by Instruments
CBLO 2.86330771%
Treasury Bills 1.03018935%
Cash Margin 0.34743688%
Index Derivatives 0.07363855%
Other Holdings
Others 0.35%
Peer comparison
Key risk & return ratios Compared to other funds in the category
About this fund
More funds from Axis Mutual Fund
Frequently asked questions
ET Money rank
#NA
- Return Outperformance: This fund has generated highest return amongst Strategy funds in the last 2 Years.
- Return/Risk: The fund is performing poorly than its category.
- Exit Load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.