Q: What are the returns of Axis Business Cycles Fund?

The Axis Business Cycles Fund is a 2 yrs 2 m old fund and has delivered average annual returns of 24.67% since inception. Axis Business Cycles Fund Returns 1-Year Since Inception 8.33% 24.67%

Question 1

What is the current NAV of Axis Business Cycles Fund?

Accepted Answer

The current Net Asset Value (NAV) of the Axis Business Cycles Fund - Direct Growth plan is approximately ₹16.12 as of Apr 23, 2025.

Question 2

What are the returns of Axis Business Cycles Fund?

Accepted Answer

The Axis Business Cycles Fund is a 2 yrs 2 m old fund and has delivered average annual returns of 24.67% since inception.

Axis Business Cycles Fund Returns

1-Year	Since Inception
8.33%	24.67%

Question 3

How much does Axis Business Cycles Fund charge as the expense ratio?

Accepted Answer

The Axis Business Cycles Fund - Direct Growth has an expense ratio of 0.7%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

Question 4

What is the AUM or size of Axis Business Cycles Fund?

Accepted Answer

The Axis Business Cycles Fund currently has assets under management (AUM) or fund size valued at approximately ₹2,295 Crs crore as of Mar 31, 2025.

Question 5

What are the top stock holdings of Axis Business Cycles Fund?

Accepted Answer

The Axis Business Cycles Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
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 Co Ltd.	1.98%

Question 6

What are the top sectors Axis Business Cycles Fund has invested in?

Accepted Answer

The Axis Business Cycles Fund has primarily invested in the following sectors

Company	Percentage of Portfolio
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 Co Ltd.	1.98%

Question 7

What is the risk level of Axis Business Cycles Fund?

Accepted Answer

This is a Business Cycle fund comes with Very High risk.

Question 8

Is there any lock-in period in Axis Business Cycles Fund?

Accepted Answer

No, this fund does not have any lock-in period.

Question 9

How do I invest in Axis Business Cycles Fund?

Accepted Answer

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for Axis Business Cycles Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in Axis Business Cycles Fund is complete.

Question 10

How can I redeem my investments in Axis Business Cycles Fund?

Accepted Answer

Redeeming your investments in Axis Business Cycles Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Axis Business Cycles Fund from anywhere else, you can go to the fund house website and put a request through it.

VRO rating	N.A.
Expense ratio	0.7% as on Mar 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)	₹2,295 Crs
Lock-in	No Lockin
Age	2 yrs 2 m since Feb 02, 2023
Benchmark	NIFTY 500 TRI
Min. investment	SIP ₹1000 & Lump. ₹5000
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, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Period	This fund	Category average
1 month	3.4%	3.33%
3 months	3.6%	3.17%
6 months	-2.07%	-3.92%
1 year	8.33%	8.22%

Fund name	ETM Rank	AUM (in Crs.)	Fund age	Expense ratio
Axis Business Cycles Fund	N.A.	₹2,295 Crs	2 yrs 2 m	0.7%
HSBC Business Cycles Fund	N.A.	₹967 Crs	10 yrs 8 m	1.12%
Quant Business Cycle Fund	N.A.	₹1,238 Crs	1 yrs 11 m	0.49%
ICICI Prudential Business Cycle Fund	N.A.	₹11,894 Crs	4 yrs 3 m	0.82%
Tata Business Cycle Fund	N.A.	₹2,735 Crs	3 yrs 9 m	0.54%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Axis Business Cycles Fund	3.4%	-2.07%	8.33%	N.A.	N.A.	N.A.
HSBC Business Cycles Fund	3.34%	-4.74%	12.74%	23.25%	30.37%	14.03%
Quant Business Cycle Fund	2.11%	-10.85%	-1.5%	16.66%	9.68%	4.73%
ICICI Prudential Business Cycle Fund	3.23%	0.7%	11.16%	22.86%	19.42%	9.28%
Tata Business Cycle Fund	3.53%	-4.83%	5.91%	22.08%	14.15%	6.84%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Axis Business Cycles Fund	N.A.	N.A.	N.A.	N.A.
HSBC Business Cycles Fund	17.96	1.1	0.81	1.24
Quant Business Cycle Fund	N.A.	N.A.	N.A.	N.A.
ICICI Prudential Business Cycle Fund	13.1	0.83	1.09	2.35
Tata Business Cycle Fund	14.86	0.97	0.88	1.5

Axis Business Cycles Fund Direct-Growth

Historical NAV & returns

Axis Business Cycles Fund overview

Axis Business Cycles Fund Returns calculator

Trailing returns as on Apr 09, 2025

Asset allocationas on Mar 31, 2025

Peer comparison

Key risk & return ratios Compared to other funds in the category

Compare Axis Business Cycles Fund in detail with

About this fund

About Axis Business Cycles Fund

Fund managers

Investment objective

Axis Mutual Fund details

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Axis Business Cycles Fund Returns

ET Money rank

Fund AUM	₹2,295 Crs as on Mar 31, 2025
Scheme document	View Scheme Document

No. of schemes	68 view all schemes
Total AUM	₹3,22,861 Crs as on Mar 31, 2025
Address	23rd Floor, One Lodha Place, S. B. Road, Lower Parel. Mumbai, 400013
Phone	022-24255161

Fund name	ETM Rank	AUM (in Crs.)	1Y	5Y
Axis Small Cap Fund	N.A.	₹22,736 Crs	12.14%	32.79%
Axis Growth Opportunities Fund	N.A.	₹13,321 Crs	10.13%	26.91%
Axis Midcap Fund	N.A.	₹28,063 Crs	13.01%	26.56%
Axis Nifty 100 Index Fund	N.A.	₹1,715 Crs	8.55%	22.59%
Axis Flexi Cap Fund	N.A.	₹12,040 Crs	12.06%	20.32%
Axis ELSS Tax Saver Fund	N.A.	₹34,176 Crs	9.87%	19.57%

Sector	Percentage of Portfolio
Financial	21.450000000000003%
Capital Goods	9.930000000000001%
Services	8.26%
Consumer Staples	7.130000000000001%
Healthcare	6.87%
Automobile	5.85%
Construction	5.659999999999999%
Energy	5.199999999999999%
Technology	5.109999999999999%
Materials	4.6899999999999995%