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Axis Business Cycles Fund Direct-Growth
| NAV as of Jun 05, 2025 | Returns since inception | ET Money Rank | AUM (Fund size) |
|---|---|---|---|
| ₹16.86+0.72% 1 day change | 25.64% |   | ₹2,295 Crs |
Historical NAV & returns
NAV: ₹16.86 as on Jun 05, 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) | ₹2,295 Crs |
| Lock-in | No Lockin |
| Age | 2 yrs 4 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, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year |
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 01, 2025
| Period | This fund | Category average |
|---|---|---|
| 1 Month | 6.17% | 4.88% |
| 3 Months | 13.61% | 11.29% |
| 6 Months | -1.4% | -2.92% |
| 1 Year | 10.12% | 8.57% |
| 2 Years | 23.3% | 24.09% |
Asset allocationas on Mar 31, 2025
Large Cap 64.02454100000001%
Mid Cap 12.306091000000002%
Small Cap 20.339368%
Other Cap 0.0%
Top holdings
Top sectors
Financial 21.430000000000003%
Capital Goods 9.930000000000001%
Services 8.26%
Consumer Staples 7.130000000000001%
Credit quality
Bifurcation by Credit Quality is not available for this fund
Top Debt Holdings
Others 2.38%
Reserve Bank of India 1.08%
Allocation by Instruments
CBLO 2.37863253%
Treasury Bills 1.08088092%
Index Derivatives 0.02106426%
Other Holdings
Bifurcation by Holding is not available for this fund
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.