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NAV as on Dec 26, 2025
Benchmark
NIfty 500 Total Return
Expense Ratio
0.80%
Fund Category
Equity - Sectoral/Thematic
Fund Size
Rs 2,265 Crores
Exit Load
1.00%
Min. Investment
Rs 100
Nav Chart
Asset Allocation
Sector Allocation
Axis Business Cycles Fund - Direct Plan - IDCW Fund Details
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 House
Return Since Launch
21.17%
Launch Date
Feb 2, 2023
Type
Open Ended
Riskometer
Very High
Ratio Analysis
Standard Deviation
13.84
Category Avg
Beta
0.90
Category Avg
Sharpe Ratio
0.77
Category Avg
Portfolio Turnover Ratio
48.39
Category Avg
Top Holdings
Name | Assets (%) | Sector | Instrument |
|---|---|---|---|
| 6.88 | Equity | ||
| 6.52 | Equity | ||
| 3.62 | Equity | ||
| 3.32 | Equity | ||
| 3.22 | Equity | ||
| 3.08 | Equity | ||
| 2.98 | Equity | ||
| 2.13 | Equity | ||
| 2.01 | Equity | ||
| 1.97 | Equity |
Dec 26, 2025
Performance Analysis
1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | SI | |
|---|---|---|---|---|---|---|---|---|---|
| Fund Returns (%) | 0.70 | -1.37 | 2.44 | 0.70 | 13.11 | NA | NA | NA | 21.17 |
| Category Average (%) | 0.33 | -0.95 | 3.09 | 1.87 | 3.47 | 9.79 | 7.67 | NA | 12.90 |
| Rank within Category | 223 | 625 | 553 | 593 | 380 | NA | NA | NA | 135 |
* Returns over 1 year are CAGR
Peer Comparision
Scheme Name(IDCW Direct) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 27.41 | 33,946 | 0.04 | -0.51 | 5.95 | 4.66 | 3.43 | 14.06 | 18.75 | NA | 15.62 | 0.65 | |
| 21.32 | 15,708 | 0.09 | -1.16 | 4.15 | 4.72 | 6.12 | 14.32 | NA | NA | 16.57 | 0.75 | |
| 144.32 | 15,565 | -0.05 | 2.98 | 11.41 | -1.67 | -5.37 | 12.55 | 12.56 | 13.09 | 22.84 | 0.97 | |
| 11.17 | 11,363 | 0.19 | -1.40 | 1.03 | 3.78 | 7.35 | NA | NA | NA | 7.12 | 0.81 | |
| 77.34 | 11,086 | -0.10 | -1.62 | 5.12 | 1.67 | 6.24 | 6.61 | 8.96 | 8.62 | 17.06 | 1.00 | |
| 45.53 | 9,813 | 0.03 | -0.66 | 8.01 | 5.70 | 20.07 | 20.86 | 18.52 | 17.37 | 15.04 | 0.73 | |
| 10.53 | 9,643 | 0.29 | -1.86 | 3.13 | 1.74 | 9.69 | NA | NA | NA | 3.68 | 0.58 | |
| 10.78 | 9,210 | 1.24 | -1.26 | 2.44 | -0.73 | 3.06 | NA | NA | NA | 4.22 | 0.80 | |
| 168.13 | 8,459 | -0.17 | -1.77 | 2.45 | -0.18 | -8.19 | 16.83 | 10.62 | 6.77 | 24.27 | 0.91 | |
| 41.80 | 8,304 | 0.19 | -1.39 | -6.00 | -5.02 | -3.77 | 20.63 | 14.02 | 8.53 | 11.64 | 0.52 |
Dec 26, 2025
Return Calculator
Over the past
Invested
₹5000
- Invested Amount
- Estimated Return
Total investment of ₹5000
Would have become ₹5,181 (+3.61%)
Fund Manager
Mr. Ashish Naik is a B.E from Mumbai University and MBA from XLRI, Jamshedpur. Prior to joining Axis Mutual Fund he was associated with organizations such as Goldman Sachs India Securities Ltd. (April 2007 - July 2009), Hexaware Technologies Ltd. (Aug. 2003 - May 2005).
View MoreHere is the list of funds managed by Ashish Naik
Scheme Name(IDCW Direct) | Category | NAV(Rs) | AUM(Rs Cr) | 1Y(%) | 5Y(%) |
|---|---|---|---|---|---|
| Equity - ELSS | 55.70 | 35,084 | -3.53 | 4.07 | |
| Equity - Sectoral/Thematic | 17.22 | 2,265 | 3.61 | NA | |
| Equity - Sectoral/Thematic | 18.54 | 1,199 | -4.68 | NA |
Dec 26, 2025
Top Performing Related Funds
Scheme Name(IDCW Direct) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 55.70 | 35,084 | 0.10 | -1.40 | 2.84 | 0.03 | -3.53 | 7.38 | 4.07 | 7.63 | 14.14 | 0.81 | |
| 27.94 | 34,072 | 0.22 | -0.85 | 3.67 | 1.23 | 1.23 | 8.79 | 6.60 | 6.33 | 8.23 | 0.70 | |
| 55.88 | 32,202 | 0.02 | -1.96 | 1.97 | -0.53 | -6.15 | 10.45 | 9.02 | 8.81 | 14.16 | 0.55 | |
| 53.79 | 26,769 | 0.65 | -1.84 | 0.67 | -1.66 | -8.38 | 9.79 | 13.21 | 11.15 | 14.96 | 0.56 | |
| 26.66 | 15,605 | 0.19 | -1.19 | 3.29 | 2.11 | -2.84 | 13.67 | 12.03 | NA | 14.65 | 0.60 | |
| 19.25 | 13,276 | 0.26 | -1.94 | 0.94 | -1.08 | -3.31 | 10.01 | 6.38 | NA | 8.43 | 0.71 |
Dec 26, 2025
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