Axis Business Cycles Fund Regular Growth
You have to be logged in to add this to Watchlist.
- Rating N.A.
- Plan
- 5D
- 1M
- 6M
- 1Y
- 5Y
- MAX
Key Metrics
- AUM (in Cr)2699.44
- CAGR 41.78%
- Exit Load1.00%
- Expense ratio1.96%
- CategoryEquity
- Min Investment100
- Min SIP100
- Launch Date2023-02-22
Asset Allocation
Holdings As On - 10 July 2024
- Name
- Value (Cr)
- Holding %
- HDFC Bank
- 141.01
- 5.22%
- ICICI Bank
- 133.87
- 4.96%
- Reliance Industries
- 124.98
- 4.63%
- State Bank Of India
- 86.39
- 3.20%
- Tata Consultancy Services
- 84.12
- 3.12%
- Creditaccess Grameen
- 68.23
- 2.53%
- Jindal Steel & Power
- 65.16
- 2.41%
- Bharat Electronics
- 64.46
- 2.39%
- RHI Magnesita India
- 60.42
- 2.24%
- Sona Blw Precision Forgings
- 59.72
- 2.21%
Peer Comparison
Risk & Volitility
- Alpha 0.00%
- Beta 0.00
- Sharpe Ratio0.00
- Std Deviation 0.00%
- Tracking Error 0.00%
About Fund
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.
The Axis Business Cycles Fund Regular Growth has an AUM of 2699.44 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.96%. The minimum investment in Axis Business Cycles Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.
The top holdings of the fund include HDFC Bank, ICICI Bank, Reliance Industries & State Bank Of India.
The major sectors where the fund is invested are Regional Banks, Software & Programming, Oil & Gas Operations & Iron & Steel.
Some of the similar funds are Tata Ethical Fund Regular Growth, UTI MNC Fund Regular Plan Growth, HDFC Business Cycle Fund Regular Growth, Axis Business Cycles Fund Regular Growth, ICICI Prudential PSU Equity Fund Regular Growth. Axis Business Cycles Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
