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Axis Business Cycles Fund
EquityThematic
3
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Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
NA
Total Expense Ratio
1.6%
Base Expense Ratio
NA
Min SIP
₹1.00K
Fund Size
₹2039Cr
Min Investment
₹100
Lock In
NA
Exit load: Nil for 10% of investment and 1% for remaining investments on or before 12M, Nil after 12M
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
NA
Beta
1.01
Sharpe Ratio
0.14201
Risk
NA
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(-5.19)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- Nippon India Innovation Fund
- Baroda BNP Paribas Business Cycle Fund
- SBI Quant Fund
- Kotak Active Momentum Fund
- Tata Ethical Fund
- Sundaram Business Cycle Fund
- DSP Business Cycle Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- Invesco India ESG Integration Strategy Fund
- ICICI Prudential Quality Fund
- Invesco India Business Cycle Fund
- Union Business Cycle Fund
- Sundaram Multi-Factor Fund
- Taurus Ethical Fund
- JioBlackRock Sector Rotation Fund
- Axis Business Cycles Fund
- Bandhan Transportation and Logistics Fund
- Axis Innovation Fund
- Motilal Oswal Business Cycle Fund
- Bank of India Business Cycle Fund
- Axis Quant Fund
- HDFC Manufacturing Fund
- Axis Momentum Fund
- ICICI Prudential Rural Opportunities Fund
- ICICI Prudential Commodities Fund
- Quant ESG Integration Strategy Fund
- Aditya Birla Sun Life Special Opportunities Fund
- Edelweiss Business Cycle Fund
- Quant Commodities Fund
- Quant Quantamental Fund
- LIC MF Manufacturing Fund
- Franklin India Opportunities Fund
- 360 ONE Quant Fund
- Aditya Birla Sun Life PSU Equity Fund
- The Wealth Company Ethical Fund
- Quantum Ethical Fund
- Baroda BNP Paribas Business Conglomerates Fund
- ICICI Prudential Conglomerate Fund
- SBI Equity Minimum Variance Fund
- Motilal Oswal Quant Fund
- Edelweiss Recently Listed IPO Fund
- Tata Business Cycle Fund
- SBI ESG Exclusionary Strategy Fund
- ITI Business Cycle Fund
- Franklin India Multi-Factor Fund
- ICICI Prudential Quant Fund
- HDFC Transportation and Logistics Fund
- Union Active Momentum Fund
- Kotak Manufacture in India Fund
- Aditya Birla Sun Life Business Cycle Fund
- HDFC Business Cycle Fund
- Baroda BNP Paribas Innovation Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- UTI-Transportation and Logistics Fund
- Kotak Transportation & Logistics Fund
- ICICI Prudential Business Cycle Fund
- Mahindra Manulife Innovation Opportunities Fund
- Nippon India Active Momentum Fund
- Aditya Birla Sun Life Conglomerate Fund
- Quantum ESG Best In Class Strategy Fund
- HSBC India Export Opportunities Fund
- Mahindra Manulife Manufacturing Fund
- ICICI Prudential Active Momentum Fund
- Motilal Oswal Manufacturing Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- Quant Business Cycle Fund
- SBI PSU Fund
- Kotak ESG Exclusionary Strategy Fund
- Invesco India Manufacturing Fund
- Shriram Multi Sector Rotation Fund
- Motilal Oswal Special Opportunities Fund
- Canara Robeco Manufacturing Fund
- NJ Momentum Fund
- ICICI Prudential PSU Equity Fund
- Bandhan Business Cycle Fund
- ICICI Prudential Manufacturing Fund
- WhiteOak Capital Special Opportunities Fund
- SBI Quality Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- Aditya Birla Sun Life Quant Fund
- Bandhan Innovation Fund
- HDFC Defence Fund
- Motilal Oswal Active Momentum Fund
- Motilal Oswal Innovation Opportunities Fund
- Tata India Innovation Fund
- WhiteOak Capital Quality Equity Fund
- Kotak Special Opportunities Fund
- Kotak Rural Opportunities Fund
- SBI Innovative Opportunities Fund
- Nippon India Quant Fund
- Motilal Oswal Quality Fund
- Union Innovation & Opportunities Fund
- ICICI Prudential Equity Minimum Variance Fund
- HDFC Innovation Fund
- UTI Innovation Fund
- Bandhan Multi-Factor Fund
- Invesco India PSU Equity Fund
- Kotak Pioneer Fund
- Baroda BNP Paribas Manufacturing Fund
- HDFC Housing Opportunities Fund
A
Ashish Naik
Total assets under management
₹327.28L Crores
Date of incorporation
13 Jan 2009
Axis Business Cycles Fund
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the Axis Business Cycles Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The Axis Business Cycles Fund has an AUM of ₹2039.20 Cr as on 10/23/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 11.75%. The risk is Very High against the category average of 39.55.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Ans. There is no lock-in period applicable on Axis Business Cycles Fund.
Ans. The expense ratio of Axis Business Cycles Fund is 1.6%.
