Axis Business Cycles Fund
Equity
●
Thematic
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
₹16.26
Expense Ratio
2.11%
Min SIP
₹1.00K
Fund Size
₹1866Cr
Min Investment
₹100
Lock In
NA
Scheme Information Document
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
0.03%
Beta
1.00
Sharpe Ratio
0.205103
Risk
16.62%
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(5.16)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- Aditya Birla Sun Life Business Cycle Fund
- Taurus Ethical Fund
- HSBC Business Cycles Fund
- Baroda BNP Paribas Business Cycle Fund
- Kotak Pioneer Fund
- Quant ESG Integration Strategy Fund
- Axis Quant Fund
- Axis Business Cycles Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- Aditya Birla Sun Life Special Opportunities Fund
- Aditya Birla Sun Life PSU Equity Fund
- Sundaram Multi-Factor Fund
- Canara Robeco Manufacturing Fund
- LIC MF Manufacturing Fund
- UTI Innovation Fund
- Sundaram Business Cycle Fund
- Invesco India PSU Equity Fund
- Edelweiss Recently Listed IPO Fund
- Quant Manufacturing Fund
- Tata Business Cycle Fund
- Franklin India Opportunities Fund
- Quant Commodities Fund
- Axis Momentum Fund
- Nippon India Quant Fund
- Bank of India Business Cycle Fund
- SBI ESG Exclusionary Strategy Fund
- Motilal Oswal Active Momentum Fund
- Union Business Cycle Fund
- HDFC Manufacturing Fund
- Axis Innovation Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- UTI-Transportation and Logistics Fund
- DSP Business Cycle Fund
- HDFC Consumption Fund
- Kotak ESG Exclusionary Strategy Fund
- Mahindra Manulife Manufacturing Fund
- Kotak Rural Opportunities Fund
- Mahindra Manulife Innovation Opportunities Fund
- Motilal Oswal Manufacturing Fund
- 360 ONE Quant Fund
- SBI PSU Fund
- HDFC Housing Opportunities Fund
- Tata Ethical Fund
- The Wealth Company Ethical Fund
- Union Innovation & Opportunities Fund
- ICICI Prudential Housing Opportunities Fund
- HDFC Innovation Fund
- ICICI Prudential PSU Equity Fund
- Motilal Oswal Special Opportunities Fund
- ICICI Prudential Quant Fund
- ICICI Prudential Conglomerate Fund
- HSBC India Export Opportunities Fund
- Union Active Momentum Fund
- Shriram Multi Sector Rotation Fund
- Motilal Oswal Innovation Opportunities Fund
- Aditya Birla Sun Life Quant Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- Nippon India Innovation Fund
- Motilal Oswal Business Cycle Fund
- Edelweiss Business Cycle Fund
- ICICI Prudential Commodities Fund
- Kotak Special Opportunities Fund
- Bandhan Innovation Fund
- Bandhan Transportation and Logistics Fund
- Quant Quantamental Fund
- Bandhan Business Cycle Fund
- Baroda BNP Paribas Innovation Fund
- Baroda BNP Paribas Manufacturing Fund
- Aditya Birla Sun Life Conglomerate Fund
- WhiteOak Capital Quality Equity Fund
- Baroda BNP Paribas Business Conglomerates Fund
- HDFC Business Cycle Fund
- Invesco India Manufacturing Fund
- Kotak Manufacture in India Fund
- SBI Innovative Opportunities Fund
- Invesco India ESG Integration Strategy Fund
- ICICI Prudential Transportation and Logistics Fund
- SBI Quality Fund
- Kotak Active Momentum Fund
- HDFC Defence Fund
- Nippon India Active Momentum Fund
- HDFC Transportation and Logistics Fund
- SBI Equity Minimum Variance Fund
- Tata India Innovation Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Quantum Ethical Fund
- ICICI Prudential Active Momentum Fund
- Quantum ESG Best In Class Strategy Fund
- ICICI Prudential Business Cycle Fund
- ICICI Prudential Manufacturing Fund
- Quant Business Cycle Fund
- WhiteOak Capital Special Opportunities Fund
- ITI Business Cycle Fund
- Bandhan Multi-Factor Fund
- Franklin India Multi-Factor Fund
- ICICI Prudential Quality Fund
- ICICI Prudential Equity Minimum Variance Fund
- ICICI Prudential Rural Opportunities Fund
- Invesco India Business Cycle Fund
- SBI Quant Fund
Ashish Naik
Axis Mutual FundTotal 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 ₹1866.24 Cr as on 4/27/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 18.81%. The risk is Very High against the category average of 67.7.
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%.
Ans. There is no lock-in period applicable on Axis Business Cycles Fund.
Ans. The expense ratio of Axis Business Cycles Fund is 2.11%.