Axis Business Cycles Fund
2Fund 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
₹18.20
Total Expense Ratio
1.61%
Base Expense Ratio
NA
Min SIP
₹1.00K
Fund Size
₹2126Cr
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
0.19%
Beta
1.01
Sharpe Ratio
0.18937
Risk
15.74%
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(7.56)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- WhiteOak Capital Quality Equity Fund
- ICICI Prudential Commodities Fund
- Kotak Active Momentum Fund
- HDFC Defence Fund
- Bandhan Innovation Fund
- SBI ESG Exclusionary Strategy Fund
- Aditya Birla Sun Life Business Cycle Fund
- Nippon India Quant Fund
- Aditya Birla Sun Life PSU Equity Fund
- Edelweiss Business Cycle Fund
- Motilal Oswal Business Cycle Fund
- Motilal Oswal Active Momentum Fund
- Canara Robeco Manufacturing Fund
- Motilal Oswal Special Opportunities Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- Axis Momentum Fund
- SBI Quality Fund
- UTI Innovation Fund
- Tata Ethical Fund
- Sundaram Business Cycle Fund
- Sundaram Multi-Factor Fund
- UTI-Transportation and Logistics Fund
- Axis Quant Fund
- Axis Innovation Fund
- HDFC Transportation and Logistics Fund
- Kotak ESG Exclusionary Strategy Fund
- Bandhan Transportation and Logistics Fund
- HSBC Business Cycles Fund
- Quant ESG Integration Strategy Fund
- Quant Quantamental Fund
- Quant Manufacturing Fund
- Quant Business Cycle Fund
- SBI Equity Minimum Variance Fund
- Kotak Pioneer Fund
- Aditya Birla Sun Life Special Opportunities Fund
- Aditya Birla Sun Life Conglomerate Fund
- Motilal Oswal Manufacturing Fund
- Baroda BNP Paribas Innovation Fund
- 360 ONE Quant Fund
- Invesco India Business Cycle Fund
- Motilal Oswal Quant Fund
- ICICI Prudential Conglomerate Fund
- Union Innovation & Opportunities Fund
- Bank of India Business Cycle Fund
- HSBC India Export Opportunities Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- Invesco India Manufacturing Fund
- Baroda BNP Paribas Manufacturing Fund
- Kotak Special Opportunities Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Shriram Multi Sector Rotation Fund
- Edelweiss Recently Listed IPO Fund
- ICICI Prudential Business Cycle Fund
- Quant Commodities Fund
- ICICI Prudential Quality Fund
- Mahindra Manulife Innovation Opportunities Fund
- ICICI Prudential Rural Opportunities Fund
- Tata Business Cycle Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- Aditya Birla Sun Life Quant Fund
- Axis Business Cycles Fund
- SBI Innovative Opportunities Fund
- Nippon India Innovation Fund
- Kotak Transportation & Logistics Fund
- ICICI Prudential Transportation and Logistics Fund
- Baroda BNP Paribas Business Conglomerates Fund
- Quantum ESG Best In Class Strategy Fund
- NJ Momentum Fund
- Bandhan Business Cycle Fund
- Tata India Innovation Fund
- ICICI Prudential Active Momentum Fund
- Kotak Rural Opportunities Fund
- Union Active Momentum Fund
- HDFC Business Cycle Fund
- Invesco India ESG Integration Strategy Fund
- Motilal Oswal Innovation Opportunities Fund
- ICICI Prudential Manufacturing Fund
- Nippon India Active Momentum Fund
- Quantum Ethical Fund
- Invesco India PSU Equity Fund
- ICICI Prudential Quant Fund
- The Wealth Company Ethical Fund
- Baroda BNP Paribas Business Cycle Fund
- HDFC Consumption Fund
- Mahindra Manulife Manufacturing Fund
- ICICI Prudential PSU Equity Fund
- Kotak Manufacture in India Fund
- SBI Quant Fund
- ICICI Prudential Housing Opportunities Fund
- ICICI Prudential Equity Minimum Variance Fund
- HDFC Innovation Fund
- ITI Business Cycle Fund
- WhiteOak Capital Special Opportunities Fund
- DSP Business Cycle Fund
- LIC MF Manufacturing Fund
- HDFC Housing Opportunities Fund
- HDFC Manufacturing Fund
- Franklin India Multi-Factor Fund
- Union Business Cycle Fund
- Franklin India Opportunities 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 ₹2125.96 Cr as on 8/13/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 16.47%. The risk is Very High against the category average of 58.01.
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 1.61%.