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Axis Business Cycles Fund
EquityThematic
3
3Axis Business Cycles Fund is a Thematic equity mutual fund (direct plan, growth option) from Axis Mutual Fund. NAV ₹18.16 as on 13 Nov 2026.
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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
₹18.16
Total Expense Ratio
1.65%
Base Expense Ratio
1.17%
Min SIP
₹1.00K
Fund Size
₹1962Cr
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
0.18%
Beta
1.00
Sharpe Ratio
0.144752
Risk
13.84%
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(4.25)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- WhiteOak Capital Special Opportunities Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- WhiteOak Capital Quality Equity Fund
- Quantum Ethical Fund
- Franklin India Opportunities Fund
- Franklin India Multi-Factor Fund
- ICICI Prudential Quality Fund
- ICICI Prudential Active Momentum Fund
- ICICI Prudential Conglomerate Fund
- ICICI Prudential Housing Opportunities Fund
- ICICI Prudential Equity Minimum Variance Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- SBI Quality Fund
- ICICI Prudential Business Cycle Fund
- Taurus Ethical Fund
- Aditya Birla Sun Life Quant Fund
- Kotak Manufacture in India Fund
- Kotak Special Opportunities Fund
- Kotak Transportation & Logistics Fund
- Kotak Active Momentum Fund
- Mahindra Manulife Manufacturing Fund
- Mahindra Manulife Innovation Opportunities Fund
- HDFC Manufacturing Fund
- Bandhan Innovation Fund
- SBI Innovative Opportunities Fund
- ITI Business Cycle Fund
- Nippon India Active Momentum Fund
- Invesco India Business Cycle Fund
- Aditya Birla Sun Life Conglomerate Fund
- Motilal Oswal Manufacturing Fund
- Motilal Oswal Special Opportunities Fund
- Motilal Oswal Quality Fund
- NJ Momentum Fund
- Edelweiss Business Cycle Fund
- Union Innovation & Opportunities Fund
- Bandhan Business Cycle Fund
- Bank of India Business Cycle Fund
- Shriram Multi Sector Rotation Fund
- UTI Innovation Fund
- Axis Momentum Fund
- Baroda BNP Paribas Manufacturing Fund
- Quant Commodities Fund
- ICICI Prudential PSU Equity Fund
- ICICI Prudential Transportation and Logistics Fund
- ICICI Prudential Commodities Fund
- ICICI Prudential Manufacturing Fund
- ICICI Prudential Quant Fund
- Kotak Pioneer Fund
- Kotak ESG Exclusionary Strategy Fund
- HDFC Housing Opportunities Fund
- HDFC Business Cycle Fund
- HDFC Defence Fund
- HDFC Consumption Fund
- Bandhan Transportation and Logistics Fund
- SBI ESG Exclusionary Strategy Fund
- SBI PSU Fund
- SBI Equity Minimum Variance Fund
- Nippon India Quant Fund
- Quantum ESG Best In Class Strategy Fund
- Aditya Birla Sun Life Special Opportunities Fund
- HDFC Transportation and Logistics Fund
- Axis Business Cycles Fund
- Axis Innovation Fund
- Baroda BNP Paribas Business Cycle Fund
- Quant ESG Integration Strategy Fund
- Quant Business Cycle Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- 360 ONE Quant Fund
- UTI-Transportation and Logistics Fund
- HSBC Business Cycles Fund
- Quant Quantamental Fund
- Union Active Momentum Fund
- ICICI Prudential Rural Opportunities Fund
- SBI Quant Fund
- Kotak Rural Opportunities Fund
- Nippon India Innovation Fund
- Invesco India PSU Equity Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- Aditya Birla Sun Life Business Cycle Fund
- Invesco India ESG Integration Strategy Fund
- Invesco India Manufacturing Fund
- Aditya Birla Sun Life PSU Equity Fund
- JioBlackRock Sector Rotation Fund
- Motilal Oswal Quant Fund
- Motilal Oswal Business Cycle Fund
- Motilal Oswal Innovation Opportunities Fund
- Motilal Oswal Active Momentum Fund
- DSP Business Cycle Fund
- Baroda BNP Paribas Innovation Fund
- Baroda BNP Paribas Business Conglomerates Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- Tata Ethical Fund
- Tata Business Cycle Fund
- Tata India Innovation Fund
- The Wealth Company Ethical Fund
- HSBC India Export Opportunities Fund
- Union Business Cycle Fund
- Edelweiss Recently Listed IPO Fund
- LIC MF Manufacturing Fund
- Canara Robeco Manufacturing Fund
A
Ashish Naik
Axis Mutual FundTotal assets under management
₹327.28L Crores
Date of incorporation
13 Jan 2009
Axis Business Cycles Fund
Ans. The NAV (net asset value) of Axis Business Cycles Fund (direct plan, growth option) is ₹18.1600 as on 13 Nov 2026. Mutual fund NAVs are published once a day, after the market closes.
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 (minimum ₹1,000 for a SIP and ₹100 for a lumpsum).
- Complete the payment using UPI, Net Banking, or other available options.
Ans. Axis Business Cycles Fund has delivered 13.84% CAGR over the past 3 years against a category average of 15.43% and returned 4.25% over the past year. It manages ₹1,962.17 crore (AUM) as on 13 Nov 2026. Its riskometer level is Very High. Past returns do not indicate future returns.
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 on Axis Business Cycles Fund. An exit load applies: Nil for 10% of investment and 1% for remaining investments on or before 12M, Nil after 12M.
Ans. The expense ratio of Axis Business Cycles Fund (direct plan) is 1.65% a year. It is deducted from the fund's assets and is already reflected in the NAV.