How to check the XIRR of Axis Business Cycles Fund - Regular Plan - Growth?

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How to check portfolio overlap for Axis Business Cycles Fund - Regular Plan - Growth?

Use the MutualSaathi Portfolio Analyzer to compare Axis Business Cycles Fund - Regular Plan - Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

Axis Business Cycles Fund - Regular Plan - Growth

Axis Mutual Fund

Expense Ratio: 2.04

Risk: Very High

Equity Scheme - Sectoral/ Thematic

Plan: Regular

Benchmark: Nifty 500 TRI

Inception: 02-02-2023

Exit Load: Nil

Fund Size:₹2,223.64 Cr

Performance

Fund1.69%

Cat. Avg.N/A

Fund1.61%

Cat. Avg.N/A

Fund13.35%

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

10Y

FundN/A

Cat. Avg.N/A

Fund16.62%

Cat. Avg.N/A

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	ICICI Bank Limited	Equity	Listed	Large Cap	Banks	76.30	4.09%
2	Larsen & Toubro Limited	Equity	Listed	Large Cap	Construction	66.58	3.57%
3	Axis Bank Limited	Equity	Listed	Large Cap	Banks	65.68	3.52%
4	UltraTech Cement Limited	Equity	Listed	Large Cap	Cement & Cement Products	52.85	2.83%
5	HDFC Bank Limited	Equity	Listed	Large Cap	Banks	52.72	2.82%
6	Net Receivables / (Payables)	CASH	Others		Others	50.44	2.70%
7	Kotak Mahindra Bank Limited	Equity	Listed		Banks	49.65	2.66%
8	Reliance Industries Limited	Equity	Listed	Large Cap	Petroleum Products	47.50	2.55%
9	NTPC Limited	Equity	Listed	Large Cap	Power	46.06	2.47%
10	Mahindra & Mahindra Limited	Equity	Listed	Large Cap	Automobiles	43.46	2.33%

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Fund Details

Nippon India ETF Gold Bees

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Fund Details

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Fund Details

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SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	62074	+3.5%	+7.3%
2Y	07 Aug, 24	1.20 L.	1.26 L.	+5.0%	+5.1%
3Y	07 Aug, 23	1.80 L.	2.01 L.	+11.8%	+7.7%
SI	08 Mar, 23	2.05 L.	2.41 L.	+17.4%	+9.7%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	15 Jul, 25	1 L.	1.02 L.	+1.7%	+1.7%
2Y	15 Jul, 24	1 L.	1.03 L.	+3.2%	+1.6%
3Y	17 Jul, 23	1 L.	1.45 L.	+44.5%	+13.1%
SI	27 Feb, 23	1 L.	1.68 L.	+68.2%	+16.6%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.