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

You can track the exact XIRR and portfolio overlapping of Axis Business Cycles Fund - Regular Plan - IDCW alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

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

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

Axis Business Cycles Fund - Regular Plan - IDCW

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

Fund-6.16%

Cat. Avg.N/A

Fund-2.39%

Cat. Avg.N/A

Fund10.36%

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

10Y

FundN/A

Cat. Avg.N/A

Fund13.88%

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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NAV / Fund Size

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3.82%

3.18%

13.31%

12.16%

18.69%

Fund Details

Mirae Asset Large & Midcap Fund - Regular Plan - Growth

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Bandhan Small Cap Fund - Regular Plan Growth

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Fund Details

Bandhan Small Cap Fund - Regular Plan Growth

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Axis It ETF

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Incep: 18-03-2021

Other ETFsVery High RiskOther

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Fund Details

Axis It ETF

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SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	57679	-3.9%	-8.0%
2Y	07 Aug, 24	1.20 L.	1.17 L.	-2.8%	-2.9%
3Y	07 Aug, 23	1.80 L.	1.86 L.	+3.4%	+2.3%
SI	08 Mar, 23	2.05 L.	2.23 L.	+8.6%	+4.9%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	15 Jul, 25	1 L.	93844	-6.2%	-6.2%
2Y	15 Jul, 24	1 L.	95282	-4.7%	-2.4%
3Y	17 Jul, 23	1 L.	1.33 L.	+33.4%	+10.1%
SI	27 Feb, 23	1 L.	1.55 L.	+55.2%	+13.9%

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.