Axis Business Cycles Fund - Direct Plan - IDCW
Expense Ratio: 0.86
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Direct
Benchmark: Nifty 500 TRI
Inception: 02-02-2023
Exit Load: Nil
Fund Size:₹2,223.64 Cr
Performance
1Y
Fund-5.08%
Cat. Avg.N/A
2Y
Fund-1.18%
Cat. Avg.N/A
3Y
Fund11.80%
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund15.37%
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 | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | ICICI Bank Limited | 76.30 | 4.09% |
| 2 | Larsen & Toubro Limited | 66.58 | 3.57% |
| 3 | Axis Bank Limited | 65.68 | 3.52% |
| 4 | UltraTech Cement Limited | 52.85 | 2.83% |
| 5 | HDFC Bank Limited | 52.72 | 2.82% |
| 6 | Net Receivables / (Payables) | 50.44 | 2.70% |
| 7 | Kotak Mahindra Bank Limited | 49.65 | 2.66% |
| 8 | Reliance Industries Limited | 47.50 | 2.55% |
| 9 | NTPC Limited | 46.06 | 2.47% |
| 10 | Mahindra & Mahindra Limited | 43.46 | 2.33% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 57973 | -3.4% | -7.0% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.18 L. | -1.7% | -1.7% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.90 L. | +5.4% | +3.6% |
| SI | 08 Mar, 23 | 2.05 L. | 2.28 L. | +11.0% | +6.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 15 Jul, 25 | 1 L. | 94918 | -5.1% | -5.1% |
| 2Y | 15 Jul, 24 | 1 L. | 97656 | -2.3% | -1.2% |
| 3Y | 17 Jul, 23 | 1 L. | 1.39 L. | +38.5% | +11.5% |
| SI | 27 Feb, 23 | 1 L. | 1.62 L. | +62.2% | +15.4% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP 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.