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

Fund2.30%

Cat. Avg.N/A

Fund2.43%

Cat. Avg.N/A

Fund12.88%

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

10Y

FundN/A

Cat. Avg.N/A

Fund16.59%

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	Larsen & Toubro Limited	Equity	Listed	Large Cap	Construction	85.25	4.08%
2	ICICI Bank Limited	Equity	Listed	Large Cap	Banks	76.20	3.65%
3	Axis Bank Limited	Equity	Listed	Large Cap	Banks	76.10	3.64%
4	HDFC Bank Limited	Equity	Listed	Large Cap	Banks	67.99	3.26%
5	Grasim Industries Limited	Equity	Listed	Large Cap	Cement & Cement Products	55.12	2.64%
6	Kotak Mahindra Bank Limited	Equity	Listed	Large Cap	Banks	55.11	2.64%
7	Mahindra & Mahindra Limited	Equity	Listed	Large Cap	Automobiles	52.01	2.49%
8	Eternal Limited	Equity	Listed	Large Cap	Retailing	50.88	2.44%
9	Bharti Airtel Limited	Equity	Listed	Large Cap	Telecom - Services	49.02	2.35%
10	Aether Industries Limited	Equity	Listed	Small Cap	Chemicals & Petrochemicals	48.10	2.30%

Similar Funds

SBI NIFTY 50 ETF

SBI Mutual Fund

Expense Ratio: 0.04

NAV / Fund Size

₹260.69₹2,18,354.97 Cr

Incep: 20-07-2015

Other ETFsVery High RiskOther

-1.88%

0.52%

7.86%

10.39%

10.63%

Fund Details

SBI NIFTY 50 ETF

NAV / Fund Size₹260.69₹2,18,354.97 Cr

Other ETFsVery High RiskOther

-1.88%

0.52%

7.86%

10.39%

10.63%

HDFC Small Cap Fund - Growth Option

HDFC Mutual Fund

Expense Ratio: 1.54

NAV / Fund Size

₹140.29₹38,018.02 Cr

Incep: 11-02-2008

Small Cap FundVery High RiskEquity

-2.48%

2.40%

12.67%

15.41%

17.00%

Fund Details

HDFC Small Cap Fund - Growth Option

NAV / Fund Size₹140.29₹38,018.02 Cr

Small Cap FundVery High RiskEquity

-2.48%

2.40%

12.67%

15.41%

17.00%

Axis Small Cap Fund - Regular Plan - Growth

Axis Mutual Fund

Expense Ratio: 1.59

NAV / Fund Size

₹113.78₹26,692.24 Cr

Incep: 11-11-2013

Small Cap FundVery High RiskEquity

4.21%

6.55%

15.64%

15.87%

21.22%

Fund Details

Axis Small Cap Fund - Regular Plan - Growth

NAV / Fund Size₹113.78₹26,692.24 Cr

Small Cap FundVery High RiskEquity

4.21%

6.55%

15.64%

15.87%

21.22%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	62148	+3.6%	+7.4%
2Y	07 Aug, 24	1.20 L.	1.26 L.	+5.1%	+5.1%
3Y	07 Aug, 23	1.80 L.	2.01 L.	+11.9%	+7.7%
SI	08 Mar, 23	2.05 L.	2.41 L.	+17.6%	+9.7%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	21 Jul, 25	1 L.	1.02 L.	+1.6%	N/A
2Y	22 Jul, 24	1 L.	1.04 L.	+4.3%	+2.1%
3Y	20 Jul, 23	1 L.	1.44 L.	+43.8%	+12.9%
SI	27 Feb, 23	1 L.	1.68 L.	+68.4%	+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.