- Mutual Funds
- Axis Mutual Fund
- Axis Business Cycles Fund (G)
Axis Business Cycles Fund (G)
₹ 16.9
NAV (Sep 13)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 16.9
NAV (Sep 13)
Fund Returns
Last 1Y | 38.5% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 40% |
6 Month CAGR | 24.9% |
Scheme Information
The scheme seeks to provide long term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Expense Ratio | 1.94 |
Launched (0y ago) | 1.94 |
AUM in Crores | 2841.1 |
ISIN | INF846K019N8 |
Lock-in | |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | |
Beta | NaN |
Sharpe Ratio | NaN |
YTM |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis Business Cycles Fund (G) | 20,72,493 | 13,39,881 | 38.5% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
5.4%ICICI Bank Ltd.
5.2%Reliance Industries Ltd.
3.6%Infosys Ltd.
3.2%State Bank of India
2.9%Allocation by Sector
Financial
22.240384%Capital Goods
9.548116%Automobile
8.430195%Technology
8.218262%Consumer Staples
6.85652%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,041 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 17,488 cr | ||
₹ 50,154 cr |
About the AMC
Axis Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.038% | 7.007% | ||
- | 5.633% | ||
5.672% | 4.888% | ||
6.172% | 8.012% | ||
5.958% | 7.069% |
Axis Business Cycles Fund (G) Review
Axis Business Cycles Fund (G) is a Equity Equity fund and has delivered an annualised return of 40.018% over a period of 1 years. The fund is managed by Axis Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object].
Nav of Axis Business Cycles Fund (G) as of 9/13/2024 is ₹16.90 with the total AUM as of 9/15/2024 is ₹2841.105903. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Business Cycles Fund (G) was launched on 2023-02-22. The category risk of the fund is null.
The minimum SIP amount for Axis Business Cycles Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Axis Business Cycles Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 500 Total Return Index.
Axis Business Cycles Fund (G) is rated as a null fund in Equity and delivered 38.525% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Business Cycles Fund (G).
Frequently Asked Questions
What is Axis Business Cycles Fund (G)?
How to invest in Axis Business Cycles Fund (G)?
You can invest in Axis Business Cycles Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Axis Business Cycles Fund (G)?
The minimum sip amount for Axis Business Cycles Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Axis Business Cycles Fund (G) good to invest in?
As per Scripbox experts, Axis Business Cycles Fund (G) is a fund. You can investAxis Business Cycles Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Axis Business Cycles Fund (G)?
The expense ratio of the Axis Business Cycles Fund (G) is 1.94% for regular plan.