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-7.86%
Cat. Avg.N/A
2Y
Fund-3.70%
Cat. Avg.N/A
3Y
Fund9.38%
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund13.64%
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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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Larsen & Toubro Limited | 85.25 | 4.08% |
| 2 | ICICI Bank Limited | 76.20 | 3.65% |
| 3 | Axis Bank Limited | 76.10 | 3.64% |
| 4 | HDFC Bank Limited | 67.99 | 3.26% |
| 5 | Grasim Industries Limited | 55.12 | 2.64% |
| 6 | Kotak Mahindra Bank Limited | 55.11 | 2.64% |
| 7 | Mahindra & Mahindra Limited | 52.01 | 2.49% |
| 8 | Eternal Limited | 50.88 | 2.44% |
| 9 | Bharti Airtel Limited | 49.02 | 2.35% |
| 10 | Aether Industries Limited | 48.10 | 2.30% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 57336 | -4.4% | -9.1% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.16 L. | -3.4% | -3.5% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.81 L. | +0.4% | +0.3% |
| SI | 08 Mar, 23 | 2.20 L. | 2.38 L. | +8.1% | +4.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 92143 | -7.9% | -7.9% |
| 2Y | 16 Oct, 24 | 1 L. | 92733 | -7.3% | -3.7% |
| 3Y | 16 Oct, 23 | 1 L. | 1.31 L. | +30.8% | +9.4% |
| SI | 27 Feb, 23 | 1 L. | 1.59 L. | +59.2% | +13.7% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹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.