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Axis Business Cycles Fund(G)-Direct Plan

Axis Business Cycles Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+15.50%

3Y annualised

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NAV : 28 Aug 2026

₹18.39

Min. SIP amount

₹100

Fund size (AUM)

2106 Cr

Expense ratio

0.74%

Launched on

22 Feb 2023

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,68,446

Stock Allocation

Stock nameSectorAllocation
Brigade Enterprises LimitedRealty5.02%
Icici Bank LimitedBank4.72%
Kotak Mahindra Bank LimitedBank3.91%

Fund Composition

2106 Cr

Large Cap

49.18%

Mid Cap

21.45%

Small Cap

24.90%

Others

4.46%

Sector Allocation

2106 Cr

Bank

18.55%

Automobile & Ancillaries

11.48%

Finance

6.97%

Capital Goods

6.19%

Chemicals

5.95%

It

5.73%

Realty

5.64%

Healthcare

5.51%

Others

33.03%

Minimum investments

Min. for SIP100
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

Nil for 10% of investment and 1% for remaining investment on or before 12M, Nil after 12M

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

AN

Ashish Naik

Present

Similar/Peer Fund Comparison

Fund name
I

ICICI Pru Strategic Metal and Energy Equity FoF(G)-Direct Plan

+37.41%
S

SBI Automotive Opportunities Fund(G)-Direct Plan

+0.00%
A

Aditya Birla SL Mfg. Equity Fund(G)-Direct Plan

+23.54%
M

Motilal Oswal Active Momentum Fund(G)-Direct Plan

+0.00%
K

Kotak Healthcare Fund(G)-Direct Plan

+0.00%
Q

Quant ESG Integration Strategy Fund(G)-Direct Plan

+19.66%
H

HDFC Pharma and Healthcare Fund(G)-Direct Plan

+0.00%
P

PGIM India Healthcare Fund(G)-Direct Plan

+0.00%

FAQs

Axis Business Cycles Fund(G)-Direct Plan is a part of Axis Asset Management Company Ltd., it was incepted on 22 Feb 2023. This fund is managed by Ashish Naik. It is a Equity type of fund.

The current NAV of Axis Business Cycles Fund(G)-Direct Plan is ₹18.39 (as of 28 Aug 2026).

Axis Business Cycles Fund(G)-Direct Plan has delivered 9.66% in 1 year, 15.50% in 3 years, and 0.00% in 5 years (annualised).

The minimum SIP amount for Axis Business Cycles Fund(G)-Direct Plan is ₹100.

The expense ratio of Axis Business Cycles Fund(G)-Direct Plan is 0.74%.

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