Axis Mutual Fundimage

Axis Business Cycles Fund

EquitySectoral/ThematicIDCWGrowthIDCW-Reinvestment

Fund Overview

NAV (19 Nov 24)

₹ 15.69

AUM (in Cr)

₹ 2612.83

1 Year CAGR

% 26.94

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Axis Business Cycles Fund
-5.77
-3.86
5.37
26.94
0.00
0.00
Nifty 500
-6.02
-4.76
5.12
26.19
14.04
19.01
Sectoral/Thematic
2.26
10.60
19.38
45.10
21.55
25.94

Note:  Benchmark Performance not available due to periodic changes in underlying Benchmark composition.

Scheme Information

Investment Objective

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. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Expense Ratio
% 1.98
Benchmark
Nifty 500
AUM
₹ 2612.83
Inception Date
02 Feb 2023
Turnover Ratio
% 108.00
Exit Load
If redeemed / switched-out within 12 months from the date of allotment, For 10% of investments: Nil. For remaining investments: 1%.If redeemed / switched - out after 12 months from the date of allotment: NiL.
Asset Class
Equity

Total AUM

₹ 313387.24

No. of Schemes under this AMC

80

Phone

43255161

Email

customerservice@axismf.com

Incorporation Date

9/4/2009

Address

Axis House, 1st Floor,, C-2, Wadia International Centre,, Pandurang Budhkar Marg,

Mumbai - 400025

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