Axis Business Cycles Fund Regular-Growth
Equity
Thematic-Business Cycle
₹0.24% 1D
NAV on
Fund Summary
Ionic Wealth AI
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Fund Overview
- Rating
Not Rated - Minimum Investment₹100
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹2089 Cr
- Created on3 Feb 2023
Fund Ranking
#6
/ 9 in Thematic-Business Cycle
Risk Level
Very High
Returns
Trailing Return
Rolling Return
- 6 Month2.2%
- 1 Year1.7%
- 3 Year (CAGR)13.1%
- All Time (CAGR)16.6%
Category Return
- 6 Month3.4%
- 1 Year1.8%
- 3 Year (CAGR)13.9%
- All Time (CAGR)-
Asset Allocation
- Equity97.3%
- Debt1.3%
- Other1.4%
Top 5 Holdings
Top 5 Sectors
- Aarti Industries1.38%
- Asian Paints1.18%
- Bajaj Finance1.37%
- Bharat Forge0.69%
- Bharat Heavy Electricals1.12%
Fund Information
- Expense Ratio2.28%
- Exit LoadExit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
- Lock-In PeriodNo Lock-In
Managed By
Mayank Hyanki
April 2024 - Present
Ashish Naik
Feb 2023 - Present
Hitesh Das
Feb 2023 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.51 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 15.79 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 0.84 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 1.01