Axis Business Cycles Gr
Empty
1–7 yearsInvestment Horizon
HNI,MATarget Segments
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation19.2%
Sharpe Ratio-0.07
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Larsen & Toubro LtdCapital Goods3.79%
Axis Bank LtdFinancial Services3.60%
ICICI Bank LtdFinancial Services3.59%
HDFC Bank LtdFinancial Services3.34%
Clearing Corporation Of India LtdUtilities3.09%
Kotak Mahindra Bank LtdFinancial Services2.72%
Grasim Industries LtdCapital Goods2.67%
Aether Industries LtdCapital Goods2.58%
Bharti Airtel LtdServices2.47%
PTC Industries LtdCapital Goods2.22%
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
AN
Ashish Naik
Mr. Ashish Naik has experience of 24 years. Manages 24 funds at Axis Asset Management Company Limited with an AUM of approximately ₹36,138 Cr Holds a PGDBM degree.
24 years
Combined Team Experience
₹ 36,138 Cr
Assets Under Management
Firm Overview
Total AUM₹3,61,984.16 Cr
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.28%
Exit Load1
Regulatory & Tax Information
INF846K019N8
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)