Why Invest in Equity Funds?
Overview
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.
Entry Load, Exit Load & Tax
| If redeemed / switched-out within 12 months from the date of allotment | |
| For 10% of investment | Nil |
| For remaining investment | 1% |
| If redeemed/switched out after 12 months | |
| From the date of allotment | Nil |
Minimum Investment
This product is suitable for investors who are seeking*
- Capital appreciation over long term.
- An equity scheme investing in equity & equity related securitieswith focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Fund Manager
Performance
Returns Calculator
Returns Over The Years
Performance of Axis Business Cycles Fund - Direct Growth as of February 28, 2026
| Nifty 500 TRI | Current Value of Rs.10,000 Invested | |||||
|---|---|---|---|---|---|---|
| Annualised(%) | Nifty 500 TRI Benchmark(%) | Nifty 50 TRI Additional Benchmark(%) | Annualised(₹) | Nifty 500 TRI Benchmark(₹) | Nifty 50 TRI Additional Benchmark(₹) | |
| Since Inception 2023-02-22 | 19.49% | 17.38% | 14.01% | 17,110 | 16,215 | 14,852 |
| 5 Years | - | - | - | - | - | - |
| 3 Years | 19.53% | 17.97% | 14.64% | 17,076 | 16,420 | 15,066 |
| 1 Year | 20.05% | 17.68% | 15.12% | 11,999 | 11,762 | 11,507 |
Performance of SIP
| SIP Investments | Total Amount Invested | Market Value (As on 2026-02-27) | Returns (Annualised) | Benchmark Returns (Annualised) | Additional Benchmark Returns (Annualised) | Benchmark Market Value | Additional Benchmark Market Value |
|---|---|---|---|---|---|---|---|
| Since Inception 22 Feb 2023 | 3,70,000 | 4,35,406.85 | 10.62% | 10.89% | 9.56% | 4,37,111.94 | 4,28,523.36 |
| 5 Years | 6,00,000 | - | - | - | - | - | - |
| 3 Years | 3,60,000 | 4,18,986.85 | 10.16% | 10.47% | 9.28% | 4,20,896.52 | 4,13,671.83 |
| 1 Year | 1,20,000 | 1,23,249.26 | 5.13% | 5.49% | 4.67% | 1,23,472.27 | 1,22,959.96 |
Fund Quants
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Holdings
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Frequently asked questions
The fund manager combines:• Macroeconomic parameters: GDP growth, exports, inflation, interest rates, policy reforms.• High-frequency indicators: PMI, corporate earnings, business sentiment, consumer confidence.• Sector analysis: Industry trends, competitive positioning, growth drivers.This approach aims towards a forward-looking thematic portfolio strategy.
• Top-down: Aligning with macroeconomic and policy cycles.• Bottom-up: Selecting fundamentally strong companies with earnings visibility.• Hybrid: Blending macro themes with company-specific fundamentals for a high-conviction thematic portfolio.
• Exposure to dynamic sector rotation opportunities.• Potential to benefit from earnings upgrades and valuation re-rating during upturns.• Focused thematic portfolio construction that adapts to economic conditions.• Diversification across cyclical and structural themes in the economy.• Suitable for investors who want a quality-focused thematic equity fund for long-term wealth creation.
This thematic fund may suit:• Investors looking for theme-based equity investing in India.• Those who want exposure to cyclical sectors like financials, consumption, industrials, and exports.• Long-term investors (5+ years) who can handle higher volatility vs diversified equity funds.
• Being a thematic mutual fund, returns depend on the success of identified themes and economic cycles.• Sector concentration risk may be higher compared to diversified funds.• Performance can vary significantly across different market phases.
Yes. A SIP in Axis Business Cycles Fund helps investors participate across cycles, reduce timing risk, and build exposure to cyclical opportunities in thematic investing.
• Axis Business Cycles Fund: Invests dynamically across sectors based on economic cycles.• Other Thematic Funds: Usually focus on one theme (e.g., ESG, technology, infrastructure).• Diversified Equity Funds: Spread across sectors with no thematic bias.This makes Axis Business Cycles Fund a cyclical, theme-based investing option.Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Business cycle investing is a form of thematic investing where the portfolio shifts across sectors depending on the economic environment (expansion, slowdown, recovery, consolidation). Different themes and sectors tend to outperform in different cycles, and this fund aims to capture these cyclical investing opportunities through sector rotation.
Axis Business Cycles Fund is an open-ended thematic equity mutual fund that follows a business cycle investing strategy. It identifies economic and market cycles and invests in sectors and companies expected to benefit during that phase. It is positioned as a theme-based mutual fund in India for investors seeking cyclical opportunities.
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