Compare Axis Business Cycles Fund vs Invesco India Business Cycle Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹100
Expense Ratio
2.07
2.22
NAV
₹15.87
₹12.03
Fund Started
02 Feb 2023
06 Feb 2025
Fund Size
₹2145.25 Cr
₹947.32 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Exit load of 0.50%, if redeemed within 3 months.
1 Year
10.06%
20.66%
3 Year
16.51%
-
5 Year
-
-
Equity
98.41%
99.42%
Cash
0.79%
0.58%
Top 10 Holdings
ICICI Bank Ltd. | 7.19% |
HDFC Bank Ltd. | 3.90% |
Infosys Ltd. | 3.66% |
Larsen & Toubro Ltd. | 3.36% |
State Bank of India | 2.92% |
Ultratech Cement Ltd. | 2.91% |
Kotak Mahindra Bank Ltd. | 2.67% |
Shriram Finance Ltd | 2.62% |
Bharti Airtel Ltd. | 2.36% |
Mahindra & Mahindra Ltd. | 2.13% |
Interglobe Aviation Ltd. | 5.99% |
AU Small Finance Bank Ltd. | 5.89% |
Max Healthcare Institute Ltd. | 5.63% |
Eternal Ltd. | 4.63% |
Prestige Estates Projects Ltd. | 4.59% |
The Federal Bank Ltd. | 4.54% |
Sai Life Sciences Ltd. | 4.43% |
Trent Ltd. | 4.34% |
Cholamandalam Investment and Finance Company Ltd. | 4.34% |
Swiggy Ltd. | 4.15% |
Name
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-
Start Date
-
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Description
The scheme seeks 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.
The scheme seeks to generate 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.
Launch Date
02 Feb 2023
06 Feb 2025