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Axis Business Cycles Fund - Regular Plan - IDCW Axis Business Cycles Fund - Regular Plan - IDCW

Axis Business Cycles Fund - Portfolio Analysis

  • ₹16.59 (0.36%)

    Current NAV 04-07-2025

  • 2.28%

    Returns

  • Min. SIP ₹100

    Min. Investment ₹100

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-May-2025)

Allocation of Equity and Debt Asset Classes.

  • Equity 97.13%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 61.39
Small Cap 19.89
Mid Cap 12.71
Others 3.14

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Financial Services

Industrials

Consumer Cyclical

Basic Materials

Technology

Healthcare

Energy

Consumer Defensive

Communication Services

Real Estate

Utilities

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
04-Jul-2025
Holdings PE Ratio
04-Jul-2025
1Y Return
HDFC Bank Ltd Large Cap Financial Services (20.42) 6.73% 21.55 15.21%
ICICI Bank Ltd Large Cap Financial Services (20.42) 6.33% 20.17 16.99%
Reliance Industries Ltd Large Cap Energy (36.73) 4.08% 29.68 -1.71%
Bharti Airtel Ltd Large Cap Communication Services (50.6) 3.2% 34.89 41.81%
UltraTech Cement Ltd Large Cap Basic Materials (55.96) 2.88% 44.61 34.3%
Larsen & Toubro Ltd Large Cap Industrials (31.9) 2.57% 33.61 0.55%
InterGlobe Aviation Ltd Large Cap Industrials (31.3) 2.11% 30.69 34.43%
Mahindra & Mahindra Ltd Large Cap Consumer Cyclical (31.12) 2.07% 30.83 12.43%
Jyoti CNC Automation Ltd Small Cap Industrials (56.42) 1.96% 74.55 -22.56%
Tata Consultancy Services Ltd Large Cap Technology (30.58) 1.9% 25.49 -14.93%
GE Vernova T&D India Ltd Mid Cap Industrials (26.89) 1.86% 206.18 772.74%
Infosys Ltd Large Cap Technology (30.58) 1.8% 25.51 -0.54%
Kotak Mahindra Bank Ltd Large Cap Financial Services (24.43) 1.79% 26.45 -0.13%
State Bank of India Large Cap Financial Services (8.94) 1.69% 9.34 -3.26%
RHI Magnesita India Ltd Small Cap Industrials (45.44) 1.64% 48.76 -24.68%
REC Ltd Large Cap Financial Services (12.14) 1.56% 6.53 -31.6%
HDFC Life Insurance Co Ltd Large Cap Financial Services (19.44) 1.52% 93.35 29.83%
Hindustan Unilever Ltd Large Cap Consumer Defensive (38.82) 1.51% 0 0%
Delhivery Ltd Small Cap Industrials (43.58) 1.45% 179.4 -2.25%
Bharat Electronics Ltd Large Cap Industrials (52.98) 1.4% 58.74 34.74%
DLF Ltd Large Cap Real Estate (79.05) 1.33% 47.33 -0.48%
ITC Ltd Large Cap Consumer Defensive (14.83) 1.33% 15.12 -0.92%
Mankind Pharma Ltd Mid Cap Healthcare (39.22) 1.29% 50.55 12.3%
Apar Industries Ltd Mid Cap Industrials (60.25) 1.25% 42.28 0.52%
Sun Pharmaceuticals Industries Ltd Large Cap Healthcare (39.22) 1.17% 36.83 7.67%
Larsen & Toubro Limited June 2025 Future 1.14% - 0%
Brigade Enterprises Ltd Small Cap Real Estate (79.05) 1.13% 38.25 -22.51%
Vishal Mega Mart Ltd Mid Cap Consumer Cyclical 1.12% - 0%
Aether Industries Ltd Small Cap Basic Materials (60.25) 1.12% 65.2 -15.9%
Sona BLW Precision Forgings Ltd Mid Cap Consumer Cyclical (38.8) 1.06% 49.47 -28.36%
Minda Corp Ltd Small Cap Consumer Cyclical (46.01) 1.06% 0 0%
K.P.R. Mill Ltd Small Cap Consumer Cyclical (751.55) 1.05% 0 166.23%
CreditAccess Grameen Ltd Ordinary Shares Small Cap Financial Services (28.97) 1.01% 38.98 -2.46%
Solar Industries India Ltd Mid Cap Basic Materials (26.29) 0.97% 0 14.53%
Tata Power Co Ltd Large Cap Utilities (26.74) 0.94% 32.33 -7.93%
Ambuja Cements Ltd Large Cap Basic Materials (26.26) 0.93% 0 0%
Eternal Ltd Large Cap Consumer Cyclical (36.51) 0.91% -10.49 85.47%
Emcure Pharmaceuticals Ltd Small Cap Healthcare 0.91% - 0%
KEI Industries Ltd Mid Cap Industrials (47.47) 0.87% 51.96 -19.16%
Titagarh Rail Systems Ltd Small Cap Industrials (41.23) 0.86% 46.2 -47.28%
TVS Motor Co Ltd Large Cap Consumer Cyclical (31.14) 0.85% 61.11 21.51%
LTIMindtree Ltd Large Cap Technology (36.96) 0.84% 33.85 6.16%
Hindalco Industries Ltd Large Cap Basic Materials (30.32) 0.84% 38.75 29.66%
BSE Ltd Mid Cap Financial Services 0.83% - 0%
Indian Bank Mid Cap Financial Services (8.94) 0.79% 7.78 20.13%
OneSource Specialty Pharma Ltd Healthcare 0.78% - 0%
CG Power & Industrial Solutions Ltd Large Cap Industrials (81.42) 0.78% 106.18 -6.37%
Godrej Agrovet Ltd Ordinary Shares Small Cap Consumer Defensive (31.87) 0.74% 28.14 16.59%
Sudarshan Chemical Industries Ltd Small Cap Basic Materials (38.58) 0.74% 12.6 56.28%
Varun Beverages Ltd Large Cap Consumer Defensive 0.73% - 0%
Tata Technologies Ltd Mid Cap Technology (30.75) 0.73% 42.27 -29.72%
Swiggy Ltd Large Cap Consumer Cyclical 0.71% - 0%
Samvardhana Motherson International Ltd Large Cap Consumer Cyclical (70.59) 0.69% 28.52 -25.46%
Premier Energies Ltd Mid Cap Technology 0.69% - 0%
Fortis Healthcare Ltd Mid Cap Healthcare (47.43) 0.68% 78.62 72.3%
NTPC Ltd Large Cap Utilities (26.74) 0.67% 13.89 -10.03%
Life Insurance Corporation of India Large Cap Financial Services (19.55) 0.67% 12.53 -4.43%
Cipla Ltd Large Cap Healthcare (39.22) 0.64% 23.21 2.22%
ICICI Prudential Life Insurance Co Ltd Large Cap Financial Services (19.44) 0.62% 79.4 2.75%
Trent Ltd Large Cap Consumer Cyclical (103.17) 0.6% 126.13 -1.94%
Coal India Ltd Large Cap Energy (12.25) 0.58% 6.73 -21.12%
Bharat Petroleum Corp Ltd Large Cap Energy (36.73) 0.57% 11.27 14.35%
Karur Vysya Bank Ltd Small Cap Financial Services (20.42) 0.57% 0 31.91%
Kaynes Technology India Ltd Mid Cap Industrials (116.13) 0.56% 140.42 53.64%
Shriram Finance Ltd Financial Services 0.55% - 0%
Vijaya Diagnostic Centre Ltd Small Cap Healthcare (47.43) 0.55% 73.27 29.53%
Aditya Birla Real Estate Ltd Small Cap Basic Materials (16.67) 0.53% -159.28 -1.08%
Titan Co Ltd Large Cap Consumer Cyclical (75.55) 0.52% 97.87 10.29%
Arvind Fashions Ltd Small Cap Consumer Cyclical (55.16) 0.51% -262.79 -15.32%
Cholamandalam Financial Holdings Ltd Small Cap Financial Services (36.21) 0.5% 17.52 57.6%
Britannia Industries Ltd Large Cap Consumer Defensive (67.81) 0.49% 63.81 6.38%
PTC Industries Ltd Small Cap Industrials (44.33) 0.48% 365.42 -0.83%
Crompton Greaves Consumer Electricals Ltd Small Cap Consumer Cyclical (72.03) 0.45% 41.18 -12.99%
Adani Energy Solutions Ltd Large Cap Utilities (28.94) 0.44% 99.47 -14.39%
Infosys Limited June 2025 Future 0.43% - 0%
Ajax Engineering Ltd Industrials 0.43% - 0%
Graphite India Ltd Small Cap Industrials (37.05) 0.4% 23.83 -2.54%
Jyothy Labs Ltd Small Cap Consumer Defensive (56.31) 0.39% 33.91 -27.44%
Aarti Industries Ltd Small Cap Basic Materials (60.25) 0.39% 52.13 -33.78%
Dhanuka Agritech Ltd Small Cap Basic Materials (26.99) 0.38% 26.21 1.89%
City Union Bank Ltd Small Cap Financial Services (20.42) 0.36% 0 25.73%
Havells India Ltd Large Cap Industrials (66.11) 0.35% 67.16 -17.76%
PG Electroplast Ltd Small Cap Technology 0.32% - 0%
P N Gadgil Jewellers Ltd Small Cap Consumer Cyclical 0.23% - 0%
Ceigall India Ltd Small Cap Industrials 0.17% - 0%
Tata Motors Limited 680 Call June 2025 Option 0.06% - 0%
Hcl Technologies Limited 1600 Call June 2025 Option 0.05% - 0%
Grasim Industries Ltd Large Cap Basic Materials (47.41) 0.04% 47.06 2.61%
Jsw Steel Limited 1020 Call June 2025 Option 0.02% - 0%
Power Grid Corporation Of India Limited 295 Call June 2025 Option 0.02% - 0%
Ntpc Limited 345 Call June 2025 Option 0.01% - 0%
Kotak Mahindra Bank Limited June 2025 Future -0.35% - 0%
Indus Towers Ltd Ordinary Shares Large Cap Communication Services (14.23) 0% 11.28 5.14%

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Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for Axis Business Cycles Fund ?

The top holdings of this fund are

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for Axis Business Cycles Fund ?

The major sectors of this fund are .

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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