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Axis Business Cycles Fund(IDCW)

IDCW
14.950.54% (+0.08)
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Insufficient Data

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Insufficient Data

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

OverviewPeersPortfolioFund ManagerOpinions

Asset Allocation

Actual

Target

Jun 2023

Sep 2023

Dec 2023

Mar 2024

ACTUAL
RightsCash & EquivalentsTreasury BillsFutures & OptionsEquity0.02%0.42%0.94%0.97%97.66%

Jun 2023

Sep 2023

Dec 2023

Mar 2024

Tickertape Separator

Sector Distribution

+28 moreDiversified ChemicalsAuto PartsOil & Gas - Refining & MarketingIT Services & ConsultingPrivate Banks60.70 %6.38 %6.46 %7.44 %8.39 %10.63 %

Jun 2023

Sep 2023

Dec 2023

Mar 2024

Tickertape Separator

Sector Weightage

Dec 22Mar 23Jun 23Sep 23Dec 23Mar 24N/A3.56%3.42%5.91%5.79%10.63%
Private Banks as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • Reliance Industries Ltd
    RELIANCE
    3M change : 1.39 %

    Holdings

    5.30 %

    1.39 %
  • HDFC Bank Ltd
    HDFCBANK
    3M change : 2.21 %

    Holdings

    5.02 %

    2.21 %
  • ICICI Bank Ltd
    ICICIBANK
    3M change : 1.95 %

    Holdings

    4.94 %

    1.95 %
  • State Bank of India
    SBIN
    3M change : -0.05 %

    Holdings

    4.10 %

    -0.05 %
  • Tata Consultancy Services Ltd
    TCS
    3M change : -0.35 %

    Holdings

    3.36 %

    -0.35 %
  • CreditAccess Grameen Ltd
    CREDITACC
    3M change : -0.97 %

    Holdings

    2.82 %

    -0.97 %
  • Sona BLW Precision Forgings Ltd
    SONACOMS
    3M change : -1.05 %

    Holdings

    2.80 %

    -1.05 %
  • NTPC Ltd
    NTPC
    3M change : -0.23 %

    Holdings

    2.68 %

    -0.23 %
  • Solar Industries India Ltd
    SOLARINDS
    3M change : -0.31 %

    Holdings

    2.29 %

    -0.31 %
  • Bharat Petroleum Corporation Ltd
    BPCL
    3M change : 0.54 %

    Holdings

    2.14 %

    0.54 %
  • Tata Motors Ltd
    TATAMOTORS
    3M change : -0.02 %

    Holdings

    2.10 %

    -0.02 %
  • Jindal Steel And Power Ltd
    JINDALSTEL
    3M change : 0.25 %

    Holdings

    2.03 %

    0.25 %
  • Infosys Ltd
    INFY
    3M change : -0.23 %

    Holdings

    1.98 %

    -0.23 %
  • Bharti Airtel Ltd
    BHARTIARTL
    3M change : 1.97 %

    Holdings

    1.97 %

    1.97 %
  • DLF Ltd
    DLF
    3M change : -0.30 %

    Holdings

    1.92 %

    -0.30 %
  • Bharat Electronics Ltd
    BEL
    3M change : -0.56 %

    Holdings

    1.85 %

    -0.56 %
  • Cholamandalam Financial Holdings Ltd
    CHOLAHLDNG
    3M change : -0.60 %

    Holdings

    1.83 %

    -0.60 %
  • KPR Mill Ltd
    KPRMILL
    3M change : -0.26 %

    Holdings

    1.81 %

    -0.26 %
  • Brigade Enterprises Ltd
    BRIGADE
    3M change : -0.45 %

    Holdings

    1.79 %

    -0.45 %
  • RHI Magnesita India Ltd
    RHIM
    3M change : -0.81 %

    Holdings

    1.79 %

    -0.81 %
  • CIE Automotive India Ltd
    CIEINDIA
    3M change : -0.51 %

    Holdings

    1.75 %

    -0.51 %
  • Data Patterns (India) Ltd
    DATAPATTNS
    3M change : -0.01 %

    Holdings

    1.75 %

    -0.01 %
  • Interglobe Aviation Ltd
    INDIGO
    3M change : 0.51 %

    Holdings

    1.75 %

    0.51 %
  • Tech Mahindra Ltd
    TECHM
    3M change : -0.22 %

    Holdings

    1.68 %

    -0.22 %
  • Jindal Stainless Ltd
    JSL
    3M change : 0.51 %

    Holdings

    1.65 %

    0.51 %
  • Delhivery Ltd
    DELHIVERY
    3M change : 0.29 %

    Holdings

    1.64 %

    0.29 %
  • Schaeffler India Ltd
    SCHAEFFLER
    3M change : -0.22 %

    Holdings

    1.62 %

    -0.22 %
  • UltraTech Cement Ltd
    ULTRACEMCO
    3M change : -1.47 %

    Holdings

    1.61 %

    -1.47 %
  • Jio Financial Services Ltd
    JIOFIN
    3M change : 0.13 %

    Holdings

    1.54 %

    0.13 %
  • Shree Cement Ltd
    SHREECEM
    3M change : -0.21 %

    Holdings

    1.47 %

    -0.21 %
  • Kaynes Technology India Ltd
    KAYNES
    3M change : -0.21 %

    Holdings

    1.45 %

    -0.21 %
  • SRF Ltd
    SRF
    3M change : -0.77 %

    Holdings

    1.27 %

    -0.77 %
  • Minda Corporation Ltd
    MINDACORP
    3M change : 0.46 %

    Holdings

    1.19 %

    0.46 %
  • Larsen and Toubro Ltd
    LT
    3M change : 1.14 %

    Holdings

    1.14 %

    1.14 %
  • BSE Ltd
    BSE
    3M change : 0.57 %

    Holdings

    1.08 %

    0.57 %
  • Marico Ltd
    MARICO
    3M change : -0.11 %

    Holdings

    1.07 %

    -0.11 %
  • Balrampur Chini Mills Ltd
    BALRAMCHIN
    3M change : -0.64 %

    Holdings

    1.06 %

    -0.64 %
  • Aether Industries Ltd
    AETHER
    3M change : -0.14 %

    Holdings

    1.05 %

    -0.14 %
  • Power Grid Corporation of India Ltd
    POWERGRID
    3M change : -0.69 %

    Holdings

    1.05 %

    -0.69 %
  • Voltas Ltd
    VOLTAS
    3M change : -0.23 %

    Holdings

    1.04 %

    -0.23 %
  • Grasim Industries Ltd
    GRASIM
    3M change : 0.07 %

    Holdings

    1.02 %

    0.07 %
  • Coal India Ltd
    COALINDIA
    3M change : -0.57 %

    Holdings

    1.01 %

    -0.57 %
  • Hindustan Unilever Ltd
    HINDUNILVR
    3M change : -0.16 %

    Holdings

    0.96 %

    -0.16 %
  • L&T Finance Ltd
    LTF
    3M change : -0.04 %

    Holdings

    0.90 %

    -0.04 %
  • Oil and Natural Gas Corporation Ltd
    ONGC
    3M change : 0.86 %

    Holdings

    0.86 %

    0.86 %
  • HCL Technologies Ltd
    HCLTECH
    3M change : 0.09 %

    Holdings

    0.82 %

    0.09 %
  • Indian Bank
    INDIANB
    3M change : 0.77 %

    Holdings

    0.77 %

    0.77 %
  • Apar Industries Ltd
    APARINDS
    3M change : 0.29 %

    Holdings

    0.72 %

    0.29 %
  • HDFC Life Insurance Company Ltd
    HDFCLIFE
    3M change : 0.72 %

    Holdings

    0.72 %

    0.72 %
  • Endurance Technologies Ltd
    ENDURANCE
    3M change : 0.68 %

    Holdings

    0.68 %

    0.68 %
  • Hero MotoCorp Ltd
    HEROMOTOCO
    3M change : -0.10 %

    Holdings

    0.68 %

    -0.10 %
  • Kotak Mahindra Bank Ltd
    KOTAKBANK
    3M change : 0.67 %

    Holdings

    0.67 %

    0.67 %
  • Hindalco Industries Ltd
    HINDALCO
    3M change : -1.48 %

    Holdings

    0.58 %

    -1.48 %
  • LTIMindtree Ltd
    LTIM
    3M change : -1.54 %

    Holdings

    0.55 %

    -1.54 %
  • Ambuja Cements Ltd
    AMBUJACEM
    3M change : 0.46 %

    Holdings

    0.46 %

    0.46 %
  • Vedant Fashions Ltd
    MANYAVAR
    3M change : -0.16 %

    Holdings

    0.44 %

    -0.16 %
  • Inox India Ltd
    INOXINDIA
    3M change : -0.20 %

    Holdings

    0.41 %

    -0.20 %
  • Tata Chemicals Ltd
    TATACHEM
    3M change : 0.41 %

    Holdings

    0.41 %

    0.41 %
  • Chemplast Sanmar Ltd
    CHEMPLASTS
    3M change : -0.67 %

    Holdings

    0.35 %

    -0.67 %
  • Life Insurance Corporation Of India
    LICI
    3M change : 0.35 %

    Holdings

    0.35 %

    0.35 %
  • KEI Industries Ltd
    KEI
    3M change : 0.31 %

    Holdings

    0.31 %

    0.31 %
  • CEAT Ltd
    CEATLTD
    3M change : -0.48 %

    Holdings

    0.15 %

    -0.48 %
  • Adani Ports and Special Economic Zone Ltd
    ADANIPORTS
    3M change : 0.12 %

    Holdings

    0.12 %

    0.12 %
  • Max Healthcare Institute Ltd
    MAXHEALTH
    3M change : 0.07 %

    Holdings

    0.07 %

    0.07 %
  • Mahindra and Mahindra Financial Services Ltd
    M&MFIN
    3M change : -0.35 %

    Holdings

    0.00 %

    -0.35 %
  • Asian Paints Ltd
    ASIANPAINT
    3M change : -1.24 %

    Holdings

    0.00 %

    -1.24 %
  • Indraprastha Gas Ltd
    IGL
    3M change : -0.19 %

    Holdings

    0.00 %

    -0.19 %