NAV Growth
Growth of each fund's NAV over the selected period, rebased to 0%
-
-
-
1M
3M
6M
1Y
3Y
5Y
Fund Details
| Fund Details | ITI Business Cycle Fund - Direct (G) | AXIS Business Cycles Fund - Direct (G) |
|---|---|---|
| Fund Type | Equity | Equity |
| Risk | Very High | Very High |
| Min SIP Amount | ₹500 | ₹100 |
| Min Lumpsum | ₹5,000 | ₹100 |
| Expense Ratio | 1.76% | 1.62% |
| NAV | ₹10.88 (25 Sept 2026) | ₹17.76 (25 Sept 2026) |
| Fund Size | ₹116.38 Cr | ₹2,168.39 Cr |
| Fund Started | 09 Mar 2026 | 22 Feb 2023 |
| Lock-in Period | No lock-in | No lock-in |
| Exit Load |
Returns
| Returns | ITI Business Cycle Fund - Direct (G) | AXIS Business Cycles Fund - Direct (G) |
|---|---|---|
| 1M | 2.83% | -3.86% |
| 3M | 4.23% | 1.84% |
| 6M | 11.83% | 14.06% |
| 1Y | — | 2.97% |
| 3Y | — | 13.43% |
| 5Y | — | — |
| Since Inception | 9.35% | 17.23% |
Risk Ratios
Trailing risk-adjusted performance measures
| Risk Ratio | ITI Business Cycle Fund - Direct (G) | AXIS Business Cycles Fund - Direct (G) |
|---|---|---|
| Alpha | 2.91 | 2.33 |
| Beta | 0.58 | 1.01 |
| Sharpe | 2.11 | 0.64 |
| Standard Deviation | 2.74 | 4.56 |
Holding Analysis
| Holding Analysis | ITI Business Cycle Fund - Direct (G) | AXIS Business Cycles Fund - Direct (G) |
|---|---|---|
| Top 5 Holdings | 14.03% | 16.86% |
| Top 10 Holdings | 23.16% | 28.93% |
| Portfolio Turnover | — | 1.08 |
| Equity | 97.08% | 95.72% |
| Debt | 2.06% | 2.90% |
| Cash | — | — |
Top Holdings
ITI Business Cycle Fund - Direct (G)
| Name | Assets |
|---|---|
| 3.69% | |
| 2.92% | |
| 2.85% | |
| 2.49% | |
| 2.08% | |
| 1.90% | |
| 1.90% | |
| 1.89% | |
| 1.72% | |
| 1.72% |
Fund Manager
| Fund Manager | ITI Business Cycle Fund - Direct (G) | AXIS Business Cycles Fund - Direct (G) |
|---|---|---|
| Name | , , |
About Fund
| About | ITI Business Cycle Fund - Direct (G) | AXIS Business Cycles Fund - Direct (G) |
|---|---|---|
| AMC | ITI Mutual Fund | Axis Mutual Fund |
| Scheme Category | Thematic Fund | Thematic Fund |
| Benchmark | Nifty 500 TRI | Nifty 500 TRI |
| Launch Date | 13 Feb 2026 | 02 Feb 2023 |

