NAV Growth

Growth of each fund's NAV over the selected period, rebased to 0%

Growth of each fund's NAV over the selected period, rebased to 0%

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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	1.63%	1.65%
NAV	₹10.64 (11 Nov 2026)	₹18.14 (11 Nov 2026)
Fund Size	₹111.63 Cr	₹1,962.17 Cr
Fund Started	09 Mar 2026	22 Feb 2023
Lock-in Period	No lock-in	No lock-in
Exit Load	0.50% if redeemed or switched out on or before completion of 3 months from the date of allotment of units Nil, if redeemed or switched out after completion of 3 months from the date of allotment of units.	If redeemed / switched-out within 12 months - For 10% of investment: Nil For remaining investment: 1% If redeemed/switched out after 12 months from the date of allotment: Nil.

Returns	ITI Business Cycle Fund - Direct (G)	AXIS Business Cycles Fund - Direct (G)
1M	1.40%	4.60%
3M	-0.76%	-1.05%
6M	-0.09%	3.88%
1Y	—	4.48%
3Y	—	13.62%
5Y	—	—
Since Inception	5.28%	17.07%

Trailing risk-adjusted performance measures

Risk Ratio	ITI Business Cycle Fund - Direct (G)	AXIS Business Cycles Fund - Direct (G)
Alpha	-3.25	1.77
Beta	0.54	1.02
Sharpe	0.07	0.43
Standard Deviation	3.72	4.71

Holding Analysis	ITI Business Cycle Fund - Direct (G)	AXIS Business Cycles Fund - Direct (G)
Top 5 Holdings	20.91%	18.25%
Top 10 Holdings	30.76%	30.88%
Portfolio Turnover	—	1.08
Equity	91.32%	96.92%
Debt	5.27%	2.22%
Cash	—	—

Name	Assets
Larsen & Toubro LtdEquity

Fund Manager	ITI Business Cycle Fund - Direct (G)	AXIS Business Cycles Fund - Direct (G)
Name	, ,

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