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    Axis Business Cycle Fund NFO-LEAFLET

    Uploaded by

    amarnathb2001
    The document provides details about the new fund offer (NFO) of the Axis Business Cycles Fund, an open-ended equity scheme following a business cycles based investing theme. The key details are: - NFO opens on February 02nd, 2023 and closes on February 16th, 2023. - The fund will take a hybrid approach, combining top-down and bottom-up analysis to identify cyclical opportunities with a medium term view. Sector selection will be based on the nature of sectors and their position in the business cycle. - The benchmark for the fund is Nifty 500 TRI.

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    © All Rights Reserved
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    Axis Business Cycle Fund NFO-LEAFLET

    Uploaded by

    amarnathb2001
    83 views2 pages
    The document provides details about the new fund offer (NFO) of the Axis Business Cycles Fund, an open-ended equity scheme following a business cycles based investing theme. The key details are: - NFO opens on February 02nd, 2023 and closes on February 16th, 2023. - The fund will take a hybrid approach, combining top-down and bottom-up analysis to identify cyclical opportunities with a medium term view. Sector selection will be based on the nature of sectors and their position in the business cycle. - The benchmark for the fund is Nifty 500 TRI.

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    © © All Rights Reserved

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    The document provides details about the new fund offer (NFO) of the Axis Business Cycles Fund, an open-ended equity scheme following a business cycles based investing theme. The key details are: - NFO opens on February 02nd, 2023 and closes on February 16th, 2023. - The fund will take a hybrid approach, combining top-down and bottom-up analysis to identify cyclical opportunities with a medium term view. Sector selection will be based on the nature of sectors and their position in the business cycle. - The benchmark for the fund is Nifty 500 TRI.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    83 views2 pages

    Axis Business Cycle Fund NFO-LEAFLET

    Uploaded by

    amarnathb2001
    The document provides details about the new fund offer (NFO) of the Axis Business Cycles Fund, an open-ended equity scheme following a business cycles based investing theme. The key details are: - NFO opens on February 02nd, 2023 and closes on February 16th, 2023. - The fund will take a hybrid approach, combining top-down and bottom-up analysis to identify cyclical opportunities with a medium term view. Sector selection will be based on the nature of sectors and their position in the business cycle. - The benchmark for the fund is Nifty 500 TRI.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 2

    NFO Opens: February 02nd, 2023

    NFO Closes: February 16th, 2023

    Investing - A Game of Identification


    Right place, right time critical to investing success

    Shareholder
    Economic External Value
    Capacity Factors

    Capital
    Availability
    Economic Cycle Sector Cycle
    (to identify cycles Pricing (To Identify sectors
    in Macro Efficiency with own cycles
    driven sectors) DRIVEN by Industry
    specific factors)

    Consumer
    Sentiment Capacity
    Government
    Demand Utilization
    Action
    Dynamics

    Identify A Portfolio of Companies with Favourable Business Cycle Tailwinds

    Business Cycle Investing


    A Case for Conviction Driven Investing

    Need For High Conviction


    Forward Looking Investing Sell Discipline
    • Meaningful allocation to
    • Focus on Medium term • Restructure portfolios
    sectors basis research
    Growth triggers once industry cycle
    indicators
    plays out
    • Identify opportunities to
    • Always Plan for
    benefit from earnings • Transition to new
    Contingency - Nothing
    upgrades and/or portfolio basis a
    goes to Plan. Plan to
    valuation re-rating changing business cycle
    diversify
    Investment Approach
    Our Approach to Business Cycle Investing

    Economic Cycle Sector Cycle


    (Macro Factors) (Industry Specific Factors)

    Growth and inflation Industry analysis


    Monetary and Fiscal policy Company position
    Regulatory changes Competitive advantage
    Capex and consumer spending Growth prospects

    Top down approach + Bottom up approach = Hybrid approach to investing

    Looking for cyclical opportunities with a medium term view

    Sector selection will be based on nature of sectors

    Fund Facts

    Name Fund Manager Benchmark


    Axis Business Mr. Ashish Naik NIFTY 500 TRI
    Cycles Fund & Mr. Hitesh Das
    (for Foreign Securities)

    Category Minimum Application NFO Period


    nd th
    Thematic ` 5,000 and in multiples of ` 1 thereafter February 02 - 16 , 2023
    For detailed Investment strategy please refer SID/KIM of the Scheme available on the website.

    Fund Benchmark Distributed by:


    AXIS BUSINESS CYCLES FUND
    (An open ended equity scheme following business cycles based investing theme)
    Benchmark: Nifty 500 TRI
    This product is suitable for investors who are seeking* Moderate
    Moderately
    High Moderate
    Moderately
    High

    • Capital appreciation over long term


    Low to Low to
    Moderate High High
    Moderate

    • An equity scheme investing in equity & equity related securities with focus on riding Low Very High Low Very High

    business cycles through dynamic allocation between various sectors and stocks at RISKOMETER RISKOMETER

    different stages of business cycles in the economy Investors understand that their principal
    will be at very high risk Nifty 500 TRI
    *Investors should consult their financial advisers if in doubt about whether the product is
    suitable for them.

    The product labelling assigned during the New Fund Offer is based on internal assessment of the Scheme Characteristics or model portfolio and the same may
    vary post NFO when actual investments are made.

    Statutory Details: Axis Mutual Fund has been established as a Trust under the Indian Trusts Act, 1882, sponsored by Axis Bank Ltd. (liability restricted to ` 1 lakh).
    Trustee: Axis Mutual Fund Trustee Ltd. Investment Manager: Axis Asset Management Co. Ltd. (the AMC). Risk Factors: Axis Bank Ltd. is not liable or responsible
    for any loss or shortfall resulting from the operation of the schemes.

    Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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