Category: Equity: Thematic-Others |
Launch Date: 08-12-2021 |
Asset Class: |
Benchmark: S&P BSE 500 TRI |
TER: 2.09% As on (30-04-2024) |
Status: Open Ended Schemes |
Minimum Investment: 500.0 |
Minimum Topup: 500.0 |
Total Assets: 1,701.69 Cr As on (30-04-2024) |
Turn over: - | Exit Load: 1% for redemption within 30 days |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme seeks to provide long term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Standard Deviation | |
Sharpe Ratio | |
Alpha | |
Beta | |
Yield to Maturity | - |
Average Maturity | - |
Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
---|---|---|---|---|---|---|
Aditya Birla Sun Life Business Cycle Fund-Regular-Growth | 08-12-2021 | 27.33 | 21.01 | - | - | - |
Franklin India Opportunities Fund - Growth | 05-02-2000 | 70.91 | 50.01 | 30.22 | 25.67 | 18.86 |
ICICI Prudential Innovation Fund - Growth | 27-04-2023 | 57.52 | - | - | - | - |
HDFC Housing Opportunities Fund - Growth Option | 06-12-2017 | 54.13 | 37.72 | 26.5 | 18.91 | - |
Tata Business Cycle Fund-Regular Plan-Growth | 04-08-2021 | 50.03 | 35.13 | - | - | - |
ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 48.36 | 33.09 | 25.03 | - | - |
HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 47.5 | 35.96 | 26.42 | 21.13 | - |
SBI Magnum Comma Fund - Regular Plan - Growth | 05-08-2005 | 46.74 | 23.28 | 15.51 | 22.56 | 15.99 |
ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 46.47 | 34.11 | 28.72 | 24.38 | - |
Taurus Ethical Fund - Regular Plan - Growth | 06-04-2009 | 45.56 | 23.85 | 18.19 | 19.57 | 15.03 |
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Small Cap
18.94%
Others
6.21%
Large Cap
66.75%
Mid Cap
8.11%