Category: Equity: Thematic-Others |
Launch Date: 05-03-2024 |
Asset Class: |
Benchmark: NIFTY 500 TRI |
TER: 2.43% As on (30-04-2024) |
Status: Open Ended Schemes |
Minimum Investment: 1000.0 |
Minimum Topup: 1000.0 |
Total Assets: 449.43 Cr As on (30-04-2024) |
Turn over: - | Exit Load: Exit load of 1%, if redeemed within 1 year. |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The Schemeseeks to generate long-term capital appreciation by investing with a focus on riding business cycles through allocation between 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(%) |
---|---|---|---|---|---|---|
Union Business Cycle Fund - Regular Plan - Growth Option | 05-03-2024 | - | - | - | - | - |
Franklin India Opportunities Fund - Growth | 05-02-2000 | 75.96 | 50.27 | 31.01 | 26.12 | 18.95 |
ICICI Prudential Innovation Fund - Growth | 27-04-2023 | 61.0 | - | - | - | - |
HDFC Housing Opportunities Fund - Growth Option | 06-12-2017 | 56.74 | 37.04 | 26.36 | 18.96 | - |
Tata Business Cycle Fund-Regular Plan-Growth | 04-08-2021 | 51.61 | 33.81 | - | - | - |
ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 51.12 | 32.2 | 25.13 | - | - |
HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 50.05 | 35.33 | 26.25 | 21.21 | - |
SBI Magnum Comma Fund - Regular Plan - Growth | 05-08-2005 | 49.15 | 21.57 | 15.62 | 22.78 | 16.12 |
ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 47.69 | 32.75 | 28.43 | 24.43 | - |
ICICI Prudential Commodities Fund - Growth Option | 05-10-2019 | 47.63 | 27.93 | 22.66 | - | - |
Small Cap
15.81%
Others
4.71%
Large Cap
53.22%
Mid Cap
26.26%