Category: Equity: Thematic-Others |
Launch Date: 03-12-2021 |
Asset Class: |
Benchmark: S&P BSE 500 TRI |
TER: 2.14% As on (31-03-2024) |
Status: Open Ended Schemes |
Minimum Investment: 500.0 |
Minimum Topup: 500.0 |
Total Assets: 1,642.15 Cr As on (31-03-2024) |
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 IDCW Payout | 03-12-2021 | 27.77 | 13.93 | - | - | - |
Franklin India Opportunities Fund - Growth | 05-02-2000 | 69.01 | 34.96 | 27.48 | 22.28 | 18.91 |
Tata Business Cycle Fund-Regular Plan-Growth | 04-08-2021 | 50.96 | 25.65 | - | - | - |
ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 49.22 | 26.79 | 30.97 | 21.9 | - |
ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 49.1 | 25.41 | 25.39 | - | - |
Taurus Ethical Fund - Regular Plan - Growth | 06-04-2009 | 45.58 | 16.83 | 18.04 | 17.87 | 15.26 |
Kotak Pioneer Fund- Regular Plan- Growth Option | 31-10-2019 | 45.12 | 20.48 | 18.48 | - | - |
HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 44.95 | 23.98 | 23.4 | 18.17 | - |
SBI Magnum Comma Fund - Regular Plan - Growth | 05-08-2005 | 44.85 | 13.14 | 18.45 | 21.24 | 16.93 |
Edelweiss Recently Listed IPO Fund Regular Plan Growth | 16-02-2018 | 43.61 | 10.26 | 15.43 | 21.26 | - |
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Small Cap
16.41%
Others
6.95%
Large Cap
69.63%
Mid Cap
7.0%