Category: Equity: Thematic-Others |
Launch Date: 22-02-2023 |
Asset Class: |
Benchmark: NIFTY 500 TRI |
TER: 1.95% As on (31-03-2024) |
Status: Open Ended Schemes |
Minimum Investment: 100.0 |
Minimum Topup: 100.0 |
Total Assets: 2,645.19 Cr As on (31-03-2024) |
Turn over: - | Exit Load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. |
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(%) |
---|---|---|---|---|---|---|
Axis Business Cycles Fund - Regular Plan - IDCW | 22-02-2023 | 43.98 | - | - | - | - |
Franklin India Opportunities Fund - Growth | 05-02-2000 | 73.84 | 38.58 | 29.02 | 23.21 | 18.87 |
Tata Business Cycle Fund-Regular Plan-Growth | 04-08-2021 | 54.0 | 29.56 | - | - | - |
ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 52.04 | 28.91 | 32.46 | 22.73 | - |
ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 51.55 | 26.73 | 26.56 | - | - |
SBI Magnum Comma Fund - Regular Plan - Growth | 05-08-2005 | 50.29 | 16.6 | 20.06 | 22.04 | 17.09 |
Taurus Ethical Fund - Regular Plan - Growth | 06-04-2009 | 49.6 | 19.36 | 19.21 | 18.19 | 15.31 |
HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 49.21 | 28.41 | 25.89 | 19.59 | - |
ICICI Prudential Commodities Fund - Growth Option | 05-10-2019 | 48.9 | 24.32 | 29.41 | - | - |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | 23-10-2020 | 46.89 | 19.51 | 20.27 | - | - |
Small Cap
16.37%
Others
2.35%
Large Cap
61.35%
Mid Cap
19.93%