| Category: Equity: Thematic-Business-Cycle |
| Launch Date: 01-09-2024 |
| Asset Class: Equity |
| Benchmark: Nifty 500 TRI |
| TER: 2.15% As on (31-05-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,205.69 Cr As on 31-05-2026(Source:AMFI) |
| Turn over: 0.42% | Exit Load: 0.0005 |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity-related instruments 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(%) |
|---|---|---|---|---|---|---|
| Bandhan BusIness Cycle Fund - Regular Plan - Growth | 01-09-2024 | -2.03 | - | - | - | - |
| Invesco India BusIness Cycle Fund - Growth | 27-02-2025 | 16.05 | - | - | - | - |
| MahIndra Manulife BusIness Cycle Fund- Regular Plan - Growth | 11-09-2023 | 6.2 | 2.57 | - | - | - |
| Kotak BusIness Cycle Fund-Regular Plan-Growth | 05-09-2022 | 5.92 | 6.67 | 16.14 | - | - |
| Union BusIness Cycle Fund - Regular Plan - Growth Option | 05-03-2024 | 5.17 | 1.25 | - | - | - |
| HDFC BusIness Cycle Fund - Growth Option | 05-11-2022 | 3.46 | 2.64 | 11.68 | - | - |
| Quant BusIness Cycle Fund - Growth Option - Regular Plan | 30-05-2023 | 3.16 | -2.82 | 17.16 | - | - |
| DSP BusIness Cycle Fund - Regular - Growth | 17-12-2024 | 3.11 | - | - | - | - |
| Aditya Birla Sun Life BusIness Cycle Fund-Regular-Growth | 06-12-2021 | 2.54 | 2.75 | 12.55 | - | - |
| Axis BusIness Cycles Fund - Regular Plan - Growth | 05-02-2023 | 2.42 | 2.38 | 14.0 | - | - |
Small Cap
22.15%
Others
2.48%
Large Cap
55.51%
Mid Cap
19.86%