| Category: Equity: Thematic-Business-Cycle |
| Launch Date: 01-09-2024 |
| Asset Class: Equity |
| Benchmark: Nifty 500 TRI |
| TER: 2.41% As on (31-07-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,165.94 Cr As on 31-07-2026(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 | 1.95 | - | - | - | - |
| Invesco India BusIness Cycle Fund - Growth | 27-02-2025 | 17.6 | - | - | - | - |
| Aditya Birla Sun Life BusIness Cycle Fund-Regular-Growth | 06-12-2021 | 14.04 | 3.87 | 13.78 | - | - |
| MahIndra Manulife BusIness Cycle Fund- Regular Plan - Growth | 11-09-2023 | 12.16 | 0.61 | - | - | - |
| Quant BusIness Cycle Fund - Growth Option - Regular Plan | 30-05-2023 | 10.24 | -6.38 | 12.11 | - | - |
| Bank Of India BusIness Cycle Fund - Regular Plan - Growth | 05-08-2024 | 10.1 | - | - | - | - |
| Union BusIness Cycle Fund - Regular Plan - Growth Option | 05-03-2024 | 10.02 | 0.67 | - | - | - |
| Sundaram BusIness Cycle Fund Regular Plan Growth | 25-06-2024 | 8.5 | 4.86 | - | - | - |
| Axis BusIness Cycles Fund - Regular Plan - Growth | 05-02-2023 | 8.47 | 2.48 | 13.72 | - | - |
| Edelweiss BusIness Cycle Fund - Regular Plan - Growth | 30-07-2024 | 8.43 | -4.09 | - | - | - |
Small Cap
21.55%
Others
0.35%
Large Cap
56.7%
Mid Cap
21.4%