| Category: Equity: Thematic-Business-Cycle |
| Launch Date: 30-09-2024 |
| Asset Class: Equity |
| Benchmark: Nifty 500 TRI |
| TER: 0.92% 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 - Direct Plan - Growth | 30-09-2024 | 0.84 | - | - | - | - |
| Invesco India BusIness Cycle Fund - Growth | 27-02-2025 | 11.22 | - | - | - | - |
| MahIndra Manulife BusIness Cycle Fund- Regular Plan - Growth | 11-09-2023 | 9.5 | 1.3 | - | - | - |
| Aditya Birla Sun Life BusIness Cycle Fund-Regular-Growth | 06-12-2021 | 9.13 | 4.26 | 13.68 | - | - |
| Union BusIness Cycle Fund - Regular Plan - Growth Option | 05-03-2024 | 6.51 | 1.59 | - | - | - |
| Bank Of India BusIness Cycle Fund - Regular Plan - Growth | 05-08-2024 | 6.43 | - | - | - | - |
| Sundaram BusIness Cycle Fund Regular Plan Growth | 25-06-2024 | 6.14 | 5.45 | - | - | - |
| Kotak BusIness Cycle Fund-Regular Plan-Growth | 05-09-2022 | 5.83 | 6.58 | 16.05 | - | - |
| Axis BusIness Cycles Fund - Regular Plan - Growth | 05-02-2023 | 5.66 | 3.35 | 14.25 | - | - |
| Baroda BNP Paribas BusIness Cycle Fund - Regular Plan - Growth | 15-09-2021 | 4.83 | 0.11 | 13.46 | - | - |
Small Cap
21.55%
Others
0.35%
Large Cap
56.7%
Mid Cap
21.4%