| Category: Equity: Thematic-Business-Cycle |
| Launch Date: 01-09-2024 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 2.06% As on (29-09-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,601.78 Cr As on 30-09-2025(Source:AMFI) |
| Turn over: - | 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 | 7.55 | - | - | - | - |
| Motilal Oswal Business Cycle Fund-Regular Plan-Growth | 27-08-2024 | 18.45 | - | - | - | - |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 10.43 | 25.93 | 23.39 | - | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 9.55 | 22.74 | 18.17 | - | - |
| Sundaram Business Cycle Fund Regular Plan Growth | 25-06-2024 | 7.23 | - | - | - | - |
| HDFC Business Cycle Fund - Growth Option | 05-11-2022 | 6.41 | 17.28 | - | - | - |
| Axis Business Cycles Fund - Regular Plan - Growth | 05-02-2023 | 5.86 | 19.31 | - | - | - |
| Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 11-09-2023 | 3.99 | 25.29 | - | - | - |
| Union Business Cycle Fund - Regular Plan - Growth Option | 05-03-2024 | 3.95 | - | - | - | - |
| Aditya Birla Sun Life Business Cycle Fund-Regular-Growth | 06-12-2021 | 3.39 | 17.93 | 14.73 | - | - |
Small Cap
27.37%
Large Cap
53.0%
Mid Cap
19.68%