Category: Equity: Thematic-Business-Cycle |
Launch Date: 01-09-2024 |
Asset Class: |
Benchmark: NIFTY 500 TRI |
TER: 2.06% As on (31-07-2025) |
Status: Open Ended Schemes |
Minimum Investment: 1000.0 |
Minimum Topup: 1000.0 |
Total Assets: 1,654.19 Cr As on 31-07-2025(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 | - | - | - | - | - |
Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 6.71 | 20.11 | - | - | - |
ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 6.37 | 23.23 | 21.61 | - | - |
Sundaram Business Cycle Fund Regular Plan Growth | 25-06-2024 | 6.32 | - | - | - | - |
HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 3.88 | 22.93 | 21.24 | 25.6 | 13.13 |
Axis Business Cycles Fund - Regular Plan - Growth | 05-02-2023 | 2.5 | 18.15 | - | - | - |
HDFC Business Cycle Fund - Growth Option | 05-11-2022 | 1.53 | 14.82 | - | - | - |
Aditya Birla Sun Life Business Cycle Fund-Regular-Growth | 06-12-2021 | -1.41 | 14.33 | 12.7 | - | - |
Union Business Cycle Fund - Regular Plan - Growth Option | 05-03-2024 | -2.83 | - | - | - | - |
Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth | 15-09-2021 | -3.84 | 16.86 | 15.68 | - | - |
Small Cap
26.64%
Others
3.97%
Large Cap
49.23%
Mid Cap
19.94%