Category: Equity: Thematic-Business-Cycle |
Launch Date: 30-09-2024 |
Asset Class: |
Benchmark: NIFTY 500 TRI |
TER: 2.06% As on (31-08-2025) |
Status: Open Ended Schemes |
Minimum Investment: 1000.0 |
Minimum Topup: 1000.0 |
Total Assets: 1,598.72 Cr As on 29-08-2025(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 - IDCW | 30-09-2024 | -0.01 | - | - | - | - |
Motilal Oswal Business Cycle Fund-Regular Plan-Growth | 27-08-2024 | 9.4 | - | - | - | - |
ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 4.94 | 23.68 | 23.94 | - | - |
Sundaram Business Cycle Fund Regular Plan Growth | 25-06-2024 | 2.6 | - | - | - | - |
Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 1.66 | 19.44 | - | - | - |
Bandhan Business Cycle Fund - Regular Plan - Growth | 01-09-2024 | -0.01 | - | - | - | - |
HDFC Business Cycle Fund - Growth Option | 05-11-2022 | -1.04 | 14.18 | - | - | - |
Axis Business Cycles Fund - Regular Plan - Growth | 05-02-2023 | -2.08 | 16.72 | - | - | - |
HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | -2.87 | 21.87 | 21.8 | 24.37 | 13.59 |
Union Business Cycle Fund - Regular Plan - Growth Option | 05-03-2024 | -4.34 | - | - | - | - |
Small Cap
25.16%
Others
2.84%
Large Cap
50.85%
Mid Cap
21.09%