Category: Equity: Thematic-Others |
Launch Date: 05-09-2021 |
Asset Class: |
Benchmark: S&P BSE 500 TRI |
TER: 2.46% As on (31-03-2024) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 423.46 Cr As on (31-03-2024) |
Turn over: 46% | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 1 year. |
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 for investors by investing predominantly in equity and equity related securities 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(%) |
---|---|---|---|---|---|---|
Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth | 05-09-2021 | 42.15 | 20.62 | - | - | - |
Franklin India Opportunities Fund - Growth | 05-02-2000 | 69.01 | 34.96 | 27.48 | 22.28 | 18.91 |
Tata Business Cycle Fund-Regular Plan-Growth | 04-08-2021 | 50.23 | 26.22 | - | - | - |
ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 49.1 | 25.41 | 25.39 | - | - |
ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 48.9 | 26.44 | 30.86 | 22.01 | - |
Taurus Ethical Fund - Regular Plan - Growth | 06-04-2009 | 45.63 | 17.11 | 17.73 | 17.72 | 15.03 |
Kotak Pioneer Fund- Regular Plan- Growth Option | 31-10-2019 | 45.12 | 20.48 | 18.48 | - | - |
SBI Magnum Comma Fund - Regular Plan - Growth | 05-08-2005 | 44.39 | 12.93 | 18.15 | 21.11 | 16.73 |
HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 44.0 | 24.67 | 23.31 | 18.26 | - |
Edelweiss Recently Listed IPO Fund Regular Plan Growth | 16-02-2018 | 43.49 | 10.84 | 15.58 | 21.1 | - |
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Small Cap
12.8%
Others
10.58%
Large Cap
64.62%
Mid Cap
12.0%