Category: Equity: Thematic-Business-Cycle |
Launch Date: 15-09-2021 |
Asset Class: |
Benchmark: BSE 500 TRI |
TER: 2.38% As on (30-06-2025) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 595.46 Cr As on 30-06-2025(Source:AMFI) |
Turn over: 67% | Exit Load: Redemption / switch out of units upto 10% of the units allotted before 1 Year from the date of allotment - NIL, If units are redeemed over and above the 10% limit, before 1 Year from the date of allotment - 1% of the applicable Net Asset Value (NAV), For redemption / switch out of units after 1 Year from the date of allotment - NIL. |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The investment objective of the Scheme is 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. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.
Standard Deviation | 14.83 |
Sharpe Ratio | 1.05 |
Alpha | -0.65 |
Beta | 1.03 |
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 | 15-09-2021 | -3.15 | 18.58 | 19.67 | - | - |
Sundaram Business Cycle Fund Regular Plan Growth | 25-06-2024 | 9.35 | - | - | - | - |
Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 6.52 | 20.55 | - | - | - |
ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 6.37 | 24.38 | 24.45 | - | - |
HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 4.71 | 25.58 | 25.98 | 27.37 | 13.04 |
Aditya Birla Sun Life Business Cycle Fund-Regular-Growth | 06-12-2021 | 1.4 | 16.15 | 17.15 | - | - |
HDFC Business Cycle Fund - Growth Option | 05-11-2022 | 0.97 | 15.42 | - | - | - |
Axis Business Cycles Fund - Regular Plan - Growth | 05-02-2023 | 0.79 | 19.05 | - | - | - |
Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 11-09-2023 | -2.49 | - | - | - | - |
Tata Business Cycle Fund-Regular Plan-Growth | 04-08-2021 | -2.58 | 20.64 | 23.48 | - | - |
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Small Cap
12.44%
Others
5.1%
Large Cap
61.54%
Mid Cap
20.92%