Category: Equity: Thematic-Business-Cycle |
Launch Date: 17-12-2024 |
Asset Class: |
Benchmark: NIFTY 500 TRI |
TER: 2.15% As on (30-06-2025) |
Status: Open Ended Schemes |
Minimum Investment: 100.0 |
Minimum Topup: 100.0 |
Total Assets: 1,147.64 Cr As on 30-06-2025(Source:AMFI) |
Turn over: - | Exit Load: If the units redeemed or switched out on or before 1 month from the date of allotment - 0.5%, If units are redeemed or switched out after 1 month 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 provide long-term capital appreciation by investing in equity and equity related securities with a focus on riding business cycles through dynamic allocation across various sectors / themes / stocks at different stages of business cycle. There is no assurance that the investment objective of the Scheme will be achieved.
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(%) |
---|---|---|---|---|---|---|
DSP Business Cycle Fund - Regular - Growth | 17-12-2024 | - | - | - | - | - |
Sundaram Business Cycle Fund Regular Plan Growth | 25-06-2024 | 6.7 | - | - | - | - |
ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 5.27 | 22.83 | 23.16 | - | - |
Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 4.06 | 19.67 | - | - | - |
HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 1.36 | 23.4 | 22.96 | 26.42 | 13.03 |
HDFC Business Cycle Fund - Growth Option | 05-11-2022 | 0.67 | 15.0 | - | - | - |
Axis Business Cycles Fund - Regular Plan - Growth | 05-02-2023 | -0.42 | 18.79 | - | - | - |
Aditya Birla Sun Life Business Cycle Fund-Regular-Growth | 06-12-2021 | -1.58 | 14.58 | 14.75 | - | - |
Union Business Cycle Fund - Regular Plan - Growth Option | 05-03-2024 | -4.09 | - | - | - | - |
Tata Business Cycle Fund-Regular Plan-Growth | 04-08-2021 | -5.23 | 17.98 | 21.0 | - | - |
Small Cap
19.5%
Others
6.83%
Large Cap
51.3%
Mid Cap
22.37%