| Category: Equity: Thematic-Business-Cycle |
| Launch Date: 17-12-2024 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 2.14% As on (31-10-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,181.1 Cr As on 31-10-2025(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% 1 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 | - | - | - | - | - |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 16.23 | 24.16 | 22.79 | - | - |
| Motilal Oswal Business Cycle Fund-Regular Plan-Growth | 27-08-2024 | 11.25 | - | - | - | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 8.67 | 19.74 | 17.6 | - | - |
| Bandhan Business Cycle Fund - Regular Plan - Growth | 01-09-2024 | 8.33 | - | - | - | - |
| Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 11-09-2023 | 8.1 | 22.0 | - | - | - |
| Aditya Birla Sun Life Business Cycle Fund-Regular-Growth | 06-12-2021 | 7.71 | 16.7 | 13.8 | - | - |
| Axis Business Cycles Fund - Regular Plan - Growth | 05-02-2023 | 6.85 | 15.84 | - | - | - |
| HDFC Business Cycle Fund - Growth Option | 05-11-2022 | 6.34 | 13.1 | - | - | - |
| Sundaram Business Cycle Fund Regular Plan Growth | 25-06-2024 | 6.23 | - | - | - | - |
Small Cap
19.15%
Others
10.05%
Large Cap
47.01%
Mid Cap
23.79%