Category: Equity: Thematic-Others |
Launch Date: 01-01-2013 |
Asset Class: Equity |
Benchmark: NIFTY 500 TRI |
TER: 0.37% As on (31-03-2024) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 2,950.35 Cr As on (31-03-2024) |
Turn over: 46.36% | Exit Load: Exit load of 1% if redeemed within 1 year |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme aims to generate capital appreciation by capitalising on the long-term growth opportunities in the India economy. The scheme will invest in a broad range of stocks without any limitation either qualitative or quantitative and across market capitalization.
Standard Deviation | 14.27 |
Sharpe Ratio | 1.38 |
Alpha | 7.27 |
Beta | 0.93 |
Yield to Maturity | - |
Average Maturity | - |
Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
---|---|---|---|---|---|---|
Franklin India Opportunities Fund - Direct - Growth | 01-01-2013 | 70.86 | 36.17 | 28.52 | 23.31 | 19.82 |
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
40.46%
Others
10.45%
Large Cap
40.38%
Mid Cap
8.67%