Category: Equity: Thematic-Others |
Launch Date: 20-08-2014 |
Asset Class: |
Benchmark: NIFTY 500 TRI |
TER: 2.4% As on (31-03-2024) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 764.45 Cr As on (31-03-2024) |
Turn over: 26% | 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 from a portfolio of equity and equity related securities including equity derivatives in the Indian market with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Standard Deviation | 13.48 |
Sharpe Ratio | 1.15 |
Alpha | 2.84 |
Beta | 0.94 |
Yield to Maturity | - |
Average Maturity | - |
Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
---|---|---|---|---|---|---|
HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 49.52 | 27.98 | 25.59 | 19.63 | - |
Franklin India Opportunities Fund - Growth | 05-02-2000 | 77.47 | 40.43 | 29.62 | 23.59 | 19.16 |
Tata Business Cycle Fund-Regular Plan-Growth | 04-08-2021 | 53.48 | 28.64 | - | - | - |
ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 52.2 | 27.39 | 26.31 | - | - |
ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 51.1 | 28.03 | 31.97 | 22.51 | - |
SBI Magnum Comma Fund - Regular Plan - Growth | 05-08-2005 | 50.76 | 16.09 | 19.85 | 21.9 | 17.11 |
Taurus Ethical Fund - Regular Plan - Growth | 06-04-2009 | 49.85 | 18.99 | 19.14 | 18.29 | 15.36 |
ICICI Prudential Commodities Fund - Growth Option | 05-10-2019 | 47.71 | 23.39 | 28.38 | - | - |
Edelweiss Recently Listed IPO Fund Regular Plan Growth | 16-02-2018 | 47.67 | 13.49 | 16.73 | 21.99 | - |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | 23-10-2020 | 46.51 | 18.61 | 19.66 | - | - |
Small Cap
41.47%
Others
1.85%
Large Cap
46.59%
Mid Cap
10.09%