Category: Equity: Thematic-Business-Cycle |
Launch Date: 05-01-2021 |
Asset Class: Equity |
Benchmark: NIFTY 500 TRI |
TER: 1.7% As on (30-06-2025) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 13,469.81 Cr As on 30-06-2025(Source:AMFI) |
Turn over: 46% | Exit Load: 1 % of applicable Net Asset Value If the amount sought to be redeemed or switch out within 1 months from allotment. Nil If the amount sought to be redeemed or switched out more than 1 months. |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
To generate long-term capital appreciation by investing with focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles. However there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Standard Deviation | 12.6 |
Sharpe Ratio | 1.5 |
Alpha | 5.79 |
Beta | 0.84 |
Yield to Maturity | - |
Average Maturity | - |
Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
---|---|---|---|---|---|---|
ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 7.64 | 26.27 | 25.28 | - | - |
Sundaram Business Cycle Fund Regular Plan Growth | 25-06-2024 | 10.52 | - | - | - | - |
Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 7.43 | 21.61 | - | - | - |
HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 4.9 | 26.73 | 27.04 | 27.48 | 13.43 |
Aditya Birla Sun Life Business Cycle Fund-Regular-Growth | 06-12-2021 | 2.67 | 18.13 | 17.73 | - | - |
Axis Business Cycles Fund - Regular Plan - Growth | 05-02-2023 | 2.35 | 20.26 | - | - | - |
HDFC Business Cycle Fund - Growth Option | 05-11-2022 | 1.83 | 16.02 | - | - | - |
Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 11-09-2023 | -0.94 | - | - | - | - |
Tata Business Cycle Fund-Regular Plan-Growth | 04-08-2021 | -1.59 | 22.29 | 24.04 | - | - |
Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth | 15-09-2021 | -2.15 | 20.2 | 20.21 | - | - |
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Small Cap
6.33%
Others
7.16%
Large Cap
76.07%
Mid Cap
9.24%