Category: Equity: Thematic-Others |
Launch Date: 05-09-2022 |
Asset Class: |
Benchmark: NIFTY 500 TRI |
TER: 1.93% As on (31-03-2024) |
Status: Open Ended Schemes |
Minimum Investment: 100.0 |
Minimum Topup: 100.0 |
Total Assets: 2,373.33 Cr As on (31-03-2024) |
Turn over: 24.66% | 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 seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
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(%) |
---|---|---|---|---|---|---|
Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 35.44 | - | - | - | - |
Franklin India Opportunities Fund - Growth | 05-02-2000 | 74.17 | 38.25 | 28.81 | 23.41 | 18.81 |
Tata Business Cycle Fund-Regular Plan-Growth | 04-08-2021 | 52.96 | 27.69 | - | - | - |
ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 52.04 | 26.52 | 26.42 | - | - |
ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 51.94 | 27.69 | 32.34 | 22.39 | - |
SBI Magnum Comma Fund - Regular Plan - Growth | 05-08-2005 | 49.35 | 14.58 | 19.73 | 21.92 | 16.92 |
ICICI Prudential Commodities Fund - Growth Option | 05-10-2019 | 48.88 | 23.17 | 29.39 | - | - |
Taurus Ethical Fund - Regular Plan - Growth | 06-04-2009 | 48.57 | 17.61 | 18.95 | 18.07 | 15.18 |
Edelweiss Recently Listed IPO Fund Regular Plan Growth | 16-02-2018 | 47.32 | 12.65 | 16.85 | 22.04 | - |
HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 47.18 | 26.53 | 25.29 | 19.23 | - |
Small Cap
18.49%
Others
3.37%
Large Cap
58.48%
Mid Cap
19.66%
There are no scheme documents available