Category: Equity: Thematic-Others |
Launch Date: 11-09-2023 |
Asset Class: Equity |
Benchmark: NIFTY 500 TRI |
TER: 2.28% As on (31-03-2024) |
Status: Open Ended Schemes |
Minimum Investment: 1000.0 |
Minimum Topup: 1000.0 |
Total Assets: 733.78 Cr As on (31-03-2024) |
Turn over: - | Exit Load: Exit load of 1%, if redeemed within 3 months |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The Scheme seek to generate long term capital appreciation by investing predominantly in equity and equity related securities with a focus on identifying and investing in 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(%) |
---|---|---|---|---|---|---|
Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 11-09-2023 | - | - | - | - | - |
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 | 52.5 | 29.59 | - | - | - |
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 | 50.37 | 29.31 | 31.07 | 22.67 | - |
SBI Magnum Comma Fund - Regular Plan - Growth | 05-08-2005 | 49.48 | 16.93 | 17.95 | 21.98 | 17.17 |
HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 48.41 | 28.43 | 24.66 | 19.75 | - |
Taurus Ethical Fund - Regular Plan - Growth | 06-04-2009 | 47.35 | 19.27 | 18.56 | 18.28 | 15.4 |
ICICI Prudential Commodities Fund - Growth Option | 05-10-2019 | 46.55 | 23.93 | 26.12 | - | - |
Kotak Pioneer Fund- Regular Plan- Growth Option | 31-10-2019 | 46.18 | 21.42 | 18.72 | - | - |
Small Cap
28.45%
Others
3.57%
Large Cap
51.04%
Mid Cap
16.94%
There are no scheme documents available