Category: Equity: Thematic-Business-Cycle |
Launch Date: 27-08-2024 |
Asset Class: |
Benchmark: NIFTY 500 TRI |
TER: 2.02% As on (31-05-2025) |
Status: Open Ended Schemes |
Minimum Investment: 500.0 |
Minimum Topup: 500.0 |
Total Assets: 1,909.71 Cr As on 30-05-2025(Source:AMFI) |
Turn over: - | Exit Load: 1% -If redeemed or switched out on or before 3 months from the date of allotment. Nil - If redeemed after 3 Months from the date of allotment. |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles. However, there can be no assurance that the investment objective of the scheme will be realized.
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(%) |
---|---|---|---|---|---|---|
Motilal Oswal Business Cycle Fund-Regular Plan-Growth | 27-08-2024 | - | - | - | - | - |
Sundaram Business Cycle Fund Regular Plan Growth | 25-06-2024 | 10.72 | - | - | - | - |
ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 8.54 | 26.34 | 25.33 | - | - |
Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 8.37 | 21.6 | - | - | - |
HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 4.51 | 26.67 | 27.05 | 27.51 | 13.45 |
Aditya Birla Sun Life Business Cycle Fund-Regular-Growth | 06-12-2021 | 3.28 | 18.2 | 17.77 | - | - |
Axis Business Cycles Fund - Regular Plan - Growth | 05-02-2023 | 2.28 | 20.36 | - | - | - |
HDFC Business Cycle Fund - Growth Option | 05-11-2022 | 2.24 | 15.92 | - | - | - |
Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 11-09-2023 | -1.37 | - | - | - | - |
Tata Business Cycle Fund-Regular Plan-Growth | 04-08-2021 | -1.46 | 22.06 | 24.03 | - | - |
Small Cap
28.5%
Others
8.71%
Large Cap
29.09%
Mid Cap
33.7%