Category: Equity: Thematic-Others |
Launch Date: 04-08-2021 |
Asset Class: |
Benchmark: NIFTY 500 TRI |
TER: 1.98% As on (31-03-2024) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 2,049.07 Cr As on (31-03-2024) |
Turn over: 36.27% | Exit Load: Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days. |
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 with focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles.
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(%) |
---|---|---|---|---|---|---|
Tata Business Cycle Fund-Regular Plan-IDCW Payout | 04-08-2021 | 53.48 | 28.64 | - | - | - |
Franklin India Opportunities Fund - Growth | 05-02-2000 | 75.74 | 40.22 | 29.39 | 23.47 | 19.04 |
Tata Business Cycle Fund-Regular Plan-Growth | 04-08-2021 | 53.48 | 28.64 | - | - | - |
ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 52.46 | 28.09 | 26.84 | - | - |
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 |
HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 49.52 | 27.98 | 25.59 | 19.63 | - |
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 | - |
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Small Cap
17.31%
Others
8.56%
Large Cap
53.44%
Mid Cap
20.69%