Category: Equity: Thematic-Others |
Launch Date: 05-03-2024 |
Asset Class: |
Benchmark: NIFTY 500 TRI |
TER: 2.45% As on (31-03-2024) |
Status: Open Ended Schemes |
Minimum Investment: 0.0 |
Minimum Topup: 0.0 |
Total Assets: 421.17 Cr As on (31-03-2024) |
Turn over: - | 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 Schemeseeks to generate long-term capital appreciation by investing with a focus on riding business cycles through allocation between 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(%) |
---|---|---|---|---|---|---|
Union Business Cycle Fund - Regular Plan - Growth Option | 05-03-2024 | - | - | - | - | - |
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 | 53.48 | 28.64 | - | - | - |
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 | 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 | - |
Small Cap
5.92%
Others
14.14%
Large Cap
61.56%
Mid Cap
18.38%