Category: Equity: Thematic-Business-Cycle |
Launch Date: 05-03-2024 |
Asset Class: |
Benchmark: NIFTY 500 TRI |
TER: 2.35% As on (30-06-2025) |
Status: Open Ended Schemes |
Minimum Investment: 1000.0 |
Minimum Topup: 1000.0 |
Total Assets: 591.18 Cr As on 30-06-2025(Source:AMFI) |
Turn over: - | Exit Load: 1% if units are redeemed/switched out on or before completion of 1 year from the date of allotment. Nil if redeemed or switched out after completion of 1 year from the date of allotment of units. |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The Investment Objective of the Scheme is 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. However, there is no assurance that the investment objective of the Scheme will be achieved.
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 | -4.25 | - | - | - | - |
ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 6.23 | 22.53 | 21.9 | - | - |
Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 5.55 | 19.08 | - | - | - |
Sundaram Business Cycle Fund Regular Plan Growth | 25-06-2024 | 5.31 | - | - | - | - |
HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 3.18 | 22.34 | 21.47 | 25.38 | 12.47 |
Axis Business Cycles Fund - Regular Plan - Growth | 05-02-2023 | 1.38 | 17.67 | - | - | - |
HDFC Business Cycle Fund - Growth Option | 05-11-2022 | 1.14 | 13.93 | - | - | - |
Aditya Birla Sun Life Business Cycle Fund-Regular-Growth | 06-12-2021 | -0.81 | 13.85 | 13.05 | - | - |
Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth | 15-09-2021 | -4.69 | 16.07 | 15.5 | - | - |
Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 11-09-2023 | -5.28 | - | - | - | - |
Small Cap
9.89%
Others
4.85%
Large Cap
65.87%
Mid Cap
19.39%