Category: Equity: Thematic-Others |
Launch Date: 20-11-2023 |
Asset Class: Equity |
Benchmark: NIFTY 500 TRI |
TER: 2.12% As on (31-03-2024) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 1,356.67 Cr As on (31-03-2024) |
Turn over: - | Exit Load: Exit load of 1%, if redeemed within 15 days. |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme seeks to achieve long-term capital appreciation for its investors. This objective will be pursued by strategically investing in a diversified portfolio of equity and equity-related instruments. The selection of these instruments will be based on a quantitative model meticulously designed to identify potential investment opportunities that exhibit the potential for significant capital appreciation over the specified investment horizon. There is 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(%) |
---|---|---|---|---|---|---|
quant Momentum Fund - Growth Option - Regular Plan | 20-11-2023 | - | - | - | - | - |
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 | 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
7.37%
Others
39.13%
Large Cap
32.46%
Mid Cap
21.05%