Category: Equity: Thematic-Others |
Launch Date: 30-05-2023 |
Asset Class: |
Benchmark: NIFTY 500 TRI |
TER: 2.09% As on (30-06-2024) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 1,353.13 Cr As on (30-06-2024) |
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 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(%) |
---|---|---|---|---|---|---|
Quant Business Cycle Fund - Growth Option - Regular Plan | 30-05-2023 | 65.16 | - | - | - | - |
HDFC Defence Fund - Growth Option | 05-06-2023 | 113.75 | - | - | - | - |
Franklin India Opportunities Fund - Growth | 05-02-2000 | 69.01 | 48.92 | 30.07 | 28.08 | 18.64 |
ICICI Prudential Innovation Fund - Growth | 27-04-2023 | 54.59 | - | - | - | - |
HDFC Housing Opportunities Fund - Growth Option | 06-12-2017 | 52.91 | 39.93 | 25.18 | 20.83 | - |
Samco Active Momentum Fund - Regular Plan - Growth Option | 05-07-2023 | 47.9 | - | - | - | - |
HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 47.79 | 35.54 | 25.2 | 22.97 | - |
Taurus Ethical Fund - Regular Plan - Growth | 06-04-2009 | 46.0 | 28.52 | 18.23 | 22.44 | 14.86 |
Tata Business Cycle Fund-Regular Plan-Growth | 04-08-2021 | 45.98 | 36.66 | - | - | - |
SBI Magnum Comma Fund - Regular Plan - Growth | 05-08-2005 | 44.76 | 27.62 | 14.64 | 23.79 | 15.03 |
Small Cap
25.52%
Others
8.93%
Large Cap
51.54%
Mid Cap
14.01%