Category: Equity: Thematic-Business-Cycle |
Launch Date: 30-05-2023 |
Asset Class: |
Benchmark: NIFTY 500 TRI |
TER: 2.08% As on (30-06-2025) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 1,337.73 Cr As on 30-06-2025(Source:AMFI) |
Turn over: - | Exit Load: NIL |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
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 | -11.05 | 21.17 | - | - | - |
Sundaram Business Cycle Fund Regular Plan Growth | 25-06-2024 | 8.17 | - | - | - | - |
ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 8.15 | 24.11 | 23.65 | - | - |
Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 6.48 | 20.1 | - | - | - |
HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 3.62 | 23.71 | 23.91 | 26.29 | 12.94 |
HDFC Business Cycle Fund - Growth Option | 05-11-2022 | 3.21 | 15.56 | - | - | - |
Aditya Birla Sun Life Business Cycle Fund-Regular-Growth | 06-12-2021 | 2.48 | 16.0 | 16.15 | - | - |
Axis Business Cycles Fund - Regular Plan - Growth | 05-02-2023 | 1.73 | 18.8 | - | - | - |
Union Business Cycle Fund - Regular Plan - Growth Option | 05-03-2024 | -2.3 | - | - | - | - |
Tata Business Cycle Fund-Regular Plan-Growth | 04-08-2021 | -2.87 | 19.05 | 21.94 | - | - |
Small Cap
33.67%
Others
11.8%
Large Cap
48.42%
Mid Cap
6.11%