Category: Equity: Thematic-Others |
Launch Date: 30-05-2023 |
Asset Class: |
Benchmark: NIFTY 500 TRI |
TER: 2.09% As on (31-05-2025) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 1,280.95 Cr As on 30-04-2025(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 - IDCW Option - Regular Plan | 30-05-2023 | -0.94 | 27.97 | - | - | - |
Bandhan Innovation Fund - Regular Plan - Growth | 30-04-2024 | 21.9 | - | - | - | - |
HDFC Defence Fund - Growth Option | 02-06-2023 | 21.89 | 59.02 | - | - | - |
Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 19.82 | 24.43 | 21.9 | 27.47 | - |
WhiteOak Capital Special Opportunities Fund - Regular Growth | 04-06-2024 | 19.5 | - | - | - | - |
ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 15.6 | 27.38 | 22.69 | 26.65 | 14.32 |
Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | 14.27 | - | - | - | - |
ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 13.52 | 29.5 | 26.58 | 32.09 | - |
Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 12.58 | 22.91 | - | - | - |
HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 12.35 | 28.91 | 27.23 | 29.01 | 14.16 |
Small Cap
31.04%
Others
18.17%
Large Cap
39.96%
Mid Cap
10.85%