Category: Equity: Thematic-Others |
Launch Date: 01-09-2024 |
Asset Class: |
Benchmark: NIFTY 500 TRI |
TER: 2.09% As on (28-02-2025) |
Status: Open Ended Schemes |
Minimum Investment: 0.0 |
Minimum Topup: 0.0 |
Total Assets: 1,492 Cr As on 28-02-2025(Source:AMFI) |
Turn over: - |
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 predominantly in equity and equity-related instruments with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. Disclaimer: There is no assurance or guarantee that the scheme’s objectives will be realised.
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(%) |
---|---|---|---|---|---|---|
Bandhan Business Cycle Fund - Regular Plan - Growth | 01-09-2024 | - | - | - | - | - |
HDFC Defence Fund - Growth Option | 02-06-2023 | 20.26 | - | - | - | - |
Franklin India Opportunities Fund - Growth | 05-02-2000 | 15.08 | 39.0 | 27.61 | 34.05 | 14.85 |
HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 13.48 | 29.44 | 20.63 | 28.95 | 12.39 |
ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 13.37 | 27.74 | 19.1 | 29.58 | 13.36 |
Samco Active Momentum Fund - Regular Plan - Growth Option | 05-07-2023 | 12.71 | - | - | - | - |
Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | 12.04 | - | - | - | - |
Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 12.04 | 23.99 | 15.23 | 27.74 | - |
ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 11.87 | 31.45 | 23.45 | 36.31 | - |
Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 11.84 | 23.26 | - | - | - |
Small Cap
22.95%
Others
4.83%
Large Cap
51.85%
Mid Cap
21.26%