Category: Equity: Thematic-Others |
Launch Date: 30-07-2024 |
Asset Class: |
Benchmark: NIFTY 500 TRI |
TER: 1.99% As on (30-09-2024) |
Status: Open Ended Schemes |
Minimum Investment: 0.0 |
Minimum Topup: 0.0 |
Total Assets: 1,948 Cr As on 30-09-2024(Source:AMFI) |
Turn over: - | Exit Load: applicable, If the units are redeemed /switched out on or before 90 days from the date of allotment ? 1% of the appliable NAV. If the units are redeemed /switched out after 90 days from the date of allotment - NIL |
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 securities with a focus on navigating business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. There is no assurance that the investment objective of the Scheme will be achieved.
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(%) |
---|---|---|---|---|---|---|
Edelweiss Business Cycle Fund - Regular Plan - Growth | 30-07-2024 | - | - | - | - | - |
HDFC Defence Fund - Growth Option | 05-06-2023 | 73.87 | - | - | - | - |
Franklin India Opportunities Fund - Growth | 05-02-2000 | 60.8 | 43.85 | 26.04 | 27.63 | 17.24 |
HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 55.02 | 33.65 | 22.9 | 22.87 | 15.09 |
Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 11-09-2023 | 53.4 | - | - | - | - |
ICICI Prudential Innovation Fund - Growth | 05-04-2023 | 52.04 | - | - | - | - |
Quant Business Cycle Fund - Growth Option - Regular Plan | 30-05-2023 | 45.3 | - | - | - | - |
Kotak Pioneer Fund- Regular Plan- Growth Option | 31-10-2019 | 44.22 | 30.07 | 15.95 | - | - |
ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 43.95 | 28.79 | 20.94 | - | - |
Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth | 05-09-2021 | 42.58 | 26.47 | 17.18 | - | - |
Small Cap
5.36%
Others
0.52%
Large Cap
37.63%
Mid Cap
56.75%