Category: Equity: Thematic-Others |
Launch Date: 05-11-2022 |
Asset Class: |
Benchmark: NIFTY 500 TRI |
TER: 1.98% As on (31-03-2025) |
Status: Open Ended Schemes |
Minimum Investment: 100.0 |
Minimum Topup: 100.0 |
Total Assets: 2,762.36 Cr As on 31-03-2025(Source:AMFI) |
Turn over: 30.76% | Exit Load: Exit load of 1%, if redeemed within 1 year. |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme seeks to provide long-term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various 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(%) |
---|---|---|---|---|---|---|
HDFC Business Cycle Fund - Growth Option | 05-11-2022 | 5.72 | 18.74 | - | - | - |
Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 16.64 | 25.63 | 17.35 | 28.12 | - |
ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 14.28 | 31.59 | 22.88 | 34.33 | - |
Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | 14.12 | - | - | - | - |
Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 14.08 | 24.15 | - | - | - |
ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 13.76 | 28.04 | 19.76 | 27.8 | 13.64 |
Franklin India Opportunities Fund - Growth | 05-02-2000 | 13.29 | 40.27 | 29.31 | 32.47 | 15.51 |
HDFC Defence Fund - Growth Option | 02-06-2023 | 13.14 | - | - | - | - |
ICICI Prudential Innovation Fund - Growth | 05-04-2023 | 13.13 | - | - | - | - |
HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 12.15 | 28.62 | 21.27 | 28.51 | 12.78 |
Small Cap
11.33%
Others
9.83%
Large Cap
67.0%
Mid Cap
11.84%