Category: Equity: Thematic-Others |
Launch Date: 05-09-2022 |
Asset Class: |
Benchmark: NIFTY 500 TRI |
TER: 1.98% As on (28-02-2025) |
Status: Open Ended Schemes |
Minimum Investment: 100.0 |
Minimum Topup: 100.0 |
Total Assets: 2,325.58 Cr As on 28-02-2025(Source:AMFI) |
Turn over: 26.61% | 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 generate 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 in the economy.
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(%) |
---|---|---|---|---|---|---|
Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 9.52 | 18.19 | - | - | - |
Franklin India Opportunities Fund - Growth | 05-02-2000 | 11.13 | 33.74 | 25.9 | 29.27 | 13.96 |
Samco Active Momentum Fund - Regular Plan - Growth Option | 05-07-2023 | 9.76 | - | - | - | - |
HDFC Defence Fund - Growth Option | 02-06-2023 | 8.39 | - | - | - | - |
Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | 8.35 | - | - | - | - |
ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 8.07 | 23.02 | 17.79 | 23.16 | 12.49 |
ICICI Prudential Innovation Fund - Growth | 05-04-2023 | 8.04 | - | - | - | - |
Axis Innovation Fund - Regular Plan - Growth Option | 05-12-2020 | 7.71 | 19.25 | 10.55 | - | - |
Kotak Pioneer Fund- Regular Plan- Growth Option | 31-10-2019 | 7.7 | 23.35 | 16.32 | 23.7 | - |
Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 7.58 | 20.23 | 15.01 | 20.64 | - |
Small Cap
28.46%
Others
1.34%
Large Cap
46.51%
Mid Cap
23.69%