Category: Equity: Thematic-Others |
Launch Date: 05-09-2022 |
Asset Class: |
Benchmark: NIFTY 500 TRI |
TER: 1.97% As on (31-03-2025) |
Status: Open Ended Schemes |
Minimum Investment: 100.0 |
Minimum Topup: 100.0 |
Total Assets: 2,492.96 Cr As on 31-03-2025(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 | 12.53 | 22.17 | - | - | - |
ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 13.13 | 30.11 | 21.96 | 32.79 | - |
Franklin India Opportunities Fund - Growth | 05-02-2000 | 13.12 | 38.38 | 27.12 | 31.77 | 15.09 |
Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 13.06 | 22.61 | 15.12 | 27.63 | - |
HDFC Defence Fund - Growth Option | 02-06-2023 | 12.98 | - | - | - | - |
ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 11.81 | 25.59 | 17.87 | 27.09 | 12.84 |
HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 11.79 | 27.03 | 19.69 | 27.73 | 12.29 |
ICICI Prudential Innovation Fund - Growth | 05-04-2023 | 11.27 | - | - | - | - |
Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | 11.04 | - | - | - | - |
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | 23-10-2020 | 9.55 | 24.91 | 13.07 | - | - |
Small Cap
26.86%
Others
2.92%
Large Cap
47.69%
Mid Cap
22.53%