Category: Equity: Thematic-Others |
Launch Date: 27-08-2024 |
Asset Class: |
Benchmark: NIFTY 500 TRI |
TER: 2.02% As on (31-03-2025) |
Status: Open Ended Schemes |
Minimum Investment: 0.0 |
Minimum Topup: 0.0 |
Total Assets: 1,752 Cr As on 31-03-2025(Source:AMFI) |
Turn over: - | Exit Load: 1% -If redeemed or switched out on or before 3 months from the date of allotment. Nil - If redeemed after 3 Months from the date of allotment. |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles. However, there can be no assurance that the investment objective of the scheme will be realized.
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(%) |
---|---|---|---|---|---|---|
Motilal Oswal Business Cycle Fund-Regular Plan-Growth | 27-08-2024 | - | - | - | - | - |
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
28.37%
Others
16.7%
Large Cap
27.23%
Mid Cap
27.72%