Category: Equity: Thematic-Others |
Launch Date: 30-05-2023 |
Asset Class: |
Benchmark: NIFTY 500 TRI |
TER: 2.12% As on (31-03-2025) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 1,244.95 Cr As on 31-03-2025(Source:AMFI) |
Turn over: - | Exit Load: 1% if redeemed within 15 days of allotment of units on all redemptions/switchouts including STP |
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 with focus on riding business cycles through allocation between 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(%) |
---|---|---|---|---|---|---|
Quant Business Cycle Fund - Growth Option - Regular Plan | 30-05-2023 | -2.77 | - | - | - | - |
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
32.03%
Others
17.22%
Large Cap
36.07%
Mid Cap
14.69%