Category: Equity: Thematic-Others |
Launch Date: 04-08-2021 |
Asset Class: |
Benchmark: NIFTY 500 TRI |
TER: 1.92% As on (30-06-2024) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 2,572.99 Cr As on (30-06-2024) |
Turn over: 39.28% | Exit Load: Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days. |
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(%) |
---|---|---|---|---|---|---|
Tata Business Cycle Fund-Regular Plan-IDCW Payout | 04-08-2021 | 50.26 | 40.11 | - | - | - |
HDFC Defence Fund - Growth Option | 05-06-2023 | 126.98 | - | - | - | - |
Franklin India Opportunities Fund - Growth | 05-02-2000 | 72.72 | 53.07 | 30.82 | 27.63 | 19.25 |
Quant Business Cycle Fund - Growth Option - Regular Plan | 30-05-2023 | 68.06 | - | - | - | - |
HDFC Housing Opportunities Fund - Growth Option | 06-12-2017 | 59.56 | 43.99 | 25.93 | 20.45 | - |
ICICI Prudential Innovation Fund - Growth | 27-04-2023 | 57.0 | - | - | - | - |
HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 52.6 | 39.71 | 26.07 | 22.32 | - |
Tata Business Cycle Fund-Regular Plan-Growth | 04-08-2021 | 50.26 | 40.11 | - | - | - |
SBI Magnum Comma Fund - Regular Plan - Growth | 05-08-2005 | 47.83 | 31.83 | 15.81 | 23.52 | 15.22 |
Samco Active Momentum Fund - Regular Plan - Growth Option | 05-07-2023 | 47.52 | - | - | - | - |
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Small Cap
22.69%
Others
3.16%
Large Cap
55.31%
Mid Cap
18.84%