₹ 1,236.83 Cr
2.11%
NIFTY 500 TRI
INF966L01BU6
5000.0
1000.0
Sanjeev Sharma, Vasav Sahgal, Sandeep Tandon, Ankit A Pande
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
quant Business Cycle Fund - Growth Option - Regular Plan | - | - | - |
NIFTY 500 TRI | 35.04 | 19.63 | 18.84 |
Equity
Debt
Others
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.
Company | Holdings (%) |
---|---|
Reliance Industries Ltd. | 9.44 |
Housing & Urban Development Corporation Ltd. | 7.62 |
JIO Financial Services Ltd. | 7.56 |
Adani Power Ltd. | 6.8 |
Britannia Industries Ltd. | 5.1 |
S.P. Apparels Ltd. | 4.05 |
Himadri Speciality Chemical Ltd. | 4.05 |
Reserve Bank of India% 91-D 25/07/2024 | 3.98 |
Others | 3.9 |
Life Insurance Corporation of India | 3.56 |
Sector | Holdings (%) |
---|---|
Financial | 23.11 |
Energy | 21.59 |
Services | 11.92 |
Healthcare | 9.61 |
Consumer Staples | 7.57 |
Chemicals | 5.96 |
Capital Goods | 4.77 |
Metals & Mining | 4.76 |
Textiles | 4.05 |
Insurance | 3.56 |
Scheme Name | 5Y (%) |
---|---|
quant Business Cycle Fund Reg Gr | 0.0 |
Franklin India Opportunities Gr | 25.06 |
ICICI Prudential Innovation Fund Gr | 0.0 |
HDFC Housing Opportunities Reg Gr | 19.03 |
Tata Business Cycle Fund Reg Gr | 0.0 |
ICICI Pru Business Cycle Fund Gr | 0.0 |
SBI Magnum Comma Fund Reg Gr | 22.79 |
ICICI Pru India Opportunities Cum | 24.39 |
HSBC Business Cycles Fund Reg Gr | 20.91 |
Taurus Ethical Fund Reg Gr | 19.45 |