To provide long term capital appreciation by investing predominantly in equity and equity related securities with a focus on identifying medium term cycles which can impact the business fundamentals. This will be done through dynamic allocation between various themes and stocks at different stages of cycles in the economy.
Benchmark:
NIFTY 500
Fund Manager:
Ratish B Varier, Bharath S, Dwijendra Srivastava, Sandeep Agarwal, Pathanjali Srinivasan
| HDFC Business Cycle Fund | 12.95(6M) | 31.99(1Y) |
| Aditya Birla Sun Life Business Cycle Fund | 16.34(6M) | 34.05(1Y) |
The inconsistencies in business dynamics due to different economic and opportunity cycles creates opportunities for investing.
Fund House AAUM:
Rs 5666681.91 Lakhs(as on 31st March, 2024)
Fund Manager:
Combined experience of above 17 years
There is a case for a business cycle fund. But owing to the difficulty in creating a differentiator, tread with caution.