The scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity-related instruments with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Benchmark:
NIFTY 500
Fund Manager:
Vishal Biraia, Ritika Behera, Harshal Joshi, Gaurav Satra
HDFC Business Cycle Fund | 22.92(6M) | 35.86(1Y) |
Kotak Business Cycle Fund | 34.07(6M) | 41.99(1Y) |
Investments in the business cycle mode is the least risky path when the markets are at bubbly highs.
Fund House AAUM:
Rs 14496499.84 Lakhs (as on 30th June, 2024)
Fund Manager:
Combined experience of above 15 years
I have rarely come across a business cycle fund doing well over a longer time frame. I will refrain from investing.