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Thematic-Business Cycle

Business Cycle funds actively rotate between sectors depending on where we are in the economic cycle — moving to cyclicals like metals and real estate during expansion, and shifting to defensives like pharma and FMCG during slowdowns. The fund manager's ability to read the cycle correctly is the key determinant of returns.

19Funds
-1.25%Cat Avg. 1Y Return
Category Average Returns
6M
+2.86%
1Y
-1.25%
3Y
+13.29%
5Y
+12.33%
Sharpe0.24
Sortino0.3
Beta1.02
Alpha+4.96
Std Dev15.49

All Thematic-Business Cycle Funds

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19 funds
Fund NameAUM1Y ReturnsTER(%)
Category Average₹2,130 Cr-1.25%1.30
ICICI Prudential Business Cycle FundVery High₹14,889 Cr-5.7%1.04View →
Kotak Business Cycle FundVery High₹3,419 Cr+2.3%1.63View →
HDFC Business Cycle FundVery High₹2,646 Cr-1.1%1.15View →
Tata Business Cycle FundVery High₹2,416 Cr-6.8%1.63View →
Axis Business Cycles FundVery High₹2,041 Cr-1.0%1.63View →
Aditya Birla Sun Life Business Cycle FundVery High₹1,725 Cr+1.0%1.56View →
Sundaram Business Cycle FundVery High₹1,716 Cr-4.9%1.01View →
DSP Business Cycle FundVery High₹1,474 Cr-0.8%1.12View →
Motilal Oswal Business Cycle FundVery High₹1,449 Cr-7.1%1.42View →
Invesco India Business Cycle FundVery High₹1,373 Cr+10.7%0.83View →
Edelweiss Business Cycle FundVery High₹1,344 Cr-0.0%1.28View →
Mahindra Manulife Business Cycle FundVery High₹1,291 Cr-1.6%0.94View →
HSBC Business Cycles FundVery High₹1,179 Cr-2.6%1.14View →
Bandhan Business Cycle FundVery High₹1,003 Cr-6.3%1.01View →
Quant Business Cycle FundVery High₹933 Cr+2.0%1.42View →
Baroda BNP Paribas Business Cycle FundVery High₹535 Cr+0.5%1.07View →
Union Business Cycle FundVery High₹485 Cr-0.2%1.81View →
Bank of India Business Cycle FundVery High₹437 Cr-0.7%1.37View →
ITI Business Cycle FundVery High₹117 Cr—1.63View →

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