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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
5.68%Cat Avg. 1Y Return
Category Average Returns
6M
+12.05%
1Y
+5.68%
3Y
+13.5%
5Y
+15.45%
Sharpe0.37
Sortino0.48
Beta1.02
Alpha+5.85
Std Dev15.32

All Thematic-Business Cycle Funds

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19 funds
Fund NameAUM1Y ReturnsTER(%)
Category Average₹2,248 Cr+5.68%1.24
ICICI Prudential Business Cycle FundVery High₹15,873 Cr-0.6%0.97View →
Kotak Business Cycle FundVery High₹3,488 Cr+5.3%0.79View →
HDFC Business Cycle FundVery High₹2,775 Cr+4.3%1.16View →
Tata Business Cycle FundVery High₹2,602 Cr+3.6%0.89View →
Axis Business Cycles FundVery High₹2,171 Cr+6.1%1.62View →
Aditya Birla Sun Life Business Cycle FundVery High₹1,844 Cr+11.2%1.73View →
Sundaram Business Cycle FundVery High₹1,747 Cr+5.7%1.17View →
Motilal Oswal Business Cycle FundVery High₹1,547 Cr+0.8%1.46View →
DSP Business Cycle FundVery High₹1,469 Cr+2.3%1.27View →
Edelweiss Business Cycle FundVery High₹1,463 Cr+6.3%1.24View →
Invesco India Business Cycle FundVery High₹1,381 Cr+15.0%0.79View →
Mahindra Manulife Business Cycle FundVery High₹1,364 Cr+10.1%0.91View →
HSBC Business Cycles FundVery High₹1,229 Cr+5.2%1.12View →
Bandhan Business Cycle FundVery High₹1,103 Cr-0.4%0.97View →
Quant Business Cycle FundVery High₹989 Cr+8.3%1.44View →
Baroda BNP Paribas Business Cycle FundVery High₹574 Cr+4.7%1.03View →
Union Business Cycle FundVery High₹518 Cr+6.7%1.89View →
Bank of India Business Cycle FundVery High₹463 Cr+7.3%1.36View →
ITI Business Cycle FundVery High₹116 Cr1.76View →

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