सर्वोत्तम Business Cycle फंड
Rotates sectors to ride the phases of the economic cycle.
डेटा अपडेट · 19 डायरेक्ट-ग्रोथ फंड, 0–100 Smart Score ने रँक केलेले
खालील इंटरॲक्टिव्ह टेबल इंग्रजीत आहे — आकडे आणि फंडांची नावे दोन्ही भाषांत सारखीच.
| ⚖ VS | Fund | Score ↓ | Verdict | 1Y | 3Y | 5Y | Sharpe | Sortino | Std Dev | Alpha | Beta | VR★ | P/E | Expense | AUM | Age |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Kotak BusIness Cycle Kotak | 79 | Strong Buy | 7.3% | 16.6% | — | 0.77 | 1.02 | 15.3 | 4.2 | 0.94 | — | 30.5 | 0.81% | ₹3.4k Cr | 3.9y | |
| ICICI Pru BusIness Cycle ICICI Pru | 79 | Strong Buy | 1.1% | 16.1% | 16.2% | 0.81 | 1.06 | 14.1 | 4.3 | 0.87 | — | 25.0 | 0.95% | ₹16.1k Cr | 5.6y | |
| Invesco India BusIness Cycle Invesco | 76 | Buy | 16.0% | — | — | 1.43 | 2.14 | 17.7 | 17.3 | 1.16 | — | 38.6 | 0.72% | ₹1.3k Cr | 1.5y | |
| MahIndra Manulife BusIness Cycle Mahindra Manulife | 70 | Buy | 11.4% | — | — | 0.80 | 1.03 | 16.4 | 4.9 | 1.01 | — | 20.9 | 0.94% | ₹1.4k Cr | 3.0y | |
| HSBC BusIness Cycles HSBC | 57 | Hold | 5.1% | 16.6% | 15.9% | 0.63 | 0.76 | 20.4 | 3.2 | 1.20 | 2★ | 30.4 | 1.15% | ₹1.2k Cr | 12.1y | |
| ABSL BusIness Cycle Aditya Birla Sun Life | 57 | Hold | 11.8% | 13.9% | — | 0.65 | 0.75 | 14.9 | 2.1 | 0.94 | — | — | 1.81% | ₹1.8k Cr | 4.8y | |
| Baroda BNP Paribas BusIness Cycle Baroda BNP Paribas | 55 | Hold | 6.6% | 14.3% | — | 0.64 | 0.78 | 15.8 | 2.1 | 1.00 | — | 29.5 | 1.03% | ₹564 Cr | 5.0y | |
| Sundaram BusIness Cycle Sundaram | 54 | Hold | 6.2% | — | — | 0.11 | 0.16 | 14.6 | 4.4 | 0.96 | — | 36.6 | 1.25% | ₹1.7k Cr | 2.2y | |
| Axis BusIness Cycles Axis | 50 | Hold | 7.9% | 14.2% | — | 0.63 | 0.71 | 15.8 | 1.9 | 1.00 | — | 31.4 | 1.61% | ₹2.1k Cr | 3.5y | |
| HDFC BusIness Cycle HDFC | 43 | Avoid | 5.7% | 12.7% | — | 0.53 | 0.62 | 15.2 | 0.5 | 0.94 | — | 32.9 | 1.15% | ₹2.7k Cr | 3.8y | |
| Tata BusIness Cycle Tata | 42 | Avoid | 4.2% | 12.8% | 15.1% | 0.57 | 0.57 | 15.3 | 0.8 | 0.97 | — | 28.3 | 0.90% | ₹2.6k Cr | 5.1y | |
| Motilal Oswal BusIness Cycle Motilal Oswal | 41 | Avoid | 0.3% | — | — | — | — | — | — | — | — | 42.6 | 1.29% | ₹1.5k Cr | 2.0y | |
| DSP BusIness Cycle DSP | 38 | Avoid | 4.9% | — | — | -0.25 | -0.34 | 13.8 | -0.1 | 0.92 | — | 22.9 | 1.41% | ₹1.4k Cr | 1.7y | |
| Bandhan BusIness Cycle Bandhan | 35 | Avoid | 1.4% | — | — | -0.38 | -0.52 | 15.4 | 0.4 | 1.04 | — | 21.4 | 0.92% | ₹1.2k Cr | 1.9y | |
| Union BusIness Cycle Union | 32 | Avoid | 8.1% | — | — | 0.14 | 0.18 | 15.4 | 0.6 | 1.00 | — | 28.5 | 1.90% | ₹510 Cr | 2.5y | |
| Quant BusIness Cycle Quant | 29 | Avoid | 9.7% | 12.8% | — | 0.47 | 0.48 | 20.6 | -0.1 | 1.21 | — | 28.8 | 1.39% | ₹989 Cr | 3.3y | |
| Bank Of India BusIness Cycle Bank of India | 25 | Avoid | 8.5% | — | — | -0.42 | -0.57 | 15.7 | -0.9 | 1.00 | — | 28.9 | 1.31% | ₹461 Cr | 2.0y | |
| Edelweiss BusIness Cycle Edelweiss | 22 | Avoid | 7.1% | — | — | -0.55 | -0.73 | 16.8 | -3.6 | 1.10 | — | 27.6 | 1.38% | ₹1.4k Cr | 2.1y | |
| ITI BusIness Cycle ITI | 8 | Avoid | — | — | — | — | — | — | — | — | — | 27.9 | 1.78% | ₹115 Cr | 0.6y |
Business Cycle — झटपट उत्तरे
›सध्या सर्वोत्तम Business Cycle म्युच्युअल फंड कोणता आहे?
Kotak BusIness Cycle सध्या 19 Business Cycle फंडांमध्ये #1 आहे — FundLens Smart Score 79/100 (Strong Buy). 3 वर्षांचा रिटर्न 16.6%, एक्स्पेन्स रेशो 0.81% (डायरेक्ट प्लॅन). रँकिंग 07 Sept 2026 च्या डेटावर आधारित.
›कोणत्या Business Cycle फंडाचा रिस्क-ॲडजस्टेड रिटर्न सर्वोत्तम आहे?
सॉर्टिनो रेशोनुसार Invesco India BusIness Cycle कॅटेगरीत सर्वात पुढे — 2.14 (शार्प 1.43). म्हणजे घसरणीच्या प्रत्येक युनिट रिस्कवर सर्वाधिक रिटर्न.
›सर्वात कमी एक्स्पेन्स रेशो असलेला Business Cycle फंड कोणता?
Invesco India BusIness Cycle — वार्षिक 0.72% (डायरेक्ट प्लॅन), कॅटेगरीत सर्वात कमी. कमी फी दीर्घकाळात तुमच्या बाजूने कम्पाउंड होते.
›AUM नुसार सर्वात लहान Business Cycle फंड कोणता?
ITI BusIness Cycle — ₹115 Cr, कॅटेगरीत सर्वात लहान. लहान फंड चपळ असू शकतात, पण फक्त साइझला गुण मानू नका.
›Business Cycle फंडात किती काळ गुंतवणूक ठेवावी?
Business Cycle फंडांचा रिस्क खूप जास्त असतो, म्हणून साधारण 7+ वर्षे चा दृष्टिकोन शहाणपणाचा. Rotates sectors to ride the phases of the economic cycle. हे संशोधन आहे, गुंतवणूक सल्ला नाही.
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