Data as on 30th April 2024

Bank Of India Business Cycle Fund

  • Fund Type : An open ended equity scheme investing in sector based on its business cycle
    Entry Load : Nil
    Date of Allotment : 30 August, 2024
    Features : Liquity SIP SWP STP
  • Benchmark :
    NIFTY 500 Total Return Index (TRI)
    Exit Load :
    • NIL – There will be no exit load within 3 months from the date of allotment for redemption/switch out upto 10% of the units allotted.
    • 1% - Any redemption/switch out in excess of the above mentioned limit would be subject to an exit load of 1%, if the units are redeemed/ switched out within 3 months from the date of allotment of units.
    • NIL – There will be no exit load on any redemption/switch out after 3 months from the date of allotment of units.

Investment Objective

The Investment objective of the Scheme is to generate long-term capital appreciation by investing predominantly in equity and equity related securities through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. However, there is no assurance that the investment objective of the Scheme will be achieved.

This scheme is new and does not have any performance track record. Consider making this note more visible

Fund Manager

  • Alok Singh

    CFA and PGDBA from ICFAI Business School.

    Alok Singh  
    See detail

Fund Highlights

  • Macro/ Trends based investing.
  • Top down approach to portfolio construction.
  • Sector and Market Cap agnostic.
  • Intended investment in themes & businesses that are at the cusp-of or undergoing expansionary phase in Business Cycle.
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Riskometer

Scheme Riskometer:

The above Riskometer is based on the portfolio as on June 30,2025.

This product is suitable for investors who are seeking*:

  • Long term capital appreciation.
  • Investment in equity and equity related instruments with a focus on navigating business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.

As per AMFI, Tier I Benchmark is NIFTY 500 TRI. Investors understand that their principal will be at very high risk.

*Investor should consult their financial advisor if in doubt about whether the product is suitable for them

The above Benchmark Riskometer is based on the portfolio as on June 30,2025.

Top 10 Portfolio Holdings

Portfolio Details % to Net Assets
State Bank of India 5.8%
HDFC Bank Limited 5.6%
ICICI Bank Limited 3.8%
NTPC Limited 3.3%
NTPC Green Energy Limited 3.0%
Bharti Airtel Limited 2.9%
Clearing Corporation of India Ltd 2.8%
REC Limited 2.6%
Power Grid Corporation of India Limited 2.5%
Siemens Energy India Limited 2.4%

Sector Allocation

  • Portfolio weight (%)
  • Benchmark weight (%)
Underweight / overweight
against benchmark

Data Not Available

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  • Scheme
  • Benchmark

Fund Performance

Total Expense Ratio
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