Compare Aditya Birla Sun Life Business Cycle Fund vs Kotak Business Cycle Fund
Aditya Birla Sun Life Business Cycle Fund
EquityThematic-Business Cycle
Kotak Business Cycle Fund
EquityThematic-Business Cycle
Risk
Very High
Very High
Rating
3.0
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
2.52
2.03
NAV
₹16.17
₹17.44
Fund Started
15 Nov 2021
07 Sep 2022
Fund Size
₹1725.11 Cr
₹3413.65 Cr
Exit Load
Exit load of 1%, if redeemed within 30 days.
0.5% for redemption within 90 Days
1 Year
-1.92%
-1.79%
3 Year
10.21%
12.99%
5 Year
-
-
Equity
99.12%
98.63%
Cash
0.88%
1.37%
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 4.04% |
The Federal Bank Ltd. | 3.28% |
Shivalik Bimetal Controls Ltd. | 2.92% |
R R Kabel Ltd. | 2.76% |
Birlasoft Ltd. | 2.63% |
Shaily Engineering Plastics Ltd. | 2.59% |
Sai Life Sciences Ltd. | 2.57% |
Craftsman Automation Ltd. | 2.54% |
SJS Enterprises Ltd. | 2.50% |
Karur Vysya Bank Ltd. | 2.49% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 7.69% |
Aditya Infotech Ltd. | 5.74% |
INDO-MIM Ltd. | 4.39% |
Eternal Ltd. | 4.05% |
Axis Bank Ltd. | 3.67% |
Aster DM Quality Care Ltd. | 3.37% |
Krishna Institute of Medical Sciences Ltd | 3.23% |
Vijaya Diagnostic Centre Ltd. | 3.11% |
ACME Solar Holdings Ltd. | 2.87% |
Lenskart Solutions Ltd. | 2.70% |
Name
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Start Date
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Description
The scheme seeks to provide long term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Launch Date
15 Nov 2021
07 Sep 2022
