Compare Axis Business Cycles Fund vs HSBC Business Cycles Fund
Axis Business Cycles Fund
EquityThematic-Business Cycle
HSBC Business Cycles Fund
EquityThematic-Business Cycle
Risk
Very High
Very High
Rating
3.0
3.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.37
2.34
NAV
₹17.31
₹47.27
Fund Started
02 Feb 2023
30 Jul 2014
Fund Size
₹2039.20 Cr
₹1178.73 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
1 Year
-1.08%
-2.06%
3 Year
10.99%
13.80%
5 Year
-
12.04%
Equity
95.66%
98.12%
Cash
0.76%
1.88%
Top 10 Holdings
Name | Assets |
|---|---|
Larsen & Toubro Ltd. | 3.79% |
Axis Bank Ltd. | 3.60% |
ICICI Bank Ltd. | 3.59% |
HDFC Bank Ltd. | 3.34% |
Kotak Mahindra Bank Ltd. | 2.72% |
Grasim Industries Ltd. | 2.67% |
Aether Industries Ltd. | 2.58% |
Bharti Airtel Ltd. | 2.47% |
PTC Industries Ltd. | 2.22% |
Indusind Bank Ltd. | 2.21% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 5.33% |
MTAR Technologies Ltd. | 3.90% |
Interglobe Aviation Ltd. | 3.38% |
HDFC Bank Ltd. | 2.97% |
Reliance Industries Ltd. | 2.58% |
Hindustan Aeronautics Ltd. | 2.53% |
RBL Bank Ltd. | 2.43% |
ICICI Prudential Asset Management Company Ltd. | 2.26% |
Bharat Electronics Ltd. | 2.22% |
Larsen & Toubro Ltd. | 2.12% |
Name
-
-
Start Date
-
-
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 from a portfolio of equity and equity related securities including equity derivatives in the Indian market with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Launch Date
02 Feb 2023
30 Jul 2014
