Compare Baroda BNP Paribas Business Cycle Fund vs Kotak Business Cycle Fund
Baroda BNP Paribas 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
₹500
₹100
Expense Ratio
2.52
2.04
NAV
₹16.35
₹17.61
Fund Started
24 Aug 2021
07 Sep 2022
Fund Size
₹534.72 Cr
₹3413.65 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
0.5% for redemption within 90 Days
1 Year
-3.93%
-0.96%
3 Year
10.65%
14.28%
5 Year
8.34%
-
Equity
94.32%
98.63%
Cash
-1.05%
1.37%
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 5.93% |
Hitachi Energy India Ltd. | 5.16% |
Reliance Industries Ltd. | 4.93% |
HDFC Bank Ltd. | 4.53% |
Larsen & Toubro Ltd. | 4.11% |
Sun Pharmaceutical Industries Ltd. | 3.21% |
Divi's Laboratories Ltd. | 3.13% |
Bharat Heavy Electricals Ltd. | 2.80% |
Kotak Mahindra Bank Ltd. | 2.46% |
TVS Motor Company Ltd. | 2.42% |
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 generate long term capital appreciation for investors 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
24 Aug 2021
07 Sep 2022
