Compare DSP Business Cycle Fund vs HSBC Business Cycles Fund
DSP Business Cycle Fund
EquityThematic-Business Cycle
HSBC Business Cycles Fund
EquityThematic-Business Cycle
Risk
Very High
Very High
Rating
-
3.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.58
2.34
NAV
₹10.08
₹46.77
Fund Started
27 Nov 2024
30 Jul 2014
Fund Size
₹1473.57 Cr
₹1178.73 Cr
Exit Load
0.5% for redemption within 1 Month
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
1 Year
-4.31%
-2.94%
3 Year
-
13.52%
5 Year
-
11.99%
Equity
93.48%
98.12%
Cash
6.52%
1.88%
Top 10 Holdings
Name | Assets |
|---|---|
Nifty 50 | 10.77% |
ICICI Bank Ltd. | 9.85% |
HDFC Bank Ltd. | 9.55% |
Axis Bank Ltd. | 5.42% |
Bharti Airtel Ltd. | 4.44% |
Larsen & Toubro Ltd. | 3.98% |
Reliance Industries Ltd. | 3.12% |
Mahindra & Mahindra Ltd. | 3.11% |
NTPC Ltd. | 2.71% |
Ultratech Cement Ltd. | 2.68% |
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 in equity and equity related securities with a focus on riding business cycles through dynamic allocation across various sectors / themes / stocks at different stages of business cycle.
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
27 Nov 2024
30 Jul 2014
