Compare DSP Business Cycle Fund vs Invesco India Business Cycle Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹100
Expense Ratio
2.18
2.19
NAV
₹10.17
₹13.49
Fund Started
27 Nov 2024
06 Feb 2025
Fund Size
₹1142.93 Cr
₹1015.65 Cr
Exit Load
0.5% for redemption within 1 Month
Exit load of 0.50%, if redeemed within 3 months.
1 Year
1.46%
11.66%
3 Year
-
-
5 Year
-
-
Equity
90.23%
94.58%
Cash
9.77%
5.42%
Top 10 Holdings
HDFC Bank Ltd. | 7.87% |
Axis Bank Ltd. | 6.98% |
ICICI Bank Ltd. | 6.66% |
Mahindra & Mahindra Ltd. | 4.08% |
Larsen & Toubro Ltd. | 3.49% |
Bharti Airtel Ltd. | 3.28% |
Multi Commodity Exchange Of India Ltd. | 3.24% |
NTPC Ltd. | 3.11% |
Maruti Suzuki India Ltd. | 3.04% |
Asian Paints Ltd. | 2.72% |
Max Healthcare Institute Ltd. | 5.90% |
Aditya Infotech Ltd. | 5.48% |
Sai Life Sciences Ltd. | 4.98% |
Interglobe Aviation Ltd. | 4.92% |
BSE Ltd. | 4.89% |
Prestige Estates Projects Ltd. | 4.63% |
Amber Enterprises India Ltd. | 4.43% |
Trent Ltd. | 4.18% |
AU Small Finance Bank Ltd. | 3.89% |
Eternal Ltd. | 3.67% |
Name
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-
Start Date
-
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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 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
27 Nov 2024
06 Feb 2025
