Compare DSP Business Cycle Fund vs Invesco India Business Cycle Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹100
Expense Ratio
2.2
2.25
NAV
₹10.53
₹12.82
Fund Started
27 Nov 2024
06 Feb 2025
Fund Size
₹1027.84 Cr
₹841.07 Cr
Exit Load
0.5% for redemption within 1 Month
Exit load of 0.50%, if redeemed within 3 months.
1 Year
8.59%
17.01%
3 Year
-
-
5 Year
-
-
Equity
95.51%
98.58%
Cash
4.49%
1.42%
Top 10 Holdings
State Bank of India | 7.08% |
Axis Bank Ltd. | 5.17% |
Mahindra & Mahindra Ltd. | 4.33% |
Apollo Hospitals Enterprise Ltd. | 4.27% |
Multi Commodity Exchange Of India Ltd. | 4.05% |
Infosys Ltd. | 3.83% |
Bharti Airtel Ltd. | 3.44% |
NTPC Ltd. | 3.22% |
Kotak Mahindra Bank Ltd. | 3.20% |
Gland Pharma Ltd. | 2.84% |
Max Healthcare Institute Ltd. | 6.91% |
Sai Life Sciences Ltd. | 5.47% |
Interglobe Aviation Ltd. | 5.46% |
Aditya Infotech Ltd. | 5.12% |
Prestige Estates Projects Ltd. | 4.46% |
Amber Enterprises India Ltd. | 4.37% |
BSE Ltd. | 4.35% |
Eternal Ltd. | 4.11% |
Trent Ltd. | 4.01% |
AU Small Finance Bank Ltd. | 3.90% |
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