Compare DSP Business Cycle Fund vs Invesco India Business Cycle Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹100
Expense Ratio
2.89
2.19
NAV
₹10.70
₹14.53
Fund Started
27 Nov 2024
06 Feb 2025
Fund Size
₹1268.29 Cr
₹1198.64 Cr
Exit Load
0.5% for redemption within 1 Month
Exit load of 0.50%, if redeemed within 3 months.
1 Year
2.86%
12.78%
3 Year
-
-
5 Year
-
-
Equity
94.29%
95.49%
Cash
5.71%
4.51%
Top 10 Holdings
Nifty 50 | 13.10% |
ICICI Bank Ltd. | 9.24% |
HDFC Bank Ltd. | 9.15% |
Axis Bank Ltd. | 6.91% |
Larsen & Toubro Ltd. | 3.96% |
Mahindra & Mahindra Ltd. | 3.64% |
Reliance Industries Ltd. | 3.18% |
Ultratech Cement Ltd. | 2.93% |
Maruti Suzuki India Ltd. | 2.91% |
Bharti Airtel Ltd. | 2.90% |
Aditya Infotech Ltd. | 6.45% |
Kotak Mahindra Bank Ltd. | 6.10% |
Max Healthcare Institute Ltd. | 5.69% |
Interglobe Aviation Ltd. | 5.21% |
Sai Life Sciences Ltd. | 4.87% |
BSE Ltd. | 4.40% |
Prestige Estates Projects Ltd. | 4.34% |
Trent Ltd. | 4.21% |
Cholamandalam Investment and Finance Company Ltd. | 3.54% |
Amber Enterprises India Ltd. | 3.52% |
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 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
