Compare DSP Business Cycle Fund vs Mahindra Manulife Business Cycle Fund
DSP Business Cycle Fund
EquityThematic-Business Cycle
Mahindra Manulife Business Cycle Fund
EquityThematic-Business Cycle
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.58
2.44
NAV
₹9.68
₹14.35
Fund Started
27 Nov 2024
21 Aug 2023
Fund Size
₹1473.57 Cr
₹1290.60 Cr
Exit Load
0.5% for redemption within 1 Month
Exit load of 1%, if redeemed within 3 months
1 Year
-5.81%
-4.55%
3 Year
-
12.99%
5 Year
-
-
Equity
93.48%
96.82%
Cash
6.52%
3.18%
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 |
|---|---|
Reliance Industries Ltd. | 3.85% |
Grasim Industries Ltd. | 3.20% |
ICICI Bank Ltd. | 3.07% |
JSW Energy Ltd. | 3.04% |
Axis Bank Ltd. | 2.71% |
Bandhan Bank Ltd. | 2.52% |
Indusind Bank Ltd. | 2.51% |
Adani Enterprises Ltd. | 2.47% |
Indus Towers Ltd. | 2.31% |
Bajaj Auto Ltd. | 2.25% |
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 seek to generate long term capital appreciation by investing predominantly in equity and equity related securities with a focus on identifying and investing in business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Launch Date
27 Nov 2024
21 Aug 2023