Compare DSP Business Cycle Fund vs Motilal Oswal Business Cycle Fund
DSP Business Cycle Fund
EquityThematic-Business Cycle
Motilal Oswal Business Cycle Fund
EquityThematic-Business Cycle
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹500
Expense Ratio
2.58
2.51
NAV
₹9.90
₹11.78
Fund Started
27 Nov 2024
07 Aug 2024
Fund Size
₹1473.57 Cr
₹1448.77 Cr
Exit Load
0.5% for redemption within 1 Month
Exit load of 1%, if redeemed within 365 days.
1 Year
-6.79%
-12.02%
3 Year
-
-
5 Year
-
-
Equity
93.48%
98.13%
Cash
6.52%
1.87%
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 |
|---|---|
Eternal Ltd. | 5.65% |
Coforge Ltd. | 4.65% |
RBL Bank Ltd. | 4.37% |
Kalyan Jewellers India Ltd. | 4.09% |
One 97 Communications Ltd. | 3.46% |
Max Healthcare Institute Ltd. | 3.40% |
Urban Company Ltd. | 3.35% |
Indusind Bank Ltd. | 3.29% |
Prestige Estates Projects Ltd. | 3.24% |
Apollo Hospitals Enterprise Ltd. | 3.22% |
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 achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles.
Launch Date
27 Nov 2024
07 Aug 2024
