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
2.5
NAV
₹10.00
₹12.56
Fund Started
27 Nov 2024
07 Aug 2024
Fund Size
₹1469.37 Cr
₹1448.77 Cr
Exit Load
0.5% for redemption within 1 Month
Exit load of 1%, if redeemed within 365 days.
1 Year
-3.67%
-4.31%
3 Year
-
-
5 Year
-
-
Equity
93.22%
95.36%
Cash
6.78%
4.64%
Top 10 Holdings
Name | Assets |
|---|---|
Nifty 50 | 9.92% |
ICICI Bank Ltd. | 9.44% |
HDFC Bank Ltd. | 8.49% |
Axis Bank Ltd. | 5.77% |
Bharti Airtel Ltd. | 4.60% |
Larsen & Toubro Ltd. | 4.20% |
Mahindra & Mahindra Ltd. | 3.36% |
Reliance Industries Ltd. | 3.36% |
NTPC Ltd. | 2.76% |
Ultratech Cement Ltd. | 2.71% |
Name | Assets |
|---|---|
Ellenbarrie Industrial Gases Ltd. | 6.37% |
Eternal Ltd. | 5.43% |
Coforge Ltd. | 4.94% |
Healthcare Global Enterprises Ltd. | 4.29% |
Kalyan Jewellers India Ltd. | 4.17% |
RBL Bank Ltd. | 3.86% |
Indusind Bank Ltd. | 3.48% |
Max Healthcare Institute Ltd. | 3.37% |
Urban Company Ltd. | 3.33% |
Apollo Hospitals Enterprise Ltd. | 3.29% |
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
