Compare HDFC Business Cycle Fund vs HSBC Business Cycles Fund
HDFC Business Cycle Fund
EquityThematic-Business Cycle
HSBC Business Cycles Fund
EquityThematic-Business Cycle
Risk
Very High
Very High
Rating
2.0
3.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.13
2.34
NAV
₹15.40
₹47.27
Fund Started
11 Nov 2022
30 Jul 2014
Fund Size
₹2645.86 Cr
₹1178.73 Cr
Exit Load
Exit load of 1%, if redeemed within 1 year.
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
1 Year
-3.25%
-2.06%
3 Year
8.81%
13.80%
5 Year
-
12.04%
Equity
86.92%
98.12%
Cash
12.01%
1.88%
Top 10 Holdings
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 5.69% |
Kotak Mahindra Bank Ltd. | 5.31% |
ICICI Bank Ltd. | 5.21% |
Titan Company Ltd. | 4.46% |
Anthem Biosciences Ltd. | 3.78% |
Pearl Global Industries Ltd. | 3.28% |
HDFC Bank Ltd. | 3.24% |
Eternal Ltd. | 2.86% |
Vishal Mega Mart Ltd. | 2.52% |
Clean Max Enviro Energy Solutions Ltd. | 2.38% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 5.33% |
MTAR Technologies Ltd. | 3.90% |
Interglobe Aviation Ltd. | 3.38% |
HDFC Bank Ltd. | 2.97% |
Reliance Industries Ltd. | 2.58% |
Hindustan Aeronautics Ltd. | 2.53% |
RBL Bank Ltd. | 2.43% |
ICICI Prudential Asset Management Company Ltd. | 2.26% |
Bharat Electronics Ltd. | 2.22% |
Larsen & Toubro Ltd. | 2.12% |
Name
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Start Date
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Description
The scheme seeks to provide 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.
The scheme seeks to generate long term capital appreciation from a portfolio of equity and equity related securities including equity derivatives in the Indian market with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Launch Date
11 Nov 2022
30 Jul 2014
