Compare HDFC Business Cycle Fund vs Invesco India Business Cycle Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹100
Expense Ratio
2.02
2.24
NAV
₹13.06
₹11.33
Fund Started
11 Nov 2022
06 Feb 2025
Fund Size
₹2650.14 Cr
₹946.98 Cr
Exit Load
Exit load of 1%, if redeemed within 1 year.
Exit load of 0.50%, if redeemed within 3 months.
1 Year
2.38%
16.44%
3 Year
11.42%
-
5 Year
-
-
Equity
96.15%
99.16%
Cash
2.76%
0.84%
Top 10 Holdings
ICICI Bank Ltd. | 7.03% |
Bharti Airtel Ltd. | 6.08% |
Kotak Mahindra Bank Ltd. | 5.16% |
Eternal Ltd. | 5.08% |
Titan Company Ltd. | 4.20% |
HDFC Bank Ltd. | 4.05% |
Anthem Biosciences Ltd. | 3.53% |
Fortis Healthcare Ltd. | 3.37% |
Bajaj Auto Ltd. | 3.14% |
Interglobe Aviation Ltd. | 3.02% |
Max Healthcare Institute Ltd. | 6.96% |
Interglobe Aviation Ltd. | 5.93% |
Sai Life Sciences Ltd. | 4.99% |
Prestige Estates Projects Ltd. | 4.90% |
Amber Enterprises India Ltd. | 4.72% |
Cholamandalam Investment and Finance Company Ltd. | 4.34% |
Aditya Infotech Ltd. | 4.27% |
Trent Ltd. | 4.22% |
Indusind Bank Ltd. | 4.04% |
The Federal Bank Ltd. | 3.97% |
Name
-
-
Start Date
-
-
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 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
11 Nov 2022
06 Feb 2025
