Compare HDFC Business Cycle Fund vs Invesco India Business Cycle Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹100
Expense Ratio
2.13
2.2
NAV
₹15.86
₹14.50
Fund Started
11 Nov 2022
06 Feb 2025
Fund Size
₹2703.41 Cr
₹1198.64 Cr
Exit Load
Exit load of 1%, if redeemed within 1 year.
Exit load of 0.50%, if redeemed within 3 months.
1 Year
2.85%
13.25%
3 Year
11.10%
-
5 Year
-
-
Equity
96.84%
95.49%
Cash
2.08%
4.51%
Top 10 Holdings
Bharti Airtel Ltd. | 5.87% |
Eternal Ltd. | 5.35% |
ICICI Bank Ltd. | 5.30% |
Kotak Mahindra Bank Ltd. | 4.89% |
Titan Company Ltd. | 4.19% |
Anthem Biosciences Ltd. | 3.81% |
HDFC Bank Ltd. | 3.57% |
Fortis Healthcare Ltd. | 3.35% |
Interglobe Aviation Ltd. | 3.30% |
Cholamandalam Investment and Finance Company Ltd. | 2.97% |
Aditya Infotech Ltd. | 6.45% |
Kotak Mahindra Bank Ltd. | 6.10% |
Max Healthcare Institute Ltd. | 5.69% |
Interglobe Aviation Ltd. | 5.21% |
Sai Life Sciences Ltd. | 4.87% |
BSE Ltd. | 4.40% |
Prestige Estates Projects Ltd. | 4.34% |
Trent Ltd. | 4.21% |
Cholamandalam Investment and Finance Company Ltd. | 3.54% |
Amber Enterprises India Ltd. | 3.52% |
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
