Compare HDFC Business Cycle Fund vs Mahindra Manulife Business Cycle Fund
HDFC Business Cycle Fund
EquityThematic-Business Cycle
Mahindra Manulife Business Cycle Fund
EquityThematic-Business Cycle
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.13
2.42
NAV
₹15.40
₹15.65
Fund Started
11 Nov 2022
21 Aug 2023
Fund Size
₹2645.86 Cr
₹1290.60 Cr
Exit Load
Exit load of 1%, if redeemed within 1 year.
Exit load of 1%, if redeemed within 3 months
1 Year
-3.25%
-0.20%
3 Year
8.81%
13.75%
5 Year
-
-
Equity
86.92%
96.82%
Cash
12.01%
3.18%
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 |
|---|---|
Reliance Industries Ltd. | 3.85% |
Grasim Industries Ltd. | 3.20% |
ICICI Bank Ltd. | 3.07% |
JSW Energy Ltd. | 3.04% |
Axis Bank Ltd. | 2.71% |
Bandhan Bank Ltd. | 2.52% |
Indusind Bank Ltd. | 2.51% |
Adani Enterprises Ltd. | 2.47% |
Indus Towers Ltd. | 2.31% |
Bajaj Auto Ltd. | 2.25% |
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 seek to generate long term capital appreciation by investing predominantly in equity and equity related securities with a focus on identifying and investing in business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Launch Date
11 Nov 2022
21 Aug 2023
