Compare HDFC Business Cycle Fund vs Tata Ethical Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹100
Expense Ratio
2.03
1.91
NAV
₹12.83
₹340.41
Fund Started
11 Nov 2022
09 Apr 1996
Fund Size
₹2650.14 Cr
₹3715.35 Cr
Exit Load
Exit load of 1%, if redeemed within 1 year.
Exit load of 0.50% if redeemed within 90 days.
1 Year
-4.24%
-5.89%
3 Year
10.14%
7.55%
5 Year
-
8.63%
Equity
96.15%
93.60%
Cash
2.76%
6.40%
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% |
Infosys Ltd. | 7.25% |
Tata Consultancy Services Ltd. | 5.52% |
Hindustan Unilever Ltd. | 3.58% |
Tech Mahindra Ltd. | 3.23% |
Jindal Steel Ltd. | 3.01% |
Ultratech Cement Ltd. | 2.80% |
HCL Technologies Ltd. | 2.74% |
Bharat Petroleum Corporation Ltd. | 2.70% |
Hero Motocorp Ltd. | 2.66% |
SRF Ltd. | 2.51% |
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 fund aims to provide medium to long term capital gains by investing in Sharia compliant equity and equity related instruments of well researched value and growth oriented companies.
Launch Date
11 Nov 2022
09 Apr 1996
