Compare HDFC Business Cycle Fund vs Union Innovation & Opportunities Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹500
Expense Ratio
2.03
2.24
NAV
₹12.83
₹12.44
Fund Started
11 Nov 2022
16 Aug 2023
Fund Size
₹2650.14 Cr
₹1052.97 Cr
Exit Load
Exit load of 1%, if redeemed within 1 year.
Exit load of 1%, if redeemed within 1 year.
1 Year
-4.24%
-0.24%
3 Year
10.14%
-
5 Year
-
-
Equity
96.15%
98.20%
Cash
2.76%
1.27%
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% |
The Federal Bank Ltd. | 4.33% |
Acutaas Chemicals Ltd. | 4.03% |
Info Edge (India) Ltd. | 3.94% |
Eternal Ltd. | 3.71% |
One97 Communications Ltd. | 3.61% |
GE Vernova T&D India Ltd | 3.42% |
TVS Motor Company Ltd. | 3.07% |
ZF Commercial Vehicle Control Systems India Ltd. | 3.03% |
CG Power and Industrial Solutions Ltd. | 2.99% |
Krishna Institute of Medical Sciences Ltd | 2.81% |
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 achieve long term capital appreciation by investing predominantly in equity and equity related securities of Innovative Companies.
Launch Date
11 Nov 2022
16 Aug 2023
