Compare HDFC Defence Fund vs Mahindra Manulife Business Cycle Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹500
Expense Ratio
1.81
2.13
NAV
₹23.21
₹14.42
Fund Started
19 May 2023
21 Aug 2023
Fund Size
₹8096.66 Cr
₹1302.51 Cr
Exit Load
Exit load of 1%, if redeemed within 1 year.
Exit load of 1%, if redeemed within 3 months
1 Year
24.11%
8.62%
3 Year
-
-
5 Year
-
-
Equity
96.30%
98.40%
Cash
3.70%
1.60%
Top 10 Holdings
Bharat Electronics Ltd. | 18.58% |
Bharat Forge Ltd. | 15.72% |
Hindustan Aeronautics Ltd. | 12.09% |
Solar Industries India Ltd. | 10.26% |
BEML Ltd. | 5.92% |
Astra Microwave Products Ltd. | 4.92% |
Bharat Dynamics Ltd. | 4.69% |
Eicher Motors Ltd. | 4.45% |
MTAR Technologies Ltd. | 3.76% |
Premier Explosives Ltd. | 3.05% |
Reliance Industries Ltd. | 4.21% |
Indus Towers Ltd. | 3.97% |
State Bank of India | 3.69% |
Bajaj Auto Ltd. | 3.60% |
Infosys Ltd. | 3.32% |
Grasim Industries Ltd. | 2.90% |
JSW Energy Ltd. | 2.64% |
Indusind Bank Ltd. | 2.64% |
The Ramco Cements Ltd. | 2.34% |
Tata Steel Ltd. | 2.11% |
Name
-
-
Start Date
-
-
Description
The scheme seeks to provide long-term capital appreciation by investing predominantly in equity and equity related securities of Defence & allied sector companies.
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
19 May 2023
21 Aug 2023
