Compare HSBC Business Cycles Fund vs Kotak Business Cycle Fund
HSBC Business Cycles Fund
EquityThematic-Business Cycle
Kotak Business Cycle Fund
EquityThematic-Business Cycle
Risk
Very High
Very High
Rating
3.0
4.0
Min SIP Amount
₹500
₹100
Expense Ratio
2.34
2.03
NAV
₹46.77
₹17.73
Fund Started
30 Jul 2014
07 Sep 2022
Fund Size
₹1178.73 Cr
₹3413.65 Cr
Exit Load
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
0.5% for redemption within 90 Days
1 Year
-2.94%
-
3 Year
13.52%
13.32%
5 Year
11.99%
-
Equity
98.12%
98.63%
Cash
1.88%
1.37%
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 5.33% |
MTAR Technologies Ltd. | 3.90% |
Interglobe Aviation Ltd. | 3.38% |
HDFC Bank Ltd. | 2.97% |
Reliance Industries Ltd. | 2.58% |
Hindustan Aeronautics Ltd. | 2.53% |
RBL Bank Ltd. | 2.43% |
ICICI Prudential Asset Management Company Ltd. | 2.26% |
Bharat Electronics Ltd. | 2.22% |
Larsen & Toubro Ltd. | 2.12% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 7.69% |
Aditya Infotech Ltd. | 5.74% |
INDO-MIM Ltd. | 4.39% |
Eternal Ltd. | 4.05% |
Axis Bank Ltd. | 3.67% |
Aster DM Quality Care Ltd. | 3.37% |
Krishna Institute of Medical Sciences Ltd | 3.23% |
Vijaya Diagnostic Centre Ltd. | 3.11% |
ACME Solar Holdings Ltd. | 2.87% |
Lenskart Solutions Ltd. | 2.70% |
Name
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Start Date
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Description
The scheme seeks to generate long term capital appreciation from a portfolio of equity and equity related securities including equity derivatives in the Indian market with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
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
30 Jul 2014
07 Sep 2022
