Compare HSBC Business Cycles Fund vs UTI Transportation and Logistics Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹500
Expense Ratio
2.24
1.91
NAV
₹36.82
₹253.69
Fund Started
30 Jul 2014
01 Aug 2005
Fund Size
₹1101.49 Cr
₹4046.80 Cr
Exit Load
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Exit load of 1% if redeemed within 30 days.
1 Year
-5.62%
9.45%
3 Year
15.49%
21.29%
5 Year
13.81%
16.65%
Equity
98.04%
94.57%
Cash
1.96%
5.27%
Top 10 Holdings
ICICI Bank Ltd. | 5.32% |
Reliance Industries Ltd. | 5.08% |
HDFC Bank Ltd. | 3.98% |
Multi Commodity Exchange Of India Ltd. | 3.13% |
Bharat Electronics Ltd. | 2.72% |
Larsen & Toubro Ltd. | 2.58% |
State Bank of India | 2.50% |
ICICI Prudential Asset Management Company Ltd. | 2.40% |
Hindustan Aeronautics Ltd. | 2.27% |
Power Finance Corporation Ltd. | 2.27% |
Mahindra & Mahindra Ltd. | 13.39% |
Maruti Suzuki India Ltd. | 9.49% |
Eicher Motors Ltd. | 8.78% |
Bajaj Auto Ltd. | 6.20% |
Eternal Ltd. | 5.98% |
Hero Motocorp Ltd. | 4.62% |
Adani Ports and Special Economic Zone Ltd. | 4.60% |
Interglobe Aviation Ltd. | 4.43% |
TVS Motor Company Ltd. | 3.86% |
Hyundai Motor India Ltd. | 3.81% |
Name
-
-
Start Date
-
-
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 of companies engaged in the transportation and logistics sector.
Launch Date
30 Jul 2014
01 Aug 2005
