Compare Invesco India Business Cycle Fund vs DSP Business Cycle Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹100
Expense Ratio
2.22
2.17
NAV
₹12.03
₹10.11
Fund Started
06 Feb 2025
27 Nov 2024
Fund Size
₹947.32 Cr
₹1145.11 Cr
Exit Load
Exit load of 0.50%, if redeemed within 3 months.
0.5% for redemption within 1 Month
1 Year
22.64%
15.40%
3 Year
-
-
5 Year
-
-
Equity
99.42%
91.97%
Cash
0.58%
8.03%
Top 10 Holdings
Interglobe Aviation Ltd. | 5.99% |
AU Small Finance Bank Ltd. | 5.89% |
Max Healthcare Institute Ltd. | 5.63% |
Eternal Ltd. | 4.63% |
Prestige Estates Projects Ltd. | 4.59% |
The Federal Bank Ltd. | 4.54% |
Sai Life Sciences Ltd. | 4.43% |
Trent Ltd. | 4.34% |
Cholamandalam Investment and Finance Company Ltd. | 4.34% |
Swiggy Ltd. | 4.15% |
State Bank of India | 6.99% |
Axis Bank Ltd. | 5.48% |
Mahindra & Mahindra Ltd. | 4.51% |
Infosys Ltd. | 4.51% |
Multi Commodity Exchange Of India Ltd. | 3.84% |
Apollo Hospitals Enterprise Ltd. | 3.60% |
Bharti Airtel Ltd. | 3.41% |
Tata Consultancy Services Ltd. | 3.37% |
Kotak Mahindra Bank Ltd. | 3.32% |
NTPC Ltd. | 2.77% |
Name
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-
Start Date
-
-
Description
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.
The scheme seeks to provide long-term capital appreciation by investing in equity and equity related securities with a focus on riding business cycles through dynamic allocation across various sectors / themes / stocks at different stages of business cycle.
Launch Date
06 Feb 2025
27 Nov 2024
