Compare Invesco India Business Cycle Fund vs Edelweiss Business Cycle Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹100
Expense Ratio
2.23
2.08
NAV
₹11.75
₹8.59
Fund Started
06 Feb 2025
09 Jul 2024
Fund Size
₹947.32 Cr
₹1586.82 Cr
Exit Load
Exit load of 0.50%, if redeemed within 3 months.
Exit load of 1%, if redeemed within 90 days.
1 Year
19.05%
11.82%
3 Year
-
-
5 Year
-
-
Equity
99.42%
99.46%
Cash
0.58%
-2.54%
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% |
Muthoot Finance Ltd. | 4.11% |
AU Small Finance Bank Ltd. | 3.72% |
Indian Bank | 3.44% |
Canara Bank | 3.19% |
State Bank of India | 3.04% |
Glenmark Pharmaceuticals Ltd. | 2.50% |
Union Bank of India | 2.48% |
Ashok Leyland Ltd. | 2.47% |
GE Vernova T&D India Ltd | 2.46% |
Bharat Electronics Ltd. | 2.44% |
Name
-
-
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 generate long-term capital appreciation by investing predominantly in equity and equity related securities with a focus on navigating business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. There is no assurance that the investment objective of the Scheme will be achieved.
Launch Date
06 Feb 2025
09 Jul 2024
