Compare Invesco India Business Cycle Fund vs Kotak Business Cycle Fund
Invesco India Business Cycle Fund
EquityThematic-Business Cycle
Kotak Business Cycle Fund
EquityThematic-Business Cycle
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
2.28
2.03
NAV
₹13.55
₹17.27
Fund Started
06 Feb 2025
07 Sep 2022
Fund Size
₹1373.46 Cr
₹3413.65 Cr
Exit Load
Exit load of 0.50%, if redeemed within 3 months.
0.5% for redemption within 90 Days
1 Year
0.99%
-2.50%
3 Year
-
13.25%
5 Year
-
-
Equity
95.99%
98.63%
Cash
4.01%
1.37%
Top 10 Holdings
Name | Assets |
|---|---|
Kotak Mahindra Bank Ltd. | 6.03% |
Axis Bank Ltd. | 6.00% |
Apollo Hospitals Enterprise Ltd. | 5.99% |
DLF Ltd. | 5.62% |
Sai Life Sciences Ltd. | 5.25% |
Aditya Infotech Ltd. | 5.03% |
Larsen & Toubro Ltd. | 4.70% |
Interglobe Aviation Ltd. | 4.22% |
Prestige Estates Projects Ltd. | 3.59% |
Eternal Ltd. | 3.52% |
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
-
-
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 riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Launch Date
06 Feb 2025
07 Sep 2022
