Compare Invesco India Business Cycle Fund vs Union Business Cycle Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹500
Expense Ratio
2.19
2.43
NAV
₹13.49
₹11.65
Fund Started
06 Feb 2025
13 Feb 2024
Fund Size
₹1015.65 Cr
₹507.17 Cr
Exit Load
Exit load of 0.50%, if redeemed within 3 months.
Exit load of 1%, if redeemed within 1 year.
1 Year
11.66%
2.82%
3 Year
-
-
5 Year
-
-
Equity
94.58%
95.34%
Cash
5.42%
4.56%
Top 10 Holdings
Max Healthcare Institute Ltd. | 5.90% |
Aditya Infotech Ltd. | 5.48% |
Sai Life Sciences Ltd. | 4.98% |
Interglobe Aviation Ltd. | 4.92% |
BSE Ltd. | 4.89% |
Prestige Estates Projects Ltd. | 4.63% |
Amber Enterprises India Ltd. | 4.43% |
Trent Ltd. | 4.18% |
AU Small Finance Bank Ltd. | 3.89% |
Eternal Ltd. | 3.67% |
ICICI Bank Ltd. | 6.93% |
Axis Bank Ltd. | 4.09% |
Bharat Electronics Ltd. | 3.12% |
Cummins India Ltd. | 2.94% |
Bharat Heavy Electricals Ltd. | 2.88% |
Tata Steel Ltd. | 2.76% |
Solar Industries India Ltd. | 2.72% |
GE Vernova T&D India Ltd | 2.58% |
Larsen & Toubro Ltd. | 2.54% |
State Bank of India | 2.46% |
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 Schemeseeks to generate long-term capital appreciation by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles in the economy.
Launch Date
06 Feb 2025
13 Feb 2024
