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
3.13
NAV
₹14.34
₹11.94
Fund Started
06 Feb 2025
13 Feb 2024
Fund Size
₹1198.64 Cr
₹519.97 Cr
Exit Load
Exit load of 0.50%, if redeemed within 3 months.
Exit load of 1%, if redeemed within 1 year.
1 Year
10.82%
3.86%
3 Year
-
-
5 Year
-
-
Equity
95.49%
97.31%
Cash
4.51%
2.60%
Top 10 Holdings
Aditya Infotech Ltd. | 6.45% |
Kotak Mahindra Bank Ltd. | 6.10% |
Max Healthcare Institute Ltd. | 5.69% |
Interglobe Aviation Ltd. | 5.21% |
Sai Life Sciences Ltd. | 4.87% |
BSE Ltd. | 4.40% |
Prestige Estates Projects Ltd. | 4.34% |
Trent Ltd. | 4.21% |
Cholamandalam Investment and Finance Company Ltd. | 3.54% |
Amber Enterprises India Ltd. | 3.52% |
ICICI Bank Ltd. | 8.43% |
Axis Bank Ltd. | 4.99% |
Larsen & Toubro Ltd. | 4.60% |
HDFC Bank Ltd. | 4.57% |
Bharat Heavy Electricals Ltd. | 3.00% |
State Bank of India | 2.99% |
Interglobe Aviation Ltd. | 2.97% |
GE Vernova T&D India Ltd | 2.79% |
Cummins India Ltd. | 2.75% |
Power Mech Projects Ltd. | 2.63% |
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 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
