Compare Kotak Business Cycle Fund vs Invesco India Business Cycle Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹100
Expense Ratio
1.97
2.19
NAV
₹16.28
₹13.22
Fund Started
07 Sep 2022
06 Feb 2025
Fund Size
₹3064.28 Cr
₹1015.65 Cr
Exit Load
0.5% for redemption within 90 Days
Exit load of 0.50%, if redeemed within 3 months.
1 Year
2.26%
11.66%
3 Year
15.40%
-
5 Year
-
-
Equity
97.06%
94.58%
Cash
2.94%
5.42%
Top 10 Holdings
ICICI Bank Ltd. | 8.18% |
Axis Bank Ltd. | 4.23% |
Aditya Infotech Ltd. | 3.86% |
Aster DM Healthcare Ltd. | 3.82% |
Eternal Ltd. | 3.24% |
Krishna Institute of Medical Sciences Ltd | 3.22% |
Bharti Hexacom Ltd. | 3.13% |
HDFC Bank Ltd. | 2.80% |
Vijaya Diagnostic Centre Ltd. | 2.72% |
Shriram Finance Ltd | 2.63% |
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% |
Name
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Start Date
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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
07 Sep 2022
06 Feb 2025
