Compare Kotak Business Cycle Fund vs Invesco India Business Cycle Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹100
Expense Ratio
2.64
2.21
NAV
₹16.10
₹12.70
Fund Started
07 Sep 2022
06 Feb 2025
Fund Size
₹2740.81 Cr
₹841.07 Cr
Exit Load
0.5% for redemption within 90 Days
Exit load of 0.50%, if redeemed within 3 months.
1 Year
6.54%
13.70%
3 Year
17.99%
-
5 Year
-
-
Equity
99.81%
98.58%
Cash
0.19%
1.42%
Top 10 Holdings
ICICI Bank Ltd. | 6.97% |
Axis Bank Ltd. | 4.33% |
Aster DM Healthcare Ltd. | 4.25% |
Aditya Infotech Ltd. | 3.62% |
Bharti Hexacom Ltd. | 3.48% |
HDFC Bank Ltd. | 2.96% |
Shriram Finance Ltd | 2.74% |
Maruti Suzuki India Ltd. | 2.68% |
Eternal Ltd. | 2.65% |
Krishna Institute of Medical Sciences Ltd | 2.45% |
Max Healthcare Institute Ltd. | 6.91% |
Sai Life Sciences Ltd. | 5.47% |
Interglobe Aviation Ltd. | 5.46% |
Aditya Infotech Ltd. | 5.12% |
Prestige Estates Projects Ltd. | 4.46% |
Amber Enterprises India Ltd. | 4.37% |
BSE Ltd. | 4.35% |
Eternal Ltd. | 4.11% |
Trent Ltd. | 4.01% |
AU Small Finance Bank Ltd. | 3.90% |
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
