Compare Kotak Business Cycle Fund vs Invesco India Business Cycle Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹100
Expense Ratio
2.08
2.19
NAV
₹17.92
₹14.34
Fund Started
07 Sep 2022
06 Feb 2025
Fund Size
₹3302.30 Cr
₹1198.64 Cr
Exit Load
0.5% for redemption within 90 Days
Exit load of 0.50%, if redeemed within 3 months.
1 Year
3.54%
10.82%
3 Year
14.73%
-
5 Year
-
-
Equity
99.33%
95.49%
Cash
0.67%
4.51%
Top 10 Holdings
ICICI Bank Ltd. | 8.27% |
Aditya Infotech Ltd. | 5.62% |
Axis Bank Ltd. | 4.16% |
Aster DM Healthcare Ltd. | 3.97% |
Krishna Institute of Medical Sciences Ltd | 3.65% |
Eternal Ltd. | 3.46% |
HDFC Bank Ltd. | 3.04% |
Vijaya Diagnostic Centre Ltd. | 3.02% |
Bharti Hexacom Ltd. | 2.84% |
Shriram Finance Ltd | 2.72% |
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% |
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
