Compare Kotak Business Cycle Fund vs Mahindra Manulife Business Cycle Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹500
Expense Ratio
2.08
2.43
NAV
₹16.92
₹15.65
Fund Started
07 Sep 2022
21 Aug 2023
Fund Size
₹3302.30 Cr
₹1336.74 Cr
Exit Load
0.5% for redemption within 90 Days
Exit load of 1%, if redeemed within 3 months
1 Year
3.54%
6.05%
3 Year
14.73%
-
5 Year
-
-
Equity
99.33%
98.53%
Cash
0.67%
1.45%
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% |
Reliance Industries Ltd. | 4.05% |
JSW Energy Ltd. | 3.46% |
Grasim Industries Ltd. | 3.13% |
ICICI Bank Ltd. | 3.09% |
Axis Bank Ltd. | 2.87% |
Bajaj Auto Ltd. | 2.66% |
Adani Enterprises Ltd. | 2.50% |
Indusind Bank Ltd. | 2.49% |
Infosys Ltd. | 2.49% |
Bandhan Bank Ltd. | 2.39% |
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 seek to generate long term capital appreciation by investing predominantly in equity and equity related securities with a focus on identifying and investing in business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Launch Date
07 Sep 2022
21 Aug 2023
