Compare Kotak Business Cycle Fund vs Mahindra Manulife Business Cycle Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹500
Expense Ratio
2.64
2.43
NAV
₹16.10
₹15.26
Fund Started
07 Sep 2022
21 Aug 2023
Fund Size
₹2740.81 Cr
₹1176.92 Cr
Exit Load
0.5% for redemption within 90 Days
Exit load of 1%, if redeemed within 3 months
1 Year
6.54%
9.22%
3 Year
17.99%
-
5 Year
-
-
Equity
99.81%
97.99%
Cash
0.19%
2.01%
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% |
Reliance Industries Ltd. | 4.50% |
Indus Towers Ltd. | 4.04% |
Infosys Ltd. | 3.54% |
Bajaj Auto Ltd. | 3.51% |
Grasim Industries Ltd. | 2.93% |
JSW Energy Ltd. | 2.82% |
HDFC Bank Ltd. | 2.33% |
Indusind Bank Ltd. | 2.30% |
Tech Mahindra Ltd. | 2.20% |
Tata Steel Ltd. | 2.11% |
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
