Compare Kotak Business Cycle Fund vs Motilal Oswal Business Cycle Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹500
Expense Ratio
1.95
2.22
NAV
₹14.67
₹10.22
Fund Started
07 Sep 2022
07 Aug 2024
Fund Size
₹3053.74 Cr
₹1674.23 Cr
Exit Load
0.5% for redemption within 90 Days
Exit load of 1%, if redeemed within 365 days.
1 Year
2.55%
-11.11%
3 Year
14.77%
-
5 Year
-
-
Equity
97.24%
93.93%
Cash
2.76%
6.07%
Top 10 Holdings
ICICI Bank Ltd. | 6.32% |
Axis Bank Ltd. | 4.44% |
Aster DM Healthcare Ltd. | 3.73% |
Bharti Hexacom Ltd. | 3.32% |
Aditya Infotech Ltd. | 3.05% |
HDFC Bank Ltd. | 3.02% |
Maruti Suzuki India Ltd. | 2.90% |
Shriram Finance Ltd | 2.65% |
Krishna Institute of Medical Sciences Ltd | 2.63% |
Godrej Consumer Products Ltd. | 2.60% |
Kalyan Jewellers India Ltd. | 8.57% |
Persistent Systems Ltd. | 8.17% |
Shaily Engineering Plastics Ltd. | 7.77% |
Eternal Ltd. | 7.36% |
Coforge Ltd. | 6.73% |
HDFC Bank Ltd. | 6.15% |
Healthcare Global Enterprises Ltd. | 5.90% |
PG Electroplast Ltd. | 5.57% |
ICICI Bank Ltd. | 5.32% |
Bharti Airtel Ltd. | 5.13% |
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 achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles.
Launch Date
07 Sep 2022
07 Aug 2024
