Compare Kotak Business Cycle Fund vs UTI Transportation and Logistics Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹500
Expense Ratio
1.95
1.91
NAV
₹14.67
₹253.69
Fund Started
07 Sep 2022
01 Aug 2005
Fund Size
₹3053.74 Cr
₹4046.80 Cr
Exit Load
0.5% for redemption within 90 Days
Exit load of 1% if redeemed within 30 days.
1 Year
2.55%
9.45%
3 Year
14.77%
21.29%
5 Year
-
16.65%
Equity
97.24%
94.57%
Cash
2.76%
5.27%
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% |
Mahindra & Mahindra Ltd. | 13.39% |
Maruti Suzuki India Ltd. | 9.49% |
Eicher Motors Ltd. | 8.78% |
Bajaj Auto Ltd. | 6.20% |
Eternal Ltd. | 5.98% |
Hero Motocorp Ltd. | 4.62% |
Adani Ports and Special Economic Zone Ltd. | 4.60% |
Interglobe Aviation Ltd. | 4.43% |
TVS Motor Company Ltd. | 3.86% |
Hyundai Motor India Ltd. | 3.81% |
Name
-
-
Start Date
-
-
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 of companies engaged in the transportation and logistics sector.
Launch Date
07 Sep 2022
01 Aug 2005
