Compare Mahindra Manulife Business Cycle Fund vs Invesco India Business Cycle Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹100
Expense Ratio
2.12
2.22
NAV
₹14.98
₹12.03
Fund Started
21 Aug 2023
06 Feb 2025
Fund Size
₹1289.75 Cr
₹947.32 Cr
Exit Load
Exit load of 1%, if redeemed within 3 months
Exit load of 0.50%, if redeemed within 3 months.
1 Year
15.38%
20.66%
3 Year
-
-
5 Year
-
-
Equity
98.85%
99.42%
Cash
1.15%
0.58%
Top 10 Holdings
State Bank of India | 4.80% |
Indus Towers Ltd. | 4.33% |
Reliance Industries Ltd. | 4.26% |
Infosys Ltd. | 4.23% |
Bajaj Auto Ltd. | 3.50% |
Grasim Industries Ltd. | 2.95% |
Tech Mahindra Ltd. | 2.52% |
Indusind Bank Ltd. | 2.50% |
The Ramco Cements Ltd. | 2.35% |
JSW Energy Ltd. | 2.28% |
Interglobe Aviation Ltd. | 5.99% |
AU Small Finance Bank Ltd. | 5.89% |
Max Healthcare Institute Ltd. | 5.63% |
Eternal Ltd. | 4.63% |
Prestige Estates Projects Ltd. | 4.59% |
The Federal Bank Ltd. | 4.54% |
Sai Life Sciences Ltd. | 4.43% |
Trent Ltd. | 4.34% |
Cholamandalam Investment and Finance Company Ltd. | 4.34% |
Swiggy Ltd. | 4.15% |
Name
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Start Date
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Description
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.
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
21 Aug 2023
06 Feb 2025
