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
2.43
2.21
NAV
₹15.26
₹12.70
Fund Started
21 Aug 2023
06 Feb 2025
Fund Size
₹1176.92 Cr
₹841.07 Cr
Exit Load
Exit load of 1%, if redeemed within 3 months
Exit load of 0.50%, if redeemed within 3 months.
1 Year
9.22%
13.70%
3 Year
-
-
5 Year
-
-
Equity
97.99%
98.58%
Cash
2.01%
1.42%
Top 10 Holdings
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% |
Max Healthcare Institute Ltd. | 6.91% |
Sai Life Sciences Ltd. | 5.47% |
Interglobe Aviation Ltd. | 5.46% |
Aditya Infotech Ltd. | 5.12% |
Prestige Estates Projects Ltd. | 4.46% |
Amber Enterprises India Ltd. | 4.37% |
BSE Ltd. | 4.35% |
Eternal Ltd. | 4.11% |
Trent Ltd. | 4.01% |
AU Small Finance Bank Ltd. | 3.90% |
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
