Compare Mahindra Manulife Business Cycle Fund vs Kotak Business Cycle Fund
Mahindra Manulife Business Cycle Fund
EquityThematic-Business Cycle
Kotak Business Cycle Fund
EquityThematic-Business Cycle
Risk
Very High
Very High
Rating
5.0
4.0
Min SIP Amount
₹500
₹100
Expense Ratio
2.42
2.03
NAV
₹15.45
₹17.73
Fund Started
21 Aug 2023
07 Sep 2022
Fund Size
₹1290.60 Cr
₹3413.65 Cr
Exit Load
Exit load of 1%, if redeemed within 3 months
0.5% for redemption within 90 Days
1 Year
-0.20%
1.37%
3 Year
13.75%
13.67%
5 Year
-
-
Equity
96.82%
98.63%
Cash
3.18%
1.37%
Top 10 Holdings
Name | Assets |
|---|---|
Reliance Industries Ltd. | 3.85% |
Grasim Industries Ltd. | 3.20% |
ICICI Bank Ltd. | 3.07% |
JSW Energy Ltd. | 3.04% |
Axis Bank Ltd. | 2.71% |
Bandhan Bank Ltd. | 2.52% |
Indusind Bank Ltd. | 2.51% |
Adani Enterprises Ltd. | 2.47% |
Indus Towers Ltd. | 2.31% |
Bajaj Auto Ltd. | 2.25% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 7.69% |
Aditya Infotech Ltd. | 5.74% |
INDO-MIM Ltd. | 4.39% |
Eternal Ltd. | 4.05% |
Axis Bank Ltd. | 3.67% |
Aster DM Quality Care Ltd. | 3.37% |
Krishna Institute of Medical Sciences Ltd | 3.23% |
Vijaya Diagnostic Centre Ltd. | 3.11% |
ACME Solar Holdings Ltd. | 2.87% |
Lenskart Solutions Ltd. | 2.70% |
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
07 Sep 2022
