Compare Mahindra Manulife Business Cycle Fund vs Union Business Cycle Fund
Risk | Very High | Very High |
Rating | - | - |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 2.1 | 2.5 |
NAV | ₹15.09 | ₹11.00 |
Fund Started | 21 Aug 2023 | 13 Feb 2024 |
Fund Size | ₹1305.64 Cr | ₹537.13 Cr |
Exit Load | Exit load of 1%, if redeemed within 3 months | Exit load of 1%, if redeemed within 1 year. |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹500
Expense Ratio
2.1
2.5
NAV
₹15.09
₹11.00
Fund Started
21 Aug 2023
13 Feb 2024
Fund Size
₹1305.64 Cr
₹537.13 Cr
Exit Load
Exit load of 1%, if redeemed within 3 months
Exit load of 1%, if redeemed within 1 year.
1 Year | 9.49% | 6.18% |
3 Year | - | - |
5 Year | - | - |
1 Year
9.49%
6.18%
3 Year
-
-
5 Year
-
-
Equity | 98.46% | 96.09% |
Cash | 1.54% | 3.82% |
Equity
98.46%
96.09%
Cash
1.54%
3.82%
Top 10 Holdings |
|
|
Top 10 Holdings
Reliance Industries Ltd. | 4.74% |
State Bank of India | 4.33% |
Infosys Ltd. | 4.12% |
Bajaj Auto Ltd. | 3.36% |
Indus Towers Ltd. | 3.23% |
ITC Ltd. | 2.47% |
Grasim Industries Ltd. | 2.38% |
Bajaj Finance Ltd. | 2.32% |
Tech Mahindra Ltd. | 2.28% |
Axis Bank Ltd. | 2.19% |
HDFC Bank Ltd. | 5.79% |
ICICI Bank Ltd. | 4.72% |
Larsen & Toubro Ltd. | 4.37% |
Bharti Airtel Ltd. | 4.34% |
State Bank of India | 4.33% |
Reliance Industries Ltd. | 3.90% |
Maruti Suzuki India Ltd. | 3.40% |
Mahindra & Mahindra Ltd. | 2.82% |
Shriram Finance Ltd | 2.77% |
Infosys Ltd. | 2.66% |
Name | - | - |
Start Date | - | - |
Name
-
-
Start Date
-
-
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 Schemeseeks to generate long-term capital appreciation by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles in the economy. |
Launch Date | 21 Aug 2023 | 13 Feb 2024 |
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 Schemeseeks to generate long-term capital appreciation by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles in the economy.
Launch Date
21 Aug 2023
13 Feb 2024