Compare Mahindra Manulife Business Cycle Fund vs Union Business Cycle Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹500
Expense Ratio
2.12
2.43
NAV
₹16.06
₹11.65
Fund Started
21 Aug 2023
13 Feb 2024
Fund Size
₹1306.40 Cr
₹507.17 Cr
Exit Load
Exit load of 1%, if redeemed within 3 months
Exit load of 1%, if redeemed within 1 year.
1 Year
6.58%
2.82%
3 Year
-
-
5 Year
-
-
Equity
97.25%
95.34%
Cash
2.73%
4.56%
Top 10 Holdings
Reliance Industries Ltd. | 4.59% |
Bajaj Auto Ltd. | 3.60% |
Indus Towers Ltd. | 3.14% |
Infosys Ltd. | 3.01% |
Grasim Industries Ltd. | 2.89% |
JSW Energy Ltd. | 2.77% |
Indusind Bank Ltd. | 2.52% |
CESC Ltd. | 2.37% |
HDFC Bank Ltd. | 2.22% |
Tech Mahindra Ltd. | 2.11% |
ICICI Bank Ltd. | 6.93% |
Axis Bank Ltd. | 4.09% |
Bharat Electronics Ltd. | 3.12% |
Cummins India Ltd. | 2.94% |
Bharat Heavy Electricals Ltd. | 2.88% |
Tata Steel Ltd. | 2.76% |
Solar Industries India Ltd. | 2.72% |
GE Vernova T&D India Ltd | 2.58% |
Larsen & Toubro Ltd. | 2.54% |
State Bank of India | 2.46% |
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
