Compare Mahindra Manulife Business Cycle Fund vs Union Business Cycle Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹500
Expense Ratio
2.43
3.13
NAV
₹16.27
₹11.94
Fund Started
21 Aug 2023
13 Feb 2024
Fund Size
₹1336.74 Cr
₹519.97 Cr
Exit Load
Exit load of 1%, if redeemed within 3 months
Exit load of 1%, if redeemed within 1 year.
1 Year
6.05%
3.86%
3 Year
-
-
5 Year
-
-
Equity
98.53%
97.31%
Cash
1.45%
2.60%
Top 10 Holdings
Reliance Industries Ltd. | 4.05% |
JSW Energy Ltd. | 3.46% |
Grasim Industries Ltd. | 3.13% |
ICICI Bank Ltd. | 3.09% |
Axis Bank Ltd. | 2.87% |
Bajaj Auto Ltd. | 2.66% |
Adani Enterprises Ltd. | 2.50% |
Indusind Bank Ltd. | 2.49% |
Infosys Ltd. | 2.49% |
Bandhan Bank Ltd. | 2.39% |
ICICI Bank Ltd. | 8.43% |
Axis Bank Ltd. | 4.99% |
Larsen & Toubro Ltd. | 4.60% |
HDFC Bank Ltd. | 4.57% |
Bharat Heavy Electricals Ltd. | 3.00% |
State Bank of India | 2.99% |
Interglobe Aviation Ltd. | 2.97% |
GE Vernova T&D India Ltd | 2.79% |
Cummins India Ltd. | 2.75% |
Power Mech Projects Ltd. | 2.63% |
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
