Compare Motilal Oswal Business Cycle Fund vs HSBC Business Cycles Fund
Motilal Oswal Business Cycle Fund
EquityThematic-Business Cycle
HSBC Business Cycles Fund
EquityThematic-Business Cycle
Risk
Very High
Very High
Rating
-
3.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.5
2.36
NAV
₹12.15
₹45.79
Fund Started
07 Aug 2024
30 Jul 2014
Fund Size
₹1448.77 Cr
₹1178.73 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
1 Year
-9.27%
-4.95%
3 Year
-
12.96%
5 Year
-
11.97%
Equity
98.13%
98.12%
Cash
1.87%
1.88%
Top 10 Holdings
Name | Assets |
|---|---|
Eternal Ltd. | 5.65% |
Coforge Ltd. | 4.65% |
RBL Bank Ltd. | 4.37% |
Kalyan Jewellers India Ltd. | 4.09% |
One 97 Communications Ltd. | 3.46% |
Max Healthcare Institute Ltd. | 3.40% |
Urban Company Ltd. | 3.35% |
Indusind Bank Ltd. | 3.29% |
Prestige Estates Projects Ltd. | 3.24% |
Apollo Hospitals Enterprise Ltd. | 3.22% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 5.33% |
MTAR Technologies Ltd. | 3.90% |
Interglobe Aviation Ltd. | 3.38% |
HDFC Bank Ltd. | 2.97% |
Reliance Industries Ltd. | 2.58% |
Hindustan Aeronautics Ltd. | 2.53% |
RBL Bank Ltd. | 2.43% |
ICICI Prudential Asset Management Company Ltd. | 2.26% |
Bharat Electronics Ltd. | 2.22% |
Larsen & Toubro Ltd. | 2.12% |
Name
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-
Start Date
-
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Description
The scheme seeks to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles.
The scheme seeks to generate long term capital appreciation from a portfolio of equity and equity related securities including equity derivatives in the Indian market with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Launch Date
07 Aug 2024
30 Jul 2014
