Compare Motilal Oswal Business Cycle Fund vs Invesco India Business Cycle Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹100
Expense Ratio
2.19
2.22
NAV
₹10.67
₹12.03
Fund Started
07 Aug 2024
06 Feb 2025
Fund Size
₹1868.99 Cr
₹947.32 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
Exit load of 0.50%, if redeemed within 3 months.
1 Year
-4.70%
20.66%
3 Year
-
-
5 Year
-
-
Equity
92.18%
99.42%
Cash
7.82%
0.58%
Top 10 Holdings
Persistent Systems Ltd. | 9.33% |
Shaily Engineering Plastics Ltd. | 8.96% |
Coforge Ltd. | 8.41% |
Bharti Airtel Ltd. | 7.98% |
HDFC Bank Ltd. | 7.70% |
Eternal Ltd. | 7.32% |
Kalyan Jewellers India Ltd. | 6.77% |
Healthcare Global Enterprises Ltd. | 5.54% |
ICICI Bank Ltd. | 5.44% |
PG Electroplast Ltd. | 4.40% |
Interglobe Aviation Ltd. | 5.99% |
AU Small Finance Bank Ltd. | 5.89% |
Max Healthcare Institute Ltd. | 5.63% |
Eternal Ltd. | 4.63% |
Prestige Estates Projects Ltd. | 4.59% |
The Federal Bank Ltd. | 4.54% |
Sai Life Sciences Ltd. | 4.43% |
Trent Ltd. | 4.34% |
Cholamandalam Investment and Finance Company Ltd. | 4.34% |
Swiggy Ltd. | 4.15% |
Name
-
-
Start Date
-
-
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 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
07 Aug 2024
06 Feb 2025
