Compare Motilal Oswal Business Cycle Fund vs Mahindra Manulife Business Cycle Fund
Motilal Oswal Business Cycle Fund
EquityThematic-Business Cycle
Mahindra Manulife Business Cycle Fund
EquityThematic-Business Cycle
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
2.5
2.44
NAV
₹12.15
₹15.21
Fund Started
07 Aug 2024
21 Aug 2023
Fund Size
₹1448.77 Cr
₹1290.60 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
Exit load of 1%, if redeemed within 3 months
1 Year
-9.27%
-4.01%
3 Year
-
13.22%
5 Year
-
-
Equity
98.13%
96.82%
Cash
1.87%
3.18%
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 |
|---|---|
Reliance Industries Ltd. | 3.85% |
Grasim Industries Ltd. | 3.20% |
ICICI Bank Ltd. | 3.07% |
JSW Energy Ltd. | 3.04% |
Axis Bank Ltd. | 2.71% |
Bandhan Bank Ltd. | 2.52% |
Indusind Bank Ltd. | 2.51% |
Adani Enterprises Ltd. | 2.47% |
Indus Towers Ltd. | 2.31% |
Bajaj Auto Ltd. | 2.25% |
Name
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-
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 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.
Launch Date
07 Aug 2024
21 Aug 2023
