Compare Quant Business Cycle Fund vs DSP Business Cycle Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹1000
₹100
Expense Ratio
2.26
2.18
NAV
₹14.04
₹9.77
Fund Started
12 May 2023
27 Nov 2024
Fund Size
₹968.94 Cr
₹1155.15 Cr
Exit Load
Exit load of 1%, if redeemed within 15 days.
0.5% for redemption within 1 Month
1 Year
0.41%
8.79%
3 Year
-
-
5 Year
-
-
Equity
84.04%
93.14%
Cash
-9.05%
6.86%
Top 10 Holdings
Samvardhana Motherson International Ltd. | 10.51% |
HDFC Bank Ltd. | 9.51% |
Adani Green Energy Ltd. | 9.18% |
HDFC Life Insurance Co Ltd. | 8.97% |
Piramal Finance Ltd. | 8.81% |
Aurobindo Pharma Ltd. | 7.34% |
Wipro Ltd. | 3.79% |
Adani Enterprises Ltd. | 3.53% |
Shriram Finance Ltd | 3.17% |
HDFC Asset Management Company Ltd. | 3.16% |
State Bank of India | 7.73% |
Axis Bank Ltd. | 5.48% |
Mahindra & Mahindra Ltd. | 4.43% |
Apollo Hospitals Enterprise Ltd. | 4.01% |
Multi Commodity Exchange Of India Ltd. | 3.68% |
Infosys Ltd. | 3.55% |
Kotak Mahindra Bank Ltd. | 3.35% |
Bharti Airtel Ltd. | 3.23% |
Amber Enterprises India Ltd. | 2.97% |
NTPC Ltd. | 2.95% |
Name
-
-
Start Date
-
-
Description
The scheme seeks to generate long-term capital appreciation by investing with focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles.
The scheme seeks to provide long-term capital appreciation by investing in equity and equity related securities with a focus on riding business cycles through dynamic allocation across various sectors / themes / stocks at different stages of business cycle.
Launch Date
12 May 2023
27 Nov 2024
