Compare Quant Business Cycle Fund vs HSBC Business Cycles Fund
Quant Business Cycle Fund
EquityThematic-Business Cycle
HSBC Business Cycles Fund
EquityThematic-Business Cycle
Risk
Very High
Very High
Rating
1.0
3.0
Min SIP Amount
₹1000
₹500
Expense Ratio
3
2.36
NAV
₹14.97
₹39.69
Fund Started
12 May 2023
30 Jul 2014
Fund Size
₹929.90 Cr
₹1178.73 Cr
Exit Load
Exit load of 1%, if redeemed within 15 days.
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
1 Year
-4.11%
-7.91%
3 Year
8.19%
12.70%
5 Year
-
11.33%
Equity
90.04%
98.12%
Cash
3.13%
1.88%
Top 10 Holdings
Name | Assets |
|---|---|
Aurobindo Pharma Ltd. | 10.38% |
Piramal Finance Ltd. | 9.23% |
Adani Green Energy Ltd. | 9.07% |
Reliance Industries Ltd. | 8.98% |
Indus Towers Ltd. | 8.70% |
LG Electronics India Ltd. | 5.65% |
Adani Enterprises Ltd. | 5.11% |
Samvardhana Motherson International Ltd. | 4.85% |
Lloyds Metals & Energy Ltd. | 4.65% |
Premier Energies Ltd. | 4.23% |
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
-
-
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 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
12 May 2023
30 Jul 2014
