Compare Quant Business Cycle Fund vs Invesco India Business Cycle Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹1000
₹100
Expense Ratio
2.26
2.19
NAV
₹17.32
₹13.49
Fund Started
12 May 2023
06 Feb 2025
Fund Size
₹964.68 Cr
₹1015.65 Cr
Exit Load
Exit load of 1%, if redeemed within 15 days.
Exit load of 0.50%, if redeemed within 3 months.
1 Year
2.50%
11.66%
3 Year
18.17%
-
5 Year
-
-
Equity
97.25%
94.58%
Cash
-2.51%
5.42%
Top 10 Holdings
Piramal Finance Ltd. | 9.64% |
Adani Green Energy Ltd. | 9.28% |
Bharat Heavy Electricals Ltd. | 9.20% |
Samvardhana Motherson International Ltd. | 9.11% |
Premier Energies Ltd. | 8.60% |
Aurobindo Pharma Ltd. | 8.39% |
HDFC Life Insurance Co Ltd. | 7.39% |
ICICI Prudential Asset Management Company Ltd. | 5.95% |
PB Fintech Ltd. | 5.86% |
Lloyds Metals & Energy Ltd. | 4.20% |
Max Healthcare Institute Ltd. | 5.90% |
Aditya Infotech Ltd. | 5.48% |
Sai Life Sciences Ltd. | 4.98% |
Interglobe Aviation Ltd. | 4.92% |
BSE Ltd. | 4.89% |
Prestige Estates Projects Ltd. | 4.63% |
Amber Enterprises India Ltd. | 4.43% |
Trent Ltd. | 4.18% |
AU Small Finance Bank Ltd. | 3.89% |
Eternal Ltd. | 3.67% |
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 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
12 May 2023
06 Feb 2025
