Compare Quant Business Cycle Fund vs Kotak Business Cycle Fund
Quant Business Cycle Fund
EquityThematic-Business Cycle
Kotak Business Cycle Fund
EquityThematic-Business Cycle
Risk
Very High
Very High
Rating
1.0
4.0
Min SIP Amount
₹1000
₹100
Expense Ratio
3
2.03
NAV
₹15.78
₹17.27
Fund Started
12 May 2023
07 Sep 2022
Fund Size
₹929.90 Cr
₹3413.65 Cr
Exit Load
Exit load of 1%, if redeemed within 15 days.
0.5% for redemption within 90 Days
1 Year
-4.11%
-2.50%
3 Year
8.19%
13.25%
5 Year
-
-
Equity
90.04%
98.63%
Cash
3.13%
1.37%
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. | 7.69% |
Aditya Infotech Ltd. | 5.74% |
INDO-MIM Ltd. | 4.39% |
Eternal Ltd. | 4.05% |
Axis Bank Ltd. | 3.67% |
Aster DM Quality Care Ltd. | 3.37% |
Krishna Institute of Medical Sciences Ltd | 3.23% |
Vijaya Diagnostic Centre Ltd. | 3.11% |
ACME Solar Holdings Ltd. | 2.87% |
Lenskart Solutions Ltd. | 2.70% |
Name
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Start Date
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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
07 Sep 2022
