Compare Quant Business Cycle Fund vs Mahindra Manulife Business Cycle Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹1000
₹500
Expense Ratio
2.25
2.12
NAV
₹14.50
₹14.98
Fund Started
12 May 2023
21 Aug 2023
Fund Size
₹983.99 Cr
₹1289.75 Cr
Exit Load
Exit load of 1%, if redeemed within 15 days.
Exit load of 1%, if redeemed within 3 months
1 Year
0.08%
15.38%
3 Year
-
-
5 Year
-
-
Equity
94.64%
98.85%
Cash
-22.40%
1.15%
Top 10 Holdings
HDFC Bank Ltd. | 9.19% |
Piramal Finance Ltd. | 8.70% |
Samvardhana Motherson International Ltd. | 8.29% |
Adani Green Energy Ltd. | 8.13% |
Aurobindo Pharma Ltd. | 7.15% |
HDFC Life Insurance Co Ltd. | 6.99% |
ICICI Bank Ltd. | 5.34% |
ICICI Bank Ltd. | 4.10% |
Zydus Wellness Ltd. | 3.58% |
Adani Enterprises Ltd. | 3.33% |
State Bank of India | 4.80% |
Indus Towers Ltd. | 4.33% |
Reliance Industries Ltd. | 4.26% |
Infosys Ltd. | 4.23% |
Bajaj Auto Ltd. | 3.50% |
Grasim Industries Ltd. | 2.95% |
Tech Mahindra Ltd. | 2.52% |
Indusind Bank Ltd. | 2.50% |
The Ramco Cements Ltd. | 2.35% |
JSW Energy Ltd. | 2.28% |
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 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
12 May 2023
21 Aug 2023
