Compare Quant Business Cycle Fund vs Mahindra Manulife Business Cycle Fund
Quant Business Cycle Fund
EquityThematic-Business Cycle
Mahindra Manulife Business Cycle Fund
EquityThematic-Business Cycle
Risk
Very High
Very High
Rating
1.0
5.0
Min SIP Amount
₹1000
₹500
Expense Ratio
2.98
2.44
NAV
₹15.63
₹14.66
Fund Started
12 May 2023
21 Aug 2023
Fund Size
₹929.90 Cr
₹1290.60 Cr
Exit Load
Exit load of 1%, if redeemed within 15 days.
Exit load of 1%, if redeemed within 3 months
1 Year
0.91%
-1.40%
3 Year
8.43%
13.43%
5 Year
-
-
Equity
90.04%
96.82%
Cash
3.13%
3.18%
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 |
|---|---|
Reliance Industries Ltd. | 3.85% |
Grasim Industries Ltd. | 3.20% |
ICICI Bank Ltd. | 3.07% |
JSW Energy Ltd. | 3.04% |
Axis Bank Ltd. | 2.71% |
Bandhan Bank Ltd. | 2.52% |
Indusind Bank Ltd. | 2.51% |
Adani Enterprises Ltd. | 2.47% |
Indus Towers Ltd. | 2.31% |
Bajaj Auto Ltd. | 2.25% |
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 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
