Compare Quant Business Cycle Fund vs Mahindra Manulife Business Cycle Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹1000
₹500
Expense Ratio
2.26
2.12
NAV
₹17.32
₹16.06
Fund Started
12 May 2023
21 Aug 2023
Fund Size
₹964.68 Cr
₹1306.40 Cr
Exit Load
Exit load of 1%, if redeemed within 15 days.
Exit load of 1%, if redeemed within 3 months
1 Year
2.50%
6.58%
3 Year
18.17%
-
5 Year
-
-
Equity
97.25%
97.25%
Cash
-2.51%
2.73%
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% |
Reliance Industries Ltd. | 4.59% |
Bajaj Auto Ltd. | 3.60% |
Indus Towers Ltd. | 3.14% |
Infosys Ltd. | 3.01% |
Grasim Industries Ltd. | 2.89% |
JSW Energy Ltd. | 2.77% |
Indusind Bank Ltd. | 2.52% |
CESC Ltd. | 2.37% |
HDFC Bank Ltd. | 2.22% |
Tech Mahindra Ltd. | 2.11% |
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
