Compare Sundaram Business Cycle Fund vs DSP Business Cycle Fund
Risk | Very High | Very High |
Rating | - | - |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 2.06 | 2.14 |
NAV | ₹10.31 | ₹10.16 |
Fund Started | 05 Jun 2024 | 27 Nov 2024 |
Fund Size | ₹1788.86 Cr | ₹1191.14 Cr |
Exit Load | Exit load of 1%, if redeemed within 365 days. | 0.5% for redemption within 1 Month |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹100
Expense Ratio
2.06
2.14
NAV
₹10.31
₹10.16
Fund Started
05 Jun 2024
27 Nov 2024
Fund Size
₹1788.86 Cr
₹1191.14 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
0.5% for redemption within 1 Month
1 Year | 0.32% | - |
3 Year | - | - |
5 Year | - | - |
1 Year
0.32%
-
3 Year
-
-
5 Year
-
-
Equity | 92.73% | 91.13% |
Cash | 7.27% | 8.87% |
Equity
92.73%
91.13%
Cash
7.27%
8.87%
Top 10 Holdings |
|
|
Top 10 Holdings
Bharti Airtel Ltd. | 6.27% |
Kotak Mahindra Bank Ltd. | 5.92% |
Larsen & Toubro Ltd. | 4.99% |
Eternal Ltd. | 4.72% |
Reliance Industries Ltd. | 3.95% |
Mahindra & Mahindra Ltd. | 3.25% |
Hindalco Industries Ltd. | 2.90% |
Affle 3I Ltd. | 2.77% |
Amber Enterprises India Ltd. | 2.69% |
Ambuja Cements Ltd. | 2.52% |
State Bank of India | 6.11% |
Multi Commodity Exchange Of India Ltd. | 5.37% |
Axis Bank Ltd. | 4.92% |
Mahindra & Mahindra Ltd. | 4.75% |
Infosys Ltd. | 4.25% |
Apollo Hospitals Enterprise Ltd. | 3.64% |
Bharti Airtel Ltd. | 3.50% |
Kotak Mahindra Bank Ltd. | 3.32% |
Tata Consultancy Services Ltd. | 3.25% |
ICICI Bank Ltd. | 2.60% |
Name | - | Charanjit Singh |
Start Date | - | 27 Nov 2024 |
Name
-
Charanjit Singh
Start Date
-
27 Nov 2024
Description | The scheme seeks to provide long term capital appreciation by investing predominantly in equity and equity related securities with a focus on identifying medium term cycles which can impact the business fundamentals. This will be done through dynamic allocation between various themes and stocks at different stages of cycles in the economy. | The scheme seeks to provide long-term capital appreciation by investing in equity and equity related securities with a focus on riding business cycles through dynamic allocation across various sectors / themes / stocks at different stages of business cycle. |
Launch Date | 05 Jun 2024 | 27 Nov 2024 |
Description
The scheme seeks to provide long term capital appreciation by investing predominantly in equity and equity related securities with a focus on identifying medium term cycles which can impact the business fundamentals. This will be done through dynamic allocation between various themes and stocks at different stages of cycles in the economy.
The scheme seeks to provide long-term capital appreciation by investing in equity and equity related securities with a focus on riding business cycles through dynamic allocation across various sectors / themes / stocks at different stages of business cycle.
Launch Date
05 Jun 2024
27 Nov 2024