Compare Sundaram Business Cycle Fund vs HSBC Business Cycles Fund
Sundaram Business Cycle Fund
EquityThematic-Business Cycle
HSBC Business Cycles Fund
EquityThematic-Business Cycle
Risk
Very High
Very High
Rating
-
3.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.57
2.36
NAV
₹10.34
₹44.35
Fund Started
05 Jun 2024
30 Jul 2014
Fund Size
₹1716.35 Cr
₹1178.73 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
1 Year
-10.73%
-7.91%
3 Year
-
12.70%
5 Year
-
11.33%
Equity
97.08%
98.12%
Cash
2.92%
1.88%
Top 10 Holdings
Name | Assets |
|---|---|
Radico Khaitan Ltd. | 4.20% |
Eternal Ltd. | 4.00% |
MTAR Technologies Ltd. | 3.80% |
TD Power Systems Ltd. | 3.78% |
One 97 Communications Ltd. | 3.78% |
Interglobe Aviation Ltd. | 3.61% |
Shriram Finance Ltd | 3.48% |
FSN E-Commerce Ventures Ltd. | 3.39% |
Kirloskar Oil Engines Ltd. | 3.34% |
Dhoot Transmission Ltd. | 3.32% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 5.33% |
MTAR Technologies Ltd. | 3.90% |
Interglobe Aviation Ltd. | 3.38% |
HDFC Bank Ltd. | 2.97% |
Reliance Industries Ltd. | 2.58% |
Hindustan Aeronautics Ltd. | 2.53% |
RBL Bank Ltd. | 2.43% |
ICICI Prudential Asset Management Company Ltd. | 2.26% |
Bharat Electronics Ltd. | 2.22% |
Larsen & Toubro Ltd. | 2.12% |
Name
-
-
Start Date
-
-
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 generate long term capital appreciation from a portfolio of equity and equity related securities including equity derivatives in the Indian market with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Launch Date
05 Jun 2024
30 Jul 2014
