Compare Sundaram Business Cycle Fund vs Invesco India Business Cycle Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹100
Expense Ratio
2.09
2.23
NAV
₹9.69
₹11.75
Fund Started
05 Jun 2024
06 Feb 2025
Fund Size
₹1679.75 Cr
₹947.32 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
Exit load of 0.50%, if redeemed within 3 months.
1 Year
-0.84%
19.05%
3 Year
-
-
5 Year
-
-
Equity
95.96%
99.42%
Cash
4.04%
0.58%
Top 10 Holdings
Bharti Airtel Ltd. | 6.24% |
Kotak Mahindra Bank Ltd. | 5.94% |
Eternal Ltd. | 5.24% |
Larsen & Toubro Ltd. | 4.96% |
Reliance Industries Ltd. | 3.74% |
Hindalco Industries Ltd. | 3.35% |
Mahindra & Mahindra Ltd. | 3.31% |
Hindustan Aeronautics Ltd. | 3.13% |
Affle 3I Ltd. | 2.64% |
United Spirits Ltd. | 2.55% |
Interglobe Aviation Ltd. | 5.99% |
AU Small Finance Bank Ltd. | 5.89% |
Max Healthcare Institute Ltd. | 5.63% |
Eternal Ltd. | 4.63% |
Prestige Estates Projects Ltd. | 4.59% |
The Federal Bank Ltd. | 4.54% |
Sai Life Sciences Ltd. | 4.43% |
Trent Ltd. | 4.34% |
Cholamandalam Investment and Finance Company Ltd. | 4.34% |
Swiggy Ltd. | 4.15% |
Name
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-
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 by investing predominantly in equity and equity related securities with a 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
06 Feb 2025
