Compare Sundaram Business Cycle Fund vs Invesco India Business Cycle Fund
Sundaram Business Cycle Fund
Invesco India Business Cycle Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹100
Expense Ratio
2.59
2.26
NAV
₹11.83
₹14.55
Fund Started
05 Jun 2024
06 Feb 2025
Fund Size
₹1747.12 Cr
₹1381.04 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
Exit load of 0.50%, if redeemed within 3 months.
1 Year
1.06%
9.57%
3 Year
-
-
5 Year
-
-
Equity
99.62%
94.62%
Cash
0.38%
5.38%
Top 10 Holdings
Radico Khaitan Ltd. | 5.23% |
Eternal Ltd. | 4.81% |
PB Fintech Ltd. | 4.28% |
TD Power Systems Ltd. | 4.19% |
Shriram Finance Ltd | 3.86% |
MTAR Technologies Ltd. | 3.85% |
Interglobe Aviation Ltd. | 3.72% |
FSN E-Commerce Ventures Ltd. | 3.63% |
Oracle Financial Services Software Ltd. | 3.60% |
Kalyan Jewellers India Ltd. | 3.39% |
Kotak Mahindra Bank Ltd. | 5.66% |
Sai Life Sciences Ltd. | 5.00% |
Larsen & Toubro Ltd. | 4.74% |
Aditya Infotech Ltd. | 4.64% |
DLF Ltd. | 4.54% |
Interglobe Aviation Ltd. | 4.41% |
Prestige Estates Projects Ltd. | 3.93% |
Apollo Hospitals Enterprise Ltd. | 3.88% |
Eternal Ltd. | 3.59% |
Axis Bank Ltd. | 3.57% |
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 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
