Compare Sundaram Business Cycle Fund vs Kotak Business Cycle Fund
Sundaram Business Cycle Fund
EquityThematic-Business Cycle
Kotak Business Cycle Fund
EquityThematic-Business Cycle
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
2.57
2.03
NAV
₹10.34
₹17.27
Fund Started
05 Jun 2024
07 Sep 2022
Fund Size
₹1716.35 Cr
₹3413.65 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
0.5% for redemption within 90 Days
1 Year
-10.73%
-2.50%
3 Year
-
13.25%
5 Year
-
-
Equity
97.08%
98.63%
Cash
2.92%
1.37%
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. | 7.69% |
Aditya Infotech Ltd. | 5.74% |
INDO-MIM Ltd. | 4.39% |
Eternal Ltd. | 4.05% |
Axis Bank Ltd. | 3.67% |
Aster DM Quality Care Ltd. | 3.37% |
Krishna Institute of Medical Sciences Ltd | 3.23% |
Vijaya Diagnostic Centre Ltd. | 3.11% |
ACME Solar Holdings Ltd. | 2.87% |
Lenskart Solutions Ltd. | 2.70% |
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
07 Sep 2022
