Compare Sundaram Business Cycle Fund vs Mahindra Manulife Business Cycle Fund
Risk | Very High | Very High |
Rating | - | - |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 2.06 | 2.1 |
NAV | ₹10.37 | ₹15.09 |
Fund Started | 05 Jun 2024 | 21 Aug 2023 |
Fund Size | ₹1788.86 Cr | ₹1305.64 Cr |
Exit Load | Exit load of 1%, if redeemed within 365 days. | Exit load of 1%, if redeemed within 3 months |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹500
Expense Ratio
2.06
2.1
NAV
₹10.37
₹15.09
Fund Started
05 Jun 2024
21 Aug 2023
Fund Size
₹1788.86 Cr
₹1305.64 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
Exit load of 1%, if redeemed within 3 months
1 Year | 1.48% | 9.49% |
3 Year | - | - |
5 Year | - | - |
1 Year
1.48%
9.49%
3 Year
-
-
5 Year
-
-
Equity | 92.73% | 98.46% |
Cash | 7.27% | 1.54% |
Equity
92.73%
98.46%
Cash
7.27%
1.54%
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% |
Reliance Industries Ltd. | 4.74% |
State Bank of India | 4.33% |
Infosys Ltd. | 4.12% |
Bajaj Auto Ltd. | 3.36% |
Indus Towers Ltd. | 3.23% |
ITC Ltd. | 2.47% |
Grasim Industries Ltd. | 2.38% |
Bajaj Finance Ltd. | 2.32% |
Tech Mahindra Ltd. | 2.28% |
Axis Bank Ltd. | 2.19% |
Name | - | - |
Start Date | - | - |
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 seek to generate long term capital appreciation by investing predominantly in equity and equity related securities with a focus on identifying and investing in business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. |
Launch Date | 05 Jun 2024 | 21 Aug 2023 |
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 seek to generate long term capital appreciation by investing predominantly in equity and equity related securities with a focus on identifying and investing in business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Launch Date
05 Jun 2024
21 Aug 2023