Compare Tata Business Cycle Fund vs DSP Business Cycle Fund
Risk | Very High | Very High |
Rating | - | - |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.94 | 2.14 |
NAV | ₹18.10 | ₹10.16 |
Fund Started | 16 Jul 2021 | 27 Nov 2024 |
Fund Size | ₹2829.57 Cr | ₹1191.14 Cr |
Exit Load | Exit load of 0.50%, if redeemed within 30 days. | 0.5% for redemption within 1 Month |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹100
Expense Ratio
1.94
2.14
NAV
₹18.10
₹10.16
Fund Started
16 Jul 2021
27 Nov 2024
Fund Size
₹2829.57 Cr
₹1191.14 Cr
Exit Load
Exit load of 0.50%, if redeemed within 30 days.
0.5% for redemption within 1 Month
1 Year | 1.68% | - |
3 Year | 15.48% | - |
5 Year | - | - |
1 Year
1.68%
-
3 Year
15.48%
-
5 Year
-
-
Equity | 99.14% | 91.13% |
Cash | 0.86% | 8.87% |
Equity
99.14%
91.13%
Cash
0.86%
8.87%
Top 10 Holdings |
|
|
Top 10 Holdings
Reliance Industries Ltd. | 7.19% |
HDFC Bank Ltd. | 5.09% |
Jindal Steel Ltd. | 3.89% |
Axis Bank Ltd. | 3.49% |
Metropolis Healthcare Ltd. | 3.36% |
L&T Finance Ltd. | 3.31% |
Larsen & Toubro Ltd. | 3.10% |
Ambuja Cements Ltd. | 3.07% |
Lupin Ltd. | 2.45% |
PB Fintech Ltd. | 2.41% |
State Bank of India | 6.11% |
Multi Commodity Exchange Of India Ltd. | 5.37% |
Axis Bank Ltd. | 4.92% |
Mahindra & Mahindra Ltd. | 4.75% |
Infosys Ltd. | 4.25% |
Apollo Hospitals Enterprise Ltd. | 3.64% |
Bharti Airtel Ltd. | 3.50% |
Kotak Mahindra Bank Ltd. | 3.32% |
Tata Consultancy Services Ltd. | 3.25% |
ICICI Bank Ltd. | 2.60% |
Name | - | Charanjit Singh |
Start Date | - | 27 Nov 2024 |
Name
-
Charanjit Singh
Start Date
-
27 Nov 2024
Description | The scheme seeks to generate long-term capital appreciation by investing with focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles. | The scheme seeks to provide long-term capital appreciation by investing in equity and equity related securities with a focus on riding business cycles through dynamic allocation across various sectors / themes / stocks at different stages of business cycle. |
Launch Date | 16 Jul 2021 | 27 Nov 2024 |
Description
The scheme seeks to generate long-term capital appreciation by investing with focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles.
The scheme seeks to provide long-term capital appreciation by investing in equity and equity related securities with a focus on riding business cycles through dynamic allocation across various sectors / themes / stocks at different stages of business cycle.
Launch Date
16 Jul 2021
27 Nov 2024