Compare Tata Business Cycle Fund vs HSBC Business Cycles Fund
Tata Business Cycle Fund
EquityThematic-Business Cycle
HSBC Business Cycles Fund
EquityThematic-Business Cycle
Risk
Very High
Very High
Rating
2.0
3.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.18
2.34
NAV
₹17.76
₹42.32
Fund Started
16 Jul 2021
30 Jul 2014
Fund Size
₹2415.57 Cr
₹1178.73 Cr
Exit Load
Exit load of 0.50%, if redeemed within 30 days.
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
1 Year
-5.63%
-2.06%
3 Year
7.75%
13.80%
5 Year
10.47%
12.04%
Equity
97.76%
98.12%
Cash
2.24%
1.88%
Top 10 Holdings
Name | Assets |
|---|---|
Reliance Industries Ltd. | 4.80% |
Metropolis Healthcare Ltd. | 4.25% |
Axis Bank Ltd. | 3.95% |
Jindal Steel Ltd. | 3.92% |
HDFC Bank Ltd. | 3.73% |
L&T Finance Ltd. | 2.96% |
Larsen & Toubro Ltd. | 2.92% |
Delhivery Ltd. | 2.78% |
Cummins India Ltd. | 2.58% |
Adani Energy Solutions Ltd. | 2.53% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 5.33% |
MTAR Technologies Ltd. | 3.90% |
Interglobe Aviation Ltd. | 3.38% |
HDFC Bank Ltd. | 2.97% |
Reliance Industries Ltd. | 2.58% |
Hindustan Aeronautics Ltd. | 2.53% |
RBL Bank Ltd. | 2.43% |
ICICI Prudential Asset Management Company Ltd. | 2.26% |
Bharat Electronics Ltd. | 2.22% |
Larsen & Toubro Ltd. | 2.12% |
Name
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Start Date
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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 generate long term capital appreciation from a portfolio of equity and equity related securities including equity derivatives in the Indian market with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Launch Date
16 Jul 2021
30 Jul 2014
