Compare Tata Business Cycle Fund vs Kotak Quant Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹500
Expense Ratio
1.95
1.81
NAV
₹16.71
₹13.67
Fund Started
16 Jul 2021
12 Jul 2023
Fund Size
₹2694.53 Cr
₹545.96 Cr
Exit Load
Exit load of 0.50%, if redeemed within 30 days.
Exit load of 0.5%, if redeemed within 90 days
1 Year
-4.18%
-1.59%
3 Year
14.09%
-
5 Year
-
-
Equity
97.15%
99.44%
Cash
2.85%
0.56%
Top 10 Holdings
Reliance Industries Ltd. | 6.19% |
HDFC Bank Ltd. | 4.78% |
Jindal Steel Ltd. | 4.59% |
Axis Bank Ltd. | 4.00% |
Metropolis Healthcare Ltd. | 3.69% |
Larsen & Toubro Ltd. | 3.21% |
L&T Finance Ltd. | 2.92% |
Ambuja Cements Ltd. | 2.90% |
Lupin Ltd. | 2.81% |
Delhivery Ltd. | 2.64% |
Bharti Airtel Ltd. | 4.24% |
State Bank of India | 4.16% |
Dr. Reddy's Laboratories Ltd. | 3.65% |
Marico Ltd. | 3.49% |
Titan Company Ltd. | 3.42% |
HDFC Bank Ltd. | 3.35% |
Britannia Industries Ltd. | 3.28% |
Max Financial Services Ltd. | 3.18% |
Eicher Motors Ltd. | 3.18% |
Tata Consumer Products Ltd. | 3.16% |
Name
-
-
Start Date
-
-
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 seek to generate long term capital appreciation by investing predominantly in equity and equity related securities selected based on quant model theme.
Launch Date
16 Jul 2021
12 Jul 2023
