Compare Tata Business Cycle Fund vs Union Innovation & Opportunities Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹500
Expense Ratio
1.97
3.88
NAV
₹18.67
₹13.89
Fund Started
16 Jul 2021
16 Aug 2023
Fund Size
₹2637.21 Cr
₹1105.15 Cr
Exit Load
Exit load of 0.50%, if redeemed within 30 days.
Exit load of 1%, if redeemed within 1 year.
1 Year
2.46%
6.44%
3 Year
16.54%
-
5 Year
-
-
Equity
99.06%
97.36%
Cash
0.94%
2.07%
Top 10 Holdings
Reliance Industries Ltd. | 7.08% |
Jindal Steel Ltd. | 4.67% |
HDFC Bank Ltd. | 4.49% |
Metropolis Healthcare Ltd. | 3.83% |
Axis Bank Ltd. | 3.82% |
Lupin Ltd. | 3.10% |
Larsen & Toubro Ltd. | 3.00% |
Delhivery Ltd. | 2.89% |
L&T Finance Ltd. | 2.81% |
Ambuja Cements Ltd. | 2.65% |
Acutaas Chemicals Ltd. | 4.56% |
Eternal Ltd. | 4.24% |
The Federal Bank Ltd. | 4.06% |
Info Edge (India) Ltd. | 4.02% |
One97 Communications Ltd. | 3.55% |
ZF Commercial Vehicle Control Systems India Ltd. | 3.08% |
GE Vernova T&D India Ltd | 3.07% |
CG Power and Industrial Solutions Ltd. | 2.93% |
Affle 3I Ltd. | 2.93% |
TVS Motor Company Ltd. | 2.89% |
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 seeks to achieve long term capital appreciation by investing predominantly in equity and equity related securities of Innovative Companies.
Launch Date
16 Jul 2021
16 Aug 2023
