Compare Union Business Cycle Fund vs HSBC Business Cycles Fund
Union Business Cycle Fund
EquityThematic-Business Cycle
HSBC Business Cycles Fund
EquityThematic-Business Cycle
Risk
Very High
Very High
Rating
-
3.0
Min SIP Amount
₹500
₹500
Expense Ratio
3.06
2.34
NAV
₹11.60
₹46.77
Fund Started
13 Feb 2024
30 Jul 2014
Fund Size
₹485.08 Cr
₹1178.73 Cr
Exit Load
Exit load of 1%, if redeemed within 1 year.
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
1 Year
-2.68%
-2.94%
3 Year
-
13.52%
5 Year
-
11.99%
Equity
94.67%
98.12%
Cash
5.16%
1.88%
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 6.34% |
Larsen & Toubro Ltd. | 3.62% |
Axis Bank Ltd. | 3.38% |
HDFC Bank Ltd. | 2.94% |
One 97 Communications Ltd. | 2.58% |
Sona BLW Precision Forgings Ltd. | 2.53% |
Sai Life Sciences Ltd. | 2.46% |
Shriram Finance Ltd | 2.30% |
Bharat Heavy Electricals Ltd. | 2.29% |
Navin Fluorine International Ltd. | 2.23% |
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
-
-
Start Date
-
-
Description
The Schemeseeks to generate long-term capital appreciation by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles in the economy.
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
13 Feb 2024
30 Jul 2014
