Compare Union Business Cycle Fund vs Invesco India Business Cycle Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹100
Expense Ratio
2.5
2.22
NAV
₹11.08
₹12.03
Fund Started
13 Feb 2024
06 Feb 2025
Fund Size
₹519.33 Cr
₹947.32 Cr
Exit Load
Exit load of 1%, if redeemed within 1 year.
Exit load of 0.50%, if redeemed within 3 months.
1 Year
12.83%
20.66%
3 Year
-
-
5 Year
-
-
Equity
94.97%
99.42%
Cash
4.94%
0.58%
Top 10 Holdings
State Bank of India | 4.91% |
HDFC Bank Ltd. | 4.33% |
ICICI Bank Ltd. | 4.20% |
Larsen & Toubro Ltd. | 4.09% |
Infosys Ltd. | 3.42% |
Bharti Airtel Ltd. | 3.01% |
Shriram Finance Ltd | 2.69% |
Bharat Electronics Ltd. | 2.59% |
Reliance Industries Ltd. | 2.59% |
Tata Steel Ltd. | 2.46% |
Interglobe Aviation Ltd. | 5.99% |
AU Small Finance Bank Ltd. | 5.89% |
Max Healthcare Institute Ltd. | 5.63% |
Eternal Ltd. | 4.63% |
Prestige Estates Projects Ltd. | 4.59% |
The Federal Bank Ltd. | 4.54% |
Sai Life Sciences Ltd. | 4.43% |
Trent Ltd. | 4.34% |
Cholamandalam Investment and Finance Company Ltd. | 4.34% |
Swiggy Ltd. | 4.15% |
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 by investing predominantly in equity and equity related securities with a 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
06 Feb 2025
