Compare Union Business Cycle Fund vs Invesco India Business Cycle Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹100
Expense Ratio
2.43
2.19
NAV
₹11.65
₹13.49
Fund Started
13 Feb 2024
06 Feb 2025
Fund Size
₹507.17 Cr
₹1015.65 Cr
Exit Load
Exit load of 1%, if redeemed within 1 year.
Exit load of 0.50%, if redeemed within 3 months.
1 Year
2.82%
11.66%
3 Year
-
-
5 Year
-
-
Equity
95.34%
94.58%
Cash
4.56%
5.42%
Top 10 Holdings
ICICI Bank Ltd. | 6.93% |
Axis Bank Ltd. | 4.09% |
Bharat Electronics Ltd. | 3.12% |
Cummins India Ltd. | 2.94% |
Bharat Heavy Electricals Ltd. | 2.88% |
Tata Steel Ltd. | 2.76% |
Solar Industries India Ltd. | 2.72% |
GE Vernova T&D India Ltd | 2.58% |
Larsen & Toubro Ltd. | 2.54% |
State Bank of India | 2.46% |
Max Healthcare Institute Ltd. | 5.90% |
Aditya Infotech Ltd. | 5.48% |
Sai Life Sciences Ltd. | 4.98% |
Interglobe Aviation Ltd. | 4.92% |
BSE Ltd. | 4.89% |
Prestige Estates Projects Ltd. | 4.63% |
Amber Enterprises India Ltd. | 4.43% |
Trent Ltd. | 4.18% |
AU Small Finance Bank Ltd. | 3.89% |
Eternal Ltd. | 3.67% |
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
