Compare Union Business Cycle Fund vs Invesco India Business Cycle Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹100
Expense Ratio
3.09
2.21
NAV
₹11.61
₹12.99
Fund Started
13 Feb 2024
06 Feb 2025
Fund Size
₹456.30 Cr
₹841.07 Cr
Exit Load
Exit load of 1%, if redeemed within 1 year.
Exit load of 0.50%, if redeemed within 3 months.
1 Year
6.62%
15.83%
3 Year
-
-
5 Year
-
-
Equity
95.50%
98.58%
Cash
4.39%
1.42%
Top 10 Holdings
ICICI Bank Ltd. | 4.57% |
Reliance Industries Ltd. | 4.17% |
State Bank of India | 3.28% |
Axis Bank Ltd. | 3.25% |
Bharat Electronics Ltd. | 3.22% |
Bharti Airtel Ltd. | 3.11% |
Ultratech Cement Ltd. | 3.05% |
Shriram Finance Ltd | 2.85% |
SBI Life Insurance Company Ltd. | 2.81% |
Cummins India Ltd. | 2.79% |
Max Healthcare Institute Ltd. | 6.91% |
Sai Life Sciences Ltd. | 5.47% |
Interglobe Aviation Ltd. | 5.46% |
Aditya Infotech Ltd. | 5.12% |
Prestige Estates Projects Ltd. | 4.46% |
Amber Enterprises India Ltd. | 4.37% |
BSE Ltd. | 4.35% |
Eternal Ltd. | 4.11% |
Trent Ltd. | 4.01% |
AU Small Finance Bank Ltd. | 3.90% |
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
