Compare Union Business Cycle Fund vs Mahindra Manulife Business Cycle Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹500
Expense Ratio
2.5
2.12
NAV
₹11.08
₹14.98
Fund Started
13 Feb 2024
21 Aug 2023
Fund Size
₹519.33 Cr
₹1289.75 Cr
Exit Load
Exit load of 1%, if redeemed within 1 year.
Exit load of 1%, if redeemed within 3 months
1 Year
12.83%
15.38%
3 Year
-
-
5 Year
-
-
Equity
94.97%
98.85%
Cash
4.94%
1.15%
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% |
State Bank of India | 4.80% |
Indus Towers Ltd. | 4.33% |
Reliance Industries Ltd. | 4.26% |
Infosys Ltd. | 4.23% |
Bajaj Auto Ltd. | 3.50% |
Grasim Industries Ltd. | 2.95% |
Tech Mahindra Ltd. | 2.52% |
Indusind Bank Ltd. | 2.50% |
The Ramco Cements Ltd. | 2.35% |
JSW Energy Ltd. | 2.28% |
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 seek to generate long term capital appreciation by investing predominantly in equity and equity related securities with a focus on identifying and investing in business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Launch Date
13 Feb 2024
21 Aug 2023
