Compare Union Business Cycle Fund vs Mahindra Manulife Business Cycle Fund
Union Business Cycle Fund
EquityThematic-Business Cycle
Mahindra Manulife Business Cycle Fund
EquityThematic-Business Cycle
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹500
₹500
Expense Ratio
3.06
2.44
NAV
₹11.20
₹14.66
Fund Started
13 Feb 2024
21 Aug 2023
Fund Size
₹485.08 Cr
₹1290.60 Cr
Exit Load
Exit load of 1%, if redeemed within 1 year.
Exit load of 1%, if redeemed within 3 months
1 Year
-2.68%
-1.40%
3 Year
-
13.43%
5 Year
-
-
Equity
94.67%
96.82%
Cash
5.16%
3.18%
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 |
|---|---|
Reliance Industries Ltd. | 3.85% |
Grasim Industries Ltd. | 3.20% |
ICICI Bank Ltd. | 3.07% |
JSW Energy Ltd. | 3.04% |
Axis Bank Ltd. | 2.71% |
Bandhan Bank Ltd. | 2.52% |
Indusind Bank Ltd. | 2.51% |
Adani Enterprises Ltd. | 2.47% |
Indus Towers Ltd. | 2.31% |
Bajaj Auto Ltd. | 2.25% |
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
