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Compare Aditya Birla Sun Life Business Cycle Fund vs Mahindra Manulife Business Cycle Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | - |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 2.14 | 2.11 |
NAV | ₹14.93 | ₹14.18 |
Fund Started | 15 Nov 2021 | 21 Aug 2023 |
Fund Size | ₹1818.66 Cr | ₹1266.92 Cr |
Exit Load | Exit load of 1%, if redeemed within 30 days. | Exit load of 1%, if redeemed within 3 months |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹500
Expense Ratio
2.14
2.11
NAV
₹14.93
₹14.18
Fund Started
15 Nov 2021
21 Aug 2023
Fund Size
₹1818.66 Cr
₹1266.92 Cr
Exit Load
Exit load of 1%, if redeemed within 30 days.
Exit load of 1%, if redeemed within 3 months
Returns
1 Year | -2.61% | -7.78% |
3 Year | 14.29% | - |
5 Year | - | - |
1 Year
-2.61%
-7.78%
3 Year
14.29%
-
5 Year
-
-
Holding Analysis
Equity | 98.54% | 97.41% |
Cash | 1.46% | 2.59% |
Equity
98.54%
97.41%
Cash
1.46%
2.59%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 7.93% |
Reliance Industries Ltd. | 5.36% |
Kotak Mahindra Bank Ltd. | 4.66% |
HDFC Bank Ltd. | 3.59% |
Infosys Ltd. | 3.57% |
Bharti Airtel Ltd. | 2.87% |
Sun Pharmaceutical Industries Ltd. | 2.44% |
Mahindra & Mahindra Ltd. | 2.36% |
Axis Bank Ltd. | 2.30% |
State Bank of India | 2.15% |
Name | Assets |
|---|---|
Reliance Industries Ltd. | 4.96% |
Infosys Ltd. | 4.24% |
State Bank of India | 3.95% |
HDFC Bank Ltd. | 2.84% |
Indus Towers Ltd. | 2.68% |
ITC Ltd. | 2.63% |
Tech Mahindra Ltd. | 2.29% |
Divi's Laboratories Ltd. | 2.18% |
Hindustan Unilever Ltd. | 2.10% |
JSW Energy Ltd. | 2.06% |
Fund Manager
Name | Dhaval Joshi | Renjith Sivaram Radhakrishnan |
Start Date | 21 Nov 2022 | 03 Jul 2023 |
Name
Dhaval Joshi
Renjith Sivaram Radhakrishnan
Start Date
21 Nov 2022
03 Jul 2023
About Fund
Description | The scheme seeks to provide 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. | 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 | 15 Nov 2021 | 21 Aug 2023 |
Description
The scheme seeks to provide 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.
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
15 Nov 2021
21 Aug 2023
