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Compare Axis Business Cycles Fund vs HDFC Transportation and Logistics 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 | ₹100 |
Expense Ratio | 2.01 | 2.15 |
NAV | ₹16.50 | ₹17.07 |
Fund Started | 02 Feb 2023 | 28 Jul 2023 |
Fund Size | ₹2334.55 Cr | ₹1450.98 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. | Exit load of 1%, if redeemed within 30 days. |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹100
Expense Ratio
2.01
2.15
NAV
₹16.50
₹17.07
Fund Started
02 Feb 2023
28 Jul 2023
Fund Size
₹2334.55 Cr
₹1450.98 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Exit load of 1%, if redeemed within 30 days.
Returns
1 Year | 1.47% | 4.37% |
3 Year | - | - |
5 Year | - | - |
1 Year
1.47%
4.37%
3 Year
-
-
5 Year
-
-
Holding Analysis
Equity | 96.69% | 98.96% |
Cash | 0.81% | 1.04% |
Equity
96.69%
98.96%
Cash
0.81%
1.04%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 6.68% |
HDFC Bank Ltd. | 6.07% |
Ultratech Cement Ltd. | 3.24% |
Bharti Airtel Ltd. | 3.15% |
Reliance Industries Ltd. | 2.92% |
Larsen & Toubro Ltd. | 2.62% |
GE Vernova T&D India Ltd. | 2.34% |
Infosys Ltd. | 2.19% |
Mahindra & Mahindra Ltd. | 2.09% |
Interglobe Aviation Ltd. | 2.08% |
Name | Assets |
|---|---|
Maruti Suzuki India Ltd. | 8.95% |
Eicher Motors Ltd. | 8.64% |
Bosch Ltd. | 8.16% |
Hyundai Motor India Ltd. | 7.42% |
Interglobe Aviation Ltd. | 5.91% |
Bajaj Auto Ltd. | 5.63% |
SKF India Ltd. | 5.08% |
Gabriel India Ltd. | 5.04% |
Mahindra & Mahindra Ltd. | 4.42% |
Delhivery Ltd. | 4.11% |
Fund Manager
Name | Mayank Hyanki | Dhruv Muchhal |
Start Date | 05 Apr 2024 | 14 Sep 2023 |
Name
Mayank Hyanki
Dhruv Muchhal
Start Date
05 Apr 2024
14 Sep 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 seeks to provide long-term capital appreciation by investing predominantly in equity and equity related securities under Transportation and Logistics theme. |
Launch Date | 02 Feb 2023 | 28 Jul 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 seeks to provide long-term capital appreciation by investing predominantly in equity and equity related securities under Transportation and Logistics theme.
Launch Date
02 Feb 2023
28 Jul 2023
