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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 | 2.14 |
NAV | ₹15.36 | ₹14.33 |
Fund Started | 02 Feb 2023 | 28 Jul 2023 |
Fund Size | ₹2295.36 Cr | ₹1213.40 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
2.14
NAV
₹15.36
₹14.33
Fund Started
02 Feb 2023
28 Jul 2023
Fund Size
₹2295.36 Cr
₹1213.40 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 | 5.64% | 1.76% |
3 Year | - | - |
5 Year | - | - |
1 Year
5.64%
1.76%
3 Year
-
-
5 Year
-
-
Holding Analysis
Equity | 96.67% | 99.17% |
Cash | -0.13% | 0.83% |
Equity
96.67%
99.17%
Cash
-0.13%
0.83%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.63% |
ICICI Bank Ltd. | 6.26% |
Bharti Airtel Ltd. | 3.42% |
Interglobe Aviation Ltd. | 3.18% |
Larsen & Toubro Ltd. | 3.16% |
Ultratech Cement Ltd. | 3.09% |
Reliance Industries Ltd. | 2.64% |
Tata Consultancy Services Ltd. | 2.22% |
Infosys Ltd. | 2.11% |
HDFC Life Insurance Co Ltd. | 1.98% |
Name | Assets |
|---|---|
Eicher Motors Ltd. | 10.45% |
Maruti Suzuki India Ltd. | 10.07% |
Interglobe Aviation Ltd. | 7.38% |
Hyundai Motor India Ltd. | 7.04% |
Bajaj Auto Ltd. | 6.62% |
Bosch Ltd. | 5.85% |
Mahindra & Mahindra Ltd. | 5.49% |
Eternal Ltd. | 5.21% |
SKF India Ltd. | 4.62% |
Balkrishna Industries Ltd. | 4.30% |
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