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Compare Axis Business Cycles Fund vs Kotak 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 | ₹100 |
Expense Ratio | 2.01 | 1.92 |
NAV | ₹16.71 | ₹16.64 |
Fund Started | 02 Feb 2023 | 07 Sep 2022 |
Fund Size | ₹2256.00 Cr | ₹2948.83 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. | 0.5% for redemption within 90 Days |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹100
Expense Ratio
2.01
1.92
NAV
₹16.71
₹16.64
Fund Started
02 Feb 2023
07 Sep 2022
Fund Size
₹2256.00 Cr
₹2948.83 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
0.5% for redemption within 90 Days
Returns
1 Year | 3.72% | 7.11% |
3 Year | - | 17.64% |
5 Year | - | - |
1 Year
3.72%
7.11%
3 Year
-
17.64%
5 Year
-
-
Holding Analysis
Equity | 96.98% | 97.51% |
Cash | 1.88% | 2.49% |
Equity
96.98%
97.51%
Cash
1.88%
2.49%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 6.29% |
HDFC Bank Ltd. | 4.92% |
Bharti Airtel Ltd. | 3.82% |
Ultratech Cement Ltd. | 3.34% |
Infosys Ltd. | 3.23% |
Larsen & Toubro Ltd. | 3.06% |
Mahindra & Mahindra Ltd. | 2.65% |
GE Vernova T&D India Ltd | 2.31% |
State Bank of India | 2.10% |
Interglobe Aviation Ltd. | 2.04% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 4.25% |
Aster DM Healthcare Ltd. | 3.70% |
Bharti Hexacom Ltd. | 3.56% |
Eternal Ltd. | 3.50% |
Vishal Mega Mart Ltd. | 3.45% |
GE Vernova T&D India Ltd | 3.01% |
Axis Bank Ltd. | 2.80% |
UNO Minda Ltd. | 2.70% |
Maruti Suzuki India Ltd. | 2.65% |
Godrej Consumer Products Ltd. | 2.58% |
Fund Manager
Name | Mayank Hyanki | Pankaj Tibrewal |
Start Date | 22 Nov 2024 | 07 Sep 2022 |
Name
Mayank Hyanki
Pankaj Tibrewal
Start Date
22 Nov 2024
07 Sep 2022
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 generate 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. |
Launch Date | 02 Feb 2023 | 07 Sep 2022 |
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 generate 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.
Launch Date
02 Feb 2023
07 Sep 2022