Products
Platform
Research
Market
Learn
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 | 2.05 | 1.92 |
NAV | ₹16.30 | ₹16.29 |
Fund Started | 02 Feb 2023 | 07 Sep 2022 |
Fund Size | ₹2265.22 Cr | ₹3065.32 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
2.05
1.92
NAV
₹16.30
₹16.29
Fund Started
02 Feb 2023
07 Sep 2022
Fund Size
₹2265.22 Cr
₹3065.32 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 | -2.50% | 1.66% |
3 Year | - | 17.09% |
5 Year | - | - |
1 Year
-2.50%
1.66%
3 Year
-
17.09%
5 Year
-
-
Holding Analysis
Equity | 98.69% | 97.73% |
Cash | -0.38% | 2.27% |
Equity
98.69%
97.73%
Cash
-0.38%
2.27%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 6.25% |
Bharti Airtel Ltd. | 4.05% |
HDFC Bank Ltd. | 4.00% |
Infosys Ltd. | 3.38% |
Larsen & Toubro Ltd. | 3.29% |
Ultratech Cement Ltd. | 3.06% |
State Bank of India | 2.45% |
Mahindra & Mahindra Ltd. | 2.21% |
Interglobe Aviation Ltd. | 2.14% |
Vishal Mega Mart Ltd. | 2.12% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 5.35% |
Aster DM Healthcare Ltd. | 3.78% |
Bharti Hexacom Ltd. | 3.64% |
HDFC Bank Ltd. | 3.42% |
Axis Bank Ltd. | 3.17% |
Eternal Ltd. | 3.10% |
Vishal Mega Mart Ltd. | 3.03% |
GE Vernova T&D India Ltd | 2.82% |
Mahindra & Mahindra Ltd. | 2.64% |
UNO Minda Ltd. | 2.62% |
Fund Manager
Name | Mayank Hyanki | Pankaj Tibrewal |
Start Date | 21 Nov 2025 | 07 Sep 2022 |
Name
Mayank Hyanki
Pankaj Tibrewal
Start Date
21 Nov 2025
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