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Compare Axis Business Cycles Fund vs Union Innovation & Opportunities 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 | 2.01 | 2.18 |
NAV | ₹16.54 | ₹14.30 |
Fund Started | 02 Feb 2023 | 16 Aug 2023 |
Fund Size | ₹2334.55 Cr | ₹1015.12 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 1 year. |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹500
Expense Ratio
2.01
2.18
NAV
₹16.54
₹14.30
Fund Started
02 Feb 2023
16 Aug 2023
Fund Size
₹2334.55 Cr
₹1015.12 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 1 year.
Returns
1 Year | 0.12% | 2.88% |
3 Year | - | - |
5 Year | - | - |
1 Year
0.12%
2.88%
3 Year
-
-
5 Year
-
-
Holding Analysis
Equity | 96.69% | 96.99% |
Cash | 0.81% | 2.95% |
Equity
96.69%
96.99%
Cash
0.81%
2.95%
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 |
|---|---|
Eternal Ltd. | 4.92% |
GE Vernova T&D India Ltd. | 4.59% |
Info Edge (India) Ltd. | 3.72% |
Affle 3I Ltd. | 3.58% |
Suzlon Energy Ltd. | 3.29% |
Acutaas Chemicals Ltd. | 3.18% |
TVS Motor Company Ltd. | 3.06% |
PB Fintech Ltd. | 2.92% |
The Federal Bank Ltd. | 2.88% |
Dixon Technologies (India) Ltd. | 2.72% |
Fund Manager
Name | Mayank Hyanki | Hardick Bora |
Start Date | 05 Apr 2024 | 16 Aug 2023 |
Name
Mayank Hyanki
Hardick Bora
Start Date
05 Apr 2024
16 Aug 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 achieve long term capital appreciation by investing predominantly in equity and equity related securities of Innovative Companies. |
Launch Date | 02 Feb 2023 | 16 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 seeks to achieve long term capital appreciation by investing predominantly in equity and equity related securities of Innovative Companies.
Launch Date
02 Feb 2023
16 Aug 2023
