Products
Platform
Research
Market
Learn
IPO
Compare Baroda BNP Paribas Business Cycle Fund vs Axis Business Cycles Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | - |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 2.38 | 2.03 |
NAV | ₹15.89 | ₹16.76 |
Fund Started | 24 Aug 2021 | 02 Feb 2023 |
Fund Size | ₹580.91 Cr | ₹2298.23 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹100
Expense Ratio
2.38
2.03
NAV
₹15.89
₹16.76
Fund Started
24 Aug 2021
02 Feb 2023
Fund Size
₹580.91 Cr
₹2298.23 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Returns
1 Year | 2.55% | 7.50% |
3 Year | 15.76% | - |
5 Year | - | - |
1 Year
2.55%
7.50%
3 Year
15.76%
-
5 Year
-
-
Holding Analysis
Equity | 96.09% | 96.27% |
Cash | -0.44% | 0.94% |
Equity
96.09%
96.27%
Cash
-0.44%
0.94%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 7.04% |
ICICI Bank Ltd. | 5.84% |
Reliance Industries Ltd. | 5.53% |
Larsen & Toubro Ltd. | 4.37% |
Hitachi Energy India Ltd. | 3.72% |
Kotak Mahindra Bank Ltd. | 3.58% |
Bharti Airtel Ltd. | 2.39% |
TVS Motor Company Ltd. | 2.17% |
Persistent Systems Ltd. | 2.11% |
Sun Pharmaceutical Industries Ltd. | 2.10% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 6.16% |
Bharti Airtel Ltd. | 4.10% |
HDFC Bank Ltd. | 4.01% |
Larsen & Toubro Ltd. | 3.31% |
Infosys Ltd. | 3.26% |
Ultratech Cement Ltd. | 3.21% |
State Bank of India | 2.31% |
Mahindra & Mahindra Ltd. | 2.21% |
GE Vernova T&D India Ltd | 2.16% |
Interglobe Aviation Ltd. | 2.01% |
Fund Manager
Name | Miten Vora | Mayank Hyanki |
Start Date | 22 Aug 2024 | 22 Nov 2024 |
Name
Miten Vora
Mayank Hyanki
Start Date
22 Aug 2024
22 Nov 2024
About Fund
Description | The scheme seeks to generate long term capital appreciation for investors 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 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 | 24 Aug 2021 | 02 Feb 2023 |
Description
The scheme seeks to generate long term capital appreciation for investors 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 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
24 Aug 2021
02 Feb 2023