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Compare Baroda BNP Paribas Business Cycle 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 | ₹500 | ₹100 |
Expense Ratio | 2.38 | 2.12 |
NAV | ₹15.25 | ₹15.19 |
Fund Started | 24 Aug 2021 | 28 Jul 2023 |
Fund Size | ₹565.10 Cr | ₹1257.03 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 of 1%, if redeemed within 30 days. |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹100
Expense Ratio
2.38
2.12
NAV
₹15.25
₹15.19
Fund Started
24 Aug 2021
28 Jul 2023
Fund Size
₹565.10 Cr
₹1257.03 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 of 1%, if redeemed within 30 days.
Returns
1 Year | 3.16% | 2.88% |
3 Year | 18.73% | - |
5 Year | - | - |
1 Year
3.16%
2.88%
3 Year
18.73%
-
5 Year
-
-
Holding Analysis
Equity | 94.73% | 99.43% |
Cash | 0.41% | 0.57% |
Equity
94.73%
99.43%
Cash
0.41%
0.57%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 7.05% |
ICICI Bank Ltd. | 6.14% |
Reliance Industries Ltd. | 5.37% |
Kotak Mahindra Bank Ltd. | 4.22% |
Larsen & Toubro Ltd. | 3.72% |
Hitachi Energy India Ltd. | 3.47% |
Sun Pharmaceutical Industries Ltd. | 2.92% |
Tata Consultancy Services Ltd. | 2.75% |
Divi's Laboratories Ltd. | 2.42% |
Bharti Airtel Ltd. | 2.08% |
Name | Assets |
|---|---|
Eicher Motors Ltd. | 10.50% |
Maruti Suzuki India Ltd. | 10.04% |
Interglobe Aviation Ltd. | 7.31% |
Hyundai Motor India Ltd. | 6.79% |
Bajaj Auto Ltd. | 6.52% |
Bosch Ltd. | 6.39% |
Mahindra & Mahindra Ltd. | 5.82% |
Eternal Ltd. | 5.79% |
SKF India Ltd. | 4.50% |
Balkrishna Industries Ltd. | 4.35% |
Fund Manager
Name | Miten Vora | Dhruv Muchhal |
Start Date | 01 Dec 2022 | 14 Sep 2023 |
Name
Miten Vora
Dhruv Muchhal
Start Date
01 Dec 2022
14 Sep 2023
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 under Transportation and Logistics theme. |
Launch Date | 24 Aug 2021 | 28 Jul 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 under Transportation and Logistics theme.
Launch Date
24 Aug 2021
28 Jul 2023