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Compare Baroda BNP Paribas Business Cycle Fund vs Motilal Oswal 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 | ₹500 | ₹500 |
Expense Ratio | 2.38 | 2.02 |
NAV | ₹16.11 | ₹13.13 |
Fund Started | 24 Aug 2021 | 07 Aug 2024 |
Fund Size | ₹580.91 Cr | ₹2151.21 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 365 days.
|
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹500
Expense Ratio
2.38
2.02
NAV
₹16.11
₹13.13
Fund Started
24 Aug 2021
07 Aug 2024
Fund Size
₹580.91 Cr
₹2151.21 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 365 days.
Returns
1 Year | 0.67% | 9.76% |
3 Year | 15.85% | - |
5 Year | - | - |
1 Year
0.67%
9.76%
3 Year
15.85%
-
5 Year
-
-
Holding Analysis
Equity | 96.09% | 83.52% |
Cash | -0.44% | 16.47% |
Equity
96.09%
83.52%
Cash
-0.44%
16.47%
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 |
|---|---|
Shaily Engineering Plastics Ltd. | 9.52% |
Kalyan Jewellers India Ltd. | 8.29% |
Eternal Ltd. | 7.39% |
Coforge Ltd. | 7.23% |
Persistent Systems Ltd. | 6.88% |
Dixon Technologies (India) Ltd. | 6.71% |
Ellenbarrie Industrial Gases Ltd. | 6.34% |
Healthcare Global Enterprises Ltd. | 6.08% |
Neuland Laboratories Ltd. | 3.45% |
Trent Ltd. | 3.27% |
Fund Manager
Name | Miten Vora | Ajay Khandelwal |
Start Date | 22 Aug 2024 | 25 Jul 2025 |
Name
Miten Vora
Ajay Khandelwal
Start Date
22 Aug 2024
25 Jul 2025
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 achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles. |
Launch Date | 24 Aug 2021 | 07 Aug 2024 |
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 achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles.
Launch Date
24 Aug 2021
07 Aug 2024