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Compare Baroda BNP Paribas Business Cycle Fund vs Sundaram 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 | ₹100 |
Expense Ratio | 2.38 | 2.02 |
NAV | ₹15.61 | ₹11.09 |
Fund Started | 24 Aug 2021 | 05 Jun 2024 |
Fund Size | ₹563.26 Cr | ₹1808.48 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
₹100
Expense Ratio
2.38
2.02
NAV
₹15.61
₹11.09
Fund Started
24 Aug 2021
05 Jun 2024
Fund Size
₹563.26 Cr
₹1808.48 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 | -6.06% | 2.46% |
3 Year | 17.14% | - |
5 Year | - | - |
1 Year
-6.06%
2.46%
3 Year
17.14%
-
5 Year
-
-
Holding Analysis
Equity | 93.36% | 91.25% |
Cash | -0.64% | 8.75% |
Equity
93.36%
91.25%
Cash
-0.64%
8.75%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.94% |
ICICI Bank Ltd. | 6.20% |
Reliance Industries Ltd. | 5.16% |
Hitachi Energy India Ltd. | 4.09% |
Larsen & Toubro Ltd. | 4.00% |
Kotak Mahindra Bank Ltd. | 3.73% |
Bharti Airtel Ltd. | 2.10% |
Infosys Ltd. | 2.10% |
Sun Pharmaceutical Industries Ltd. | 2.02% |
Bosch Ltd. | 2.01% |
Name | Assets |
|---|---|
Eternal Ltd. | 5.47% |
Bharti Airtel Ltd. | 5.43% |
Kotak Mahindra Bank Ltd. | 5.06% |
Larsen & Toubro Ltd. | 4.42% |
Amber Enterprises India Ltd. | 3.66% |
Reliance Industries Ltd. | 3.39% |
Mahindra & Mahindra Ltd. | 3.14% |
Sapphire Foods India Ltd. | 2.74% |
Affle 3I Ltd. | 2.57% |
Hindalco Industries Ltd. | 2.46% |
Fund Manager
Name | Miten Vora | Dwijendra Srivastava |
Start Date | 22 Aug 2024 | 02 Jul 2025 |
Name
Miten Vora
Dwijendra Srivastava
Start Date
22 Aug 2024
02 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 provide long term capital appreciation by investing predominantly in equity and equity related securities with a focus on identifying medium term cycles which can impact the business fundamentals. This will be done through dynamic allocation between various themes and stocks at different stages of cycles in the economy. |
Launch Date | 24 Aug 2021 | 05 Jun 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 provide long term capital appreciation by investing predominantly in equity and equity related securities with a focus on identifying medium term cycles which can impact the business fundamentals. This will be done through dynamic allocation between various themes and stocks at different stages of cycles in the economy.
Launch Date
24 Aug 2021
05 Jun 2024