- ProductsInvestment SuiteExclusiveFeatures
- PlatformTrading PlatformsFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketStocksIndicesMutual FundsIPO
- LearnStockshaalaResourceInvesting GuideEvents
- Partner
- Support
Products
Platform
Research
Market
Learn
Compare Baroda BNP Paribas Business Cycle 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 | ₹500 | ₹500 |
Expense Ratio | 2.38 | 2.22 |
NAV | ₹15.25 | ₹13.27 |
Fund Started | 24 Aug 2021 | 16 Aug 2023 |
Fund Size | ₹565.10 Cr | ₹883.96 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 1 year. |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹500
Expense Ratio
2.38
2.22
NAV
₹15.25
₹13.27
Fund Started
24 Aug 2021
16 Aug 2023
Fund Size
₹565.10 Cr
₹883.96 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 1 year.
Returns
1 Year | 3.16% | 11.68% |
3 Year | 18.73% | - |
5 Year | - | - |
1 Year
3.16%
11.68%
3 Year
18.73%
-
5 Year
-
-
Holding Analysis
Equity | 94.73% | 94.73% |
Cash | 0.41% | 5.20% |
Equity
94.73%
94.73%
Cash
0.41%
5.20%
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 |
|---|---|
Eternal Ltd. | 4.25% |
Info Edge (India) Ltd. | 4.14% |
Suzlon Energy Ltd. | 3.64% |
Affle 3I Ltd. | 3.32% |
The Federal Bank Ltd. | 3.22% |
GE Vernova T&D India Ltd. | 3.17% |
Ami Organics Ltd. | 3.11% |
Awfis Space Solutions Ltd. | 3.10% |
TVS Motor Company Ltd. | 3.07% |
Dixon Technologies (India) Ltd. | 3.05% |
Fund Manager
Name | Miten Vora | Hardick Bora |
Start Date | 01 Dec 2022 | 25 Jan 2023 |
Name
Miten Vora
Hardick Bora
Start Date
01 Dec 2022
25 Jan 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 achieve long term capital appreciation by investing predominantly in equity and equity related securities of Innovative Companies. |
Launch Date | 24 Aug 2021 | 16 Aug 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 achieve long term capital appreciation by investing predominantly in equity and equity related securities of Innovative Companies.
Launch Date
24 Aug 2021
16 Aug 2023