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Compare DSP Business Cycle Fund vs Kotak 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 | ₹100 | ₹100 |
Expense Ratio | 2.14 | 1.92 |
NAV | ₹10.28 | ₹16.48 |
Fund Started | 27 Nov 2024 | 07 Sep 2022 |
Fund Size | ₹1181.10 Cr | ₹3066.15 Cr |
Exit Load | 0.5% for redemption within 1 Month | 0.5% for redemption within 90 Days |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹100
Expense Ratio
2.14
1.92
NAV
₹10.28
₹16.48
Fund Started
27 Nov 2024
07 Sep 2022
Fund Size
₹1181.10 Cr
₹3066.15 Cr
Exit Load
0.5% for redemption within 1 Month
0.5% for redemption within 90 Days
Returns
1 Year | - | 3.54% |
3 Year | - | 16.57% |
5 Year | - | - |
1 Year
-
3.54%
3 Year
-
16.57%
5 Year
-
-
Holding Analysis
Equity | 89.95% | 99.12% |
Cash | 10.05% | 0.88% |
Equity
89.95%
99.12%
Cash
10.05%
0.88%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
State Bank of India | 5.89% |
Multi Commodity Exchange Of India Ltd. | 4.97% |
Axis Bank Ltd. | 4.78% |
Mahindra & Mahindra Ltd. | 4.45% |
Infosys Ltd. | 4.07% |
Apollo Hospitals Enterprise Ltd. | 3.85% |
Bharti Airtel Ltd. | 3.45% |
Kotak Mahindra Bank Ltd. | 3.32% |
Tata Consultancy Services Ltd. | 3.19% |
Amber Enterprises India Ltd. | 2.92% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 5.18% |
Aster DM Healthcare Ltd. | 3.85% |
Bharti Hexacom Ltd. | 3.83% |
HDFC Bank Ltd. | 3.35% |
Eternal Ltd. | 3.28% |
Vishal Mega Mart Ltd. | 3.22% |
Axis Bank Ltd. | 3.05% |
GE Vernova T&D India Ltd | 2.97% |
Maruti Suzuki India Ltd. | 2.57% |
Krishna Institute of Medical Sciences Ltd | 2.54% |
Fund Manager
Name | Charanjit Singh | Pankaj Tibrewal |
Start Date | 01 May 2023 | 25 Aug 2015 |
Name
Charanjit Singh
Pankaj Tibrewal
Start Date
01 May 2023
25 Aug 2015
About Fund
Description | The scheme seeks to provide long-term capital appreciation by investing in equity and equity related securities with a focus on riding business cycles through dynamic allocation across various sectors / themes / stocks at different stages of business cycle. | The scheme seeks to generate 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 | 27 Nov 2024 | 07 Sep 2022 |
Description
The scheme seeks to provide long-term capital appreciation by investing in equity and equity related securities with a focus on riding business cycles through dynamic allocation across various sectors / themes / stocks at different stages of business cycle.
The scheme seeks to generate 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
27 Nov 2024
07 Sep 2022