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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 | ₹10.25 | ₹16.70 |
Fund Started | 27 Nov 2024 | 07 Sep 2022 |
Fund Size | ₹1137.71 Cr | ₹2948.83 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
₹10.25
₹16.70
Fund Started
27 Nov 2024
07 Sep 2022
Fund Size
₹1137.71 Cr
₹2948.83 Cr
Exit Load
0.5% for redemption within 1 Month
0.5% for redemption within 90 Days
Returns
1 Year | - | 4.85% |
3 Year | - | 18.40% |
5 Year | - | - |
1 Year
-
4.85%
3 Year
-
18.40%
5 Year
-
-
Holding Analysis
Equity | 93.06% | 97.51% |
Cash | 6.94% | 2.49% |
Equity
93.06%
97.51%
Cash
6.94%
2.49%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
State Bank of India | 5.70% |
Power Grid Corporation Of India Ltd. | 5.63% |
NTPC Ltd. | 5.28% |
Axis Bank Ltd. | 4.55% |
Mahindra & Mahindra Ltd. | 4.54% |
Multi Commodity Exchange Of India Ltd. | 4.35% |
Infosys Ltd. | 4.11% |
Apollo Hospitals Enterprise Ltd. | 3.85% |
Kotak Mahindra Bank Ltd. | 3.26% |
Amber Enterprises India Ltd. | 3.05% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 4.25% |
Aster DM Healthcare Ltd. | 3.70% |
Bharti Hexacom Ltd. | 3.56% |
Eternal Ltd. | 3.50% |
Vishal Mega Mart Ltd. | 3.45% |
GE Vernova T&D India Ltd | 3.01% |
Axis Bank Ltd. | 2.80% |
UNO Minda Ltd. | 2.70% |
Maruti Suzuki India Ltd. | 2.65% |
Godrej Consumer Products Ltd. | 2.58% |
Fund Manager
Name | Charanjit Singh | Pankaj Tibrewal |
Start Date | 27 Nov 2024 | 07 Sep 2022 |
Name
Charanjit Singh
Pankaj Tibrewal
Start Date
27 Nov 2024
07 Sep 2022
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