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Compare Edelweiss 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 | 2.03 | 1.92 |
NAV | ₹8.90 | ₹16.48 |
Fund Started | 09 Jul 2024 | 07 Sep 2022 |
Fund Size | ₹1749.73 Cr | ₹2948.83 Cr |
Exit Load | Exit load of 1%, if redeemed within 90 days. | 0.5% for redemption within 90 Days |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹100
Expense Ratio
2.03
1.92
NAV
₹8.90
₹16.48
Fund Started
09 Jul 2024
07 Sep 2022
Fund Size
₹1749.73 Cr
₹2948.83 Cr
Exit Load
Exit load of 1%, if redeemed within 90 days.
0.5% for redemption within 90 Days
Returns
1 Year | -11.92% | 2.78% |
3 Year | - | 17.88% |
5 Year | - | - |
1 Year
-11.92%
2.78%
3 Year
-
17.88%
5 Year
-
-
Holding Analysis
Equity | 99.06% | 97.51% |
Cash | -4.37% | 2.49% |
Equity
99.06%
97.51%
Cash
-4.37%
2.49%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Fortis Healthcare Ltd. | 4.33% |
Divi's Laboratories Ltd. | 4.25% |
Muthoot Finance Ltd. | 3.74% |
ICICI Bank Ltd. | 3.53% |
GE Vernova T&D India Ltd | 3.09% |
Coromandel International Ltd. | 3.05% |
Max Healthcare Institute Ltd. | 2.62% |
HDFC Bank Ltd. | 2.43% |
The Indian Hotels Company Ltd. | 2.40% |
Max Financial Services Ltd. | 2.21% |
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 | Bharat Lahoti | Pankaj Tibrewal |
Start Date | 12 Aug 2025 | 07 Sep 2022 |
Name
Bharat Lahoti
Pankaj Tibrewal
Start Date
12 Aug 2025
07 Sep 2022
About Fund
Description | The scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity related securities with a focus on navigating business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. There is no assurance that the investment objective of the Scheme will be achieved. | 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 | 09 Jul 2024 | 07 Sep 2022 |
Description
The scheme seeks to generate long-term capital appreciation by investing predominantly in equity and equity related securities with a focus on navigating business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. There is no assurance that the investment objective of the Scheme will be achieved.
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
09 Jul 2024
07 Sep 2022