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Compare Edelweiss Business Cycle Fund vs Motilal Oswal 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 | ₹500 |
Expense Ratio | 2.04 | 2.02 |
NAV | ₹9.03 | ₹13.13 |
Fund Started | 09 Jul 2024 | 07 Aug 2024 |
Fund Size | ₹1774.17 Cr | ₹2151.21 Cr |
Exit Load | Exit load of 1%, if redeemed within 90 days. | Exit load of 1%, if redeemed within 365 days.
|
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹500
Expense Ratio
2.04
2.02
NAV
₹9.03
₹13.13
Fund Started
09 Jul 2024
07 Aug 2024
Fund Size
₹1774.17 Cr
₹2151.21 Cr
Exit Load
Exit load of 1%, if redeemed within 90 days.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | -1.55% | 9.76% |
3 Year | - | - |
5 Year | - | - |
1 Year
-1.55%
9.76%
3 Year
-
-
5 Year
-
-
Holding Analysis
Equity | 99.70% | 83.52% |
Cash | -1.45% | 16.47% |
Equity
99.70%
83.52%
Cash
-1.45%
16.47%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Muthoot Finance Ltd. | 5.74% |
Fortis Healthcare Ltd. | 4.79% |
Divi's Laboratories Ltd. | 4.48% |
Bosch Ltd. | 3.54% |
GE Vernova T&D India Ltd | 3.42% |
ICICI Bank Ltd. | 3.41% |
Coromandel International Ltd. | 2.81% |
JK Cement Ltd. | 2.57% |
HDFC Bank Ltd. | 2.52% |
Glenmark Pharmaceuticals Ltd. | 2.51% |
Name | Assets |
|---|---|
Shaily Engineering Plastics Ltd. | 9.52% |
Kalyan Jewellers India Ltd. | 8.29% |
Eternal Ltd. | 7.39% |
Coforge Ltd. | 7.23% |
Persistent Systems Ltd. | 6.88% |
Dixon Technologies (India) Ltd. | 6.71% |
Ellenbarrie Industrial Gases Ltd. | 6.34% |
Healthcare Global Enterprises Ltd. | 6.08% |
Neuland Laboratories Ltd. | 3.45% |
Trent Ltd. | 3.27% |
Fund Manager
Name | Bharat Lahoti | Ajay Khandelwal |
Start Date | 12 Aug 2025 | 25 Jul 2025 |
Name
Bharat Lahoti
Ajay Khandelwal
Start Date
12 Aug 2025
25 Jul 2025
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 achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles. |
Launch Date | 09 Jul 2024 | 07 Aug 2024 |
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 achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles.
Launch Date
09 Jul 2024
07 Aug 2024