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Compare HDFC Business Cycle Fund vs Kotak Quant 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 | 1.98 | 1.46 |
NAV | ₹13.66 | ₹14.14 |
Fund Started | 11 Nov 2022 | 12 Jul 2023 |
Fund Size | ₹2762.36 Cr | ₹690.56 Cr |
Exit Load | Exit load of 1%, if redeemed within 1 year. | Exit load of 0.5%, if redeemed within 90 days |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹500
Expense Ratio
1.98
1.46
NAV
₹13.66
₹14.14
Fund Started
11 Nov 2022
12 Jul 2023
Fund Size
₹2762.36 Cr
₹690.56 Cr
Exit Load
Exit load of 1%, if redeemed within 1 year.
Exit load of 0.5%, if redeemed within 90 days
Returns
1 Year | 4.76% | 1.11% |
3 Year | - | - |
5 Year | - | - |
1 Year
4.76%
1.11%
3 Year
-
-
5 Year
-
-
Holding Analysis
Equity | 90.17% | 99.53% |
Cash | 9.83% | 0.47% |
Equity
90.17%
99.53%
Cash
9.83%
0.47%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 8.45% |
Tata Motors Ltd. | 8.23% |
Bharti Airtel Ltd. | 7.81% |
Larsen & Toubro Ltd. | 6.92% |
Axis Bank Ltd. | 5.84% |
Eternal Ltd. | 5.17% |
HDFC Bank Ltd. | 4.00% |
Infosys Ltd. | 3.70% |
Kotak Mahindra Bank Ltd. | 3.18% |
JSW Energy Ltd. | 2.70% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 3.73% |
Bharti Airtel Ltd. | 3.16% |
Apollo Hospitals Enterprise Ltd. | 3.12% |
HCL Technologies Ltd. | 2.96% |
Sun Pharmaceutical Industries Ltd. | 2.88% |
HDFC Bank Ltd. | 2.81% |
Divi's Laboratories Ltd. | 2.74% |
Coromandel International Ltd. | 2.73% |
Bajaj Finserv Ltd. | 2.59% |
Britannia Industries Ltd. | 2.54% |
Fund Manager
Name | Dhruv Muchhal | Arjun Khanna |
Start Date | 14 Sep 2023 | 25 Oct 2023 |
Name
Dhruv Muchhal
Arjun Khanna
Start Date
14 Sep 2023
25 Oct 2023
About Fund
Description | The scheme seeks to provide 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. | The scheme seek to generate long term capital appreciation by investing predominantly in equity and equity related securities selected based on quant model theme. |
Launch Date | 11 Nov 2022 | 12 Jul 2023 |
Description
The scheme seeks to provide 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.
The scheme seek to generate long term capital appreciation by investing predominantly in equity and equity related securities selected based on quant model theme.
Launch Date
11 Nov 2022
12 Jul 2023