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Compare HDFC Business Cycle Fund vs Tata Ethical 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 | 1.98 | 1.9 |
NAV | ₹14.40 | ₹378.61 |
Fund Started | 11 Nov 2022 | 09 Apr 1996 |
Fund Size | ₹2856.70 Cr | ₹3456.33 Cr |
Exit Load | Exit load of 1%, if redeemed within 1 year. | Exit load of 0.50% if redeemed within 90 days. |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹100
Expense Ratio
1.98
1.9
NAV
₹14.40
₹378.61
Fund Started
11 Nov 2022
09 Apr 1996
Fund Size
₹2856.70 Cr
₹3456.33 Cr
Exit Load
Exit load of 1%, if redeemed within 1 year.
Exit load of 0.50% if redeemed within 90 days.
Returns
1 Year | 2.32% | -4.86% |
3 Year | - | 14.74% |
5 Year | - | 19.95% |
1 Year
2.32%
-4.86%
3 Year
-
14.74%
5 Year
-
19.95%
Holding Analysis
Equity | 95.87% | 90.87% |
Cash | 4.13% | 9.13% |
Equity
95.87%
90.87%
Cash
4.13%
9.13%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 8.77% |
Tata Motors Ltd. | 8.11% |
Bharti Airtel Ltd. | 7.70% |
Eternal Ltd. | 5.90% |
Axis Bank Ltd. | 5.28% |
HDFC Bank Ltd. | 4.12% |
Kotak Mahindra Bank Ltd. | 2.94% |
Fortis Healthcare Ltd. | 2.59% |
Adani Ports and Special Economic Zone Ltd. | 2.52% |
JSW Energy Ltd. | 2.37% |
Name | Assets |
|---|---|
Tata Consultancy Services Ltd. | 5.59% |
Hindustan Unilever Ltd. | 3.87% |
HCL Technologies Ltd. | 3.47% |
Bharat Petroleum Corporation Ltd. | 3.22% |
SRF Ltd. | 3.01% |
Ultratech Cement Ltd. | 2.66% |
Shree Cement Ltd. | 2.49% |
Cummins India Ltd. | 2.48% |
Tech Mahindra Ltd. | 2.21% |
Alkem Laboratories Ltd. | 2.21% |
Fund Manager
Name | Dhruv Muchhal | Abhinav Sharma |
Start Date | 14 Sep 2023 | 01 Nov 2019 |
Name
Dhruv Muchhal
Abhinav Sharma
Start Date
14 Sep 2023
01 Nov 2019
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 fund aims to provide medium to long term capital gains by investing in Sharia compliant equity and equity related instruments of well researched value and growth oriented companies. |
Launch Date | 11 Nov 2022 | 09 Apr 1996 |
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 fund aims to provide medium to long term capital gains by investing in Sharia compliant equity and equity related instruments of well researched value and growth oriented companies.
Launch Date
11 Nov 2022
09 Apr 1996