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Compare HDFC Business Cycle Fund vs Tata Housing Opportunities 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 | 2.35 |
NAV | ₹14.67 | ₹15.54 |
Fund Started | 11 Nov 2022 | 16 Aug 2022 |
Fund Size | ₹2954.61 Cr | ₹554.44 Cr |
Exit Load | Exit load of 1%, if redeemed within 1 year. | Exit load of 1%, if redeemed within 30 days. |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹100
Expense Ratio
1.98
2.35
NAV
₹14.67
₹15.54
Fund Started
11 Nov 2022
16 Aug 2022
Fund Size
₹2954.61 Cr
₹554.44 Cr
Exit Load
Exit load of 1%, if redeemed within 1 year.
Exit load of 1%, if redeemed within 30 days.
Returns
1 Year | 1.83% | -4.98% |
3 Year | - | - |
5 Year | - | - |
1 Year
1.83%
-4.98%
3 Year
-
-
5 Year
-
-
Holding Analysis
Equity | 94.86% | 98.31% |
Cash | 5.14% | 1.69% |
Equity
94.86%
98.31%
Cash
5.14%
1.69%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 8.48% |
Eternal Ltd. | 6.33% |
Bharti Airtel Ltd. | 6.24% |
Tata Motors Ltd. | 4.97% |
HDFC Bank Ltd. | 4.10% |
Vishal Mega Mart Ltd. | 3.77% |
Kotak Mahindra Bank Ltd. | 2.97% |
Aptus Value Housing Finance India Ltd. | 2.94% |
Fortis Healthcare Ltd. | 2.81% |
Adani Ports and Special Economic Zone Ltd. | 2.47% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 9.70% |
Prestige Estates Projects Ltd. | 6.52% |
Larsen & Toubro Ltd. | 5.59% |
Can Fin Homes Ltd. | 4.89% |
ICICI Bank Ltd. | 4.82% |
DLF Ltd. | 4.61% |
Ambuja Cements Ltd. | 4.23% |
Ultratech Cement Ltd. | 4.04% |
PNB Housing Finance Ltd. | 3.60% |
Kei Industries Ltd. | 3.56% |
Fund Manager
Name | Dhruv Muchhal | Arvindkumar Kumaresan Chetty |
Start Date | 14 Sep 2023 | 01 Dec 2022 |
Name
Dhruv Muchhal
Arvindkumar Kumaresan Chetty
Start Date
14 Sep 2023
01 Dec 2022
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 seeks to generate long-term capital appreciation by investing predominantly in equity and equity related instruments of entities engaged in and/or expected to benefit from the growth in housing theme. |
Launch Date | 11 Nov 2022 | 16 Aug 2022 |
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 seeks to generate long-term capital appreciation by investing predominantly in equity and equity related instruments of entities engaged in and/or expected to benefit from the growth in housing theme.
Launch Date
11 Nov 2022
16 Aug 2022