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Compare HDFC Business Cycle Fund vs Union Innovation & 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 | ₹500 |
Expense Ratio | 1.98 | 2.2 |
NAV | ₹14.40 | ₹13.65 |
Fund Started | 11 Nov 2022 | 16 Aug 2023 |
Fund Size | ₹2856.70 Cr | ₹949.45 Cr |
Exit Load | Exit load of 1%, if redeemed within 1 year. | Exit load of 1%, if redeemed within 1 year. |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹500
Expense Ratio
1.98
2.2
NAV
₹14.40
₹13.65
Fund Started
11 Nov 2022
16 Aug 2023
Fund Size
₹2856.70 Cr
₹949.45 Cr
Exit Load
Exit load of 1%, if redeemed within 1 year.
Exit load of 1%, if redeemed within 1 year.
Returns
1 Year | 2.32% | 6.23% |
3 Year | - | - |
5 Year | - | - |
1 Year
2.32%
6.23%
3 Year
-
-
5 Year
-
-
Holding Analysis
Equity | 95.87% | 94.22% |
Cash | 4.13% | 5.66% |
Equity
95.87%
94.22%
Cash
4.13%
5.66%
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 |
|---|---|
Suzlon Energy Ltd. | 4.08% |
GE Vernova T&D India Ltd. | 4.03% |
Info Edge (India) Ltd. | 3.90% |
Affle 3I Ltd. | 3.39% |
Bharat Electronics Ltd. | 3.37% |
Eternal Ltd. | 3.10% |
The Federal Bank Ltd. | 3.08% |
PB Fintech Ltd. | 3.03% |
Acutaas Chemicals Ltd. | 3.01% |
TVS Motor Company Ltd. | 2.98% |
Fund Manager
Name | Dhruv Muchhal | Hardick Bora |
Start Date | 14 Sep 2023 | 25 Jan 2023 |
Name
Dhruv Muchhal
Hardick Bora
Start Date
14 Sep 2023
25 Jan 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 seeks to achieve long term capital appreciation by investing predominantly in equity and equity related securities of Innovative Companies. |
Launch Date | 11 Nov 2022 | 16 Aug 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 seeks to achieve long term capital appreciation by investing predominantly in equity and equity related securities of Innovative Companies.
Launch Date
11 Nov 2022
16 Aug 2023