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Compare HSBC Business Cycles Fund vs HDFC Transportation and Logistics Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | - |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 2.23 | 2.16 |
NAV | ₹43.37 | ₹15.28 |
Fund Started | 30 Jul 2014 | 28 Jul 2023 |
Fund Size | ₹1077.95 Cr | ₹1330.00 Cr |
Exit Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. | Exit load of 1%, if redeemed within 30 days. |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹100
Expense Ratio
2.23
2.16
NAV
₹43.37
₹15.28
Fund Started
30 Jul 2014
28 Jul 2023
Fund Size
₹1077.95 Cr
₹1330.00 Cr
Exit Load
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Exit load of 1%, if redeemed within 30 days.
Returns
1 Year | 6.54% | -3.12% |
3 Year | 29.25% | - |
5 Year | 27.23% | - |
1 Year
6.54%
-3.12%
3 Year
29.25%
-
5 Year
27.23%
-
Holding Analysis
Equity | 96.75% | 99.47% |
Cash | 3.25% | 0.53% |
Equity
96.75%
99.47%
Cash
3.25%
0.53%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 5.70% |
Reliance Industries Ltd. | 5.30% |
Multi Commodity Exchange Of India Ltd. | 5.24% |
Trent Ltd. | 5.01% |
HDFC Bank Ltd. | 4.45% |
Power Mech Projects Ltd. | 2.62% |
Ahluwalia Contracts (India) Ltd. | 2.48% |
PB Fintech Ltd. | 2.44% |
Bharat Electronics Ltd. | 2.41% |
Power Finance Corporation Ltd. | 2.27% |
Name | Assets |
|---|---|
Maruti Suzuki India Ltd. | 9.54% |
Eicher Motors Ltd. | 9.19% |
Hyundai Motor India Ltd. | 6.95% |
Bajaj Auto Ltd. | 6.60% |
Bosch Ltd. | 6.44% |
Interglobe Aviation Ltd. | 5.81% |
Mahindra & Mahindra Ltd. | 5.31% |
SKF India Ltd. | 5.14% |
Eternal Ltd. | 4.48% |
Balkrishna Industries Ltd. | 3.80% |
Fund Manager
Name | Sonal Gupta | Dhruv Muchhal |
Start Date | 31 Dec 2023 | 14 Sep 2023 |
Name
Sonal Gupta
Dhruv Muchhal
Start Date
31 Dec 2023
14 Sep 2023
About Fund
Description | The scheme seeks to generate long term capital appreciation from a portfolio of equity and equity related securities including equity derivatives in the Indian market with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. | The scheme seeks to provide long-term capital appreciation by investing predominantly in equity and equity related securities under Transportation and Logistics theme. |
Launch Date | 30 Jul 2014 | 28 Jul 2023 |
Description
The scheme seeks to generate long term capital appreciation from a portfolio of equity and equity related securities including equity derivatives in the Indian market with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
The scheme seeks to provide long-term capital appreciation by investing predominantly in equity and equity related securities under Transportation and Logistics theme.
Launch Date
30 Jul 2014
28 Jul 2023