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Compare HSBC Business Cycles Fund vs Motilal Oswal Business Cycle 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 | ₹500 |
Expense Ratio | 2.2 | 2.01 |
NAV | ₹42.99 | ₹13.02 |
Fund Started | 30 Jul 2014 | 07 Aug 2024 |
Fund Size | ₹1117.47 Cr | ₹1984.52 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 365 days.
|
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹500
Expense Ratio
2.2
2.01
NAV
₹42.99
₹13.02
Fund Started
30 Jul 2014
07 Aug 2024
Fund Size
₹1117.47 Cr
₹1984.52 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 365 days.
Returns
1 Year | -0.80% | 14.90% |
3 Year | 20.88% | - |
5 Year | 24.62% | - |
1 Year
-0.80%
14.90%
3 Year
20.88%
-
5 Year
24.62%
-
Holding Analysis
Equity | 92.73% | 82.12% |
Cash | 7.27% | 10.96% |
Equity
92.73%
82.12%
Cash
7.27%
10.96%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 5.13% |
Multi Commodity Exchange Of India Ltd. | 4.96% |
Reliance Industries Ltd. | 4.90% |
HDFC Bank Ltd. | 4.20% |
Trent Ltd. | 2.84% |
Hindustan Aeronautics Ltd. | 2.71% |
Ahluwalia Contracts (India) Ltd. | 2.45% |
Bharat Electronics Ltd. | 2.44% |
Swiggy Ltd. | 2.41% |
Power Finance Corporation Ltd. | 2.21% |
Name | Assets |
|---|---|
Shaily Engineering Plastics Ltd. | 9.87% |
Coforge Ltd. | 9.02% |
Kalyan Jewellers India Ltd. | 8.01% |
Dixon Technologies (India) Ltd. | 7.88% |
Persistent Systems Ltd. | 7.29% |
Ellenbarrie Industrial Gases Ltd. | 6.92% |
Eternal Ltd. | 5.74% |
Trent Ltd. | 5.20% |
Healthcare Global Enterprises Ltd. | 4.43% |
One97 Communications Ltd. | 3.96% |
Fund Manager
Name | Sonal Gupta | Ajay Khandelwal |
Start Date | 28 Mar 2025 | 25 Jul 2025 |
Name
Sonal Gupta
Ajay Khandelwal
Start Date
28 Mar 2025
25 Jul 2025
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 achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles. |
Launch Date | 30 Jul 2014 | 07 Aug 2024 |
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 achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles.
Launch Date
30 Jul 2014
07 Aug 2024