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Compare HSBC Business Cycles Fund vs Sundaram 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 | ₹100 |
Expense Ratio | 2.2 | 2.02 |
NAV | ₹42.99 | ₹11.18 |
Fund Started | 30 Jul 2014 | 05 Jun 2024 |
Fund Size | ₹1117.47 Cr | ₹1808.48 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
₹100
Expense Ratio
2.2
2.02
NAV
₹42.99
₹11.18
Fund Started
30 Jul 2014
05 Jun 2024
Fund Size
₹1117.47 Cr
₹1808.48 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% | 5.14% |
3 Year | 20.88% | - |
5 Year | 24.62% | - |
1 Year
-0.80%
5.14%
3 Year
20.88%
-
5 Year
24.62%
-
Holding Analysis
Equity | 92.73% | 91.25% |
Cash | 7.27% | 8.75% |
Equity
92.73%
91.25%
Cash
7.27%
8.75%
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 |
|---|---|
Eternal Ltd. | 5.47% |
Bharti Airtel Ltd. | 5.43% |
Kotak Mahindra Bank Ltd. | 5.06% |
Larsen & Toubro Ltd. | 4.42% |
Amber Enterprises India Ltd. | 3.66% |
Reliance Industries Ltd. | 3.39% |
Mahindra & Mahindra Ltd. | 3.14% |
Sapphire Foods India Ltd. | 2.74% |
Affle 3I Ltd. | 2.57% |
Hindalco Industries Ltd. | 2.46% |
Fund Manager
Name | Sonal Gupta | Dwijendra Srivastava |
Start Date | 28 Mar 2025 | 02 Jul 2025 |
Name
Sonal Gupta
Dwijendra Srivastava
Start Date
28 Mar 2025
02 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 provide long term capital appreciation by investing predominantly in equity and equity related securities with a focus on identifying medium term cycles which can impact the business fundamentals. This will be done through dynamic allocation between various themes and stocks at different stages of cycles in the economy. |
Launch Date | 30 Jul 2014 | 05 Jun 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 provide long term capital appreciation by investing predominantly in equity and equity related securities with a focus on identifying medium term cycles which can impact the business fundamentals. This will be done through dynamic allocation between various themes and stocks at different stages of cycles in the economy.
Launch Date
30 Jul 2014
05 Jun 2024