- ProductsInvestment SuiteExclusiveFeatures
- PlatformTrading PlatformsFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketMarket MoversStocksIndicesMutual FundsIPO
- LearnStockshaalaResourceInvesting GuideEvents
- Partner
- Support
Products
Platform
Research
Market
Learn
Compare HSBC Business Cycles 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 | ₹500 | ₹500 |
Expense Ratio | 2.23 | 2.2 |
NAV | ₹43.37 | ₹13.65 |
Fund Started | 30 Jul 2014 | 16 Aug 2023 |
Fund Size | ₹1077.95 Cr | ₹949.45 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 1 year. |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹500
Expense Ratio
2.23
2.2
NAV
₹43.37
₹13.65
Fund Started
30 Jul 2014
16 Aug 2023
Fund Size
₹1077.95 Cr
₹949.45 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 1 year.
Returns
1 Year | 6.54% | 5.98% |
3 Year | 29.25% | - |
5 Year | 27.23% | - |
1 Year
6.54%
5.98%
3 Year
29.25%
-
5 Year
27.23%
-
Holding Analysis
Equity | 96.75% | 94.22% |
Cash | 3.25% | 5.66% |
Equity
96.75%
94.22%
Cash
3.25%
5.66%
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 |
|---|---|
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 | Sonal Gupta | Hardick Bora |
Start Date | 31 Dec 2023 | 25 Jan 2023 |
Name
Sonal Gupta
Hardick Bora
Start Date
31 Dec 2023
25 Jan 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 achieve long term capital appreciation by investing predominantly in equity and equity related securities of Innovative Companies. |
Launch Date | 30 Jul 2014 | 16 Aug 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 achieve long term capital appreciation by investing predominantly in equity and equity related securities of Innovative Companies.
Launch Date
30 Jul 2014
16 Aug 2023