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Compare HSBC Business Cycles Fund vs UTI 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 | ₹500 |
Expense Ratio | 2.22 | 1.93 |
NAV | ₹44.24 | ₹265.51 |
Fund Started | 30 Jul 2014 | 01 Aug 2005 |
Fund Size | ₹1153.14 Cr | ₹3588.60 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
₹500
Expense Ratio
2.22
1.93
NAV
₹44.24
₹265.51
Fund Started
30 Jul 2014
01 Aug 2005
Fund Size
₹1153.14 Cr
₹3588.60 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 | 4.53% | -3.41% |
3 Year | 26.83% | 22.11% |
5 Year | 27.56% | 27.07% |
1 Year
4.53%
-3.41%
3 Year
26.83%
22.11%
5 Year
27.56%
27.07%
Holding Analysis
Equity | 95.88% | 95.93% |
Cash | 4.12% | 3.90% |
Equity
95.88%
95.93%
Cash
4.12%
3.90%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Multi Commodity Exchange Of India Ltd. | 5.51% |
ICICI Bank Ltd. | 5.33% |
Reliance Industries Ltd. | 5.23% |
Trent Ltd. | 5.16% |
HDFC Bank Ltd. | 4.28% |
Power Mech Projects Ltd. | 2.64% |
Bharat Electronics Ltd. | 2.46% |
Ahluwalia Contracts (India) Ltd. | 2.42% |
Power Finance Corporation Ltd. | 2.24% |
Swiggy Ltd. | 2.21% |
Name | Assets |
|---|---|
Mahindra & Mahindra Ltd. | 13.80% |
Maruti Suzuki India Ltd. | 9.38% |
Eicher Motors Ltd. | 9.21% |
Interglobe Aviation Ltd. | 6.46% |
Bajaj Auto Ltd. | 5.60% |
Eternal Ltd. | 5.43% |
Adani Ports and Special Economic Zone Ltd. | 4.96% |
Hero Motocorp Ltd. | 3.87% |
Hyundai Motor India Ltd. | 3.63% |
Tata Motors Ltd. | 3.62% |
Fund Manager
Name | Sonal Gupta | Sachin Trivedi |
Start Date | 31 Dec 2023 | 22 Sep 2016 |
Name
Sonal Gupta
Sachin Trivedi
Start Date
31 Dec 2023
22 Sep 2016
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 generate long term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in the transportation and logistics sector. |
Launch Date | 30 Jul 2014 | 01 Aug 2005 |
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 generate long term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in the transportation and logistics sector.
Launch Date
30 Jul 2014
01 Aug 2005