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Compare Invesco India Business Cycle Fund vs Kotak 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 | 2.22 | 1.92 |
NAV | ₹12.85 | ₹16.42 |
Fund Started | 06 Feb 2025 | 07 Sep 2022 |
Fund Size | ₹863.83 Cr | ₹3066.15 Cr |
Exit Load | Exit load of 0.50%, if redeemed within 3 months. | 0.5% for redemption within 90 Days |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹100
Expense Ratio
2.22
1.92
NAV
₹12.85
₹16.42
Fund Started
06 Feb 2025
07 Sep 2022
Fund Size
₹863.83 Cr
₹3066.15 Cr
Exit Load
Exit load of 0.50%, if redeemed within 3 months.
0.5% for redemption within 90 Days
Returns
1 Year | - | 7.25% |
3 Year | - | 17.08% |
5 Year | - | - |
1 Year
-
7.25%
3 Year
-
17.08%
5 Year
-
-
Holding Analysis
Equity | 99.26% | 99.12% |
Cash | 0.74% | 0.88% |
Equity
99.26%
99.12%
Cash
0.74%
0.88%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
AU Small Finance Bank Ltd. | 5.44% |
Sai Life Sciences Ltd. | 5.03% |
Max Healthcare Institute Ltd. | 4.99% |
Swiggy Ltd. | 4.91% |
Trent Ltd. | 4.72% |
Cholamandalam Investment and Finance Company Ltd. | 4.66% |
Interglobe Aviation Ltd. | 4.35% |
Eternal Ltd. | 4.27% |
Prestige Estates Projects Ltd. | 4.09% |
WeWork India Management Ltd. | 3.99% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 5.18% |
Aster DM Healthcare Ltd. | 3.85% |
Bharti Hexacom Ltd. | 3.83% |
HDFC Bank Ltd. | 3.35% |
Eternal Ltd. | 3.28% |
Vishal Mega Mart Ltd. | 3.22% |
Axis Bank Ltd. | 3.05% |
GE Vernova T&D India Ltd | 2.97% |
Maruti Suzuki India Ltd. | 2.57% |
Krishna Institute of Medical Sciences Ltd | 2.54% |
Fund Manager
Name | Amit Ganatra | Pankaj Tibrewal |
Start Date | 03 Oct 2025 | 07 Sep 2022 |
Name
Amit Ganatra
Pankaj Tibrewal
Start Date
03 Oct 2025
07 Sep 2022
About Fund
Description | The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities with a 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 with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. |
Launch Date | 06 Feb 2025 | 07 Sep 2022 |
Description
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities with a 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 with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Launch Date
06 Feb 2025
07 Sep 2022