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Compare Invesco India Business Cycle 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 | 2.28 | 2.02 |
NAV | ₹12.67 | ₹12.68 |
Fund Started | 06 Feb 2025 | 07 Aug 2024 |
Fund Size | ₹762.26 Cr | ₹1984.52 Cr |
Exit Load | Exit load of 0.50%, if redeemed within 3 months. | Exit load of 1%, if redeemed within 365 days.
|
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹500
Expense Ratio
2.28
2.02
NAV
₹12.67
₹12.68
Fund Started
06 Feb 2025
07 Aug 2024
Fund Size
₹762.26 Cr
₹1984.52 Cr
Exit Load
Exit load of 0.50%, if redeemed within 3 months.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | - | 10.32% |
3 Year | - | - |
5 Year | - | - |
1 Year
-
10.32%
3 Year
-
-
5 Year
-
-
Holding Analysis
Equity | 97.12% | 98.65% |
Cash | 2.88% | 1.35% |
Equity
97.12%
98.65%
Cash
2.88%
1.35%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Eternal Ltd. | 5.01% |
Trent Ltd. | 4.96% |
Interglobe Aviation Ltd. | 4.95% |
Max Healthcare Institute Ltd. | 4.94% |
Swiggy Ltd. | 4.93% |
Prestige Estates Projects Ltd. | 4.82% |
Cholamandalam Investment and Finance Company Ltd. | 4.74% |
Sai Life Sciences Ltd. | 4.66% |
Apollo Hospitals Enterprise Ltd. | 3.80% |
Aditya Infotech Ltd. | 3.74% |
Name | Assets |
|---|---|
Shaily Engineering Plastics Ltd. | 10.16% |
Coforge Ltd. | 9.82% |
Trent Ltd. | 9.38% |
Dixon Technologies (India) Ltd. | 8.45% |
Persistent Systems Ltd. | 8.05% |
Kalyan Jewellers India Ltd. | 7.65% |
Ellenbarrie Industrial Gases Ltd. | 7.61% |
Polycab India Ltd. | 5.38% |
CG Power and Industrial Solutions Ltd. | 4.39% |
One97 Communications Ltd. | 4.28% |
Fund Manager
Name | Amit Ganatra | Ajay Khandelwal |
Start Date | 01 Sep 2022 | 25 Jul 2025 |
Name
Amit Ganatra
Ajay Khandelwal
Start Date
01 Sep 2022
25 Jul 2025
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 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 | 06 Feb 2025 | 07 Aug 2024 |
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 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
06 Feb 2025
07 Aug 2024