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Compare Kotak Business Cycle Fund vs HDFC 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 | ₹100 | ₹100 |
Expense Ratio | 1.96 | 2.12 |
NAV | ₹15.62 | ₹15.26 |
Fund Started | 07 Sep 2022 | 28 Jul 2023 |
Fund Size | ₹2600.33 Cr | ₹1257.03 Cr |
Exit Load | 0.5% for redemption within 90 Days | Exit load of 1%, if redeemed within 30 days. |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹100
Expense Ratio
1.96
2.12
NAV
₹15.62
₹15.26
Fund Started
07 Sep 2022
28 Jul 2023
Fund Size
₹2600.33 Cr
₹1257.03 Cr
Exit Load
0.5% for redemption within 90 Days
Exit load of 1%, if redeemed within 30 days.
Returns
1 Year | 12.11% | 2.25% |
3 Year | - | - |
5 Year | - | - |
1 Year
12.11%
2.25%
3 Year
-
-
5 Year
-
-
Holding Analysis
Equity | 99.09% | 99.43% |
Cash | 0.91% | 0.57% |
Equity
99.09%
99.43%
Cash
0.91%
0.57%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 5.10% |
Bharti Hexacom Ltd. | 4.10% |
Axis Bank Ltd. | 3.53% |
Aster DM Healthcare Ltd. | 3.38% |
Godrej Consumer Products Ltd. | 3.16% |
Vishal Mega Mart Ltd. | 2.92% |
Eternal Ltd. | 2.83% |
HDFC Bank Ltd. | 2.74% |
Krishna Institute of Medical Sciences Ltd | 2.72% |
Vijaya Diagnostic Centre Ltd. | 2.71% |
Name | Assets |
|---|---|
Eicher Motors Ltd. | 10.50% |
Maruti Suzuki India Ltd. | 10.04% |
Interglobe Aviation Ltd. | 7.31% |
Hyundai Motor India Ltd. | 6.79% |
Bajaj Auto Ltd. | 6.52% |
Bosch Ltd. | 6.39% |
Mahindra & Mahindra Ltd. | 5.82% |
Eternal Ltd. | 5.79% |
SKF India Ltd. | 4.50% |
Balkrishna Industries Ltd. | 4.35% |
Fund Manager
Name | Pankaj Tibrewal | Dhruv Muchhal |
Start Date | 07 Sep 2022 | 14 Sep 2023 |
Name
Pankaj Tibrewal
Dhruv Muchhal
Start Date
07 Sep 2022
14 Sep 2023
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 provide long-term capital appreciation by investing predominantly in equity and equity related securities under Transportation and Logistics theme. |
Launch Date | 07 Sep 2022 | 28 Jul 2023 |
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 provide long-term capital appreciation by investing predominantly in equity and equity related securities under Transportation and Logistics theme.
Launch Date
07 Sep 2022
28 Jul 2023