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Compare Kotak Business Cycle Fund vs Nippon India Quant 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 | 1.95 | 0.94 |
NAV | ₹15.83 | ₹70.19 |
Fund Started | 07 Sep 2022 | 29 Jan 2005 |
Fund Size | ₹2728.93 Cr | ₹97.14 Cr |
Exit Load | 0.5% for redemption within 90 Days | Exit load of 0.25% if redeemed within 1 month |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹100
Expense Ratio
1.95
0.94
NAV
₹15.83
₹70.19
Fund Started
07 Sep 2022
29 Jan 2005
Fund Size
₹2728.93 Cr
₹97.14 Cr
Exit Load
0.5% for redemption within 90 Days
Exit load of 0.25% if redeemed within 1 month
Returns
1 Year | 9.02% | 6.97% |
3 Year | - | 23.56% |
5 Year | - | 24.60% |
1 Year
9.02%
6.97%
3 Year
-
23.56%
5 Year
-
24.60%
Holding Analysis
Equity | 99.09% | 97.94% |
Cash | 0.91% | 2.06% |
Equity
99.09%
97.94%
Cash
0.91%
2.06%
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 |
|---|---|
ICICI Bank Ltd. | 8.93% |
HDFC Bank Ltd. | 8.21% |
Reliance Industries Ltd. | 5.49% |
Larsen & Toubro Ltd. | 5.11% |
State Bank of India | 4.43% |
Bharti Airtel Ltd. | 4.20% |
Bharat Electronics Ltd. | 3.76% |
Mahindra & Mahindra Ltd. | 3.06% |
Bajaj Finance Ltd. | 3.02% |
HDFC Asset Management Company Ltd. | 2.95% |
Fund Manager
Name | Pankaj Tibrewal | Akshay Sharma |
Start Date | 07 Sep 2022 | 01 Dec 2022 |
Name
Pankaj Tibrewal
Akshay Sharma
Start Date
07 Sep 2022
01 Dec 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 capital appreciation through investment in equity and equity related instruments. The Scheme will seek to generate capital appreciation by investing in an active portfolio of stocks selected on the basis of a Quant model. |
Launch Date | 07 Sep 2022 | 29 Jan 2005 |
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 capital appreciation through investment in equity and equity related instruments. The Scheme will seek to generate capital appreciation by investing in an active portfolio of stocks selected on the basis of a Quant model.
Launch Date
07 Sep 2022
29 Jan 2005
