Products
Platform
Research
Market
Learn
Compare Kotak Business Cycle Fund vs Sundaram 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 | ₹100 | ₹100 |
Expense Ratio | 1.92 | 2.02 |
NAV | ₹16.64 | ₹11.13 |
Fund Started | 07 Sep 2022 | 05 Jun 2024 |
Fund Size | ₹2948.83 Cr | ₹1808.48 Cr |
Exit Load | 0.5% for redemption within 90 Days | Exit load of 1%, if redeemed within 365 days. |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹100
Expense Ratio
1.92
2.02
NAV
₹16.64
₹11.13
Fund Started
07 Sep 2022
05 Jun 2024
Fund Size
₹2948.83 Cr
₹1808.48 Cr
Exit Load
0.5% for redemption within 90 Days
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 7.11% | 5.14% |
3 Year | 17.64% | - |
5 Year | - | - |
1 Year
7.11%
5.14%
3 Year
17.64%
-
5 Year
-
-
Holding Analysis
Equity | 97.51% | 91.25% |
Cash | 2.49% | 8.75% |
Equity
97.51%
91.25%
Cash
2.49%
8.75%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 4.25% |
Aster DM Healthcare Ltd. | 3.70% |
Bharti Hexacom Ltd. | 3.56% |
Eternal Ltd. | 3.50% |
Vishal Mega Mart Ltd. | 3.45% |
GE Vernova T&D India Ltd | 3.01% |
Axis Bank Ltd. | 2.80% |
UNO Minda Ltd. | 2.70% |
Maruti Suzuki India Ltd. | 2.65% |
Godrej Consumer Products Ltd. | 2.58% |
Name | Assets |
|---|---|
Eternal Ltd. | 5.47% |
Bharti Airtel Ltd. | 5.43% |
Kotak Mahindra Bank Ltd. | 5.06% |
Larsen & Toubro Ltd. | 4.42% |
Amber Enterprises India Ltd. | 3.66% |
Reliance Industries Ltd. | 3.39% |
Mahindra & Mahindra Ltd. | 3.14% |
Sapphire Foods India Ltd. | 2.74% |
Affle 3I Ltd. | 2.57% |
Hindalco Industries Ltd. | 2.46% |
Fund Manager
Name | Pankaj Tibrewal | Dwijendra Srivastava |
Start Date | 07 Sep 2022 | 02 Jul 2025 |
Name
Pankaj Tibrewal
Dwijendra Srivastava
Start Date
07 Sep 2022
02 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 provide long term capital appreciation by investing predominantly in equity and equity related securities with a focus on identifying medium term cycles which can impact the business fundamentals. This will be done through dynamic allocation between various themes and stocks at different stages of cycles in the economy. |
Launch Date | 07 Sep 2022 | 05 Jun 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 provide long term capital appreciation by investing predominantly in equity and equity related securities with a focus on identifying medium term cycles which can impact the business fundamentals. This will be done through dynamic allocation between various themes and stocks at different stages of cycles in the economy.
Launch Date
07 Sep 2022
05 Jun 2024