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Compare Kotak Business Cycle Fund vs Union Innovation & Opportunities 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 | ₹500 |
Expense Ratio | 1.97 | 2.23 |
NAV | ₹15.24 | ₹12.92 |
Fund Started | 07 Sep 2022 | 16 Aug 2023 |
Fund Size | ₹2600.33 Cr | ₹883.96 Cr |
Exit Load | 0.5% for redemption within 90 Days | Exit load of 1%, if redeemed within 1 year. |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹500
Expense Ratio
1.97
2.23
NAV
₹15.24
₹12.92
Fund Started
07 Sep 2022
16 Aug 2023
Fund Size
₹2600.33 Cr
₹883.96 Cr
Exit Load
0.5% for redemption within 90 Days
Exit load of 1%, if redeemed within 1 year.
Returns
1 Year | 14.68% | 13.33% |
3 Year | - | - |
5 Year | - | - |
1 Year
14.68%
13.33%
3 Year
-
-
5 Year
-
-
Holding Analysis
Equity | 99.09% | 95.97% |
Cash | 0.91% | 3.96% |
Equity
99.09%
95.97%
Cash
0.91%
3.96%
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 |
|---|---|
Info Edge (India) Ltd. | 4.92% |
Eternal Ltd. | 4.21% |
Suzlon Energy Ltd. | 3.54% |
Affle 3I Ltd. | 3.49% |
Ami Organics Ltd. | 3.47% |
Awfis Space Solutions Ltd. | 3.32% |
The Federal Bank Ltd. | 3.26% |
GE Vernova T&D India Ltd. | 3.05% |
PB Fintech Ltd. | 3.04% |
Krishna Institute of Medical Sciences Ltd | 2.87% |
Fund Manager
Name | Pankaj Tibrewal | Hardick Bora |
Start Date | 07 Sep 2022 | 25 Jan 2023 |
Name
Pankaj Tibrewal
Hardick Bora
Start Date
07 Sep 2022
25 Jan 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 achieve long term capital appreciation by investing predominantly in equity and equity related securities of Innovative Companies. |
Launch Date | 07 Sep 2022 | 16 Aug 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 achieve long term capital appreciation by investing predominantly in equity and equity related securities of Innovative Companies.
Launch Date
07 Sep 2022
16 Aug 2023