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Compare Kotak Business Cycle Fund vs UTI 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 | ₹500 |
Expense Ratio | 1.93 | 1.92 |
NAV | ₹16.43 | ₹279.42 |
Fund Started | 07 Sep 2022 | 01 Aug 2005 |
Fund Size | ₹2848.67 Cr | ₹3565.22 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
₹500
Expense Ratio
1.93
1.92
NAV
₹16.43
₹279.42
Fund Started
07 Sep 2022
01 Aug 2005
Fund Size
₹2848.67 Cr
₹3565.22 Cr
Exit Load
0.5% for redemption within 90 Days
Exit load of 1% if redeemed within 30 days.
Returns
1 Year | 5.29% | 0.29% |
3 Year | - | 22.06% |
5 Year | - | 25.21% |
1 Year
5.29%
0.29%
3 Year
-
22.06%
5 Year
-
25.21%
Holding Analysis
Equity | 99.39% | 95.82% |
Cash | 0.61% | 4.01% |
Equity
99.39%
95.82%
Cash
0.61%
4.01%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 4.84% |
Bharti Hexacom Ltd. | 4.10% |
Aster DM Healthcare Ltd. | 3.69% |
Eternal Ltd. | 3.42% |
Vishal Mega Mart Ltd. | 3.35% |
Godrej Consumer Products Ltd. | 2.88% |
GE Vernova T&D India Ltd. | 2.87% |
Krishna Institute of Medical Sciences Ltd | 2.84% |
Vijaya Diagnostic Centre Ltd. | 2.77% |
Infosys Ltd. | 2.75% |
Name | Assets |
|---|---|
Mahindra & Mahindra Ltd. | 13.98% |
Maruti Suzuki India Ltd. | 9.60% |
Eicher Motors Ltd. | 8.97% |
Eternal Ltd. | 6.97% |
Interglobe Aviation Ltd. | 6.43% |
Bajaj Auto Ltd. | 5.39% |
Adani Ports and Special Economic Zone Ltd. | 4.72% |
Hero Motocorp Ltd. | 3.92% |
Hyundai Motor India Ltd. | 3.54% |
Tata Motors Ltd. | 3.53% |
Fund Manager
Name | Pankaj Tibrewal | Sachin Trivedi |
Start Date | 07 Sep 2022 | 22 Sep 2016 |
Name
Pankaj Tibrewal
Sachin Trivedi
Start Date
07 Sep 2022
22 Sep 2016
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 long term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in the transportation and logistics sector. |
Launch Date | 07 Sep 2022 | 01 Aug 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 long term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in the transportation and logistics sector.
Launch Date
07 Sep 2022
01 Aug 2005
