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Compare Mahindra Manulife 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 | ₹500 | ₹100 |
Expense Ratio | 2.1 | 2.02 |
NAV | ₹15.09 | ₹11.21 |
Fund Started | 21 Aug 2023 | 05 Jun 2024 |
Fund Size | ₹1227.72 Cr | ₹1808.48 Cr |
Exit Load | Exit load of 1%, if redeemed within 3 months | Exit load of 1%, if redeemed within 365 days. |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹100
Expense Ratio
2.1
2.02
NAV
₹15.09
₹11.21
Fund Started
21 Aug 2023
05 Jun 2024
Fund Size
₹1227.72 Cr
₹1808.48 Cr
Exit Load
Exit load of 1%, if redeemed within 3 months
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 0.92% | 5.58% |
3 Year | - | - |
5 Year | - | - |
1 Year
0.92%
5.58%
3 Year
-
-
5 Year
-
-
Holding Analysis
Equity | 99.02% | 91.25% |
Cash | 0.98% | 8.75% |
Equity
99.02%
91.25%
Cash
0.98%
8.75%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Reliance Industries Ltd. | 4.65% |
Infosys Ltd. | 3.93% |
State Bank of India | 3.87% |
Axis Bank Ltd. | 3.78% |
Bajaj Auto Ltd. | 3.32% |
Hero Motocorp Ltd. | 2.72% |
ITC Ltd. | 2.62% |
Bajaj Finance Ltd. | 2.50% |
Hindustan Unilever Ltd. | 2.38% |
Asahi India Glass Ltd. | 2.32% |
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 | Renjith Sivaram Radhakrishnan | Dwijendra Srivastava |
Start Date | 31 May 2024 | 02 Jul 2025 |
Name
Renjith Sivaram Radhakrishnan
Dwijendra Srivastava
Start Date
31 May 2024
02 Jul 2025
About Fund
Description | The Scheme seek to generate long term capital appreciation by investing predominantly in equity and equity related securities with a focus on identifying and investing in 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 | 21 Aug 2023 | 05 Jun 2024 |
Description
The Scheme seek to generate long term capital appreciation by investing predominantly in equity and equity related securities with a focus on identifying and investing in 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
21 Aug 2023
05 Jun 2024