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Compare Motilal Oswal Business Cycle Fund vs Kotak 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 | 2.02 | 1.92 |
NAV | ₹12.68 | ₹16.47 |
Fund Started | 07 Aug 2024 | 07 Sep 2022 |
Fund Size | ₹1984.52 Cr | ₹2914.48 Cr |
Exit Load | Exit load of 1%, if redeemed within 365 days.
| 0.5% for redemption within 90 Days |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹100
Expense Ratio
2.02
1.92
NAV
₹12.68
₹16.47
Fund Started
07 Aug 2024
07 Sep 2022
Fund Size
₹1984.52 Cr
₹2914.48 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
0.5% for redemption within 90 Days
Returns
1 Year | 10.32% | 3.37% |
3 Year | - | 17.83% |
5 Year | - | - |
1 Year
10.32%
3.37%
3 Year
-
17.83%
5 Year
-
-
Holding Analysis
Equity | 98.65% | 97.68% |
Cash | 1.35% | 2.32% |
Equity
98.65%
97.68%
Cash
1.35%
2.32%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Shaily Engineering Plastics Ltd. | 10.16% |
Coforge Ltd. | 9.82% |
Trent Ltd. | 9.38% |
Dixon Technologies (India) Ltd. | 8.45% |
Persistent Systems Ltd. | 8.05% |
Kalyan Jewellers India Ltd. | 7.65% |
Ellenbarrie Industrial Gases Ltd. | 7.61% |
Polycab India Ltd. | 5.38% |
CG Power and Industrial Solutions Ltd. | 4.39% |
One97 Communications Ltd. | 4.28% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 4.46% |
Bharti Hexacom Ltd. | 3.85% |
Aster DM Healthcare Ltd. | 3.59% |
Vishal Mega Mart Ltd. | 3.50% |
Eternal Ltd. | 3.41% |
GE Vernova T&D India Ltd. | 2.86% |
Godrej Consumer Products Ltd. | 2.78% |
UNO Minda Ltd. | 2.69% |
Krishna Institute of Medical Sciences Ltd | 2.68% |
Infosys Ltd. | 2.62% |
Fund Manager
Name | Ajay Khandelwal | Pankaj Tibrewal |
Start Date | 25 Jul 2025 | 07 Sep 2022 |
Name
Ajay Khandelwal
Pankaj Tibrewal
Start Date
25 Jul 2025
07 Sep 2022
About Fund
Description | The scheme seeks to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles. | 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. |
Launch Date | 07 Aug 2024 | 07 Sep 2022 |
Description
The scheme seeks to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles.
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.
Launch Date
07 Aug 2024
07 Sep 2022