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Compare Motilal Oswal 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 | 2.02 | 2.02 |
NAV | ₹12.68 | ₹11.04 |
Fund Started | 07 Aug 2024 | 05 Jun 2024 |
Fund Size | ₹1984.52 Cr | ₹1783.74 Cr |
Exit Load | Exit load of 1%, if redeemed within 365 days.
| Exit load of 1%, if redeemed within 365 days. |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹100
Expense Ratio
2.02
2.02
NAV
₹12.68
₹11.04
Fund Started
07 Aug 2024
05 Jun 2024
Fund Size
₹1984.52 Cr
₹1783.74 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 10.32% | 2.96% |
3 Year | - | - |
5 Year | - | - |
1 Year
10.32%
2.96%
3 Year
-
-
5 Year
-
-
Holding Analysis
Equity | 98.65% | 89.41% |
Cash | 1.35% | 10.59% |
Equity
98.65%
89.41%
Cash
1.35%
10.59%
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 |
|---|---|
Bharti Airtel Ltd. | 5.38% |
Eternal Ltd. | 5.35% |
Kotak Mahindra Bank Ltd. | 5.04% |
Larsen & Toubro Ltd. | 4.41% |
Reliance Industries Ltd. | 3.42% |
Amber Enterprises India Ltd. | 3.38% |
Sapphire Foods India Ltd. | 3.06% |
Affle 3I Ltd. | 2.56% |
Mahindra & Mahindra Ltd. | 2.48% |
Ambuja Cements Ltd. | 2.46% |
Fund Manager
Name | Ajay Khandelwal | Dwijendra Srivastava |
Start Date | 25 Jul 2025 | 01 Jan 2022 |
Name
Ajay Khandelwal
Dwijendra Srivastava
Start Date
25 Jul 2025
01 Jan 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 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 Aug 2024 | 05 Jun 2024 |
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 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 Aug 2024
05 Jun 2024