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Compare Quant Business Cycle Fund vs HDFC Defence Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | - |
Min SIP Amount | ₹1000 | ₹100 |
Expense Ratio | 2.12 | 1.82 |
NAV | ₹15.39 | ₹20.81 |
Fund Started | 12 May 2023 | 19 May 2023 |
Fund Size | ₹1237.93 Cr | ₹4975.51 Cr |
Exit Load | Exit load of 1%, if redeemed within 15 days. | Exit load of 1%, if redeemed within 1 year. |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹1000
₹100
Expense Ratio
2.12
1.82
NAV
₹15.39
₹20.81
Fund Started
12 May 2023
19 May 2023
Fund Size
₹1237.93 Cr
₹4975.51 Cr
Exit Load
Exit load of 1%, if redeemed within 15 days.
Exit load of 1%, if redeemed within 1 year.
Returns
1 Year | -5.10% | 9.62% |
3 Year | - | - |
5 Year | - | - |
1 Year
-5.10%
9.62%
3 Year
-
-
5 Year
-
-
Holding Analysis
Equity | 89.95% | 95.84% |
Cash | 5.65% | 4.16% |
Equity
89.95%
95.84%
Cash
5.65%
4.16%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Reliance Industries Ltd. | 9.93% |
HFCL Ltd. | 6.33% |
Samvardhana Motherson International Ltd. | 5.82% |
JIO Financial Services Ltd. | 5.63% |
Aurobindo Pharma Ltd. | 5.07% |
Larsen & Toubro Ltd. | 4.82% |
S.P. Apparels Ltd. | 4.66% |
Life Insurance Corporation of India | 4.62% |
Alivus Life Sciences Ltd | 4.34% |
Sun TV Network Ltd. | 4.09% |
Name | Assets |
|---|---|
Bharat Electronics Ltd. | 20.47% |
Hindustan Aeronautics Ltd. | 19.80% |
Solar Industries India Ltd. | 12.83% |
BEML Ltd. | 9.86% |
Cyient DLM Ltd. | 5.16% |
Astra Microwave Products Ltd. | 4.86% |
Larsen & Toubro Ltd. | 3.59% |
Interglobe Aviation Ltd. | 2.72% |
MTAR Technologies Ltd. | 2.69% |
Premier Explosives Ltd. | 2.47% |
Fund Manager
Name | Ankit A Pande | Abhishek Poddar |
Start Date | 22 Aug 2023 | 19 May 2023 |
Name
Ankit A Pande
Abhishek Poddar
Start Date
22 Aug 2023
19 May 2023
About Fund
Description | The scheme seeks to generate long-term capital appreciation by investing with 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 of Defence & allied sector companies. |
Launch Date | 12 May 2023 | 19 May 2023 |
Description
The scheme seeks to generate long-term capital appreciation by investing with 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 of Defence & allied sector companies.
Launch Date
12 May 2023
19 May 2023