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Compare SBI Equity Minimum Variance Fund vs Mahindra Manulife 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 | ₹500 |
Expense Ratio | 0.75 | 2.1 |
NAV | ₹24.38 | ₹15.13 |
Fund Started | 02 Mar 2019 | 21 Aug 2023 |
Fund Size | ₹229.45 Cr | ₹1285.41 Cr |
Exit Load | Exit load of 0.5% if redeemed within 15 days. | Exit load of 1%, if redeemed within 3 months |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹500
Expense Ratio
0.75
2.1
NAV
₹24.38
₹15.13
Fund Started
02 Mar 2019
21 Aug 2023
Fund Size
₹229.45 Cr
₹1285.41 Cr
Exit Load
Exit load of 0.5% if redeemed within 15 days.
Exit load of 1%, if redeemed within 3 months
Returns
1 Year | 0.84% | 1.77% |
3 Year | 13.24% | - |
5 Year | 16.55% | - |
1 Year
0.84%
1.77%
3 Year
13.24%
-
5 Year
16.55%
-
Holding Analysis
Equity | 99.93% | 99.02% |
Cash | 0.07% | 0.98% |
Equity
99.93%
99.02%
Cash
0.07%
0.98%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Nestle India Ltd. | 8.47% |
ITC Ltd. | 8.04% |
Hindustan Unilever Ltd. | 7.53% |
Sun Pharmaceutical Industries Ltd. | 7.36% |
Cipla Ltd. | 5.27% |
Tata Consumer Products Ltd. | 4.49% |
Asian Paints Ltd. | 4.36% |
ICICI Bank Ltd. | 3.61% |
Bharti Airtel Ltd. | 3.09% |
HDFC Bank Ltd. | 3.09% |
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% |
Fund Manager
Name | Raviprakash Sharma | Renjith Sivaram Radhakrishnan |
Start Date | 22 Aug 2011 | 31 May 2024 |
Name
Raviprakash Sharma
Renjith Sivaram Radhakrishnan
Start Date
22 Aug 2011
31 May 2024
About Fund
Description | The scheme seeks to provide long term capital appreciation by investing in a diversified basket of companies in Nifty 50 Index while aiming for minimizing the portfolio volatility. | 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. |
Launch Date | 02 Mar 2019 | 21 Aug 2023 |
Description
The scheme seeks to provide long term capital appreciation by investing in a diversified basket of companies in Nifty 50 Index while aiming for minimizing the portfolio volatility.
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.
Launch Date
02 Mar 2019
21 Aug 2023