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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 | - | 0.0 |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 0.76 | 2.12 |
NAV | ₹23.11 | ₹13.93 |
Fund Started | 02 Mar 2019 | 21 Aug 2023 |
Fund Size | ₹212.14 Cr | ₹1182.22 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
-
0.0
Min SIP Amount
₹500
₹500
Expense Ratio
0.76
2.12
NAV
₹23.11
₹13.93
Fund Started
02 Mar 2019
21 Aug 2023
Fund Size
₹212.14 Cr
₹1182.22 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 | 8.35% | 19.61% |
3 Year | 12.87% | - |
5 Year | 17.48% | - |
1 Year
8.35%
19.61%
3 Year
12.87%
-
5 Year
17.48%
-
Holding Analysis
Equity | 100.05% | 98.72% |
Cash | -0.05% | 1.28% |
Equity
100.05%
98.72%
Cash
-0.05%
1.28%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Sun Pharmaceutical Industries Ltd. | 7.53% |
Nestle India Ltd. | 7.30% |
Hindustan Unilever Ltd. | 7.25% |
Britannia Industries Ltd. | 7.02% |
Tata Consultancy Services Ltd. | 6.09% |
Apollo Hospitals Enterprise Ltd. | 6.02% |
Dr. Reddy's Laboratories Ltd. | 5.54% |
Tata Consumer Products Ltd. | 4.57% |
Cipla Ltd. | 3.70% |
ITC Ltd. | 2.54% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.97% |
Reliance Industries Ltd. | 4.67% |
State Bank of India | 4.10% |
Infosys Ltd. | 3.44% |
ITC Ltd. | 3.27% |
ICICI Bank Ltd. | 2.44% |
Indus Towers Ltd. | 2.33% |
Hindustan Unilever Ltd. | 2.28% |
Indusind Bank Ltd. | 2.15% |
Divi's Laboratories Ltd. | 2.09% |
Fund Manager
Name | Raviprakash Sharma | Renjith Sivaram Radhakrishnan |
Start Date | 22 Aug 2011 | 03 Jul 2023 |
Name
Raviprakash Sharma
Renjith Sivaram Radhakrishnan
Start Date
22 Aug 2011
03 Jul 2023
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
