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Compare Sundaram 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 | ₹100 | ₹100 |
Expense Ratio | 2.02 | 1.92 |
NAV | ₹11.04 | ₹16.47 |
Fund Started | 05 Jun 2024 | 07 Sep 2022 |
Fund Size | ₹1783.74 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
₹100
₹100
Expense Ratio
2.02
1.92
NAV
₹11.04
₹16.47
Fund Started
05 Jun 2024
07 Sep 2022
Fund Size
₹1783.74 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 | 2.96% | 3.37% |
3 Year | - | 17.83% |
5 Year | - | - |
1 Year
2.96%
3.37%
3 Year
-
17.83%
5 Year
-
-
Holding Analysis
Equity | 89.41% | 97.68% |
Cash | 10.59% | 2.32% |
Equity
89.41%
97.68%
Cash
10.59%
2.32%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
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% |
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 | Dwijendra Srivastava | Pankaj Tibrewal |
Start Date | 01 Jan 2022 | 07 Sep 2022 |
Name
Dwijendra Srivastava
Pankaj Tibrewal
Start Date
01 Jan 2022
07 Sep 2022
About Fund
Description | 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. | 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 | 05 Jun 2024 | 07 Sep 2022 |
Description
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.
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
05 Jun 2024
07 Sep 2022