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Compare Sundaram Business Cycle Fund vs Motilal Oswal 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 | ₹500 |
Expense Ratio | 2.02 | 2.03 |
NAV | ₹10.90 | ₹12.91 |
Fund Started | 05 Jun 2024 | 07 Aug 2024 |
Fund Size | ₹1845.00 Cr | ₹2151.21 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
₹100
₹500
Expense Ratio
2.02
2.03
NAV
₹10.90
₹12.91
Fund Started
05 Jun 2024
07 Aug 2024
Fund Size
₹1845.00 Cr
₹2151.21 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 4.32% | 9.08% |
3 Year | - | - |
5 Year | - | - |
1 Year
4.32%
9.08%
3 Year
-
-
5 Year
-
-
Holding Analysis
Equity | 92.03% | 83.52% |
Cash | 7.97% | 16.47% |
Equity
92.03%
83.52%
Cash
7.97%
16.47%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 5.93% |
Eternal Ltd. | 5.23% |
Kotak Mahindra Bank Ltd. | 5.23% |
Larsen & Toubro Ltd. | 4.77% |
Reliance Industries Ltd. | 3.63% |
Amber Enterprises India Ltd. | 3.56% |
Mahindra & Mahindra Ltd. | 3.43% |
Hindalco Industries Ltd. | 2.69% |
Sapphire Foods India Ltd. | 2.62% |
Affle 3I Ltd. | 2.50% |
Name | Assets |
|---|---|
Shaily Engineering Plastics Ltd. | 9.52% |
Kalyan Jewellers India Ltd. | 8.29% |
Eternal Ltd. | 7.39% |
Coforge Ltd. | 7.23% |
Persistent Systems Ltd. | 6.88% |
Dixon Technologies (India) Ltd. | 6.71% |
Ellenbarrie Industrial Gases Ltd. | 6.34% |
Healthcare Global Enterprises Ltd. | 6.08% |
Neuland Laboratories Ltd. | 3.45% |
Trent Ltd. | 3.27% |
Fund Manager
Name | Dwijendra Srivastava | Ajay Khandelwal |
Start Date | 02 Jul 2025 | 25 Jul 2025 |
Name
Dwijendra Srivastava
Ajay Khandelwal
Start Date
02 Jul 2025
25 Jul 2025
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 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. |
Launch Date | 05 Jun 2024 | 07 Aug 2024 |
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 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.
Launch Date
05 Jun 2024
07 Aug 2024