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Compare Tata Business Cycle Fund vs Bandhan 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 | 1.93 | 2.06 |
NAV | ₹19.09 | ₹10.21 |
Fund Started | 16 Jul 2021 | 10 Sep 2024 |
Fund Size | ₹2915.05 Cr | ₹1566.54 Cr |
Exit Load | Exit load of 0.50%, if redeemed within 30 days. | Exit load of 0.50%, if redeemed within 30 days. |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹100
Expense Ratio
1.93
2.06
NAV
₹19.09
₹10.21
Fund Started
16 Jul 2021
10 Sep 2024
Fund Size
₹2915.05 Cr
₹1566.54 Cr
Exit Load
Exit load of 0.50%, if redeemed within 30 days.
Exit load of 0.50%, if redeemed within 30 days.
Returns
1 Year | 0.90% | 5.98% |
3 Year | 17.55% | - |
5 Year | - | - |
1 Year
0.90%
5.98%
3 Year
17.55%
-
5 Year
-
-
Holding Analysis
Equity | 97.94% | 98.31% |
Cash | 2.06% | 1.68% |
Equity
97.94%
98.31%
Cash
2.06%
1.68%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Reliance Industries Ltd. | 6.25% |
HDFC Bank Ltd. | 4.88% |
Jindal Steel Ltd. | 3.50% |
Axis Bank Ltd. | 3.11% |
Larsen & Toubro Ltd. | 2.78% |
Metropolis Healthcare Ltd. | 2.76% |
Ambuja Cements Ltd. | 2.59% |
Kotak Mahindra Bank Ltd. | 2.59% |
L&T Finance Ltd. | 2.52% |
Lupin Ltd. | 2.49% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.55% |
Axis Bank Ltd. | 4.22% |
Infosys Ltd. | 3.04% |
Bajaj Finance Ltd. | 2.97% |
Bharti Airtel Ltd. | 2.72% |
Larsen & Toubro Ltd. | 2.40% |
NTPC Ltd. | 2.30% |
Wockhardt Ltd. | 2.28% |
One97 Communications Ltd. | 2.26% |
Kotak Mahindra Bank Ltd. | 2.09% |
Fund Manager
Name | Arvindkumar Kumaresan Chetty | Vishal Biraia |
Start Date | 01 Dec 2022 | 10 Sep 2024 |
Name
Arvindkumar Kumaresan Chetty
Vishal Biraia
Start Date
01 Dec 2022
10 Sep 2024
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 generate long-term capital appreciation by investing predominantly in equity and equity-related instruments 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 | 16 Jul 2021 | 10 Sep 2024 |
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 generate long-term capital appreciation by investing predominantly in equity and equity-related instruments 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
16 Jul 2021
10 Sep 2024