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Compare Tata Business Cycle 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 | ₹100 | ₹500 |
Expense Ratio | 1.93 | 2.1 |
NAV | ₹18.93 | ₹15.22 |
Fund Started | 16 Jul 2021 | 21 Aug 2023 |
Fund Size | ₹2876.13 Cr | ₹1298.95 Cr |
Exit Load | Exit load of 0.50%, if redeemed within 30 days. | Exit load of 1%, if redeemed within 3 months |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹500
Expense Ratio
1.93
2.1
NAV
₹18.93
₹15.22
Fund Started
16 Jul 2021
21 Aug 2023
Fund Size
₹2876.13 Cr
₹1298.95 Cr
Exit Load
Exit load of 0.50%, if redeemed within 30 days.
Exit load of 1%, if redeemed within 3 months
Returns
1 Year | -2.63% | 1.07% |
3 Year | 16.15% | - |
5 Year | - | - |
1 Year
-2.63%
1.07%
3 Year
16.15%
-
5 Year
-
-
Holding Analysis
Equity | 95.90% | 98.05% |
Cash | 4.10% | 1.95% |
Equity
95.90%
98.05%
Cash
4.10%
1.95%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Reliance Industries Ltd. | 7.06% |
HDFC Bank Ltd. | 5.09% |
Jindal Steel Ltd. | 3.59% |
Axis Bank Ltd. | 3.46% |
L&T Finance Ltd. | 3.22% |
Metropolis Healthcare Ltd. | 3.07% |
Larsen & Toubro Ltd. | 3.04% |
Ambuja Cements Ltd. | 2.99% |
Lupin Ltd. | 2.67% |
Cummins India Ltd. | 2.53% |
Name | Assets |
|---|---|
Reliance Industries Ltd. | 5.05% |
State Bank of India | 4.33% |
Infosys Ltd. | 4.14% |
Bajaj Auto Ltd. | 3.28% |
Indus Towers Ltd. | 3.11% |
ITC Ltd. | 2.49% |
Bajaj Finance Ltd. | 2.45% |
Divi's Laboratories Ltd. | 2.22% |
Hindustan Unilever Ltd. | 2.20% |
Tech Mahindra Ltd. | 2.18% |
Fund Manager
Name | Arvindkumar Kumaresan Chetty | Renjith Sivaram Radhakrishnan |
Start Date | 01 Dec 2022 | 31 May 2024 |
Name
Arvindkumar Kumaresan Chetty
Renjith Sivaram Radhakrishnan
Start Date
01 Dec 2022
31 May 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 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 | 16 Jul 2021 | 21 Aug 2023 |
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 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
16 Jul 2021
21 Aug 2023