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Compare Tata Business Cycle Fund vs Nippon India Quant 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 | 1.9 | 0.94 |
NAV | ₹18.51 | ₹69.73 |
Fund Started | 16 Jul 2021 | 29 Jan 2005 |
Fund Size | ₹2909.25 Cr | ₹97.14 Cr |
Exit Load | Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days. | Exit load of 0.25% if redeemed within 1 month |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹100
Expense Ratio
1.9
0.94
NAV
₹18.51
₹69.73
Fund Started
16 Jul 2021
29 Jan 2005
Fund Size
₹2909.25 Cr
₹97.14 Cr
Exit Load
Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days.
Exit load of 0.25% if redeemed within 1 month
Returns
1 Year | -1.67% | 5.46% |
3 Year | 24.14% | 24.51% |
5 Year | - | 24.42% |
1 Year
-1.67%
5.46%
3 Year
24.14%
24.51%
5 Year
-
24.42%
Holding Analysis
Equity | 97.64% | 97.94% |
Cash | 2.36% | 2.06% |
Equity
97.64%
97.94%
Cash
2.36%
2.06%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.22% |
Reliance Industries Ltd. | 5.65% |
Kotak Mahindra Bank Ltd. | 3.69% |
Axis Bank Ltd. | 3.19% |
Larsen & Toubro Ltd. | 2.72% |
Bharti Airtel Ltd. | 2.49% |
Lupin Ltd. | 2.48% |
Ambuja Cements Ltd. | 2.45% |
HDFC Life Insurance Co Ltd. | 2.25% |
Shree Cement Ltd. | 2.23% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 8.93% |
HDFC Bank Ltd. | 8.21% |
Reliance Industries Ltd. | 5.49% |
Larsen & Toubro Ltd. | 5.11% |
State Bank of India | 4.43% |
Bharti Airtel Ltd. | 4.20% |
Bharat Electronics Ltd. | 3.76% |
Mahindra & Mahindra Ltd. | 3.06% |
Bajaj Finance Ltd. | 3.02% |
HDFC Asset Management Company Ltd. | 2.95% |
Fund Manager
Name | Arvindkumar Kumaresan Chetty | Akshay Sharma |
Start Date | 01 Dec 2022 | 01 Dec 2022 |
Name
Arvindkumar Kumaresan Chetty
Akshay Sharma
Start Date
01 Dec 2022
01 Dec 2022
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 capital appreciation through investment in equity and equity related instruments. The Scheme will seek to generate capital appreciation by investing in an active portfolio of stocks selected on the basis of a Quant model. |
Launch Date | 16 Jul 2021 | 29 Jan 2005 |
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 capital appreciation through investment in equity and equity related instruments. The Scheme will seek to generate capital appreciation by investing in an active portfolio of stocks selected on the basis of a Quant model.
Launch Date
16 Jul 2021
29 Jan 2005