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Compare Tata Business Cycle Fund vs Union Innovation & Opportunities 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 | 1.9 | 2.2 |
NAV | ₹18.51 | ₹13.67 |
Fund Started | 16 Jul 2021 | 16 Aug 2023 |
Fund Size | ₹2909.25 Cr | ₹949.45 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 1%, if redeemed within 1 year. |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹500
Expense Ratio
1.9
2.2
NAV
₹18.51
₹13.67
Fund Started
16 Jul 2021
16 Aug 2023
Fund Size
₹2909.25 Cr
₹949.45 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 1%, if redeemed within 1 year.
Returns
1 Year | -1.67% | 9.19% |
3 Year | 24.14% | - |
5 Year | - | - |
1 Year
-1.67%
9.19%
3 Year
24.14%
-
5 Year
-
-
Holding Analysis
Equity | 97.64% | 94.22% |
Cash | 2.36% | 5.66% |
Equity
97.64%
94.22%
Cash
2.36%
5.66%
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 |
|---|---|
Suzlon Energy Ltd. | 4.08% |
GE Vernova T&D India Ltd. | 4.03% |
Info Edge (India) Ltd. | 3.90% |
Affle 3I Ltd. | 3.39% |
Bharat Electronics Ltd. | 3.37% |
Eternal Ltd. | 3.10% |
The Federal Bank Ltd. | 3.08% |
PB Fintech Ltd. | 3.03% |
Acutaas Chemicals Ltd. | 3.01% |
TVS Motor Company Ltd. | 2.98% |
Fund Manager
Name | Arvindkumar Kumaresan Chetty | Hardick Bora |
Start Date | 01 Dec 2022 | 25 Jan 2023 |
Name
Arvindkumar Kumaresan Chetty
Hardick Bora
Start Date
01 Dec 2022
25 Jan 2023
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 achieve long term capital appreciation by investing predominantly in equity and equity related securities of Innovative Companies. |
Launch Date | 16 Jul 2021 | 16 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 seeks to achieve long term capital appreciation by investing predominantly in equity and equity related securities of Innovative Companies.
Launch Date
16 Jul 2021
16 Aug 2023