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Compare Tata Business Cycle Fund vs UTI Transportation and Logistics 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 | 1.92 | 1.91 |
NAV | ₹18.29 | ₹275.82 |
Fund Started | 16 Jul 2021 | 01 Aug 2005 |
Fund Size | ₹2898.17 Cr | ₹3565.22 Cr |
Exit Load | Exit load of 0.50%, if redeemed within 30 days. | Exit load of 1% if redeemed within 30 days. |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹500
Expense Ratio
1.92
1.91
NAV
₹18.29
₹275.82
Fund Started
16 Jul 2021
01 Aug 2005
Fund Size
₹2898.17 Cr
₹3565.22 Cr
Exit Load
Exit load of 0.50%, if redeemed within 30 days.
Exit load of 1% if redeemed within 30 days.
Returns
1 Year | -8.73% | -1.80% |
3 Year | 18.26% | 20.95% |
5 Year | - | 25.73% |
1 Year
-8.73%
-1.80%
3 Year
18.26%
20.95%
5 Year
-
25.73%
Holding Analysis
Equity | 99.33% | 95.82% |
Cash | 0.67% | 4.01% |
Equity
99.33%
95.82%
Cash
0.67%
4.01%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Reliance Industries Ltd. | 6.02% |
HDFC Bank Ltd. | 5.06% |
Kotak Mahindra Bank Ltd. | 3.53% |
Axis Bank Ltd. | 2.87% |
Larsen & Toubro Ltd. | 2.70% |
Ambuja Cements Ltd. | 2.63% |
Lupin Ltd. | 2.45% |
Shree Cement Ltd. | 2.33% |
Metropolis Healthcare Ltd. | 2.32% |
Godrej Properties Ltd. | 2.26% |
Name | Assets |
|---|---|
Mahindra & Mahindra Ltd. | 13.98% |
Maruti Suzuki India Ltd. | 9.60% |
Eicher Motors Ltd. | 8.97% |
Eternal Ltd. | 6.97% |
Interglobe Aviation Ltd. | 6.43% |
Bajaj Auto Ltd. | 5.39% |
Adani Ports and Special Economic Zone Ltd. | 4.72% |
Hero Motocorp Ltd. | 3.92% |
Hyundai Motor India Ltd. | 3.54% |
Tata Motors Ltd. | 3.53% |
Fund Manager
Name | Arvindkumar Kumaresan Chetty | Sachin Trivedi |
Start Date | 01 Dec 2022 | 22 Sep 2016 |
Name
Arvindkumar Kumaresan Chetty
Sachin Trivedi
Start Date
01 Dec 2022
22 Sep 2016
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 securities of companies engaged in the transportation and logistics sector. |
Launch Date | 16 Jul 2021 | 01 Aug 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 long term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in the transportation and logistics sector.
Launch Date
16 Jul 2021
01 Aug 2005
