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Compare Union Business Cycle Fund vs Kotak 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 | ₹500 | ₹100 |
Expense Ratio | 2.4 | 1.92 |
NAV | ₹11.29 | ₹16.47 |
Fund Started | 13 Feb 2024 | 07 Sep 2022 |
Fund Size | ₹556.22 Cr | ₹2914.48 Cr |
Exit Load | Exit load of 1%, if redeemed within 1 year. | 0.5% for redemption within 90 Days |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹100
Expense Ratio
2.4
1.92
NAV
₹11.29
₹16.47
Fund Started
13 Feb 2024
07 Sep 2022
Fund Size
₹556.22 Cr
₹2914.48 Cr
Exit Load
Exit load of 1%, if redeemed within 1 year.
0.5% for redemption within 90 Days
Returns
1 Year | -3.59% | 3.37% |
3 Year | - | 17.83% |
5 Year | - | - |
1 Year
-3.59%
3.37%
3 Year
-
17.83%
5 Year
-
-
Holding Analysis
Equity | 97.12% | 97.68% |
Cash | 2.77% | 2.32% |
Equity
97.12%
97.68%
Cash
2.77%
2.32%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 6.14% |
HDFC Bank Ltd. | 5.57% |
Bharti Airtel Ltd. | 4.91% |
Infosys Ltd. | 4.03% |
Mahindra & Mahindra Ltd. | 3.22% |
Larsen & Toubro Ltd. | 3.03% |
Reliance Industries Ltd. | 2.63% |
Interglobe Aviation Ltd. | 2.49% |
Bharat Electronics Ltd. | 2.45% |
GE Vernova T&D India Ltd. | 2.38% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 4.46% |
Bharti Hexacom Ltd. | 3.85% |
Aster DM Healthcare Ltd. | 3.59% |
Vishal Mega Mart Ltd. | 3.50% |
Eternal Ltd. | 3.41% |
GE Vernova T&D India Ltd. | 2.86% |
Godrej Consumer Products Ltd. | 2.78% |
UNO Minda Ltd. | 2.69% |
Krishna Institute of Medical Sciences Ltd | 2.68% |
Infosys Ltd. | 2.62% |
Fund Manager
Name | Pratik Dharmshi | Pankaj Tibrewal |
Start Date | 01 Sep 2025 | 07 Sep 2022 |
Name
Pratik Dharmshi
Pankaj Tibrewal
Start Date
01 Sep 2025
07 Sep 2022
About Fund
Description | The Schemeseeks to generate long-term capital appreciation by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles in the economy. | The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities 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 | 13 Feb 2024 | 07 Sep 2022 |
Description
The Schemeseeks to generate long-term capital appreciation by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles in the economy.
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities 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
13 Feb 2024
07 Sep 2022