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Compare Union Business Cycle Fund vs Motilal Oswal 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 | ₹500 |
Expense Ratio | 2.45 | 2.03 |
NAV | ₹11.41 | ₹12.91 |
Fund Started | 13 Feb 2024 | 07 Aug 2024 |
Fund Size | ₹569.17 Cr | ₹2151.21 Cr |
Exit Load | Exit load of 1%, if redeemed within 1 year. | Exit load of 1%, if redeemed within 365 days.
|
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹500
Expense Ratio
2.45
2.03
NAV
₹11.41
₹12.91
Fund Started
13 Feb 2024
07 Aug 2024
Fund Size
₹569.17 Cr
₹2151.21 Cr
Exit Load
Exit load of 1%, if redeemed within 1 year.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 3.80% | 9.08% |
3 Year | - | - |
5 Year | - | - |
1 Year
3.80%
9.08%
3 Year
-
-
5 Year
-
-
Holding Analysis
Equity | 98.16% | 83.52% |
Cash | 1.74% | 16.47% |
Equity
98.16%
83.52%
Cash
1.74%
16.47%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 5.59% |
HDFC Bank Ltd. | 5.44% |
Maruti Suzuki India Ltd. | 4.07% |
State Bank of India | 3.65% |
Larsen & Toubro Ltd. | 3.57% |
Bharti Airtel Ltd. | 3.50% |
Mahindra & Mahindra Ltd. | 3.43% |
Bharat Electronics Ltd. | 3.02% |
Infosys Ltd. | 3.02% |
Bajaj Finance Ltd. | 2.61% |
Name | Assets |
|---|---|
Shaily Engineering Plastics Ltd. | 9.52% |
Kalyan Jewellers India Ltd. | 8.29% |
Eternal Ltd. | 7.39% |
Coforge Ltd. | 7.23% |
Persistent Systems Ltd. | 6.88% |
Dixon Technologies (India) Ltd. | 6.71% |
Ellenbarrie Industrial Gases Ltd. | 6.34% |
Healthcare Global Enterprises Ltd. | 6.08% |
Neuland Laboratories Ltd. | 3.45% |
Trent Ltd. | 3.27% |
Fund Manager
Name | Pratik Dharmshi | Ajay Khandelwal |
Start Date | 01 Sep 2025 | 25 Jul 2025 |
Name
Pratik Dharmshi
Ajay Khandelwal
Start Date
01 Sep 2025
25 Jul 2025
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 achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles. |
Launch Date | 13 Feb 2024 | 07 Aug 2024 |
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 achieve long term capital appreciation by predominantly investing in equity and equity related instruments of companies by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles.
Launch Date
13 Feb 2024
07 Aug 2024