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Compare Aditya Birla Sun Life Special Opportunities Fund vs Mahindra Manulife Business Cycle Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 0.0 | 0.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 2.38 | 2.12 |
NAV | ₹23.10 | ₹14.21 |
Fund Started | 05 Oct 2020 | 21 Aug 2023 |
Fund Size | ₹773.73 Cr | ₹1165.00 Cr |
Exit Load | Exit load of 1%, if redeemed within 30 days. | Exit load of 1%, if redeemed within 3 months |
Risk
Very High
Very High
Rating
0.0
0.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.38
2.12
NAV
₹23.10
₹14.21
Fund Started
05 Oct 2020
21 Aug 2023
Fund Size
₹773.73 Cr
₹1165.00 Cr
Exit Load
Exit load of 1%, if redeemed within 30 days.
Exit load of 1%, if redeemed within 3 months
Returns
1 Year | 29.72% | 39.53% |
3 Year | 12.79% | - |
5 Year | - | - |
1 Year
29.72%
39.53%
3 Year
12.79%
-
5 Year
-
-
Holding Analysis
Equity | 96.46% | 94.80% |
Cash | 3.54% | 5.20% |
Equity
96.46%
94.80%
Cash
3.54%
5.20%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 6.46% |
Infosys Ltd. | 5.81% |
ICICI Bank Ltd. | 5.01% |
HDFC Bank Ltd. | 2.90% |
Sun Pharmaceutical Industries Ltd. | 2.63% |
Coforge Ltd. | 2.35% |
Grasim Industries Ltd. | 2.33% |
Shriram Finance Ltd | 2.30% |
Fortis Healthcare Ltd. | 2.25% |
Sobha Ltd. | 2.21% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.93% |
Reliance Industries Ltd. | 4.05% |
State Bank of India | 3.73% |
Infosys Ltd. | 3.64% |
Hindustan Unilever Ltd. | 2.52% |
ITC Ltd. | 2.52% |
Indusind Bank Ltd. | 2.40% |
Indus Towers Ltd. | 2.36% |
Divi's Laboratories Ltd. | 2.27% |
NTPC Ltd. | 2.18% |
Fund Manager
Name | Dhaval Joshi | Renjith Sivaram Radhakrishnan |
Start Date | 21 Nov 2022 | 03 Jul 2023 |
Name
Dhaval Joshi
Renjith Sivaram Radhakrishnan
Start Date
21 Nov 2022
03 Jul 2023
About Fund
Description | The scheme seeks to provide long term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, Government policy change and/or regulatory changes, companies going through temporary but unique challenges and other similar instances. | The Scheme seek to generate long term capital appreciation by investing predominantly in equity and equity related securities with a focus on identifying and investing in business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. |
Launch Date | 05 Oct 2020 | 21 Aug 2023 |
Description
The scheme seeks to provide long term capital appreciation by investing in opportunities presented by special situations such as corporate restructuring, Government policy change and/or regulatory changes, companies going through temporary but unique challenges and other similar instances.
The Scheme seek to generate long term capital appreciation by investing predominantly in equity and equity related securities with a focus on identifying and investing in business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Launch Date
05 Oct 2020
21 Aug 2023
