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Compare Axis Business Cycles Fund vs HDFC Defence Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | 0.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.99 | 1.85 |
NAV | ₹15.49 | ₹19.09 |
Fund Started | 02 Feb 2023 | 19 May 2023 |
Fund Size | ₹2540.13 Cr | ₹4647.38 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. | Exit load of 1%, if redeemed within 1 year. |
Risk
Very High
Very High
Rating
-
0.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.99
1.85
NAV
₹15.49
₹19.09
Fund Started
02 Feb 2023
19 May 2023
Fund Size
₹2540.13 Cr
₹4647.38 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Exit load of 1%, if redeemed within 1 year.
Returns
1 Year | 12.25% | 22.00% |
3 Year | - | - |
5 Year | - | - |
1 Year
12.25%
22.00%
3 Year
-
-
5 Year
-
-
Holding Analysis
Equity | 97.20% | 95.97% |
Cash | -1.13% | 4.03% |
Equity
97.20%
95.97%
Cash
-1.13%
4.03%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.75% |
ICICI Bank Ltd. | 5.52% |
Larsen & Toubro Ltd. | 2.95% |
Bharti Airtel Ltd. | 2.83% |
Ultratech Cement Ltd. | 2.77% |
Interglobe Aviation Ltd. | 2.56% |
Infosys Ltd. | 2.29% |
Tata Consultancy Services Ltd. | 2.28% |
Reliance Industries Ltd. | 2.13% |
Mahindra & Mahindra Ltd. | 2.01% |
Name | Assets |
|---|---|
Bharat Electronics Ltd. | 20.00% |
Hindustan Aeronautics Ltd. | 18.93% |
BEML Ltd. | 8.44% |
Cyient DLM Ltd. | 8.08% |
Solar Industries India Ltd. | 7.64% |
Astra Microwave Products Ltd. | 5.48% |
Premier Explosives Ltd. | 4.09% |
Larsen & Toubro Ltd. | 3.97% |
MTAR Technologies Ltd. | 3.27% |
Avalon Technologies Ltd. | 2.81% |
Fund Manager
Name | Mayank Hyanki | Abhishek Poddar |
Start Date | 05 Apr 2024 | 19 May 2023 |
Name
Mayank Hyanki
Abhishek Poddar
Start Date
05 Apr 2024
19 May 2023
About Fund
Description | The scheme seeks to provide 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. | The scheme seeks to provide long-term capital appreciation by investing predominantly in equity and equity related securities of Defence & allied sector companies. |
Launch Date | 02 Feb 2023 | 19 May 2023 |
Description
The scheme seeks to provide 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.
The scheme seeks to provide long-term capital appreciation by investing predominantly in equity and equity related securities of Defence & allied sector companies.
Launch Date
02 Feb 2023
19 May 2023
