Compare DSP Quant Fund vs Mahindra Manulife Business Cycle Fund
Fund Details
Risk | Very High | Very High |
Rating | 0.0 | 0.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.27 | 2.12 |
NAV | ₹20.85 | ₹14.29 |
Fund Started | 20 May 2019 | 21 Aug 2023 |
Fund Size | ₹1069.84 Cr | ₹1165.00 Cr |
Exit Load | - | Exit load of 1%, if redeemed within 3 months |
Returns
1 Year | 20.57% | 41.93% |
3 Year | 5.59% | - |
5 Year | 14.32% | - |
Holding Analysis
Equity | 99.43% | 94.80% |
Cash | 0.57% | 5.20% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Anil Ghelani | Renjith Sivaram Radhakrishnan |
Start Date | 24 Jul 2019 | 03 Jul 2023 |
About Fund
Description | The Scheme seeks to deliver superior returns as compared to the underlying benchmark over the medium to long term through investing in equity and equity related securities. The portfolio of stocks will be selected, weighed and rebalanced using stock screeners, factor based scoring and an optimization formula which aims to enhance portfolio exposures to factors representing good investing principles such as growth, value and quality within risk constraints. | 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 | 20 May 2019 | 21 Aug 2023 |
